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iShares MSCI Intl Momentum Factor ETF
IMTM

Overview Fund Activity

103 hedge funds and large institutions have $956M invested in iShares MSCI Intl Momentum Factor ETF in 2022 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 41 increasing their positions, 28 reducing their positions, and 11 closing their positions.

Holders
103
Holders Change
+4
Holders Change %
+4.04%
% of All Funds
1.74%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
16
Increased
41
Reduced
28
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$304M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$287M
3
BlackRock
3
BlackRock
New York
$23.3M
4
AC
4
Apella Capital
Connecticut
$3.68M
5
Citadel Advisors
5
Citadel Advisors
Florida
$4.35M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$7.98M
2
LB
2
Leo Brokerage
Texas
$0
3
Ameriprise
3
Ameriprise
Minnesota
$5.74M
4
1WM
4
1900 Wealth Management
Texas
$14.4M
5
UBS Group
5
UBS Group
Switzerland
$5.72M
Name Market Value Shares Shares
Change 		Shares
Change %
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$304M 10,156,702 +3,185,848 +46%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$287M 9,578,035 +3,164,433 +49%
Victory Capital Management
3
Victory Capital Management
Texas
$53.4M 1,784,114 – –
AP
4
Atwood & Palmer
Missouri
$33M 1,104,205 +46,626 +4%
BlackRock
5
BlackRock
New York
$23.3M 778,228 +147,054 +23%
RWM
6
Ritholtz Wealth Management
New York
$18.3M 609,852 +33,244 +6%
1WM
7
1900 Wealth Management
Texas
$14.4M 480,301 -47,569 -9%
KCM
8
Kathmere Capital Management
Pennsylvania
$14.2M 474,858 +30,395 +7%
AIM
9
Acropolis Investment Management
Missouri
$13.8M 462,457 +1,200 +0.3%
KFAA
10
Klaas Financial Asset Advisors
Illinois
$13.7M 458,488 +48,253 +12%
ACA
11
Atlas Capital Advisors
Wyoming
$12.7M 425,669 +15,771 +4%
ACM
12
Armbruster Capital Management
New York
$11.6M 387,646 +65,602 +20%
SWM
13
Segment Wealth Management
Texas
$10.8M 360,083 +2,710 +0.8%
Mariner
14
Mariner
Kansas
$9.27M 309,836 +31,982 +12%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$8.4M 278,288 +4,663 +2%
RJA
16
Raymond James & Associates
Florida
$8.34M 278,510 -1,270 -0.5%
SPA
17
Shore Point Advisors
New Jersey
$8.04M 268,525 +25,595 +11%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$7.98M 266,510 -146,701 -36%
CWM
19
Cabot Wealth Management
Massachusetts
$6.96M 232,393 +20,833 +10%
Morgan Stanley
20
Morgan Stanley
New York
$6M 200,476 +54,578 +37%
Ameriprise
21
Ameriprise
Minnesota
$5.74M 191,678 -64,388 -25%
UBS Group
22
UBS Group
Switzerland
$5.72M 191,165 -41,234 -18%
IDA
23
Intelligence Driven Advisers
California
$5.01M 171,636 +15,273 +10%
Citadel Advisors
24
Citadel Advisors
Florida
$4.35M 145,186 +89,313 +160%
SPWM
25
Straight Path Wealth Management
Michigan
$4.27M 142,628 +12,041 +9%
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