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iShares MSCI Intl Momentum Factor ETF

151 hedge funds and large institutions have $2.84B invested in iShares MSCI Intl Momentum Factor ETF in 2024 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 61 increasing their positions, 46 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 46

6% more capital invested

Capital invested by funds: $2.69B → $2.84B (+$151M)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

0% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 19

1.01% less ownership

Funds ownership: 124.5%123.49% (-1%)

2% less funds holding

Funds holding: 154151 (-3)

Holders
151
Holders Change
-3
Holders Change %
-1.95%
% of All Funds
2.17%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
19
Increased
61
Reduced
46
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LOIP
151
Live Oak Investment Partners
Texas
$404
CPA
152
Capital Performance Advisors
California
$40 +$39 +1 New
Janney Montgomery Scott
153
Janney Montgomery Scott
Pennsylvania
-$17.1M -442,215 Closed
RJA
154
Raymond James & Associates
Florida
-$13.1M -337,760 Closed
CCMG
155
Clark Capital Management Group
Pennsylvania
-$3.59M -92,661 Closed
KWM
156
Kingsview Wealth Management
Oregon
-$2.87M -74,057 Closed
SAM
157
Smartleaf Asset Management
Massachusetts
-$1.98M -51,289 Closed
PAG
158
Private Advisor Group
New Jersey
-$1.9M -49,194 Closed
OMC
159
Old Mission Capital
Illinois
-$1.31M -33,800 Closed
WC
160
Waterloo Capital
Texas
-$695K -17,975 Closed
PAS
161
Park Avenue Securities
New York
-$607K -15,698 Closed
AWE
162
Avidian Wealth Enterprises
Texas
-$377K -9,740 Closed
PCIA
163
Prime Capital Investment Advisors
Kansas
-$360K -9,302 Closed
CFGS
164
Concourse Financial Group Securities
Alabama
-$36K -921 Closed
VNA
165
Valley National Advisers
Pennsylvania
-$14K -372 Closed
AFWM
166
Abich Financial Wealth Management
Virginia
-$13.5K -350 Closed
PIS
167
POM Investment Strategies
North Carolina
-$7.7K -199 Closed
CP
168
Castleview Partners
Texas
-$7.31K -189 Closed
Jones Financial Companies
169
Jones Financial Companies
Missouri
-$2.82K -73 Closed
GI
170
Gradient Investments
Minnesota
-$2.05K -53 Closed
RWMG
171
Redwood Wealth Management Group
New Jersey
-$1.94K -50 Closed

IMTM Hedge Fund Activity: Q3 2024 in Review

151 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Intl Momentum Factor ETF (IMTM) for Q3 2024, worth a combined $2.84B — up 5.6% from $2.69B a quarter earlier.

Fund positioning in IMTM was balanced in Q3 2024: 19 funds opened new positions, 19 closed out, 61 added to existing stakes and 46 trimmed.

The largest buyer was Mercer Global Advisors, adding an estimated $50.3M. The largest seller was JP Morgan Chase, cutting an estimated $26.8M.

  • 151 institutional investors held iShares MSCI Intl Momentum Factor ETF (IMTM) as of Q3 2024, down from 154 in Q2 2024.
  • Funds reported $2.84B of iShares MSCI Intl Momentum Factor ETF stock for Q3 2024, up 5.6% quarter-over-quarter.
  • 19 funds opened new iShares MSCI Intl Momentum Factor ETF positions in Q3 2024 and 19 closed out, a net change of 0 holders.
  • The largest iShares MSCI Intl Momentum Factor ETF buyer in Q3 2024 was Mercer Global Advisors, an estimated $50.3M added.
  • The largest iShares MSCI Intl Momentum Factor ETF seller in Q3 2024 was JP Morgan Chase, an estimated $26.8M sold.

Based on aggregated 13F filings for Q3 2024.