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iShares MSCI Intl Momentum Factor ETF
IMTM

Overview Fund Activity

154 hedge funds and large institutions have $2.69B invested in iShares MSCI Intl Momentum Factor ETF in 2024 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 58 increasing their positions, 44 reducing their positions, and 14 closing their positions.

Holders
154
Holders Change
+15
Holders Change %
+10.79%
% of All Funds
2.24%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.13%
New
31
Increased
58
Reduced
44
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$701M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$702M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$692M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$27M
5
VW
5
Veridan Wealth
Oregon
$4.93M

Top Sellers

1
KFAA
1
Klaas Financial Asset Advisors
Illinois
$10.7M
2
OMC
2
Old Mission Capital
Illinois
$1.31M
3
RJA
3
Raymond James & Associates
Florida
$13.1M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$9.16M
5
ACA
5
Atlas Capital Advisors
Wyoming
$14.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$702M 18,153,075 +941,710 +5%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$701M 18,200,688 +1,151,546 +7%
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$692M 17,889,145 +735,341 +4%
Victory Capital Management
4
Victory Capital Management
Texas
$69M 1,784,114 – –
BlackRock
5
BlackRock
New York
$40.7M 1,051,844 +5,921 +0.6%
RWM
6
Ritholtz Wealth Management
New York
$32.5M 840,882 +852 +0.1%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$27M 697,852 +696,895 +72,821%
AIM
8
Acropolis Investment Management
Missouri
$21.8M 563,573 +27,926 +5%
AC
9
Apella Capital
Connecticut
$20.8M 525,802 +20,572 +4%
ACM
10
Armbruster Capital Management
New York
$17.3M 448,123 +8,134 +2%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$17.1M 442,215 -27,116 -6%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$17.1M 441,358 +21,825 +5%
UBS Group
13
UBS Group
Switzerland
$14.8M 382,881 +11,642 +3%
ACA
14
Atlas Capital Advisors
Wyoming
$14.3M 370,711 -80,245 -18%
KCM
15
Kathmere Capital Management
Pennsylvania
$14.2M 366,087 +22,938 +7%
SPA
16
Shore Point Advisors
New Jersey
$13.1M 338,143 +8,660 +3%
RJA
17
Raymond James & Associates
Florida
$13.1M 337,760 -93,066 -22%
AP
18
Atwood & Palmer
Missouri
$13.1M 337,611 -2,235 -0.7%
Mariner
19
Mariner
Kansas
$12.8M 331,266 +34,857 +12%
Ameriprise
20
Ameriprise
Minnesota
$12M 310,154 +59,420 +24%
CWM
21
Cabot Wealth Management
Massachusetts
$11.2M 288,231 -24,615 -8%
EH
22
Equitable Holdings
New York
$11.1M 286,910 +15,399 +6%
KFAA
23
Klaas Financial Asset Advisors
Illinois
$10.7M 275,614 -265,868 -49%
SWM
24
Segment Wealth Management
Texas
$10.4M 269,851 -708 -0.3%
CFS
25
CGC Financial Services
Oregon
$10M 259,139 -12,172 -4%
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