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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.

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

Top Sellers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
$675M
2
AC
Apella Capital
Connecticut
$17.1M
3
ACA
Atlas Capital Advisors
Wyoming
$10.7M
4
SWM
Segment Wealth Management
Texas
$7.89M
5
WIA
World Investment Advisors
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SS
151
Sunbelt Securities
Texas
$12.3K – – –
MG
152
Mather Group
Illinois
$11.9K – – –
GWM
153
Geneos Wealth Management
Colorado
$9.35K – – –
CAL
154
Capital Analysts LLC
Pennsylvania
$9K +$9K +242 New
AF
155
Advisornet Financial
Minnesota
$8.04K +$8.04K +215 New
MWM
156
MGB Wealth Management
Texas
$7.93K +$7.93K +212 New
GIA
157
GHP Investment Advisors
Colorado
$7.41K +$7.41K +198 New
MCM
158
MAI Capital Management
Ohio
$7.22K +$7.22K +193 New
KIM
159
Kestra Investment Management
Texas
$5.7K +$5.7K +152 New
HGERS
160
Householder Group Estate & Retirement Specialist
Arizona
$4K +$4K +128 New
FFA
161
Farther Finance Advisors
California
$3.97K +$75 +2 +2%
Carson Wealth (CWM LLC)
162
Carson Wealth (CWM LLC)
Nebraska
$3K – – –
CIBC Private Wealth Group
163
CIBC Private Wealth Group
Georgia
$1.67K +$1.67K +44 New
GRP
164
Global Retirement Partners
California
$1.53K – – –
LOIP
165
Live Oak Investment Partners
Texas
$374 -$404 – –
WIA
166
World Investment Advisors
California
– -$1.94M -48,151 Closed
Truist Financial
167
Truist Financial
North Carolina
– -$1.51M -37,495 Closed
GCA
168
Greenwood Capital Associates
South Carolina
– -$1.42M -35,283 Closed
SW
169
Simplicity Wealth
New Jersey
– -$1.38M -34,150 Closed
GSC
170
G&S Capital
Colorado
– -$998K -24,718 Closed
AQR Capital Management
171
AQR Capital Management
Connecticut
– -$419K -10,384 Closed
TA
172
TKG Advisors
Indiana
– -$262K -6,493 Closed
WEG
173
World Equity Group
Illinois
– -$225K -5,575 Closed
NS
174
NBC Securities
Alabama
– -$17K -427 Closed
APC
175
Aspire Private Capital
North Carolina
– -$5.13K -127 Closed
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