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iShares MSCI Intl Momentum Factor ETF
IMTM

Overview Fund Activity

164 hedge funds and large institutions have $2.75B invested in iShares MSCI Intl Momentum Factor ETF in 2024 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 76 increasing their positions, 31 reducing their positions, and 13 closing their positions.

Holders
164
Holders Change
+13
Holders Change %
+8.61%
% of All Funds
2.18%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.15%
New
28
Increased
76
Reduced
31
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$730M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$735M
3
SFA
3
Sequoia Financial Advisors
Ohio
$16.9M
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$13.6M
5
Ameriprise
5
Ameriprise
Minnesota
$23M

Top Sellers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$675M
2
AC
2
Apella Capital
Connecticut
$17.1M
3
ACA
3
Atlas Capital Advisors
Wyoming
$10.7M
4
SWM
4
Segment Wealth Management
Texas
$7.89M
5
WIA
5
World Investment Advisors
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CIAS
101
Capital Investment Advisory Services
North Carolina
$352K +$305K +8,150 +644%
OSAM
102
O'Shaughnessy Asset Management
Connecticut
$349K -$4.19K -112 -1%
LA
103
LexAurum Advisors
Kansas
$338K +$136K +3,634 +67%
FTS
104
Fifth Third Securities
Ohio
$321K +$972 +26 +0.3%
GIA
105
Gladstone Institutional Advisory
Florida
$312K +$12.3K +328 +4%
BIA
106
Bell Investment Advisors
California
$302K +$15.4K +413 +5%
SCA
107
Snowden Capital Advisors
New York
$299K – – –
HI
108
Harbour Investments
Wisconsin
$292K +$70.6K +1,888 +32%
M&T Bank
109
M&T Bank
New York
$286K – – –
LCM
110
Lazari Capital Management
California
$265K -$181K -4,840 -41%
QCM
111
QRG Capital Management
Illinois
$265K +$6.06K +162 +2%
WWA
112
Wingate Wealth Advisors
Massachusetts
$244K +$244K +6,516 New
AL
113
ADE LLC
Maryland
$241K -$33.2K -888 -12%
LWM
114
Lodestone Wealth Management
Washington
$238K -$673 -18 -0.3%
AA
115
Alesco Advisors
New York
$237K – – –
GPA
116
Guerra Pan Advisors
New Jersey
$235K – – –
Creative Planning
117
Creative Planning
Kansas
$233K -$54K -1,445 -19%
Cambridge Investment Research Advisors
118
Cambridge Investment Research Advisors
Iowa
$229K -$3.74K -100 -2%
APSPRSPT
119
Arizona Public Safety Personnel Retirement System (PSPRS) Trust
Arizona
$228K +$228K +6,100 New
WIP
120
WealthCare Investment Partners
Rhode Island
$226K – – –
PS
121
Principal Securities
Iowa
$216K +$1.16K +31 +0.5%
WCG
122
Weaver Consulting Group
California
$210K – – –
EWA
123
EP Wealth Advisors
California
$143K +$785 +21 +0.6%
Wells Fargo
124
Wells Fargo
California
$136K +$133K +3,558 +4,504%
ST
125
Smithfield Trust
Pennsylvania
$110K +$72.2K +1,938 +191%
3 4
5
6 7