iShares MSCI Intl Momentum Factor ETF
IMTM
164 hedge funds and large institutions have $2.75B invested in iShares MSCI Intl Momentum Factor ETF in 2024 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 76 increasing their positions, 31 reducing their positions, and 13 closing their positions.
145% more repeat investments, than reductions
Existing positions increased: 76 | Existing positions reduced: 31
115% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 13
22% more funds holding in top 10
Funds holding in top 10: 9 → 11 (+2)
9% more funds holding
Funds holding: 151 → 164 (+13)
3% less capital invested
Capital invested by funds: $2.84B → $2.75B (-$83.6M)
2.63% less ownership
Funds ownership: 123.49% → 120.86% (-2.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$40.5M |
| 2 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$40.4M |
| 3 |
SFA
Sequoia Financial Advisors
Akron,
Ohio
|
+$17.7M |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$14.2M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$11.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mercer Global Advisors
Denver,
Colorado
|
-$56.2M |
| 2 |
AC
Apella Capital
West Hartford,
Connecticut
|
-$3.44M |
| 3 |
ACA
Atlas Capital Advisors
Jackson,
Wyoming
|
-$2.56M |
| 4 |
SWM
Segment Wealth Management
Houston,
Texas
|
-$2.08M |
| 5 |
WIA
World Investment Advisors
Santa Barbara,
California
|
-$1.94M |
IMTM Hedge Fund Activity: Q4 2024 in Review
164 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Intl Momentum Factor ETF (IMTM) for Q4 2024, worth a combined $2.75B — down 2.9% from $2.84B a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new IMTM positions and 13 closed out — a net gain of 15 holders — while 76 added to existing stakes and 31 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $40.5M. The largest seller was Mercer Global Advisors, cutting an estimated $56.2M.
- 164 institutional investors held iShares MSCI Intl Momentum Factor ETF (IMTM) as of Q4 2024, up from 151 in Q3 2024.
- Funds reported $2.75B of iShares MSCI Intl Momentum Factor ETF stock for Q4 2024, down 2.9% quarter-over-quarter.
- 28 funds opened new iShares MSCI Intl Momentum Factor ETF positions in Q4 2024 and 13 closed out, a net change of +15 holders.
- The largest iShares MSCI Intl Momentum Factor ETF buyer in Q4 2024 was Envestnet Asset Management, an estimated $40.5M added.
- The largest iShares MSCI Intl Momentum Factor ETF seller in Q4 2024 was Mercer Global Advisors, an estimated $56.2M sold.
Based on aggregated 13F filings for Q4 2024.