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iShares MSCI Intl Momentum Factor ETF

151 hedge funds and large institutions have $2.84B invested in iShares MSCI Intl Momentum Factor ETF in 2024 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 61 increasing their positions, 46 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 46

6% more capital invested

Capital invested by funds: $2.69B → $2.84B (+$151M)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

0% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 19

1.01% less ownership

Funds ownership: 124.5%123.49% (-1%)

2% less funds holding

Funds holding: 154151 (-3)

Holders
151
Holders Change
-3
Holders Change %
-1.95%
% of All Funds
2.17%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
19
Increased
61
Reduced
46
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$782M +$50.3M +1,286,711 +7%
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$752M +$29M +740,553 +4%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$746M +$12.8M +326,396 +2%
Victory Capital Management
4
Victory Capital Management
Texas
$72M
BlackRock
5
BlackRock
New York
$43M +$462K +11,827 +1%
RWM
6
Ritholtz Wealth Management
New York
$35.1M +$1.06M +27,150 +3%
AIM
7
Acropolis Investment Management
Missouri
$23M +$227K +5,794 +1%
AC
8
Apella Capital
Connecticut
$21.8M +$790K +20,192 +4%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$19.7M +$1.78M +45,438 +10%
ACM
10
Armbruster Capital Management
New York
$16.8M -$1.27M -32,580 -7%
UBS Group
11
UBS Group
Switzerland
$15.6M +$125K +3,191 +0.8%
KCM
12
Kathmere Capital Management
Pennsylvania
$15.4M +$624K +15,966 +4%
Mariner
13
Mariner
Kansas
$14.5M +$1.08M +27,550 +8%
ACA
14
Atlas Capital Advisors
Wyoming
$14.2M -$718K -18,356 -5%
SPA
15
Shore Point Advisors
New Jersey
$13.7M +$38.4K +982 +0.3%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$13.2M +$10.3M +263,327 +411%
Ameriprise
17
Ameriprise
Minnesota
$13.1M +$597K +15,264 +5%
EH
18
Equitable Holdings
New York
$12.6M +$937K +23,968 +8%
AP
19
Atwood & Palmer
Missouri
$12.3M -$1.31M -33,615 -10%
CWM
20
Cabot Wealth Management
Massachusetts
$11.5M -$91.4K -2,337 -0.8%
KFAA
21
Klaas Financial Asset Advisors
Illinois
$11.3M +$161K +4,124 +1%
SWM
22
Segment Wealth Management
Texas
$10.7M -$218K -5,587 -2%
FCT
23
Family Capital Trust
Massachusetts
$10.1M -$11.3K -289 -0.1%
CFS
24
CGC Financial Services
Oregon
$9.65M -$787K -20,136 -8%
SPWM
25
Straight Path Wealth Management
Michigan
$9.12M +$330K +8,449 +4%

IMTM Hedge Fund Activity: Q3 2024 in Review

151 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Intl Momentum Factor ETF (IMTM) for Q3 2024, worth a combined $2.84B — up 5.6% from $2.69B a quarter earlier.

Fund positioning in IMTM was balanced in Q3 2024: 19 funds opened new positions, 19 closed out, 61 added to existing stakes and 46 trimmed.

The largest buyer was Mercer Global Advisors, adding an estimated $50.3M. The largest seller was JP Morgan Chase, cutting an estimated $26.8M.

  • 151 institutional investors held iShares MSCI Intl Momentum Factor ETF (IMTM) as of Q3 2024, down from 154 in Q2 2024.
  • Funds reported $2.84B of iShares MSCI Intl Momentum Factor ETF stock for Q3 2024, up 5.6% quarter-over-quarter.
  • 19 funds opened new iShares MSCI Intl Momentum Factor ETF positions in Q3 2024 and 19 closed out, a net change of 0 holders.
  • The largest iShares MSCI Intl Momentum Factor ETF buyer in Q3 2024 was Mercer Global Advisors, an estimated $50.3M added.
  • The largest iShares MSCI Intl Momentum Factor ETF seller in Q3 2024 was JP Morgan Chase, an estimated $26.8M sold.

Based on aggregated 13F filings for Q3 2024.