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iShares MSCI Intl Momentum Factor ETF
IMTM

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.

New
Increased
Maintained
Reduced
Closed

540% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 5

61% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 33

26% more capital invested

Capital invested by funds: $2.06B → $2.59B (+$533M)

21% more funds holding

Funds holding: 115 → 139 (+24)

3.97% more ownership

Funds ownership: 124.69% → 128.66% (+4%)

9% less funds holding in top 10

Funds holding in top 10: 11 → 10 (-1)

Holders
139
Holders Change
+24
Holders Change %
+20.87%
% of All Funds
2%
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
Envestnet Asset Management
Illinois
+$95.1M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$76M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$33M
4
SWM
Segment Wealth Management
Texas
+$9.64M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$7.56M

Top Sellers

1
Jane Street
Jane Street
New York
-$9.56M
2
Morgan Stanley
Morgan Stanley
New York
-$7.75M
3
1WM
1900 Wealth Management
Texas
-$3.72M
4
GOCP
Great Oak Capital Partners
Massachusetts
-$1.82M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$1.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$675M +$95.1M +2,606,415 +18%
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$673M +$33M +904,607 +6%
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$669M +$76M +2,082,244 +14%
Victory Capital Management
4
Victory Capital Management
Texas
$70M – – –
BlackRock
5
BlackRock
New York
$41M +$348K +9,542 +0.9%
RWM
6
Ritholtz Wealth Management
New York
$33M +$220K +6,044 +0.7%
KFAA
7
Klaas Financial Asset Advisors
Illinois
$21.2M +$46.7K +1,281 +0.2%
AIM
8
Acropolis Investment Management
Missouri
$21M -$102K -2,800 -0.5%
AC
9
Apella Capital
Connecticut
$19.6M -$169K -4,646 -0.9%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$18.4M +$1.4M +38,318 +9%
ACA
11
Atlas Capital Advisors
Wyoming
$17.7M +$2.39M +65,656 +17%
ACM
12
Armbruster Capital Management
New York
$17.3M -$164K -4,504 -1%
RJA
13
Raymond James & Associates
Florida
$16.9M +$7.05M +193,350 +81%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$16.5M +$1.03M +28,176 +7%
UBS Group
15
UBS Group
Switzerland
$14.6M +$77.8K +2,134 +0.6%
KCM
16
Kathmere Capital Management
Pennsylvania
$13.5M +$476K +13,043 +4%
AP
17
Atwood & Palmer
Missouri
$13.3M -$221K -6,049 -2%
SPA
18
Shore Point Advisors
New Jersey
$12.9M +$853K +23,395 +8%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$12.6M +$7.56M +207,130 +183%
CWM
20
Cabot Wealth Management
Massachusetts
$12.3M -$349K -9,579 -3%
Mariner
21
Mariner
Kansas
$11.6M +$1.01M +27,772 +10%
EH
22
Equitable Holdings
New York
$10.7M +$585K +16,043 +6%
CFS
23
CGC Financial Services
Oregon
$10.6M -$113K -3,104 -1%
SWM
24
Segment Wealth Management
Texas
$10.6M +$9.64M +264,229 +4,174%
FCT
25
Family Capital Trust
Massachusetts
$9.84M +$3.46K +95 +0%
1
2 3 4 5

IMTM Hedge Fund Activity: Q1 2024 in Review

139 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Intl Momentum Factor ETF (IMTM) for Q1 2024, worth a combined $2.59B — up 26% from $2.06B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new IMTM positions and 5 closed out — a net gain of 27 holders — while 53 added to existing stakes and 33 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $95.1M. The largest seller was Jane Street, cutting an estimated $9.56M.

  • 139 institutional investors held iShares MSCI Intl Momentum Factor ETF (IMTM) as of Q1 2024, up from 115 in Q4 2023.
  • Funds reported $2.59B of iShares MSCI Intl Momentum Factor ETF stock for Q1 2024, up 26% quarter-over-quarter.
  • 32 funds opened new iShares MSCI Intl Momentum Factor ETF positions in Q1 2024 and 5 closed out, a net change of +27 holders.
  • The largest iShares MSCI Intl Momentum Factor ETF buyer in Q1 2024 was Envestnet Asset Management, an estimated $95.1M added.
  • The largest iShares MSCI Intl Momentum Factor ETF seller in Q1 2024 was Jane Street, an estimated $9.56M sold.

Based on aggregated 13F filings for Q1 2024.