iShares MSCI Intl Momentum Factor ETF
IMTM
97 hedge funds and large institutions have $926M invested in iShares MSCI Intl Momentum Factor ETF in 2022 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 38 increasing their positions, 35 reducing their positions, and 13 closing their positions.
17% more funds holding in top 10
Funds holding in top 10: 6 → 7 (+1)
6.13% more ownership
Funds ownership: 122.01% → 128.14% (+6.1%)
9% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 35
3% less capital invested
Capital invested by funds: $956M → $926M (-$30M)
6% less funds holding
Funds holding: 103 → 97 (-6)
46% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$38.2M |
| 2 |
Mercer Global Advisors
Denver,
Colorado
|
+$30.7M |
| 3 |
Jane Street
New York
|
+$6.71M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$5.46M |
| 5 |
RWM
Ritholtz Wealth Management
New York
|
+$5.29M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWM
Segment Wealth Management
Houston,
Texas
|
-$10.2M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$8.34M |
| 3 |
KCM
Kathmere Capital Management
Wayne,
Pennsylvania
|
-$5.76M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$4.34M |
| 5 |
JP Morgan Chase
New York
|
-$2.71M |
IMTM Hedge Fund Activity: Q3 2022 in Review
97 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Intl Momentum Factor ETF (IMTM) for Q3 2022, worth a combined $926M — down 3.1% from $956M a quarter earlier.
Sellers outnumbered buyers: 13 funds closed out of IMTM and 7 opened new positions — a net loss of 6 holders — while 35 trimmed existing stakes and 38 added.
The largest buyer was Envestnet Asset Management, adding an estimated $38.2M. The largest seller was Segment Wealth Management, cutting an estimated $10.2M.
- 97 institutional investors held iShares MSCI Intl Momentum Factor ETF (IMTM) as of Q3 2022, down from 103 in Q2 2022.
- Funds reported $926M of iShares MSCI Intl Momentum Factor ETF stock for Q3 2022, down 3.1% quarter-over-quarter.
- 7 funds opened new iShares MSCI Intl Momentum Factor ETF positions in Q3 2022 and 13 closed out, a net change of -6 holders.
- The largest iShares MSCI Intl Momentum Factor ETF buyer in Q3 2022 was Envestnet Asset Management, an estimated $38.2M added.
- The largest iShares MSCI Intl Momentum Factor ETF seller in Q3 2022 was Segment Wealth Management, an estimated $10.2M sold.
Based on aggregated 13F filings for Q3 2022.