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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mercer Global Advisors
Denver,
Colorado
|
+$73M |
| 2 |
RWM
Ritholtz Wealth Management
New York
|
+$11.5M |
| 3 |
GVAG
Great Valley Advisor Group
Wilmington,
Delaware
|
+$9.65M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$6.21M |
| 5 |
VWM
Venturi Wealth Management
Austin,
Texas
|
+$6.14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$80.6M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$62.2M |
| 3 |
EH
Equitable Holdings
New York
|
-$11.8M |
| 4 |
JP Morgan Chase
New York
|
-$4.88M |
| 5 |
AC
Apella Capital
West Hartford,
Connecticut
|
-$4.49M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
176
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
| – | -$405K | -10,826 | Closed |
|
|
QCM
177
QRG Capital Management
Chicago,
Illinois
| – | -$265K | -7,086 | Closed |
|
178
Creative Planning
Overland Park,
Kansas
| – | -$233K | -6,217 | Closed |
|
|
TWC
179
TD Waterhouse Canada
Toronto,
Ontario, Canada
| – | -$94.8K | -2,535 | Closed |
|
|
GWS
180
Glassman Wealth Services
Vienna,
Virginia
| – | -$60.9K | -1,627 | Closed |
|
|
EW
181
Element Wealth
Ridgeland,
Mississippi
| – | -$51.7K | -1,382 | Closed |
|
|
CA
182
CoreCap Advisors
Southfield,
Michigan
| – | -$38.3K | -1,025 | Closed |
|
183
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$37.2K | -994 | Closed |
|
184
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$18.1K | -484 | Closed |
|
|
SS
185
Sunbelt Securities
Houston,
Texas
| – | -$13K | -329 | Closed |
|
|
AF
186
Advisornet Financial
Minnetonka,
Minnesota
| – | -$8.04K | -215 | Closed |
|
|
GIA
187
GHP Investment Advisors
Denver,
Colorado
| – | -$7.41K | -198 | Closed |
|
|
KIM
188
Kestra Investment Management
Austin,
Texas
| – | -$5.7K | -152 | Closed |
|
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.