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iShares MSCI Intl Momentum Factor ETF

31 hedge funds and large institutions have $47.4M invested in iShares MSCI Intl Momentum Factor ETF in 2017 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 10 increasing their positions, 4 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,300% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 1

150% more capital invested

Capital invested by funds: $18.9M → $47.4M (+$28.5M)

150% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 4

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

72% more funds holding

Funds holding: 1831 (+13)

17.42% more ownership

Funds ownership: 44.89%62.31% (+17%)

Holders
31
Holders Change
+13
Holders Change %
+72.22%
% of All Funds
0.7%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
14
Increased
10
Reduced
4
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
1
Ackerman Capital Advisors
Texas
$7.03M +$7.1M +233,178 New
BCI
2
Brinker Capital Investments
Pennsylvania
$5.43M +$4.61M +151,400 +571%
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$5.36M +$1.05M +34,586 +25%
SG Americas Securities
4
SG Americas Securities
New York
$3.46M +$3.13M +102,720 +964%
CCMG
5
Clark Capital Management Group
Pennsylvania
$3.36M -$198K -6,496 -6%
RJA
6
Raymond James & Associates
Florida
$3.03M +$3.02M +99,173 New
JP Morgan Chase
7
JP Morgan Chase
New York
$2.54M +$2.54M +83,315 New
SIA
8
Spruce Investment Advisors
Connecticut
$2.38M -$93K -3,054 -4%
Bank of America
9
Bank of America
North Carolina
$2.2M +$124K +4,068 +6%
FA
10
Fortis Advisors
Pennsylvania
$2.12M +$896K +29,408 +73%
Morgan Stanley
11
Morgan Stanley
New York
$1.86M -$126K -4,130 -6%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$1.69M +$1.07M +35,067 +172%
SAM
13
Stringer Asset Management
Tennessee
$1.14M +$1.14M +37,497 New
HWP
14
Hefty Wealth Partners
Indiana
$837K +$836K +27,425 New
Citadel Advisors
15
Citadel Advisors
Florida
$705K +$704K +23,095 New
AG
16
Advisor Group
Arizona
$660K -$16.9K -554 -2%
UBS Group
17
UBS Group
Switzerland
$607K +$536K +17,594 +762%
CT
18
CPF Texas
Texas
$474K +$478K +15,689 New
TWA
19
Tillar-Wenstrup Advisors
Ohio
$467K +$58.2K +1,909 +14%
LPL Financial
20
LPL Financial
California
$451K +$115K +3,763 +34%
Jane Street
21
Jane Street
New York
$368K +$368K +12,070 New
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$304K +$303K +9,950 New
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$297K +$296K +9,727 New
CAN
24
Cetera Advisor Networks
California
$274K +$273K +8,975 New
OPWM
25
Oak Point Wealth Management
Michigan
$238K +$240K +7,890 New

IMTM Hedge Fund Activity: Q4 2017 in Review

31 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Intl Momentum Factor ETF (IMTM) for Q4 2017, worth a combined $47.4M — up 150% from $18.9M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new IMTM positions and 1 closed out — a net gain of 13 holders — while 10 added to existing stakes and 4 trimmed.

The largest buyer was Brinker Capital Investments, adding an estimated $4.61M. The largest seller was Csenge Advisory Group, exiting entirely with an estimated $205K sold.

  • 31 institutional investors held iShares MSCI Intl Momentum Factor ETF (IMTM) as of Q4 2017, up from 18 in Q3 2017.
  • Funds reported $47.4M of iShares MSCI Intl Momentum Factor ETF stock for Q4 2017, up 150% quarter-over-quarter.
  • 14 funds opened new iShares MSCI Intl Momentum Factor ETF positions in Q4 2017 and 1 closed out, a net change of +13 holders.
  • The largest iShares MSCI Intl Momentum Factor ETF buyer in Q4 2017 was Brinker Capital Investments, an estimated $4.61M added.
  • The largest iShares MSCI Intl Momentum Factor ETF seller in Q4 2017 was Csenge Advisory Group, an estimated $205K sold.

Based on aggregated 13F filings for Q4 2017.