iShares MSCI Intl Momentum Factor ETF
IMTM
43 hedge funds and large institutions have $95.3M invested in iShares MSCI Intl Momentum Factor ETF in 2018 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 14 increasing their positions, 13 reducing their positions, and 8 closing their positions.
435% more capital inflows, than outflows
Capital inflows: $39.3M | Capital outflows: $7.36M
63% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 8
18.9% more ownership
Funds ownership: 50.05% → 68.95% (+19%)
10% more funds holding
Funds holding: 39 → 43 (+4)
8% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 13
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$14.3M |
| 2 |
Ackerman Capital Advisors
Dallas,
Texas
|
+$6.03M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$4.77M |
| 4 |
FAS Wealth Partners
Leawood,
Kansas
|
+$3.69M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.21M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fortis Advisors
Wayne,
Pennsylvania
|
-$2.07M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$1.37M |
| 3 |
Tillar-Wenstrup Advisors
Centerville,
Ohio
|
-$516K |
| 4 |
Cetera Advisor Networks
El Segundo,
California
|
-$507K |
| 5 |
Raymond James & Associates
St Petersburg,
Florida
|
-$502K |
IMTM Hedge Fund Activity: Q4 2018 in Review
43 of the 4,506 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Intl Momentum Factor ETF (IMTM) for Q4 2018, worth a combined $95.3M — up 23% from $77.7M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new IMTM positions and 8 closed out — a net gain of 5 holders — while 14 added to existing stakes and 13 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $14.3M. The largest seller was Fortis Advisors, cutting an estimated $2.07M.
- 43 institutional investors held iShares MSCI Intl Momentum Factor ETF (IMTM) as of Q4 2018, up from 39 in Q3 2018.
- Funds reported $95.3M of iShares MSCI Intl Momentum Factor ETF stock for Q4 2018, up 23% quarter-over-quarter.
- 13 funds opened new iShares MSCI Intl Momentum Factor ETF positions in Q4 2018 and 8 closed out, a net change of +5 holders.
- The largest iShares MSCI Intl Momentum Factor ETF buyer in Q4 2018 was Envestnet Asset Management, an estimated $14.3M added.
- The largest iShares MSCI Intl Momentum Factor ETF seller in Q4 2018 was Fortis Advisors, an estimated $2.07M sold.
Based on aggregated 13F filings for Q4 2018.