iShares MSCI Intl Momentum Factor ETF
IMTM
94 hedge funds and large institutions have $882M invested in iShares MSCI Intl Momentum Factor ETF in 2021 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 46 increasing their positions, 26 reducing their positions, and 14 closing their positions.
77% more repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 26
14% more funds holding in top 10
Funds holding in top 10: 7 → 8 (+1)
6% more capital invested
Capital invested by funds: $831M → $882M (+$50.8M)
1.26% more ownership
Funds ownership: 104.85% → 106.11% (+1.3%)
6% less funds holding
Funds holding: 100 → 94 (-6)
29% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mercer Global Advisors
Denver,
Colorado
|
+$23.3M |
| 2 |
RWM
Ritholtz Wealth Management
New York
|
+$20.4M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$14.9M |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
+$13.3M |
| 5 |
Mariner
Overland Park,
Kansas
|
+$11.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$9.55M |
| 2 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$7.59M |
| 3 |
1WM
1900 Wealth Management
San Antonio,
Texas
|
-$3.37M |
| 4 |
RWMH
Riverpoint Wealth Management Holdings
Chicago,
Illinois
|
-$2.82M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.82M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BPA
101
Beacon Pointe Advisors
Newport Beach,
California
| – | -$391K | -10,118 | Closed |
|
|
SCP
102
Syntal Capital Partners
Midland,
Texas
| – | -$344K | -8,910 | Closed |
|
103
Barclays
London,
United Kingdom
| – | -$113K | -2,923 | Closed |
|
104
Qube Research & Technologies (QRT)
London,
United Kingdom
| – | -$93K | -2,417 | Closed |
|
|
ASN
105
Advisory Services Network
Atlanta,
Georgia
| – | -$13K | -346 | Closed |
|
|
RDWM
106
Red Door Wealth Management
Memphis,
Tennessee
| – | -$1K | -32 | Closed |
|
IMTM Hedge Fund Activity: Q3 2021 in Review
94 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Intl Momentum Factor ETF (IMTM) for Q3 2021, worth a combined $882M — up 6.1% from $831M a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of IMTM and 10 opened new positions — a net loss of 4 holders — while 26 trimmed existing stakes and 46 added.
The largest buyer was Mercer Global Advisors, adding an estimated $23.3M. The largest seller was Brinker Capital Investments, exiting entirely with an estimated $9.55M sold.
- 94 institutional investors held iShares MSCI Intl Momentum Factor ETF (IMTM) as of Q3 2021, down from 100 in Q2 2021.
- Funds reported $882M of iShares MSCI Intl Momentum Factor ETF stock for Q3 2021, up 6.1% quarter-over-quarter.
- 10 funds opened new iShares MSCI Intl Momentum Factor ETF positions in Q3 2021 and 14 closed out, a net change of -4 holders.
- The largest iShares MSCI Intl Momentum Factor ETF buyer in Q3 2021 was Mercer Global Advisors, an estimated $23.3M added.
- The largest iShares MSCI Intl Momentum Factor ETF seller in Q3 2021 was Brinker Capital Investments, an estimated $9.55M sold.
Based on aggregated 13F filings for Q3 2021.