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iShares MSCI Intl Momentum Factor ETF

100 hedge funds and large institutions have $1.19B invested in iShares MSCI Intl Momentum Factor ETF in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 40 increasing their positions, 29 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 29

11% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 9

6% more capital invested

Capital invested by funds: $1.12B → $1.19B (+$66M)

2% less funds holding

Funds holding: 102100 (-2)

2.55% less ownership

Funds ownership: 129.63%127.08% (-2.6%)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
100
Holders Change
-2
Holders Change %
-1.96%
% of All Funds
1.59%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
10
Increased
40
Reduced
29
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$413M +$28.6M +900,477 +8%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$409M +$28.1M +883,875 +8%
Victory Capital Management
3
Victory Capital Management
Texas
$57.7M
BlackRock
4
BlackRock
New York
$34.7M -$131K -4,129 -0.4%
RWM
5
Ritholtz Wealth Management
New York
$23.7M +$624K +19,641 +3%
KFAA
6
Klaas Financial Asset Advisors
Illinois
$16.7M +$620K +19,520 +4%
AIM
7
Acropolis Investment Management
Missouri
$15.8M -$648K -20,408 -4%
ACM
8
Armbruster Capital Management
New York
$13.7M +$25.3K +795 +0.2%
ACA
9
Atlas Capital Advisors
Wyoming
$13.6M +$1.85M +58,232 +16%
1WM
10
1900 Wealth Management
Texas
$13.3M -$436K -13,709 -3%
AP
11
Atwood & Palmer
Missouri
$11.9M +$114K +3,593 +1%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$11.7M +$1M +31,530 +10%
UBS Group
13
UBS Group
Switzerland
$11.4M +$1.64M +51,541 +17%
CWM
14
Cabot Wealth Management
Massachusetts
$10.5M +$701K +22,078 +7%
MWP
15
Meredith Wealth Planning
Illinois
$9.57M +$8.77K +276 +0.1%
RJA
16
Raymond James & Associates
Florida
$9.56M +$2.97M +93,424 +46%
KCM
17
Kathmere Capital Management
Pennsylvania
$9.51M +$92.9K +2,923 +1%
SPA
18
Shore Point Advisors
New Jersey
$8.96M +$465K +14,630 +6%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$8.66M +$9.79K +308 +0.1%
Mariner
20
Mariner
Kansas
$6.97M +$913K +28,736 +15%
Ameriprise
21
Ameriprise
Minnesota
$6.89M +$491K +15,443 +8%
EH
22
Equitable Holdings
New York
$6.31M +$214K +6,721 +4%
SPWM
23
Straight Path Wealth Management
Michigan
$5.58M +$319K +10,042 +6%
Morgan Stanley
24
Morgan Stanley
New York
$5.03M -$2.36M -74,139 -32%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$4.32M -$3.46M -108,863 -45%

IMTM Hedge Fund Activity: Q1 2023 in Review

100 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Intl Momentum Factor ETF (IMTM) for Q1 2023, worth a combined $1.19B — up 5.9% from $1.12B a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new IMTM positions and 9 closed out — a net gain of 1 holder — while 40 added to existing stakes and 29 trimmed.

The largest buyer was Mercer Global Advisors, adding an estimated $28.6M. The largest seller was Jane Street, exiting entirely with an estimated $33.9M sold.

  • 100 institutional investors held iShares MSCI Intl Momentum Factor ETF (IMTM) as of Q1 2023, down from 102 in Q4 2022.
  • Funds reported $1.19B of iShares MSCI Intl Momentum Factor ETF stock for Q1 2023, up 5.9% quarter-over-quarter.
  • 10 funds opened new iShares MSCI Intl Momentum Factor ETF positions in Q1 2023 and 9 closed out, a net change of +1 holder.
  • The largest iShares MSCI Intl Momentum Factor ETF buyer in Q1 2023 was Mercer Global Advisors, an estimated $28.6M added.
  • The largest iShares MSCI Intl Momentum Factor ETF seller in Q1 2023 was Jane Street, an estimated $33.9M sold.

Based on aggregated 13F filings for Q1 2023.