iShares MSCI Intl Momentum Factor ETF
IMTM
107 hedge funds and large institutions have $988M invested in iShares MSCI Intl Momentum Factor ETF in 2021 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 54 increasing their positions, 19 reducing their positions, and 5 closing their positions.
300% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 5
184% more repeat investments, than reductions
Existing positions increased: 54 | Existing positions reduced: 19
14% more funds holding
Funds holding: 94 → 107 (+13)
12% more capital invested
Capital invested by funds: $882M → $988M (+$106M)
2.66% more ownership
Funds ownership: 106.11% → 108.76% (+2.7%)
13% less funds holding in top 10
Funds holding in top 10: 8 → 7 (-1)
Top Buyers
| 1 |
Mercer Global Advisors
Denver,
Colorado
|
+$37.7M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$37.7M |
| 3 |
Jane Street
New York
|
+$7.28M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$4.54M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.78M |
Top Sellers
| 1 |
Citadel Advisors
Miami,
Florida
|
-$7.77M |
| 2 |
LPL Financial
San Diego,
California
|
-$4.51M |
| 3 |
BlackRock
New York
|
-$3.52M |
| 4 |
SAM
Stringer Asset Management
Memphis,
Tennessee
|
-$1.9M |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$880K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TAIM
101
TD Ameritrade Investment Management
Omaha,
Nebraska
| $3K | +$1.91K | +49 | +123% |
|
|
MA
102
Montag & Associates
Atlanta,
Georgia
| $2K | – | – | – |
|
|
PFGIA
103
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $2K | – | – | – |
|
|
CP
104
Castleview Partners
Dallas,
Texas
| $1.82K | +$2.7M | +69,290 | New |
|
|
IPW
105
IronBridge Private Wealth
Austin,
Texas
| $1K | – | – | – |
|
|
106
Citadel Advisors
Miami,
Florida
| – | -$7.77M | -204,002 | Closed |
|
107
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$582K | -15,285 | Closed |
|
|
AP
108
Advisors Preferred
Rockville,
Maryland
| – | -$24K | -649 | Closed |
|
|
HI
109
Harbour Investments
Madison,
Wisconsin
| – | -$7K | -189 | Closed |
|
|
HA
110
Herold Advisors
New York
| – | -$4K | -115 | Closed |
|
|
BHWM
111
Beaird Harris Wealth Management
Dallas,
Texas
| – | +$39 | +1 | New |
|
112
Citigroup
New York
| – | +$156 | +4 | New |
|
IMTM Hedge Fund Activity: Q4 2021 in Review
107 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Intl Momentum Factor ETF (IMTM) for Q4 2021, worth a combined $988M — up 12% from $882M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new IMTM positions and 5 closed out — a net gain of 15 holders — while 54 added to existing stakes and 19 trimmed.
The largest buyer was Mercer Global Advisors, adding an estimated $37.7M. The largest seller was Citadel Advisors, exiting entirely with an estimated $7.77M sold.
- 107 institutional investors held iShares MSCI Intl Momentum Factor ETF (IMTM) as of Q4 2021, up from 94 in Q3 2021.
- Funds reported $988M of iShares MSCI Intl Momentum Factor ETF stock for Q4 2021, up 12% quarter-over-quarter.
- 20 funds opened new iShares MSCI Intl Momentum Factor ETF positions in Q4 2021 and 5 closed out, a net change of +15 holders.
- The largest iShares MSCI Intl Momentum Factor ETF buyer in Q4 2021 was Mercer Global Advisors, an estimated $37.7M added.
- The largest iShares MSCI Intl Momentum Factor ETF seller in Q4 2021 was Citadel Advisors, an estimated $7.77M sold.
Based on aggregated 13F filings for Q4 2021.