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iShares MSCI Intl Momentum Factor ETF
IMTM

Overview Fund Activity

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.

Holders
115
Holders Change
+12
Holders Change %
+11.65%
% of All Funds
1.69%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.16%
New
21
Increased
36
Reduced
41
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$557M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$513M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$501M
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$14.8M
5
Jane Street
5
Jane Street
New York
$12.4M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$1.08M
2
BlackRock
2
BlackRock
New York
$35.5M
3
1WM
3
1900 Wealth Management
Texas
$7.26M
4
MWP
4
Meredith Wealth Planning
Illinois
$7.59M
5
ACA
5
Atlas Capital Advisors
Wyoming
$13.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$557M 16,249,197 +838,636 +5%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$513M 14,966,898 +702,034 +5%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$501M 14,604,950 +642,064 +5%
Victory Capital Management
4
Victory Capital Management
Texas
$61.2M 1,784,114 – –
BlackRock
5
BlackRock
New York
$35.5M 1,036,381 -72,374 -7%
RWM
6
Ritholtz Wealth Management
New York
$28.6M 833,986 +23,009 +3%
KFAA
7
Klaas Financial Asset Advisors
Illinois
$18.5M 540,201 +7,210 +1%
AC
8
Adroit Compliance
$18.5M 540,201 +540,201 New
AIM
9
Acropolis Investment Management
Missouri
$18.4M 538,447 +27,562 +5%
AC
10
Apella Capital
Connecticut
$17.3M 509,876 -3,984 -0.8%
ACM
11
Armbruster Capital Management
New York
$15.2M 444,493 +3,183 +0.7%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$14.8M 431,013 +431,013 New
Fidelity Investments
13
Fidelity Investments
Massachusetts
$13.4M 391,357 +5,855 +2%
ACA
14
Atlas Capital Advisors
Wyoming
$13.2M 385,300 -15,570 -4%
UBS Group
15
UBS Group
Switzerland
$12.7M 369,105 -3,775 -1%
Jane Street
16
Jane Street
New York
$12.4M 360,767 +360,767 New
Morgan Stanley
17
Morgan Stanley
New York
$12M 349,162 +205,654 +143%
AP
18
Atwood & Palmer
Missouri
$11.9M 345,895 -10,268 -3%
KCM
19
Kathmere Capital Management
Pennsylvania
$11.3M 330,106 +11,409 +4%
CWM
20
Cabot Wealth Management
Massachusetts
$11.1M 322,425 +5,244 +2%
SPA
21
Shore Point Advisors
New Jersey
$10.5M 306,088 -4,307 -1%
CFS
22
CGC Financial Services
Oregon
$9.41M 274,415 -6,391 -2%
Mariner
23
Mariner
Kansas
$9.21M 268,637 +7,360 +3%
EH
24
Equitable Holdings
New York
$8.76M 255,468 +13,881 +6%
FCT
25
Family Capital Trust
Massachusetts
$8.6M 250,827 – –
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