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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
SS
126
Sunbelt Securities
Texas
$15.5K – – –
PMFA
127
Plante Moran Financial Advisors
Michigan
$15.3K +$14.2K +389 New
FPFS
128
First Personal Financial Services
North Carolina
$14.6K +$13.5K +371 New
CP
129
Castleview Partners
Texas
$13.3K +$839 +23 +7%
Wells Fargo
130
Wells Fargo
California
$9.46K +$8.79K +241 New
ACA
131
American Capital Advisory
Idaho
$8.89K +$9.01K +247 +882%
BA
132
Ballast Advisors
Minnesota
$8.83K +$8.21K +225 New
PCM
133
Penserra Capital Management
California
$7K +$7.26K +199 New
APC
134
Aspire Private Capital
North Carolina
$4.98K +$4.63K +127 New
FFA
135
Farther Finance Advisors
California
$4K – – –
AssetMark Inc
136
AssetMark Inc
California
$3.49K +$3.25K +89 New
Carson Wealth (CWM LLC)
137
Carson Wealth (CWM LLC)
Nebraska
$3K – – –
GI
138
Gradient Investments
Minnesota
$2.08K – – –
BFS
139
Bare Financial Services
Pennsylvania
$263 +$255 +7 New
1832 Asset Management
140
1832 Asset Management
Ontario, Canada
– -$1.4M -40,910 Closed
AWM
141
AE Wealth Management
Kansas
– -$300K -8,578 Closed
VL
142
Vima LLC
Michigan
– -$3.4K -99 Closed
GRP
143
Global Retirement Partners
California
– -$933 -27 Closed
ASN
144
Advisory Services Network
Georgia
– -$34 -1 Closed
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.