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iShares MSCI Intl Momentum Factor ETF
IMTM

102 hedge funds and large institutions have $1.12B invested in iShares MSCI Intl Momentum Factor ETF in 2022 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 39 increasing their positions, 34 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 13

21% more capital invested

Capital invested by funds: $926M → $1.12B (+$197M)

15% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 34

5% more funds holding

Funds holding: 97 → 102 (+5)

1.49% more ownership

Funds ownership: 128.14% → 129.63% (+1.5%)

0% more funds holding in top 10

Funds holding in top 10: 7 → 7 (0)

Holders
102
Holders Change
+5
Holders Change %
+5.15%
% of All Funds
1.64%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
19
Increased
39
Reduced
34
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$26.7M
2
Jane Street
Jane Street
New York
+$24M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$19.9M
4
RJA
Raymond James & Associates
Florida
+$6.01M
5
BlackRock
BlackRock
New York
+$5.02M

Top Sellers

Rank Fund Capital Flow
1
AP
Atwood & Palmer
Missouri
-$21.1M
2
IDA
Intelligence Driven Advisers
California
-$4.58M
3
Mariner
Mariner
Kansas
-$4.57M
4
RWM
Ritholtz Wealth Management
New York
-$2.2M
5
UBS Group
UBS Group
Switzerland
-$2.19M
Name Holding Trade Value Shares
Change 		Change in
Stake
LOIP
101
Live Oak Investment Partners
Texas
$770 – – –
ASN
102
Advisory Services Network
Georgia
$31 +$30 +1 New
HFW
103
Horizon Family Wealth
Illinois
– -$1.97M -73,312 Closed
CG
104
Colony Group
Massachusetts
– -$740K -27,561 Closed
SC
105
Sepio Capital
Utah
– -$698K -25,984 Closed
BOPW
106
Brandywine Oak Private Wealth
Pennsylvania
– -$679K -25,289 Closed
SWM
107
Segment Wealth Management
Texas
– -$385K -14,339 Closed
JP Morgan Chase
108
JP Morgan Chase
New York
– -$128K -4,757 Closed
Qube Research & Technologies (QRT)
109
Qube Research & Technologies (QRT)
United Kingdom
– -$96K -3,583 Closed
AIP
110
Almanack Investment Partners
Pennsylvania
– -$33K -1,244 Closed
CWC
111
Carolinas Wealth Consulting
North Carolina
– -$18K -660 Closed
GIA
112
GHP Investment Advisors
Colorado
– -$13K -491 Closed
AF
113
Advisornet Financial
Minnesota
– -$5K -192 Closed
NA
114
NewEdge Advisors
Louisiana
– +$89 +3 New
1 2 3 4
5

IMTM Hedge Fund Activity: Q4 2022 in Review

102 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Intl Momentum Factor ETF (IMTM) for Q4 2022, worth a combined $1.12B — up 21% from $926M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new IMTM positions and 13 closed out — a net gain of 6 holders — while 39 added to existing stakes and 34 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $26.7M. The largest seller was Atwood & Palmer, cutting an estimated $21.1M.

  • 102 institutional investors held iShares MSCI Intl Momentum Factor ETF (IMTM) as of Q4 2022, up from 97 in Q3 2022.
  • Funds reported $1.12B of iShares MSCI Intl Momentum Factor ETF stock for Q4 2022, up 21% quarter-over-quarter.
  • 19 funds opened new iShares MSCI Intl Momentum Factor ETF positions in Q4 2022 and 13 closed out, a net change of +6 holders.
  • The largest iShares MSCI Intl Momentum Factor ETF buyer in Q4 2022 was Envestnet Asset Management, an estimated $26.7M added.
  • The largest iShares MSCI Intl Momentum Factor ETF seller in Q4 2022 was Atwood & Palmer, an estimated $21.1M sold.

Based on aggregated 13F filings for Q4 2022.