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iShares MSCI Intl Momentum Factor ETF
IMTM

Overview Fund Activity

154 hedge funds and large institutions have $2.69B invested in iShares MSCI Intl Momentum Factor ETF in 2024 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 58 increasing their positions, 44 reducing their positions, and 14 closing their positions.

Holders
154
Holders Change
+15
Holders Change %
+10.79%
% of All Funds
2.24%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.13%
New
31
Increased
58
Reduced
44
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$701M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$702M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$692M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$27M
5
KWM
5
Kingsview Wealth Management
Oregon
$2.87M

Top Sellers

1
KFAA
1
Klaas Financial Asset Advisors
Illinois
$10.7M
2
OMC
2
Old Mission Capital
Illinois
$1.31M
3
RJA
3
Raymond James & Associates
Florida
$13.1M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$9.16M
5
ACA
5
Atlas Capital Advisors
Wyoming
$14.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
GIA
101
Gladstone Institutional Advisory
Florida
$309K +$309K +7,993 New
Stifel Financial
102
Stifel Financial
Missouri
$306K +$306K +7,919 New
AL
103
ADE LLC
Maryland
$304K -$13.5K -350 -4%
M&T Bank
104
M&T Bank
New York
$296K – – –
LWM
105
Lodestone Wealth Management
Washington
$291K -$80.6K -2,084 -22%
PCMC
106
Private Capital Management (Colorado)
Colorado
$286K -$63.8K -1,650 -18%
Creative Planning
107
Creative Planning
Kansas
$271K +$271K +6,993 New
SWA
108
Stratos Wealth Advisors
Ohio
$263K +$263K +6,801 New
LA
109
LexAurum Advisors
Kansas
$253K +$15.4K +398 +6%
SB
110
Strategic Blueprint
Georgia
$253K -$33.6K -868 -12%
AA
111
Alesco Advisors
New York
$245K – – –
GPA
112
Guerra Pan Advisors
New Jersey
$243K – – –
WIP
113
WealthCare Investment Partners
Rhode Island
$234K +$234K +6,052 New
Cambridge Investment Research Advisors
114
Cambridge Investment Research Advisors
Iowa
$227K +$227K +5,879 New
WCG
115
Weaver Consulting Group
California
$218K – – –
Osaic Holdings
116
Osaic Holdings
Arizona
$180K +$22.3K +577 +14%
OSAM
117
O'Shaughnessy Asset Management
Connecticut
$175K +$47.2K +1,219 +37%
ELI
118
Empire Life Investments
Ontario, Canada
$170K +$170K +4,400 New
Bank of Montreal
119
Bank of Montreal
Ontario, Canada
$155K +$115K +2,922 +294%
SPIA
120
Steward Partners Investment Advisory
New York
$148K +$116K +3,000 +360%
TWC
121
TD Waterhouse Canada
Ontario, Canada
$98.5K – – –
BHWM
122
Beaird Harris Wealth Management
Texas
$97.3K +$97.3K +2,516 New
GWSA
123
Global Wealth Strategies & Associates
Colorado
$94.8K – – –
PS
124
Principal Securities
Iowa
$85.4K +$22.6K +583 +36%
US Bancorp
125
US Bancorp
Minnesota
$84.8K +$580 +15 +0.7%
3 4
5
6 7