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iShares MSCI Intl Momentum Factor ETF
IMTM

168 hedge funds and large institutions have $2.9B invested in iShares MSCI Intl Momentum Factor ETF in 2025 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 60 increasing their positions, 46 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 19

30% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 46

18% more funds holding in top 10

Funds holding in top 10: 11 → 13 (+2)

5% more capital invested

Capital invested by funds: $2.75B → $2.9B (+$142M)

2% more funds holding

Funds holding: 164 → 168 (+4)

2.2% less ownership

Funds ownership: 120.86% → 118.66% (-2.2%)

Holders
168
Holders Change
+4
Holders Change %
+2.44%
% of All Funds
2.25%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.17%
New
27
Increased
60
Reduced
46
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$73M
2
RWM
Ritholtz Wealth Management
New York
+$11.5M
3
GVAG
Great Valley Advisor Group
Delaware
+$9.65M
4
Ameriprise
Ameriprise
Minnesota
+$6.21M
5
VWM
Venturi Wealth Management
Texas
+$6.14M

Top Sellers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$80.6M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$62.2M
3
EH
Equitable Holdings
New York
-$11.8M
4
JP Morgan Chase
JP Morgan Chase
New York
-$4.88M
5
AC
Apella Capital
Connecticut
-$4.49M
Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
76
Professional Financial Advisors
Nebraska
$1.09M -$5.58K -141 -0.5%
GJIA
77
Glass Jacobson Investment Advisors
Maryland
$1.01M – – –
CFO
78
Callan Family Office
Pennsylvania
$976K +$966K +24,425 New
CIAS
79
Capital Investment Advisory Services
North Carolina
$914K +$533K +13,472 +143%
CFD
80
Creative Financial Designs
Indiana
$909K +$62.8K +1,587 +7%
Brown Advisory
81
Brown Advisory
Maryland
$796K -$6.09K -154 -0.8%
GOCP
82
Great Oak Capital Partners
Massachusetts
$792K – – –
CAI
83
Capital Advisors Inc
Oklahoma
$766K -$25.7K -650 -3%
SC
84
SouthState Corp
Florida
$732K +$725K +18,323 New
PAG
85
Private Advisor Group
New Jersey
$712K +$705K +17,818 New
CG
86
Caprock Group
Idaho
$651K -$7.95K -201 -1%
IA
87
IFP Advisors
Florida
$637K +$530K +13,406 +529%
KWM
88
Kiker Wealth Management
Georgia
$632K -$23.3K -588 -4%
Rockefeller Capital Management
89
Rockefeller Capital Management
New York
$574K -$68.2K -1,725 -11%
SB
90
Strategic Blueprint
Georgia
$558K +$24.1K +609 +5%
ACA
91
Ackerman Capital Advisors
Texas
$522K -$1.42K -36 -0.3%
AA
92
Advisory Alpha
Michigan
$519K – – –
Cerity Partners
93
Cerity Partners
New York
$491K -$7.04K -178 -1%
Comerica Bank
94
Comerica Bank
Texas
$487K +$11.7K +296 +2%
PVI
95
Pine Valley Investments
New Jersey
$457K -$86.8K -2,194 -16%
OSAM
96
O'Shaughnessy Asset Management
Connecticut
$415K +$41.7K +1,055 +11%
Cambridge Investment Research Advisors
97
Cambridge Investment Research Advisors
Iowa
$403K +$157K +3,972 +65%
ASN
98
Advisory Services Network
Georgia
$396K +$392K +9,910 New
SWM
99
Seed Wealth Management
Illinois
$395K – – –
BWM
100
Benchmark Wealth Management
Connecticut
$392K +$388K +9,803 New
2 3
4
5 6

IMTM Hedge Fund Activity: Q1 2025 in Review

168 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Intl Momentum Factor ETF (IMTM) for Q1 2025, worth a combined $2.9B — up 5.2% from $2.75B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new IMTM positions and 19 closed out — a net gain of 8 holders — while 60 added to existing stakes and 46 trimmed.

The largest buyer was Mercer Global Advisors, adding an estimated $73M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $80.6M.

  • 168 institutional investors held iShares MSCI Intl Momentum Factor ETF (IMTM) as of Q1 2025, up from 164 in Q4 2024.
  • Funds reported $2.9B of iShares MSCI Intl Momentum Factor ETF stock for Q1 2025, up 5.2% quarter-over-quarter.
  • 27 funds opened new iShares MSCI Intl Momentum Factor ETF positions in Q1 2025 and 19 closed out, a net change of +8 holders.
  • The largest iShares MSCI Intl Momentum Factor ETF buyer in Q1 2025 was Mercer Global Advisors, an estimated $73M added.
  • The largest iShares MSCI Intl Momentum Factor ETF seller in Q1 2025 was Wealth Enhancement Advisory Services, an estimated $80.6M sold.

Based on aggregated 13F filings for Q1 2025.