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iShares MSCI Intl Momentum Factor ETF
IMTM

Overview Fund Activity

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.

Holders
100
Holders Change
-2
Holders Change %
-1.96%
% of All Funds
1.6%
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
–

Top Buyers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$413M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$409M
3
RJA
3
Raymond James & Associates
Florida
$9.56M
4
ACA
4
Atlas Capital Advisors
Wyoming
$13.6M
5
UBS Group
5
UBS Group
Switzerland
$11.4M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$4.32M
3
Morgan Stanley
3
Morgan Stanley
New York
$5.03M
4
AWM
4
AE Wealth Management
Kansas
$0
5
OMC
5
Old Mission Capital
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$413M 12,766,417 +900,477 +8%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$409M 12,652,672 +883,875 +8%
Victory Capital Management
3
Victory Capital Management
Texas
$57.7M 1,784,114 – –
BlackRock
4
BlackRock
New York
$34.7M 1,072,735 -4,129 -0.4%
RWM
5
Ritholtz Wealth Management
New York
$23.7M 734,384 +19,641 +3%
KFAA
6
Klaas Financial Asset Advisors
Illinois
$16.7M 515,399 +19,520 +4%
AIM
7
Acropolis Investment Management
Missouri
$15.8M 487,401 -20,408 -4%
ACM
8
Armbruster Capital Management
New York
$13.7M 422,405 +795 +0.2%
ACA
9
Atlas Capital Advisors
Wyoming
$13.6M 420,264 +58,232 +16%
1WM
10
1900 Wealth Management
Texas
$13.3M 427,772 -13,709 -3%
AP
11
Atwood & Palmer
Missouri
$11.9M 369,038 +3,593 +1%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$11.7M 361,517 +31,530 +10%
UBS Group
13
UBS Group
Switzerland
$11.4M 353,685 +51,541 +17%
CWM
14
Cabot Wealth Management
Massachusetts
$10.5M 324,268 +22,078 +7%
MWP
15
Meredith Wealth Planning
Illinois
$9.57M 296,037 +276 +0.1%
RJA
16
Raymond James & Associates
Florida
$9.56M 295,861 +93,424 +46%
KCM
17
Kathmere Capital Management
Pennsylvania
$9.51M 294,250 +2,923 +1%
SPA
18
Shore Point Advisors
New Jersey
$8.96M 277,186 +14,630 +6%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$8.66M 267,961 +308 +0.1%
Mariner
20
Mariner
Kansas
$6.97M 215,746 +28,736 +15%
Ameriprise
21
Ameriprise
Minnesota
$6.89M 213,219 +15,443 +8%
EH
22
Equitable Holdings
New York
$6.31M 195,340 +6,721 +4%
SPWM
23
Straight Path Wealth Management
Michigan
$5.58M 172,756 +10,042 +6%
Morgan Stanley
24
Morgan Stanley
New York
$5.03M 155,784 -74,139 -32%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$4.32M 133,734 -108,863 -45%
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