iShares MSCI Intl Momentum Factor ETF
IMTM
8 hedge funds and large institutions have $5.46M invested in iShares MSCI Intl Momentum Factor ETF in 2016 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 0 reducing their positions, and 6 closing their positions.
14% more capital invested
Capital invested by funds: $4.77M → $5.46M (+$689K)
6.46% more ownership
Funds ownership: 30.23% → 36.69% (+6.5%)
20% less funds holding
Funds holding: 10 → 8 (-2)
33% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 6
Top Buyers
| 1 |
SG Americas Securities
New York
|
+$1.04M |
| 2 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$858K |
| 3 |
TWA
Tillar-Wenstrup Advisors
Centerville,
Ohio
|
+$257K |
| 4 |
Jane Street
New York
|
+$203K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$159K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Morgan Stanley
New York
| $1.45M | +$109K | +4,360 | +8% |
|
|
2
SG Americas Securities
New York
| $1.03M | +$1.04M | +41,648 | New |
|
|
3
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| $850K | +$858K | +34,269 | New |
|
|
4
Bank of America
Charlotte,
North Carolina
| $819K | +$159K | +6,348 | +24% |
|
|
5
Jane Street
New York
| $741K | +$203K | +8,110 | +37% |
|
|
FA
6
Fortis Advisors
Wayne,
Pennsylvania
| $277K | +$280K | +11,177 | New |
|
|
TWA
7
Tillar-Wenstrup Advisors
Centerville,
Ohio
| $255K | +$257K | +10,264 | New |
|
|
AG
8
Advisor Group
Phoenix,
Arizona
| $38K | +$34.5K | +1,378 | +1,021% |
|
9
Citadel Advisors
Miami,
Florida
| – | -$1.28M | -48,789 | Closed |
|
10
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$316K | -11,993 | Closed |
|
|
VKH
11
Virtu KCG Holdings
New York
| – | -$266K | -10,039 | Closed |
|
|
OMC
12
Old Mission Capital
Chicago,
Illinois
| – | -$207K | -7,857 | Closed |
|
|
CWM
13
Concert Wealth Management
San Jose,
California
| – | -$2K | -59 | Closed |
|
|
HWP
14
Hefty Wealth Partners
Auburn,
Indiana
| – | -$1K | -43 | Closed |
|
IMTM Hedge Fund Activity: Q4 2016 in Review
8 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Intl Momentum Factor ETF (IMTM) for Q4 2016, worth a combined $5.46M — up 14% from $4.77M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of IMTM and 4 opened new positions — a net loss of 2 holders — while 0 trimmed existing stakes and 4 added.
The largest buyer was SG Americas Securities, opening a new position worth an estimated $1.04M. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.28M sold.
- 8 institutional investors held iShares MSCI Intl Momentum Factor ETF (IMTM) as of Q4 2016, down from 10 in Q3 2016.
- Funds reported $5.46M of iShares MSCI Intl Momentum Factor ETF stock for Q4 2016, up 14% quarter-over-quarter.
- 4 funds opened new iShares MSCI Intl Momentum Factor ETF positions in Q4 2016 and 6 closed out, a net change of -2 holders.
- The largest iShares MSCI Intl Momentum Factor ETF buyer in Q4 2016 was SG Americas Securities, an estimated $1.04M added.
- The largest iShares MSCI Intl Momentum Factor ETF seller in Q4 2016 was Citadel Advisors, an estimated $1.28M sold.
Based on aggregated 13F filings for Q4 2016.