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iShares MSCI Intl Momentum Factor ETF
IMTM

97 hedge funds and large institutions have $926M invested in iShares MSCI Intl Momentum Factor ETF in 2022 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 38 increasing their positions, 35 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more funds holding in top 10

Funds holding in top 10: 6 → 7 (+1)

6.13% more ownership

Funds ownership: 122.01% → 128.14% (+6.1%)

9% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 35

3% less capital invested

Capital invested by funds: $956M → $926M (-$30M)

6% less funds holding

Funds holding: 103 → 97 (-6)

46% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 13

Holders
97
Holders Change
-6
Holders Change %
-5.83%
% of All Funds
1.67%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
7
Increased
38
Reduced
35
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$38.2M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$30.7M
3
Jane Street
Jane Street
New York
+$6.71M
4
UBS Group
UBS Group
Switzerland
+$5.46M
5
RWM
Ritholtz Wealth Management
New York
+$5.29M

Top Sellers

Rank Fund Capital Flow
1
SWM
Segment Wealth Management
Texas
-$10.2M
2
RJA
Raymond James & Associates
Florida
-$8.34M
3
KCM
Kathmere Capital Management
Pennsylvania
-$5.76M
4
Citadel Advisors
Citadel Advisors
Florida
-$4.34M
5
JP Morgan Chase
JP Morgan Chase
New York
-$2.71M
Name Holding Trade Value Shares
Change 		Change in
Stake
LNC
101
Lincoln National Corp
Pennsylvania
– -$371K -12,402 Closed
SSW
102
Stone Summit Wealth
Florida
– -$312K -10,419 Closed
CI
103
CX Institutional
Indiana
– -$22K -754 Closed
RG
104
Retirement Group
California
– -$6K -210 Closed
AF
105
Allworth Financial
California
– -$3K -111 Closed
PFGIA
106
Patriot Financial Group Insurance Agency
Massachusetts
– -$2K -62 Closed
EI
107
Ellevest Inc
New York
– -$1K -20 Closed
HGERS
108
Householder Group Estate & Retirement Specialist
Arizona
– +$118 +4 New
TRCT
109
Tower Research Capital (TRC)
New York
– +$148 +5 New
1 2 3 4
5

IMTM Hedge Fund Activity: Q3 2022 in Review

97 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Intl Momentum Factor ETF (IMTM) for Q3 2022, worth a combined $926M — down 3.1% from $956M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of IMTM and 7 opened new positions — a net loss of 6 holders — while 35 trimmed existing stakes and 38 added.

The largest buyer was Envestnet Asset Management, adding an estimated $38.2M. The largest seller was Segment Wealth Management, cutting an estimated $10.2M.

  • 97 institutional investors held iShares MSCI Intl Momentum Factor ETF (IMTM) as of Q3 2022, down from 103 in Q2 2022.
  • Funds reported $926M of iShares MSCI Intl Momentum Factor ETF stock for Q3 2022, down 3.1% quarter-over-quarter.
  • 7 funds opened new iShares MSCI Intl Momentum Factor ETF positions in Q3 2022 and 13 closed out, a net change of -6 holders.
  • The largest iShares MSCI Intl Momentum Factor ETF buyer in Q3 2022 was Envestnet Asset Management, an estimated $38.2M added.
  • The largest iShares MSCI Intl Momentum Factor ETF seller in Q3 2022 was Segment Wealth Management, an estimated $10.2M sold.

Based on aggregated 13F filings for Q3 2022.