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iShares MSCI Intl Momentum Factor ETF
IMTM

168 hedge funds and large institutions have $2.9B invested in iShares MSCI Intl Momentum Factor ETF in 2025 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 60 increasing their positions, 46 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 19

30% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 46

18% more funds holding in top 10

Funds holding in top 10: 11 → 13 (+2)

5% more capital invested

Capital invested by funds: $2.75B → $2.9B (+$142M)

2% more funds holding

Funds holding: 164 → 168 (+4)

2.2% less ownership

Funds ownership: 120.86% → 118.66% (-2.2%)

Holders
168
Holders Change
+4
Holders Change %
+2.44%
% of All Funds
2.25%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.17%
New
27
Increased
60
Reduced
46
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$73M
2
RWM
Ritholtz Wealth Management
New York
+$11.5M
3
GVAG
Great Valley Advisor Group
Delaware
+$9.65M
4
Ameriprise
Ameriprise
Minnesota
+$6.21M
5
VWM
Venturi Wealth Management
Texas
+$6.14M

Top Sellers

Rank Fund Capital Flow
1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$80.6M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$62.2M
3
EH
Equitable Holdings
New York
-$11.8M
4
JP Morgan Chase
JP Morgan Chase
New York
-$4.88M
5
AC
Apella Capital
Connecticut
-$4.49M
Name Holding Trade Value Shares
Change 		Change in
Stake
AAP
151
Arax Advisory Partners
Colorado
$22K +$21.8K +550 New
ACA
152
Aptus Capital Advisors
Alabama
$20.2K -$1.07K -27 -5%
GWM
153
Geneos Wealth Management
Colorado
$20K +$9.89K +250 +100%
NS
154
NBC Securities
Alabama
$17K +$16.9K +427 New
AF
155
Allworth Financial
California
$16.2K – – –
PFBT
156
Parkside Financial Bank & Trust
Missouri
$16.2K – – –
MG
157
Mather Group
Illinois
$12.7K – – –
CAL
158
Capital Analysts LLC
Pennsylvania
$10K – – –
HNB
159
Huntington National Bank
Ohio
$8.59K – – –
MWM
160
MGB Wealth Management
Texas
$8.47K – – –
MCM
161
MAI Capital Management
Ohio
$7.71K – – –
NRG
162
Nemes Rush Group
Michigan
$6.55K +$6.49K +164 New
FFA
163
Farther Finance Advisors
California
$4.26K – – –
Carson Wealth (CWM LLC)
164
Carson Wealth (CWM LLC)
Nebraska
$3K – – –
CWM
165
Compass Wealth Management
Connecticut
$2.32K +$2.29K +58 New
RJA
166
Ross\Johnson & Associates
Minnesota
$2.12K +$2.1K +53 New
CIBC Private Wealth Group
167
CIBC Private Wealth Group
Georgia
$1.58K – – –
IHWM
168
Iron Horse Wealth Management
Iowa
$879 +$870 +22 New
SSB
169
Sandy Spring Bank
Maryland
$320 +$317 +8 New
Jane Street
170
Jane Street
New York
– -$4.28M -114,512 Closed
Citadel Advisors
171
Citadel Advisors
Florida
– -$3.86M -103,100 Closed
Susquehanna International Group
172
Susquehanna International Group
Pennsylvania
– -$3.12M -83,509 Closed
Goldman Sachs
173
Goldman Sachs
New York
– -$1.47M -39,379 Closed
GS
174
GTS Securities
New York
– -$687K -18,376 Closed
KAS
175
Kestra Advisory Services
Texas
– -$525K -14,044 Closed
4 5 6
7
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IMTM Hedge Fund Activity: Q1 2025 in Review

168 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Intl Momentum Factor ETF (IMTM) for Q1 2025, worth a combined $2.9B — up 5.2% from $2.75B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new IMTM positions and 19 closed out — a net gain of 8 holders — while 60 added to existing stakes and 46 trimmed.

The largest buyer was Mercer Global Advisors, adding an estimated $73M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $80.6M.

  • 168 institutional investors held iShares MSCI Intl Momentum Factor ETF (IMTM) as of Q1 2025, up from 164 in Q4 2024.
  • Funds reported $2.9B of iShares MSCI Intl Momentum Factor ETF stock for Q1 2025, up 5.2% quarter-over-quarter.
  • 27 funds opened new iShares MSCI Intl Momentum Factor ETF positions in Q1 2025 and 19 closed out, a net change of +8 holders.
  • The largest iShares MSCI Intl Momentum Factor ETF buyer in Q1 2025 was Mercer Global Advisors, an estimated $73M added.
  • The largest iShares MSCI Intl Momentum Factor ETF seller in Q1 2025 was Wealth Enhancement Advisory Services, an estimated $80.6M sold.

Based on aggregated 13F filings for Q1 2025.