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iShares MSCI Intl Momentum Factor ETF
IMTM

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
91
Holders Change
+23
Holders Change %
+33.82%
% of All Funds
1.61%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
28
Increased
35
Reduced
19
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$162M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
$155M
3
Ameriprise
Ameriprise
Minnesota
$9.44M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$19.4M
5
AIM
Acropolis Investment Management
Missouri
$11.9M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$1.69M
2
BHWA
Beacon Harbor Wealth Advisors
Virginia
$0
3
CI
CX Institutional
Indiana
$2.51M
4
CCMG
Clark Capital Management Group
Pennsylvania
$1.24M
5
OWM
Opes Wealth Management
California
$952K
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$162M +$12.5M +332,418 +8%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$155M +$9.64M +255,975 +7%
Victory Capital Management
3
Victory Capital Management
Texas
$78.7M – – –
1WM
4
1900 Wealth Management
Texas
$39.8M +$39.8M +1,057,509 New
AP
5
Atwood & Palmer
Missouri
$34.3M +$921K +24,469 +3%
USAA
6
United Services Automobile Association
Texas
$24.2M – – –
RJA
7
Raymond James & Associates
Florida
$21.6M +$688K +18,282 +3%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$19.4M +$4.46M +118,467 +30%
BlackRock
9
BlackRock
New York
$13.1M -$1.27M -33,738 -9%
AIM
10
Acropolis Investment Management
Missouri
$11.9M +$3.42M +90,712 +40%
SWM
11
Segment Wealth Management
Texas
$11.7M +$487K +12,940 +4%
KFAA
12
Klaas Financial Asset Advisors
Illinois
$11.6M +$11.6M +307,052 New
BCI
13
Brinker Capital Investments
Pennsylvania
$11.5M – – –
ACM
14
Armbruster Capital Management
New York
$10.8M -$182K -4,847 -2%
ACA
15
Atlas Capital Advisors
Wyoming
$10.7M +$930K +24,707 +10%
UBS Group
16
UBS Group
Switzerland
$9.5M +$626K +16,636 +7%
Ameriprise
17
Ameriprise
Minnesota
$9.44M +$5.31M +143,722 +128%
KCM
18
Kathmere Capital Management
Pennsylvania
$9.4M +$255K +6,778 +3%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$9.17M +$2.29M +60,828 +33%
Fifth Third Bancorp
20
Fifth Third Bancorp
Ohio
$8.24M +$2.93M +77,902 +55%
SAM
21
Stringer Asset Management
Tennessee
$5.63M -$85.4K -2,268 -1%
CAI
22
Capital Advisors Inc
Oklahoma
$5.49M +$167K +4,424 +3%
ACA
23
Ackerman Capital Advisors
Texas
$5.47M -$131K -3,478 -2%
IPW
24
IronBridge Private Wealth
Texas
$5.09M +$5.09M +135,300 New
VWM
25
Venturi Wealth Management
Texas
$4.89M -$901K -23,941 -16%
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