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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.

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

Top Sellers

1
KFAA
Klaas Financial Asset Advisors
Illinois
$10.7M
2
OMC
Old Mission Capital
Illinois
$1.31M
3
RJA
Raymond James & Associates
Florida
$13.1M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$9.16M
5
ACA
Atlas Capital Advisors
Wyoming
$14.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
UB
126
UMB Bank
Missouri
$81.2K – – –
HI
127
Harbour Investments
Wisconsin
$79.6K +$79.6K +2,058 New
M
128
MOTCO
Texas
$74.4K – – –
GWS
129
Glassman Wealth Services
Virginia
$62.9K – – –
EW
130
Element Wealth
Mississippi
$53.3K +$116 +3 +0.2%
ST
131
Smithfield Trust
Pennsylvania
$40K – – –
CFGS
132
Concourse Financial Group Securities
Alabama
$35.6K -$5.34K -138 -13%
MG
133
Mather Group
Illinois
$28.6K – – –
Wells Fargo
134
Wells Fargo
California
$23.6K +$14.2K +368 +153%
CIR
135
Clear Investment Research
Georgia
$20.8K +$426 +11 +2%
Carson Wealth (CWM LLC)
136
Carson Wealth (CWM LLC)
Nebraska
$19K +$15.8K +417 +491%
IA
137
IFP Advisors
Florida
$17.6K – – –
PFBT
138
Parkside Financial Bank & Trust
Missouri
$15.7K – – –
SS
139
Sunbelt Securities
Texas
$15.2K – – –
AF
140
Allworth Financial
California
$15.2K +$15.2K +390 New
VNA
141
Valley National Advisers
Pennsylvania
$14K -$6.59K -175 -32%
AFWM
142
Abich Financial Wealth Management
Virginia
$13.5K +$13.5K +350 New
GWM
143
Geneos Wealth Management
Colorado
$9.67K -$58K -1,500 -86%
PIS
144
POM Investment Strategies
North Carolina
$7.7K +$7.7K +199 New
CP
145
Castleview Partners
Texas
$7.31K -$5.8K -150 -44%
BFEC
146
Benjamin F. Edwards & Company
Missouri
$5K +$5K +119 New
APC
147
Aspire Private Capital
North Carolina
$4.91K – – –
FFA
148
Farther Finance Advisors
California
$4.06K +$39 +1 +1%
Jones Financial Companies
149
Jones Financial Companies
Missouri
$2.82K +$2.82K +73 New
GI
150
Gradient Investments
Minnesota
$2.05K – – –
3 4 5
6
7