iShares MSCI Intl Momentum Factor ETF
IMTM
100 hedge funds and large institutions have $831M invested in iShares MSCI Intl Momentum Factor ETF in 2021 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 53 increasing their positions, 24 reducing their positions, and 10 closing their positions.
121% more repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 24
17% more funds holding in top 10
Funds holding in top 10: 6 → 7 (+1)
10% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 10
8% more capital invested
Capital invested by funds: $767M → $831M (+$63.8M)
1% more funds holding
Funds holding: 99 → 100 (+1)
4.05% less ownership
Funds ownership: 108.9% → 104.85% (-4.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$18.3M |
| 2 |
Mercer Global Advisors
Denver,
Colorado
|
+$8.82M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$7.77M |
| 4 |
LPL Financial
San Diego,
California
|
+$2.96M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$2.57M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
-$21.5M |
| 2 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
-$20.6M |
| 3 |
1WM
1900 Wealth Management
San Antonio,
Texas
|
-$5.96M |
| 4 |
MWM
MorganRosel Wealth Management
Highlands Ranch,
Colorado
|
-$3.51M |
| 5 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
-$1.99M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BCP
101
Blackhawk Capital Partners
Thiensville,
Wisconsin
| – | -$523K | -13,892 | Closed |
|
|
WAP
102
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| – | -$278K | -7,398 | Closed |
|
|
VWM
103
Venturi Wealth Management
Austin,
Texas
| – | -$200K | -5,320 | Closed |
|
104
Wells Fargo
San Francisco,
California
| – | -$126K | -3,200 | -100% |
|
|
SFS
105
Sowell Financial Services
North Little Rock,
Arkansas
| – | -$118K | -3,010 | Closed |
|
|
AWA
106
Arkadios Wealth Advisors
Atlanta,
Georgia
| – | -$10K | -283 | Closed |
|
|
AIC
107
Ameritas Investment Company
Lincoln,
Nebraska
| – | -$3.5K | -93 | Closed |
|
|
MFT
108
Moisand Fitzgerald Tamayo
Orlando,
Florida
| – | -$3K | -71 | Closed |
|
|
VFA
109
Valeo Financial Advisors
Carmel,
Indiana
| – | -$1K | -30 | Closed |
|
110
Citigroup
New York
| – | +$39 | +1 | New |
|
IMTM Hedge Fund Activity: Q2 2021 in Review
100 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Intl Momentum Factor ETF (IMTM) for Q2 2021, worth a combined $831M — up 8.3% from $767M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new IMTM positions and 10 closed out — a net gain of 1 holder — while 53 added to existing stakes and 24 trimmed.
The largest buyer was BlackRock, adding an estimated $18.3M. The largest seller was Victory Capital Management, cutting an estimated $21.5M.
- 100 institutional investors held iShares MSCI Intl Momentum Factor ETF (IMTM) as of Q2 2021, up from 99 in Q1 2021.
- Funds reported $831M of iShares MSCI Intl Momentum Factor ETF stock for Q2 2021, up 8.3% quarter-over-quarter.
- 11 funds opened new iShares MSCI Intl Momentum Factor ETF positions in Q2 2021 and 10 closed out, a net change of +1 holder.
- The largest iShares MSCI Intl Momentum Factor ETF buyer in Q2 2021 was BlackRock, an estimated $18.3M added.
- The largest iShares MSCI Intl Momentum Factor ETF seller in Q2 2021 was Victory Capital Management, an estimated $21.5M sold.
Based on aggregated 13F filings for Q2 2021.