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iShares MSCI Intl Momentum Factor ETF

206 hedge funds and large institutions have $2.99B invested in iShares MSCI Intl Momentum Factor ETF in 2025 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 73 increasing their positions, 60 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 20

22% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 60

7% more funds holding

Funds holding: 192206 (+14)

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

15% less capital invested

Capital invested by funds: $3.54B → $2.99B (-$549M)

26.38% less ownership

Funds ownership: 115.99%89.61% (-26%)

Holders
206
Holders Change
+14
Holders Change %
+7.29%
% of All Funds
2.7%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
40
Increased
73
Reduced
60
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LCM
151
Lazari Capital Management
California
$246K -$4.39K -95 -2%
BAM
152
Belpointe Asset Management
Nevada
$242K -$594K -12,846 -72%
VBFG
153
Vishria Bird Financial Group
Tennessee
$235K +$227K +4,907 New
CAPTRUST Financial Advisors
154
CAPTRUST Financial Advisors
North Carolina
$232K +$224K +4,850 New
WMA
155
West Michigan Advisors
Michigan
$226K +$218K +4,710 New
SF
156
Summit Financial
New Jersey
$225K +$217K +4,692 New
Envestnet Portfolio Solutions
157
Envestnet Portfolio Solutions
Illinois
$214K -$903K -19,508 -81%
WJA
158
Willis Johnson & Associates
Texas
$205K +$198K +4,289 New
SC
159
SouthState Corp
Florida
$164K -$597K -12,900 -79%
ST
160
Smithfield Trust
Pennsylvania
$151K +$8.33K +180 +6%
SAM
161
Smartleaf Asset Management
Massachusetts
$138K -$1.16K -25 -0.9%
BHWM
162
Beaird Harris Wealth Management
Texas
$120K
RFA
163
Reyes Financial Architecture
California
$108K
AWM
164
AE Wealth Management
Kansas
$106K -$555 -12 -0.5%
US Bancorp
165
US Bancorp
Minnesota
$105K +$16.3K +352 +19%
FIM
166
FWL Investment Management
Texas
$101K
UB
167
UMB Bank
Missouri
$101K
M
168
MOTCO
Texas
$92.1K
ACA
169
American Capital Advisory
Idaho
$90.3K +$43.6K +942 +100%
CI
170
CX Institutional
Indiana
$70K +$67.5K +1,459 New
Wells Fargo
171
Wells Fargo
California
$60K +$509 +11 +0.9%
AssetMark Inc
172
AssetMark Inc
California
$46.3K
GSWM
173
Golden State Wealth Management
California
$44.6K
AF
174
Allworth Financial
California
$41.4K
Bank of Montreal
175
Bank of Montreal
Ontario, Canada
$40.9K +$39.5K +854 New

IMTM Hedge Fund Activity: Q3 2025 in Review

206 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Intl Momentum Factor ETF (IMTM) for Q3 2025, worth a combined $2.99B — down 15% from $3.54B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new IMTM positions and 20 closed out — a net gain of 20 holders — while 73 added to existing stakes and 60 trimmed.

The largest buyer was Mercer Global Advisors, adding an estimated $50.7M. The largest seller was Envestnet Asset Management, cutting an estimated $845M.

  • 206 institutional investors held iShares MSCI Intl Momentum Factor ETF (IMTM) as of Q3 2025, up from 192 in Q2 2025.
  • Funds reported $2.99B of iShares MSCI Intl Momentum Factor ETF stock for Q3 2025, down 15% quarter-over-quarter.
  • 40 funds opened new iShares MSCI Intl Momentum Factor ETF positions in Q3 2025 and 20 closed out, a net change of +20 holders.
  • The largest iShares MSCI Intl Momentum Factor ETF buyer in Q3 2025 was Mercer Global Advisors, an estimated $50.7M added.
  • The largest iShares MSCI Intl Momentum Factor ETF seller in Q3 2025 was Envestnet Asset Management, an estimated $845M sold.

Based on aggregated 13F filings for Q3 2025.