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iShares MSCI Intl Momentum Factor ETF

68 hedge funds and large institutions have $596M invested in iShares MSCI Intl Momentum Factor ETF in 2020 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 29 increasing their positions, 16 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

467% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 3

200% more funds holding in top 10

Funds holding in top 10: 26 (+4)

81% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 16

51% more capital invested

Capital invested by funds: $395M → $596M (+$201M)

26% more funds holding

Funds holding: 5468 (+14)

8.62% less ownership

Funds ownership: 117.61%108.99% (-8.6%)

Holders
68
Holders Change
+14
Holders Change %
+25.93%
% of All Funds
1.37%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.12%
New
17
Increased
29
Reduced
16
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$135M +$14M +417,727 +12%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$131M +$6.28M +187,540 +5%
Victory Capital Management
3
Victory Capital Management
Texas
$71M +$55.1M +1,646,139 +371%
AP
4
Atwood & Palmer
Missouri
$30.1M +$29.5M +881,265 +18,322%
USAA
5
United Services Automobile Association
Texas
$21.9M +$6.72M +200,636 +45%
RJA
6
Raymond James & Associates
Florida
$18.9M +$7.41M +221,360 +66%
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$13.5M -$100K -3,002 -0.8%
BlackRock
8
BlackRock
New York
$12.9M +$6.7M +200,116 +111%
BCI
9
Brinker Capital Investments
Pennsylvania
$10.4M
SWM
10
Segment Wealth Management
Texas
$10.2M +$10M +298,696 New
ACM
11
Armbruster Capital Management
New York
$9.9M -$133K -3,975 -1%
ACA
12
Atlas Capital Advisors
Wyoming
$8.81M -$276K -8,253 -3%
KCM
13
Kathmere Capital Management
Pennsylvania
$8.25M +$834K +24,906 +11%
UBS Group
14
UBS Group
Switzerland
$8.01M +$1.9M +56,752 +32%
AIM
15
Acropolis Investment Management
Missouri
$7.7M +$7.59M +226,604 New
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$6.21M +$4.11M +122,709 +204%
VWM
17
Venturi Wealth Management
Texas
$5.22M +$4.05M +120,964 +370%
SAM
18
Stringer Asset Management
Tennessee
$5.16M +$2.04M +60,896 +67%
ACA
19
Ackerman Capital Advisors
Texas
$5.06M -$261K -7,800 -5%
Citadel Advisors
20
Citadel Advisors
Florida
$4.93M +$883K +26,392 +22%
CAI
21
Capital Advisors Inc
Oklahoma
$4.8M +$365K +10,892 +8%
Fifth Third Bancorp
22
Fifth Third Bancorp
Ohio
$4.79M -$162K -4,837 -3%
Fidelity Investments
23
Fidelity Investments
Massachusetts
$4.28M +$2.66M +79,597 +172%
FWP
24
FAS Wealth Partners
Kansas
$4.1M -$154K -4,607 -4%
Bank of America
25
Bank of America
North Carolina
$3.97M +$98K +2,929 +3%

IMTM Hedge Fund Activity: Q3 2020 in Review

68 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Intl Momentum Factor ETF (IMTM) for Q3 2020, worth a combined $596M — up 51% from $395M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new IMTM positions and 3 closed out — a net gain of 14 holders — while 29 added to existing stakes and 16 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $55.1M. The largest seller was Jane Street, exiting entirely with an estimated $5.16M sold.

  • 68 institutional investors held iShares MSCI Intl Momentum Factor ETF (IMTM) as of Q3 2020, up from 54 in Q2 2020.
  • Funds reported $596M of iShares MSCI Intl Momentum Factor ETF stock for Q3 2020, up 51% quarter-over-quarter.
  • 17 funds opened new iShares MSCI Intl Momentum Factor ETF positions in Q3 2020 and 3 closed out, a net change of +14 holders.
  • The largest iShares MSCI Intl Momentum Factor ETF buyer in Q3 2020 was Victory Capital Management, an estimated $55.1M added.
  • The largest iShares MSCI Intl Momentum Factor ETF seller in Q3 2020 was Jane Street, an estimated $5.16M sold.

Based on aggregated 13F filings for Q3 2020.