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iShares MSCI Intl Momentum Factor ETF

103 hedge funds and large institutions have $1.77B invested in iShares MSCI Intl Momentum Factor ETF in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 46 increasing their positions, 28 reducing their positions, and 15 closing their positions.

Holders
103
Holders Change
-6
Holders Change %
-5.5%
% of All Funds
1.64%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.16%
New
10
Increased
46
Reduced
28
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$485M 15,410,561 +2,486,833 +19%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$449M 14,264,864 +968,982 +7%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$440M 13,962,886 +867,571 +7%
Victory Capital Management
4
Victory Capital Management
Texas
$56.2M 1,784,114
BlackRock
5
BlackRock
New York
$34.9M 1,108,755 +19,656 +2%
RWM
6
Ritholtz Wealth Management
New York
$25.5M 810,977 +37,089 +5%
KFAA
7
Klaas Financial Asset Advisors
Illinois
$16.8M 532,991 +10,519 +2%
AC
8
Apella Capital
Connecticut
$16.2M 513,860 +32,345 +7%
AIM
9
Acropolis Investment Management
Missouri
$16.1M 510,885 +15,689 +3%
ACM
10
Armbruster Capital Management
New York
$13.9M 441,310 +11,811 +3%
ACA
11
Atlas Capital Advisors
Wyoming
$12.6M 400,870 -28,902 -7%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$12.1M 385,502 +95,309 +33%
UBS Group
13
UBS Group
Switzerland
$11.7M 372,880 +13,743 +4%
AP
14
Atwood & Palmer
Missouri
$11.2M 356,163 -7,619 -2%
KCM
15
Kathmere Capital Management
Pennsylvania
$10M 318,697 +18,228 +6%
CWM
16
Cabot Wealth Management
Massachusetts
$9.99M 317,181 -5,165 -2%
SPA
17
Shore Point Advisors
New Jersey
$9.77M 310,395 +19,770 +7%
MWP
18
Meredith Wealth Planning
Illinois
$8.93M 283,748 +3,761 +1%
CFS
19
CGC Financial Services
Oregon
$8.84M 280,806 -21,756 -7%
1WM
20
1900 Wealth Management
Texas
$8.71M 276,592 -125,209 -31%
Mariner
21
Mariner
Kansas
$8.23M 261,277 +22,488 +9%
FCT
22
Family Capital Trust
Massachusetts
$7.89M 250,827 +250,827 New
RJA
23
Raymond James & Associates
Florida
$7.71M 244,955 -41,144 -14%
EH
24
Equitable Holdings
New York
$7.61M 241,587 +17,985 +8%
Ameriprise
25
Ameriprise
Minnesota
$7.23M 229,314 +5,868 +3%