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iShares MSCI Intl Momentum Factor ETF
IMTM

Overview Fund Activity

109 hedge funds and large institutions have $1.73B invested in iShares MSCI Intl Momentum Factor ETF in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 45 increasing their positions, 29 reducing their positions, and 4 closing their positions.

Holders
109
Holders Change
+9
Holders Change %
+9%
% of All Funds
1.72%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.14%
New
13
Increased
45
Reduced
29
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$429M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$441M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$435M
4
Jane Street
4
Jane Street
New York
$8.58M
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$14.2M

Top Sellers

1
PFA
1
Professional Financial Advisors
Nebraska
$912K
2
1WM
2
1900 Wealth Management
Texas
$13.3M
3
MWP
3
Meredith Wealth Planning
Illinois
$9.3M
4
LWM
4
Lodestone Wealth Management
Washington
$535K
5
RJA
5
Raymond James & Associates
Florida
$9.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$441M 13,295,882 +529,465 +4%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$435M 13,095,315 +442,643 +3%
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$429M 12,923,728 +12,854,945 +18,689%
Victory Capital Management
4
Victory Capital Management
Texas
$59.2M 1,784,114 – –
BlackRock
5
BlackRock
New York
$36.2M 1,089,099 +16,364 +2%
RWM
6
Ritholtz Wealth Management
New York
$25.7M 773,888 +39,504 +5%
KFAA
7
Klaas Financial Asset Advisors
Illinois
$17.3M 522,472 +7,073 +1%
AIM
8
Acropolis Investment Management
Missouri
$16.4M 495,196 +7,795 +2%
AC
9
Apella Capital
Connecticut
$16M 481,515 +481,515 New
ACA
10
Atlas Capital Advisors
Wyoming
$14.3M 429,772 +9,508 +2%
ACM
11
Armbruster Capital Management
New York
$14.3M 429,499 +7,094 +2%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$14.2M 426,586 +65,069 +18%
1WM
13
1900 Wealth Management
Texas
$13.3M 401,801 -25,971 -6%
AP
14
Atwood & Palmer
Missouri
$12.1M 363,782 -5,256 -1%
UBS Group
15
UBS Group
Switzerland
$11.9M 359,137 +5,452 +2%
CWM
16
Cabot Wealth Management
Massachusetts
$10.7M 322,346 -1,922 -0.6%
CFS
17
CGC Financial Services
Oregon
$10M 302,562 +302,562 New
KCM
18
Kathmere Capital Management
Pennsylvania
$9.98M 300,469 +6,219 +2%
SPA
19
Shore Point Advisors
New Jersey
$9.65M 290,625 +13,439 +5%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$9.63M 290,193 +22,232 +8%
RJA
21
Raymond James & Associates
Florida
$9.5M 286,099 -9,762 -3%
MWP
22
Meredith Wealth Planning
Illinois
$9.3M 279,987 -16,050 -5%
Jane Street
23
Jane Street
New York
$8.58M 258,555 +258,555 New
Mariner
24
Mariner
Kansas
$7.93M 238,789 +23,043 +11%
EH
25
Equitable Holdings
New York
$7.42M 223,602 +28,262 +14%
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