iShares MSCI Intl Momentum Factor ETF
IMTM
99 hedge funds and large institutions have $767M invested in iShares MSCI Intl Momentum Factor ETF in 2021 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 50 increasing their positions, 24 reducing their positions, and 5 closing their positions.
160% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 5
108% more repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 24
9% more funds holding
Funds holding: 91 → 99 (+8)
0% less capital invested
Capital invested by funds: $770M → $767M (-$2.29M)
2.32% less ownership
Funds ownership: 111.23% → 108.9% (-2.3%)
14% less funds holding in top 10
Funds holding in top 10: 7 → 6 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mercer Global Advisors
Denver,
Colorado
|
+$13.8M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$10.8M |
| 3 |
SP
Symmetry Partners
Glastonbury,
Connecticut
|
+$10.1M |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$4.85M |
| 5 |
CI
CX Institutional
Auburn,
Indiana
|
+$3.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fifth Third Bancorp
Cincinnati,
Ohio
|
-$8.33M |
| 2 |
IPW
IronBridge Private Wealth
Austin,
Texas
|
-$5.14M |
| 3 |
VWM
Venturi Wealth Management
Austin,
Texas
|
-$4.75M |
| 4 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
-$3.66M |
| 5 |
Victory Capital Management
San Antonio,
Texas
|
-$3.66M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AP
101
Advisors Preferred
Rockville,
Maryland
| – | -$296K | -7,787 | Closed |
|
102
Cambridge Investment Research Advisors
Fairfield,
Iowa
| – | -$211K | -5,597 | Closed |
|
|
CCC
103
Crescent Capital Consulting
New Orleans,
Louisiana
| – | -$3K | -88 | Closed |
|
|
FCH
104
Freestone Capital Holdings
Seattle,
Washington
| – | -$843 | -22 | Closed |
|
IMTM Hedge Fund Activity: Q1 2021 in Review
99 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Intl Momentum Factor ETF (IMTM) for Q1 2021, worth a combined $767M — down 0.3% from $770M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new IMTM positions and 5 closed out — a net gain of 8 holders — while 50 added to existing stakes and 24 trimmed.
The largest buyer was Mercer Global Advisors, adding an estimated $13.8M. The largest seller was Fifth Third Bancorp, cutting an estimated $8.33M.
- 99 institutional investors held iShares MSCI Intl Momentum Factor ETF (IMTM) as of Q1 2021, up from 91 in Q4 2020.
- Funds reported $767M of iShares MSCI Intl Momentum Factor ETF stock for Q1 2021, down 0.3% quarter-over-quarter.
- 13 funds opened new iShares MSCI Intl Momentum Factor ETF positions in Q1 2021 and 5 closed out, a net change of +8 holders.
- The largest iShares MSCI Intl Momentum Factor ETF buyer in Q1 2021 was Mercer Global Advisors, an estimated $13.8M added.
- The largest iShares MSCI Intl Momentum Factor ETF seller in Q1 2021 was Fifth Third Bancorp, an estimated $8.33M sold.
Based on aggregated 13F filings for Q1 2021.