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iShares MSCI Intl Momentum Factor ETF
IMTM

Overview Fund Activity

164 hedge funds and large institutions have $2.75B invested in iShares MSCI Intl Momentum Factor ETF in 2024 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 76 increasing their positions, 31 reducing their positions, and 13 closing their positions.

Holders
164
Holders Change
+13
Holders Change %
+8.61%
% of All Funds
2.18%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.15%
New
28
Increased
76
Reduced
31
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$730M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$735M
3
SFA
3
Sequoia Financial Advisors
Ohio
$16.9M
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$13.6M
5
Ameriprise
5
Ameriprise
Minnesota
$23M

Top Sellers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$675M
2
AC
2
Apella Capital
Connecticut
$17.1M
3
ACA
3
Atlas Capital Advisors
Wyoming
$10.7M
4
SWM
4
Segment Wealth Management
Texas
$7.89M
5
WIA
5
World Investment Advisors
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$735M 19,664,249 +1,034,551 +6%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$730M 19,516,508 +1,037,037 +6%
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$675M 18,047,797 -1,439,602 -7%
Victory Capital Management
4
Victory Capital Management
Texas
$66.7M 1,784,114 – –
BlackRock
5
BlackRock
New York
$39.5M 1,056,700 -6,971 -0.7%
RWM
6
Ritholtz Wealth Management
New York
$33.9M 907,373 +39,341 +5%
Ameriprise
7
Ameriprise
Minnesota
$23M 615,455 +290,037 +89%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$22.9M 613,201 +285,828 +87%
AIM
9
Acropolis Investment Management
Missouri
$22.2M 593,044 +23,677 +4%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$20.9M 558,936 +72,140 +15%
AC
11
Apella Capital
Connecticut
$17.1M 457,947 -88,047 -16%
SFA
12
Sequoia Financial Advisors
Ohio
$16.9M 452,125 +452,125 New
ACM
13
Armbruster Capital Management
New York
$15.9M 424,760 +9,217 +2%
UBS Group
14
UBS Group
Switzerland
$15.4M 411,454 +25,382 +7%
Mariner
15
Mariner
Kansas
$15.1M 402,923 +44,107 +12%
KCM
16
Kathmere Capital Management
Pennsylvania
$14.9M 397,824 +15,771 +4%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$13.6M 363,329 +363,329 New
SPA
18
Shore Point Advisors
New Jersey
$13.2M 353,881 +14,756 +4%
EH
19
Equitable Holdings
New York
$12.8M 341,604 +30,726 +10%
ACA
20
Atlas Capital Advisors
Wyoming
$10.7M 286,775 -65,580 -19%
SP
21
Symmetry Partners
Connecticut
$10.5M 280,841 +181,742 +183%
KFAA
22
Klaas Financial Asset Advisors
Illinois
$10.5M 280,758 +1,020 +0.4%
CWM
23
Cabot Wealth Management
Massachusetts
$10.5M 279,797 -6,097 -2%
FCT
24
Family Capital Trust
Massachusetts
$9.79M 261,759 +11,308 +5%
AP
25
Atwood & Palmer
Missouri
$9.58M 256,068 -47,928 -16%
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