iShares MSCI Intl Momentum Factor ETF
IMTM
115 hedge funds and large institutions have $2.06B invested in iShares MSCI Intl Momentum Factor ETF in 2023 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 36 increasing their positions, 41 reducing their positions, and 8 closing their positions.
163% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 8
16% more capital invested
Capital invested by funds: $1.77B → $2.06B (+$291M)
12% more funds holding
Funds holding: 103 → 115 (+12)
10% more funds holding in top 10
Funds holding in top 10: 10 → 11 (+1)
3.81% more ownership
Funds ownership: 120.88% → 124.69% (+3.8%)
12% less repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 41
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$27.3M |
| 2 |
Mercer Global Advisors
Denver,
Colorado
|
+$22.8M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$20.9M |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$14M |
| 5 |
Jane Street
New York
|
+$11.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$3.8M |
| 2 |
BlackRock
New York
|
-$2.35M |
| 3 |
1WM
1900 Wealth Management
San Antonio,
Texas
|
-$2.11M |
| 4 |
MWP
Meredith Wealth Planning
Maryville,
Illinois
|
-$2.03M |
| 5 |
ACA
Atlas Capital Advisors
Jackson,
Wyoming
|
-$506K |
IMTM Hedge Fund Activity: Q4 2023 in Review
115 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Intl Momentum Factor ETF (IMTM) for Q4 2023, worth a combined $2.06B — up 16% from $1.77B a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new IMTM positions and 8 closed out — a net gain of 13 holders — while 36 added to existing stakes and 41 trimmed.
The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $27.3M. The largest seller was Susquehanna International Group, cutting an estimated $3.8M.
- 115 institutional investors held iShares MSCI Intl Momentum Factor ETF (IMTM) as of Q4 2023, up from 103 in Q3 2023.
- Funds reported $2.06B of iShares MSCI Intl Momentum Factor ETF stock for Q4 2023, up 16% quarter-over-quarter.
- 21 funds opened new iShares MSCI Intl Momentum Factor ETF positions in Q4 2023 and 8 closed out, a net change of +13 holders.
- The largest iShares MSCI Intl Momentum Factor ETF buyer in Q4 2023 was Wealth Enhancement Advisory Services, an estimated $27.3M added.
- The largest iShares MSCI Intl Momentum Factor ETF seller in Q4 2023 was Susquehanna International Group, an estimated $3.8M sold.
Based on aggregated 13F filings for Q4 2023.