iShares MSCI Intl Momentum Factor ETF
IMTM
91 hedge funds and large institutions have $770M invested in iShares MSCI Intl Momentum Factor ETF in 2020 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 35 increasing their positions, 19 reducing their positions, and 4 closing their positions.
600% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 4
84% more repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 19
34% more funds holding
Funds holding: 68 → 91 (+23)
29% more capital invested
Capital invested by funds: $596M → $770M (+$173M)
17% more funds holding in top 10
Funds holding in top 10: 6 → 7 (+1)
2.24% more ownership
Funds ownership: 108.99% → 111.23% (+2.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$11.7M |
| 2 |
Mercer Global Advisors
Denver,
Colorado
|
+$9.04M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$5.08M |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$4.18M |
| 5 |
AIM
Acropolis Investment Management
St. Louis,
Missouri
|
+$3.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BHWA
Beacon Harbor Wealth Advisors
Virginia Beach,
Virginia
|
-$3.75M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$3.54M |
| 3 |
CI
CX Institutional
Auburn,
Indiana
|
-$1.61M |
| 4 |
OWM
Opes Wealth Management
Menlo Park,
California
|
-$1.52M |
| 5 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
-$1.51M |
IMTM Hedge Fund Activity: Q4 2020 in Review
91 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Intl Momentum Factor ETF (IMTM) for Q4 2020, worth a combined $770M — up 29% from $596M a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new IMTM positions and 4 closed out — a net gain of 24 holders — while 35 added to existing stakes and 19 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $11.7M. The largest seller was Beacon Harbor Wealth Advisors, exiting entirely with an estimated $3.75M sold.
- 91 institutional investors held iShares MSCI Intl Momentum Factor ETF (IMTM) as of Q4 2020, up from 68 in Q3 2020.
- Funds reported $770M of iShares MSCI Intl Momentum Factor ETF stock for Q4 2020, up 29% quarter-over-quarter.
- 28 funds opened new iShares MSCI Intl Momentum Factor ETF positions in Q4 2020 and 4 closed out, a net change of +24 holders.
- The largest iShares MSCI Intl Momentum Factor ETF buyer in Q4 2020 was Envestnet Asset Management, an estimated $11.7M added.
- The largest iShares MSCI Intl Momentum Factor ETF seller in Q4 2020 was Beacon Harbor Wealth Advisors, an estimated $3.75M sold.
Based on aggregated 13F filings for Q4 2020.