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iShares MSCI Intl Momentum Factor ETF
IMTM

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.

New
Increased
Maintained
Reduced
Closed

145% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 31

115% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 13

22% more funds holding in top 10

Funds holding in top 10: 9 → 11 (+2)

9% more funds holding

Funds holding: 151 → 164 (+13)

3% less capital invested

Capital invested by funds: $2.84B → $2.75B (-$83.6M)

2.63% less ownership

Funds ownership: 123.49% → 120.86% (-2.6%)

Holders
164
Holders Change
+13
Holders Change %
+8.61%
% of All Funds
2.16%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.14%
New
28
Increased
76
Reduced
31
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$40.5M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$40.4M
3
SFA
Sequoia Financial Advisors
Ohio
+$17.7M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$14.2M
5
Ameriprise
Ameriprise
Minnesota
+$11.3M

Top Sellers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$56.2M
2
AC
Apella Capital
Connecticut
-$3.44M
3
ACA
Atlas Capital Advisors
Wyoming
-$2.56M
4
SWM
Segment Wealth Management
Texas
-$2.08M
5
WIA
World Investment Advisors
California
-$1.94M
Name Holding Trade Value Shares
Change 		Change in
Stake
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$735M +$40.4M +1,034,551 +6%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$730M +$40.5M +1,037,037 +6%
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$675M -$56.2M -1,439,602 -7%
Victory Capital Management
4
Victory Capital Management
Texas
$66.7M – – –
BlackRock
5
BlackRock
New York
$39.5M -$272K -6,971 -0.7%
RWM
6
Ritholtz Wealth Management
New York
$33.9M +$1.54M +39,341 +5%
Ameriprise
7
Ameriprise
Minnesota
$23M +$11.3M +290,037 +89%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$22.9M +$11.2M +285,828 +87%
AIM
9
Acropolis Investment Management
Missouri
$22.2M +$924K +23,677 +4%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$20.9M +$2.82M +72,140 +15%
AC
11
Apella Capital
Connecticut
$17.1M -$3.44M -88,047 -16%
SFA
12
Sequoia Financial Advisors
Ohio
$16.9M +$17.7M +452,125 New
ACM
13
Armbruster Capital Management
New York
$15.9M +$360K +9,217 +2%
UBS Group
14
UBS Group
Switzerland
$15.4M +$991K +25,382 +7%
Mariner
15
Mariner
Kansas
$15.1M +$1.72M +44,107 +12%
KCM
16
Kathmere Capital Management
Pennsylvania
$14.9M +$616K +15,771 +4%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$13.6M +$14.2M +363,329 New
SPA
18
Shore Point Advisors
New Jersey
$13.2M +$576K +14,756 +4%
EH
19
Equitable Holdings
New York
$12.8M +$1.2M +30,726 +10%
ACA
20
Atlas Capital Advisors
Wyoming
$10.7M -$2.56M -65,580 -19%
SP
21
Symmetry Partners
Connecticut
$10.5M +$7.1M +181,742 +183%
KFAA
22
Klaas Financial Asset Advisors
Illinois
$10.5M +$39.8K +1,020 +0.4%
CWM
23
Cabot Wealth Management
Massachusetts
$10.5M -$238K -6,097 -2%
FCT
24
Family Capital Trust
Massachusetts
$9.79M +$442K +11,308 +5%
AP
25
Atwood & Palmer
Missouri
$9.58M -$1.87M -47,928 -16%
1
2 3 4 5

IMTM Hedge Fund Activity: Q4 2024 in Review

164 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Intl Momentum Factor ETF (IMTM) for Q4 2024, worth a combined $2.75B — down 2.9% from $2.84B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new IMTM positions and 13 closed out — a net gain of 15 holders — while 76 added to existing stakes and 31 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $40.5M. The largest seller was Mercer Global Advisors, cutting an estimated $56.2M.

  • 164 institutional investors held iShares MSCI Intl Momentum Factor ETF (IMTM) as of Q4 2024, up from 151 in Q3 2024.
  • Funds reported $2.75B of iShares MSCI Intl Momentum Factor ETF stock for Q4 2024, down 2.9% quarter-over-quarter.
  • 28 funds opened new iShares MSCI Intl Momentum Factor ETF positions in Q4 2024 and 13 closed out, a net change of +15 holders.
  • The largest iShares MSCI Intl Momentum Factor ETF buyer in Q4 2024 was Envestnet Asset Management, an estimated $40.5M added.
  • The largest iShares MSCI Intl Momentum Factor ETF seller in Q4 2024 was Mercer Global Advisors, an estimated $56.2M sold.

Based on aggregated 13F filings for Q4 2024.