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iShares MSCI Intl Momentum Factor ETF
IMTM

Overview Fund Activity

102 hedge funds and large institutions have $1.12B invested in iShares MSCI Intl Momentum Factor ETF in 2022 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 39 increasing their positions, 34 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
102
Holders Change
+5
Holders Change %
+5.15%
% of All Funds
1.65%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
19
Increased
39
Reduced
34
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$363M
2
Jane Street
2
Jane Street
New York
$33.9M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$366M
4
RJA
4
Raymond James & Associates
Florida
$6.24M
5
BlackRock
5
BlackRock
New York
$33.2M

Top Sellers

1
AP
1
Atwood & Palmer
Missouri
$11.3M
2
IDA
2
Intelligence Driven Advisers
California
$213K
3
Mariner
3
Mariner
Kansas
$5.77M
4
RWM
4
Ritholtz Wealth Management
New York
$22M
5
UBS Group
5
UBS Group
Switzerland
$9.32M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$366M +$20.7M +671,033 +6%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$363M +$27.7M +898,628 +8%
Victory Capital Management
3
Victory Capital Management
Texas
$55M – – –
Jane Street
4
Jane Street
New York
$33.9M +$25M +809,343 +277%
BlackRock
5
BlackRock
New York
$33.2M +$5.21M +168,903 +19%
RWM
6
Ritholtz Wealth Management
New York
$22M -$2.28M -73,968 -9%
AIM
7
Acropolis Investment Management
Missouri
$15.7M +$250K +8,107 +2%
KFAA
8
Klaas Financial Asset Advisors
Illinois
$15.3M +$130K +4,203 +0.9%
1WM
9
1900 Wealth Management
Texas
$13.6M -$892K -28,928 -6%
ACM
10
Armbruster Capital Management
New York
$13M +$269K +8,740 +2%
AP
11
Atwood & Palmer
Missouri
$11.3M -$21.9M -711,662 -66%
ACA
12
Atlas Capital Advisors
Wyoming
$11.2M -$1.64M -53,341 -13%
AC
13
Apella Capital
Connecticut
$10.3M +$3.85M +124,729 +59%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$10.2M +$1M +32,498 +11%
CWM
15
Cabot Wealth Management
Massachusetts
$9.32M +$800K +25,938 +9%
UBS Group
16
UBS Group
Switzerland
$9.32M -$2.28M -73,826 -20%
MWP
17
Meredith Wealth Planning
Illinois
$9.12M +$9.12M +295,761 New
KCM
18
Kathmere Capital Management
Pennsylvania
$8.98M +$351K +11,379 +4%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$8.25M -$1.98M -64,271 -19%
SPA
20
Shore Point Advisors
New Jersey
$8.09M -$580K -18,828 -7%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$7.48M +$1.49M +48,309 +25%
Morgan Stanley
22
Morgan Stanley
New York
$7.09M +$412K +13,358 +6%
RJA
23
Raymond James & Associates
Florida
$6.24M +$6.24M +202,437 New
Ameriprise
24
Ameriprise
Minnesota
$6.1M +$122K +3,957 +2%
EH
25
Equitable Holdings
New York
$5.82M +$290K +9,392 +5%
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