iShares MSCI Intl Momentum Factor ETF
IMTM
94 hedge funds and large institutions have $882M invested in iShares MSCI Intl Momentum Factor ETF in 2021 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 46 increasing their positions, 26 reducing their positions, and 14 closing their positions.
223% more capital inflows, than outflows
Capital inflows: $116M | Capital outflows: $35.9M
77% more repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 26
14% more funds holding in top 10
Funds holding in top 10: 7 → 8 (+1)
1.26% more ownership
Funds ownership: 104.85% → 106.11% (+1.3%)
6% less funds holding
Funds holding: 100 → 94 (-6)
29% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mercer Global Advisors
Denver,
Colorado
|
+$23.3M |
| 2 |
Ritholtz Wealth Management
New York
|
+$20.4M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$14.9M |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
+$13.3M |
| 5 |
Mariner
Overland Park,
Kansas
|
+$11.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$9.6M |
| 2 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$7.59M |
| 3 |
1900 Wealth Management
San Antonio,
Texas
|
-$3.37M |
| 4 |
Riverpoint Wealth Management Holdings
Chicago,
Illinois
|
-$2.82M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.82M |
IMTM Hedge Fund Activity: Q3 2021 in Review
94 of the 5,730 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Intl Momentum Factor ETF (IMTM) for Q3 2021, worth a combined $882M — up 6.1% from $831M a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of IMTM and 10 opened new positions — a net loss of 4 holders — while 26 trimmed existing stakes and 46 added.
The largest buyer was Mercer Global Advisors, adding an estimated $23.3M. The largest seller was Brinker Capital Investments, exiting entirely with an estimated $9.6M sold.
- 94 institutional investors held iShares MSCI Intl Momentum Factor ETF (IMTM) as of Q3 2021, down from 100 in Q2 2021.
- Funds reported $882M of iShares MSCI Intl Momentum Factor ETF stock for Q3 2021, up 6.1% quarter-over-quarter.
- 10 funds opened new iShares MSCI Intl Momentum Factor ETF positions in Q3 2021 and 14 closed out, a net change of -4 holders.
- The largest iShares MSCI Intl Momentum Factor ETF buyer in Q3 2021 was Mercer Global Advisors, an estimated $23.3M added.
- The largest iShares MSCI Intl Momentum Factor ETF seller in Q3 2021 was Brinker Capital Investments, an estimated $9.6M sold.
Based on aggregated 13F filings for Q3 2021.