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iShares MSCI Intl Momentum Factor ETF

99 hedge funds and large institutions have $891M invested in iShares MSCI Intl Momentum Factor ETF in 2022 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 38 increasing their positions, 32 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 32

2.74% more ownership

Funds ownership: 108.76%111.51% (+2.7%)

7% less funds holding

Funds holding: 10799 (-8)

10% less capital invested

Capital invested by funds: $988M → $891M (-$96.4M)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

17% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 18

Holders
99
Holders Change
-8
Holders Change %
-7.48%
% of All Funds
1.56%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
15
Increased
38
Reduced
32
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$247M +$25.4M +715,297 +11%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$227M +$9.85M +276,713 +5%
Victory Capital Management
3
Victory Capital Management
Texas
$58.2M
AP
4
Atwood & Palmer
Missouri
$37.5M +$1.2M +33,620 +3%
BlackRock
5
BlackRock
New York
$22.4M -$9.87M -277,419 -31%
RWM
6
Ritholtz Wealth Management
New York
$20.4M +$1.87M +52,523 +10%
1WM
7
1900 Wealth Management
Texas
$18.7M -$10.6M -296,827 -36%
AIM
8
Acropolis Investment Management
Missouri
$16.4M +$269K +7,565 +2%
KCM
9
Kathmere Capital Management
Pennsylvania
$15.8M +$4.82M +135,480 +44%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$14.7M +$844K +23,726 +6%
KFAA
11
Klaas Financial Asset Advisors
Illinois
$14.5M +$930K +26,127 +7%
ACA
12
Atlas Capital Advisors
Wyoming
$14.5M -$2.02M -56,723 -12%
SWM
13
Segment Wealth Management
Texas
$12.7M +$334K +9,385 +3%
ACM
14
Armbruster Capital Management
New York
$11.4M +$488K +13,728 +4%
RJA
15
Raymond James & Associates
Florida
$9.92M -$9.32M -262,044 -48%
Mariner
16
Mariner
Kansas
$9.85M -$13.7K -385 -0.1%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$9.7M -$1.5M -42,297 -13%
Ameriprise
18
Ameriprise
Minnesota
$9.08M -$1.25M -35,015 -12%
SPA
19
Shore Point Advisors
New Jersey
$8.61M +$612K +17,198 +8%
UBS Group
20
UBS Group
Switzerland
$8.24M -$2.99M -84,142 -27%
CWM
21
Cabot Wealth Management
Massachusetts
$7.5M +$1.87M +52,423 +33%
IDA
22
Intelligence Driven Advisers
California
$5.46M +$1.26M +35,453 +29%
Morgan Stanley
23
Morgan Stanley
New York
$5.17M +$439K +12,335 +9%
SPWM
24
Straight Path Wealth Management
Michigan
$4.63M +$500K +14,045 +12%
JP Morgan Chase
25
JP Morgan Chase
New York
$4.41M -$2.89M -81,090 -39%

IMTM Hedge Fund Activity: Q1 2022 in Review

99 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Intl Momentum Factor ETF (IMTM) for Q1 2022, worth a combined $891M — down 9.8% from $988M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of IMTM and 15 opened new positions — a net loss of 3 holders — while 32 trimmed existing stakes and 38 added.

The largest buyer was Mercer Global Advisors, adding an estimated $25.4M. The largest seller was Symmetry Partners, exiting entirely with an estimated $11.4M sold.

  • 99 institutional investors held iShares MSCI Intl Momentum Factor ETF (IMTM) as of Q1 2022, down from 107 in Q4 2021.
  • Funds reported $891M of iShares MSCI Intl Momentum Factor ETF stock for Q1 2022, down 9.8% quarter-over-quarter.
  • 15 funds opened new iShares MSCI Intl Momentum Factor ETF positions in Q1 2022 and 18 closed out, a net change of -3 holders.
  • The largest iShares MSCI Intl Momentum Factor ETF buyer in Q1 2022 was Mercer Global Advisors, an estimated $25.4M added.
  • The largest iShares MSCI Intl Momentum Factor ETF seller in Q1 2022 was Symmetry Partners, an estimated $11.4M sold.

Based on aggregated 13F filings for Q1 2022.