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iShares MSCI Intl Momentum Factor ETF
IMTM

139 hedge funds and large institutions have $2.59B invested in iShares MSCI Intl Momentum Factor ETF in 2024 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 53 increasing their positions, 33 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

540% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 5

61% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 33

26% more capital invested

Capital invested by funds: $2.06B → $2.59B (+$533M)

21% more funds holding

Funds holding: 115 → 139 (+24)

3.97% more ownership

Funds ownership: 124.69% → 128.66% (+4%)

9% less funds holding in top 10

Funds holding in top 10: 11 → 10 (-1)

Holders
139
Holders Change
+24
Holders Change %
+20.87%
% of All Funds
2%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.14%
New
32
Increased
53
Reduced
33
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$95.1M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$76M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$33M
4
SWM
Segment Wealth Management
Texas
+$9.64M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$7.56M

Top Sellers

1
Jane Street
Jane Street
New York
-$9.56M
2
Morgan Stanley
Morgan Stanley
New York
-$7.75M
3
1WM
1900 Wealth Management
Texas
-$3.72M
4
GOCP
Great Oak Capital Partners
Massachusetts
-$1.82M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$1.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
OPWM
101
Oxinas Partners Wealth Management
Indiana
$219K +$204K +5,589 New
Osaic Holdings
102
Osaic Holdings
Arizona
$160K -$12.3K -337 -8%
MFA
103
Morling Financial Advisors
California
$134K +$125K +3,414 New
OSAM
104
O'Shaughnessy Asset Management
Connecticut
$130K +$96K +2,632 +390%
TWC
105
TD Waterhouse Canada
Ontario, Canada
$97.8K +$92.5K +2,535 New
GWSA
106
Global Wealth Strategies & Associates
Colorado
$96.1K +$89.4K +2,450 New
US Bancorp
107
US Bancorp
Minnesota
$85.4K +$36 +1 +0%
UB
108
UMB Bank
Missouri
$82.4K – – –
M
109
MOTCO
Texas
$75.4K – – –
GWM
110
Geneos Wealth Management
Colorado
$68.7K – – –
GWS
111
Glassman Wealth Services
Virginia
$63.8K +$59.3K +1,627 New
PS
112
Principal Securities
Iowa
$63.7K -$1.13K -31 -2%
EW
113
Element Wealth
Mississippi
$54K – – –
CFGS
114
Concourse Financial Group Securities
Alabama
$41.5K +$23K +631 +147%
ST
115
Smithfield Trust
Pennsylvania
$40K -$7.29K -200 -16%
Bank of Montreal
116
Bank of Montreal
Ontario, Canada
$39.1K +$36.3K +994 New
JP Morgan Chase
117
JP Morgan Chase
New York
$37.5K -$88.9K -2,438 -72%
SPIA
118
Steward Partners Investment Advisory
New York
$32.7K -$1.6K -44 -5%
MG
119
Mather Group
Illinois
$25K +$26.6K +729 New
SIM
120
Studio Investment Management
Illinois
$22.2K +$20.7K +567 New
VNA
121
Valley National Advisers
Pennsylvania
$21K – – –
CIR
122
Clear Investment Research
Georgia
$20.6K +$2.3K +63 +14%
Toronto Dominion Bank
123
Toronto Dominion Bank
Ontario, Canada
$19.3K +$17.9K +491 New
IA
124
IFP Advisors
Florida
$17.8K – – –
PFBT
125
Parkside Financial Bank & Trust
Missouri
$15.9K – – –
2 3 4
5
6

IMTM Hedge Fund Activity: Q1 2024 in Review

139 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Intl Momentum Factor ETF (IMTM) for Q1 2024, worth a combined $2.59B — up 26% from $2.06B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new IMTM positions and 5 closed out — a net gain of 27 holders — while 53 added to existing stakes and 33 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $95.1M. The largest seller was Jane Street, cutting an estimated $9.56M.

  • 139 institutional investors held iShares MSCI Intl Momentum Factor ETF (IMTM) as of Q1 2024, up from 115 in Q4 2023.
  • Funds reported $2.59B of iShares MSCI Intl Momentum Factor ETF stock for Q1 2024, up 26% quarter-over-quarter.
  • 32 funds opened new iShares MSCI Intl Momentum Factor ETF positions in Q1 2024 and 5 closed out, a net change of +27 holders.
  • The largest iShares MSCI Intl Momentum Factor ETF buyer in Q1 2024 was Envestnet Asset Management, an estimated $95.1M added.
  • The largest iShares MSCI Intl Momentum Factor ETF seller in Q1 2024 was Jane Street, an estimated $9.56M sold.

Based on aggregated 13F filings for Q1 2024.