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iShares MSCI Intl Momentum Factor ETF
IMTM

Overview Fund Activity

47 hedge funds and large institutions have $195M invested in iShares MSCI Intl Momentum Factor ETF in 2019 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 15 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
47
Holders Change
+7
Holders Change %
+17.5%
% of All Funds
1.03%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
11
Increased
15
Reduced
13
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VWM
Venturi Wealth Management
Texas
$12.5M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$49.6M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
$49.6M
4
BlackRock
BlackRock
New York
$5.8M
5
CI
CX Institutional
Indiana
$3.28M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$0
2
SG Americas Securities
SG Americas Securities
New York
$0
3
HH
Hilltop Holdings
Texas
$527K
4
Bank of America
Bank of America
North Carolina
$1.7M
5
CCMG
Clark Capital Management Group
Pennsylvania
$1.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$49.6M +$12.1M +411,258 +32%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$49.6M +$12M +409,965 +32%
VWM
3
Venturi Wealth Management
Texas
$12.5M +$12.5M +423,947 New
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$11.3M +$354K +12,036 +3%
BCI
5
Brinker Capital Investments
Pennsylvania
$7.05M -$5.26K -179 -0.1%
ACA
6
Ackerman Capital Advisors
Texas
$6.36M -$12K -408 -0.2%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$6.01M +$8.49K +289 +0.1%
BlackRock
8
BlackRock
New York
$5.8M +$5.8M +197,357 +458,970%
CAI
9
Capital Advisors Inc
Oklahoma
$4.55M – – –
ACA
10
Atlas Capital Advisors
Wyoming
$3.96M +$116K +3,942 +3%
FWP
11
FAS Wealth Partners
Kansas
$3.87M -$55.3K -1,882 -1%
CI
12
CX Institutional
Indiana
$3.28M +$2.94M +100,001 +857%
S
13
Surevest
California
$3.17M +$104K +3,548 +3%
RJA
14
Raymond James & Associates
Florida
$2.81M -$120K -4,077 -4%
SAM
15
Stringer Asset Management
Tennessee
$2.51M -$196K -6,685 -7%
Jane Street
16
Jane Street
New York
$2.5M +$2.5M +85,045 New
OFG
17
OmniStar Financial Group
North Carolina
$2.2M -$3.7K -126 -0.2%
Carson Wealth (CWM LLC)
18
Carson Wealth (CWM LLC)
Nebraska
$2.13M – – –
CCMG
19
Clark Capital Management Group
Pennsylvania
$1.86M -$200K -6,824 -10%
FA
20
Fortis Advisors
Pennsylvania
$1.8M -$25.6K -872 -1%
Bank of America
21
Bank of America
North Carolina
$1.7M -$379K -12,898 -18%
UBS Group
22
UBS Group
Switzerland
$1.51M +$224K +7,631 +17%
Victory Capital Management
23
Victory Capital Management
Texas
$1.39M – – –
USAA
24
United Services Automobile Association
Texas
$1.39M – – –
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$1.05M +$556K +18,930 +114%
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