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iShares MSCI Intl Momentum Factor ETF

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.

New
Increased
Maintained
Reduced
Closed

46% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 28

45% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 11

10.5% more ownership

Funds ownership: 111.51%122.01% (+11%)

7% more capital invested

Capital invested by funds: $891M → $956M (+$64.9M)

4% more funds holding

Funds holding: 99103 (+4)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

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
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$304M +$103M +3,185,848 +46%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$287M +$103M +3,164,433 +49%
Victory Capital Management
3
Victory Capital Management
Texas
$53.4M
AP
4
Atwood & Palmer
Missouri
$33M +$1.51M +46,626 +4%
BlackRock
5
BlackRock
New York
$23.3M +$4.77M +147,054 +23%
RWM
6
Ritholtz Wealth Management
New York
$18.3M +$1.08M +33,244 +6%
1WM
7
1900 Wealth Management
Texas
$14.4M -$1.54M -47,569 -9%
KCM
8
Kathmere Capital Management
Pennsylvania
$14.2M +$985K +30,395 +7%
AIM
9
Acropolis Investment Management
Missouri
$13.8M +$38.9K +1,200 +0.3%
KFAA
10
Klaas Financial Asset Advisors
Illinois
$13.7M +$1.56M +48,253 +12%
ACA
11
Atlas Capital Advisors
Wyoming
$12.7M +$511K +15,771 +4%
ACM
12
Armbruster Capital Management
New York
$11.6M +$2.13M +65,602 +20%
SWM
13
Segment Wealth Management
Texas
$10.8M +$87.8K +2,710 +0.8%
Mariner
14
Mariner
Kansas
$9.27M +$1.04M +31,982 +12%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$8.4M +$151K +4,663 +2%
RJA
16
Raymond James & Associates
Florida
$8.34M -$41.2K -1,270 -0.5%
SPA
17
Shore Point Advisors
New Jersey
$8.04M +$830K +25,595 +11%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$7.98M -$4.75M -146,701 -36%
CWM
19
Cabot Wealth Management
Massachusetts
$6.96M +$675K +20,833 +10%
Morgan Stanley
20
Morgan Stanley
New York
$6M +$1.77M +54,578 +37%
Ameriprise
21
Ameriprise
Minnesota
$5.74M -$2.09M -64,388 -25%
UBS Group
22
UBS Group
Switzerland
$5.72M -$1.34M -41,234 -18%
IDA
23
Intelligence Driven Advisers
California
$5M +$495K +15,273 +10%
Citadel Advisors
24
Citadel Advisors
Florida
$4.34M +$2.89M +89,313 +160%
SPWM
25
Straight Path Wealth Management
Michigan
$4.27M +$390K +12,041 +9%

IMTM Hedge Fund Activity: Q2 2022 in Review

103 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Intl Momentum Factor ETF (IMTM) for Q2 2022, worth a combined $956M — up 7.3% from $891M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new IMTM positions and 11 closed out — a net gain of 5 holders — while 41 added to existing stakes and 28 trimmed.

The largest buyer was Mercer Global Advisors, adding an estimated $103M. The largest seller was Fidelity Investments, cutting an estimated $4.75M.

  • 103 institutional investors held iShares MSCI Intl Momentum Factor ETF (IMTM) as of Q2 2022, up from 99 in Q1 2022.
  • Funds reported $956M of iShares MSCI Intl Momentum Factor ETF stock for Q2 2022, up 7.3% quarter-over-quarter.
  • 16 funds opened new iShares MSCI Intl Momentum Factor ETF positions in Q2 2022 and 11 closed out, a net change of +5 holders.
  • The largest iShares MSCI Intl Momentum Factor ETF buyer in Q2 2022 was Mercer Global Advisors, an estimated $103M added.
  • The largest iShares MSCI Intl Momentum Factor ETF seller in Q2 2022 was Fidelity Investments, an estimated $4.75M sold.

Based on aggregated 13F filings for Q2 2022.