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iShares MSCI Intl Momentum Factor ETF
IMTM

Overview Fund Activity

139 hedge funds and large institutions have $2.59B invested in iShares MSCI Intl Momentum Factor ETF in 2024 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 53 increasing their positions, 33 reducing their positions, and 5 closing their positions.

Holders
139
Holders Change
+24
Holders Change %
+20.87%
% of All Funds
2.02%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.14%
New
32
Increased
53
Reduced
33
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$675M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$669M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$673M
4
SWM
4
Segment Wealth Management
Texas
$10.6M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$12.6M

Top Sellers

1
Jane Street
1
Jane Street
New York
$3.87M
2
Morgan Stanley
2
Morgan Stanley
New York
$5.36M
3
1WM
3
1900 Wealth Management
Texas
$4.3M
4
GOCP
4
Great Oak Capital Partners
Massachusetts
$3.91M
5
1832 Asset Management
5
1832 Asset Management
Ontario, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$675M 17,211,365 +2,606,415 +18%
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$673M 17,153,804 +904,607 +6%
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$669M 17,049,142 +2,082,244 +14%
Victory Capital Management
4
Victory Capital Management
Texas
$70M 1,784,114 – –
BlackRock
5
BlackRock
New York
$41M 1,045,923 +9,542 +0.9%
RWM
6
Ritholtz Wealth Management
New York
$33M 840,030 +6,044 +0.7%
KFAA
7
Klaas Financial Asset Advisors
Illinois
$21.2M 541,482 +1,281 +0.2%
AIM
8
Acropolis Investment Management
Missouri
$21M 535,647 -2,800 -0.5%
AC
9
Apella Capital
Connecticut
$19.6M 505,230 -4,646 -0.9%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$18.4M 469,331 +38,318 +9%
ACA
11
Atlas Capital Advisors
Wyoming
$17.7M 450,956 +65,656 +17%
ACM
12
Armbruster Capital Management
New York
$17.3M 439,989 -4,504 -1%
RJA
13
Raymond James & Associates
Florida
$16.9M 430,826 +193,350 +81%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$16.5M 419,533 +28,176 +7%
UBS Group
15
UBS Group
Switzerland
$14.6M 371,239 +2,134 +0.6%
KCM
16
Kathmere Capital Management
Pennsylvania
$13.5M 343,149 +13,043 +4%
AP
17
Atwood & Palmer
Missouri
$13.3M 339,846 -6,049 -2%
SPA
18
Shore Point Advisors
New Jersey
$12.9M 329,483 +23,395 +8%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$12.6M 320,575 +207,130 +183%
CWM
20
Cabot Wealth Management
Massachusetts
$12.3M 312,846 -9,579 -3%
Mariner
21
Mariner
Kansas
$11.6M 296,409 +27,772 +10%
EH
22
Equitable Holdings
New York
$10.7M 271,511 +16,043 +6%
CFS
23
CGC Financial Services
Oregon
$10.6M 271,311 -3,104 -1%
SWM
24
Segment Wealth Management
Texas
$10.6M 270,559 +264,229 +4,174%
FCT
25
Family Capital Trust
Massachusetts
$9.84M 250,922 +95 +0%
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