iShares MSCI Intl Momentum Factor ETF
IMTM
52 hedge funds and large institutions have $300M invested in iShares MSCI Intl Momentum Factor ETF in 2020 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 17 increasing their positions, 14 reducing their positions, and 13 closing their positions.
31% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 13
27% more capital invested
Capital invested by funds: $237M → $300M (+$63.2M)
21.75% more ownership
Funds ownership: 109.95% → 131.7% (+22%)
21% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 14
4% more funds holding
Funds holding: 50 → 52 (+2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
+$25.1M |
| 2 |
BlackRock
New York
|
+$21.6M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$17.2M |
| 4 |
Mercer Global Advisors
Denver,
Colorado
|
+$16.3M |
| 5 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
+$11.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$3.25M |
| 2 |
S
Surevest
Los Angeles,
California
|
-$3.19M |
| 3 |
RPSA
Richard P. Slaughter Associates
Austin,
Texas
|
-$2.32M |
| 4 |
Fifth Third Bancorp
Cincinnati,
Ohio
|
-$1.76M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.73M |
IMTM Hedge Fund Activity: Q1 2020 in Review
52 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Intl Momentum Factor ETF (IMTM) for Q1 2020, worth a combined $300M — up 27% from $237M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new IMTM positions and 13 closed out — a net gain of 4 holders — while 17 added to existing stakes and 14 trimmed.
The largest buyer was Victory Capital Management, adding an estimated $25.1M. The largest seller was Raymond James Financial Services Advisors, exiting entirely with an estimated $3.25M sold.
- 52 institutional investors held iShares MSCI Intl Momentum Factor ETF (IMTM) as of Q1 2020, up from 50 in Q4 2019.
- Funds reported $300M of iShares MSCI Intl Momentum Factor ETF stock for Q1 2020, up 27% quarter-over-quarter.
- 17 funds opened new iShares MSCI Intl Momentum Factor ETF positions in Q1 2020 and 13 closed out, a net change of +4 holders.
- The largest iShares MSCI Intl Momentum Factor ETF buyer in Q1 2020 was Victory Capital Management, an estimated $25.1M added.
- The largest iShares MSCI Intl Momentum Factor ETF seller in Q1 2020 was Raymond James Financial Services Advisors, an estimated $3.25M sold.
Based on aggregated 13F filings for Q1 2020.