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iShares MSCI Intl Momentum Factor ETF

192 hedge funds and large institutions have $3.54B invested in iShares MSCI Intl Momentum Factor ETF in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 84 increasing their positions, 40 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

280% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 10

110% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 40

22% more capital invested

Capital invested by funds: $2.9B → $3.54B (+$648M)

14% more funds holding

Funds holding: 168192 (+24)

2.67% less ownership

Funds ownership: 118.66%115.99% (-2.7%)

8% less funds holding in top 10

Funds holding in top 10: 1312 (-1)

Holders
192
Holders Change
+24
Holders Change %
+14.29%
% of All Funds
2.53%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.16%
New
38
Increased
84
Reduced
40
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$942M +$31.5M +735,902 +4%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$860M +$37.5M +876,618 +5%
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$829M +$28.2M +660,650 +4%
Victory Capital Management
4
Victory Capital Management
Texas
$72.2M -$8.68M -203,124 -11%
RWM
5
Ritholtz Wealth Management
New York
$67.1M +$11.5M +270,053 +23%
Morgan Stanley
6
Morgan Stanley
New York
$45.2M +$35.3M +825,115 +504%
BlackRock
7
BlackRock
New York
$36.1M -$12.1M -282,110 -26%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$28.4M +$722K +16,881 +3%
AIM
9
Acropolis Investment Management
Missouri
$27.5M +$253K +5,912 +1%
Ameriprise
10
Ameriprise
Minnesota
$26.3M -$8.33M -194,767 -25%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$26.3M +$1.24M +29,115 +5%
UBS Group
12
UBS Group
Switzerland
$22.2M +$5.17K +121 +0%
Mariner
13
Mariner
Kansas
$20.9M +$1.19M +27,909 +7%
ACM
14
Armbruster Capital Management
New York
$20.6M +$633K +14,815 +3%
GVAG
15
Great Valley Advisor Group
Delaware
$18.9M +$3.47M +81,260 +24%
KCM
16
Kathmere Capital Management
Pennsylvania
$18.6M +$168K +3,924 +1%
SP
17
Symmetry Partners
Connecticut
$17.8M +$1.99M +46,488 +14%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$17M +$685K +16,018 +4%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$16.8M +$13.7M +319,381 +660%
Bank of America
20
Bank of America
North Carolina
$16.6M +$1.12M +26,091 +8%
SPA
21
Shore Point Advisors
New Jersey
$16.3M +$161K +3,757 +1%
AC
22
Apella Capital
Connecticut
$13.3M -$2.09M -48,804 -14%
KFAA
23
Klaas Financial Asset Advisors
Illinois
$13M +$53.6K +1,255 +0.4%
CWM
24
Cabot Wealth Management
Massachusetts
$12.9M -$129K -3,019 -1%
LPL Financial
25
LPL Financial
California
$12.5M +$4.17M +97,535 +55%

IMTM Hedge Fund Activity: Q2 2025 in Review

192 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Intl Momentum Factor ETF (IMTM) for Q2 2025, worth a combined $3.54B — up 22% from $2.9B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new IMTM positions and 10 closed out — a net gain of 28 holders — while 84 added to existing stakes and 40 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $37.5M. The largest seller was BlackRock, cutting an estimated $12.1M.

  • 192 institutional investors held iShares MSCI Intl Momentum Factor ETF (IMTM) as of Q2 2025, up from 168 in Q1 2025.
  • Funds reported $3.54B of iShares MSCI Intl Momentum Factor ETF stock for Q2 2025, up 22% quarter-over-quarter.
  • 38 funds opened new iShares MSCI Intl Momentum Factor ETF positions in Q2 2025 and 10 closed out, a net change of +28 holders.
  • The largest iShares MSCI Intl Momentum Factor ETF buyer in Q2 2025 was Envestnet Asset Management, an estimated $37.5M added.
  • The largest iShares MSCI Intl Momentum Factor ETF seller in Q2 2025 was BlackRock, an estimated $12.1M sold.

Based on aggregated 13F filings for Q2 2025.