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iShares MSCI Intl Momentum Factor ETF
IMTM

192 hedge funds and large institutions have $3.54B invested in iShares MSCI Intl Momentum Factor ETF in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 84 increasing their positions, 40 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

280% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 10

110% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 40

22% more capital invested

Capital invested by funds: $2.9B → $3.54B (+$648M)

14% more funds holding

Funds holding: 168 → 192 (+24)

2.67% less ownership

Funds ownership: 118.66% → 115.99% (-2.7%)

8% less funds holding in top 10

Funds holding in top 10: 13 → 12 (-1)

Holders
192
Holders Change
+24
Holders Change %
+14.29%
% of All Funds
2.53%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.16%
New
38
Increased
84
Reduced
40
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$37.5M
2
Morgan Stanley
Morgan Stanley
New York
+$35.3M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$31.5M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$28.2M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$13.7M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$12.1M
2
Victory Capital Management
Victory Capital Management
Texas
-$8.68M
3
Ameriprise
Ameriprise
Minnesota
-$8.33M
4
FTUS
Flow Traders U.S.
New York
-$6.58M
5
SFA
Sequoia Financial Advisors
Ohio
-$4.81M
Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
126
Congress Wealth Management
Massachusetts
$408K +$382K +8,930 New
SCA
127
Snowden Capital Advisors
New York
$366K – – –
IAS
128
Insigneo Advisory Services
Florida
$361K +$338K +7,909 New
GS
129
GTS Securities
New York
$359K +$336K +7,864 New
Cambridge Investment Research Advisors
130
Cambridge Investment Research Advisors
Iowa
$357K -$97.1K -2,272 -23%
M&T Bank
131
M&T Bank
New York
$349K – – –
AQR Capital Management
132
AQR Capital Management
Connecticut
$318K +$58.6K +1,372 +25%
OC
133
Oppenheimer & Co
New York
$317K +$297K +6,941 New
RFA
134
Rollins Financial Advisors
New York
$301K +$282K +6,589 New
WWA
135
Wingate Wealth Advisors
Massachusetts
$298K – – –
AA
136
Alesco Advisors
New York
$289K – – –
GPA
137
Guerra Pan Advisors
New Jersey
$287K – – –
LWM
138
Lodestone Wealth Management
Washington
$286K -$5.17K -121 -2%
AL
139
ADE LLC
Maryland
$279K -$14.5K -340 -5%
WIP
140
WealthCare Investment Partners
Rhode Island
$274K – – –
OPWM
141
Oregon Pacific Wealth Management
Oregon
$270K -$2.69K -63 -1%
WCG
142
Weaver Consulting Group
California
$265K +$15K +350 +6%
Kovitz Investment Group Partners
143
Kovitz Investment Group Partners
Illinois
$263K – – –
PS
144
Principal Securities
Iowa
$255K -$7.95K -186 -3%
KIM
145
Kestra Investment Management
Texas
$253K +$237K +5,545 New
LCM
146
Lazari Capital Management
California
$239K -$23.5K -550 -10%
LSA
147
Lion Street Advisors
Texas
$238K +$223K +5,210 New
NFW
148
Noble Family Wealth
Florida
$235K +$219K +5,133 New
SM
149
Sweeney & Michel
California
$224K +$213K +4,986 New
AWS
150
Atria Wealth Solutions
New York
$223K +$208K +4,875 New
4 5
6
7 8

IMTM Hedge Fund Activity: Q2 2025 in Review

192 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Intl Momentum Factor ETF (IMTM) for Q2 2025, worth a combined $3.54B — up 22% from $2.9B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new IMTM positions and 10 closed out — a net gain of 28 holders — while 84 added to existing stakes and 40 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $37.5M. The largest seller was BlackRock, cutting an estimated $12.1M.

  • 192 institutional investors held iShares MSCI Intl Momentum Factor ETF (IMTM) as of Q2 2025, up from 168 in Q1 2025.
  • Funds reported $3.54B of iShares MSCI Intl Momentum Factor ETF stock for Q2 2025, up 22% quarter-over-quarter.
  • 38 funds opened new iShares MSCI Intl Momentum Factor ETF positions in Q2 2025 and 10 closed out, a net change of +28 holders.
  • The largest iShares MSCI Intl Momentum Factor ETF buyer in Q2 2025 was Envestnet Asset Management, an estimated $37.5M added.
  • The largest iShares MSCI Intl Momentum Factor ETF seller in Q2 2025 was BlackRock, an estimated $12.1M sold.

Based on aggregated 13F filings for Q2 2025.