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iShares MSCI Intl Momentum Factor ETF
IMTM

206 hedge funds and large institutions have $2.99B invested in iShares MSCI Intl Momentum Factor ETF in 2025 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 73 increasing their positions, 60 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 20

22% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 60

7% more funds holding

Funds holding: 192 → 206 (+14)

0% more funds holding in top 10

Funds holding in top 10: 12 → 12 (0)

15% less capital invested

Capital invested by funds: $3.54B → $2.99B (-$549M)

26.38% less ownership

Funds ownership: 115.99% → 89.61% (-26%)

Holders
206
Holders Change
+14
Holders Change %
+7.29%
% of All Funds
2.7%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
40
Increased
73
Reduced
60
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$50.7M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$37.5M
3
Charles Schwab
Charles Schwab
California
+$35.7M
4
OPAM
Ocean Park Asset Management
California
+$27.1M
5
Bank of America
Bank of America
North Carolina
+$12.4M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$845M
2
Victory Capital Management
Victory Capital Management
Texas
-$55.7M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$9.49M
4
SPIA
Steward Partners Investment Advisory
New York
-$8.63M
5
VT
Vise Technologies
New York
-$5.74M
Name Holding Trade Value Shares
Change 		Change in
Stake
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$1.04B +$50.7M +1,095,537 +5%
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$912M +$37.5M +810,082 +4%
RWM
3
Ritholtz Wealth Management
New York
$73.6M +$3.15M +68,074 +5%
Morgan Stanley
4
Morgan Stanley
New York
$52.3M +$4.76M +102,845 +10%
BlackRock
5
BlackRock
New York
$49.8M +$11.6M +250,565 +32%
Ameriprise
6
Ameriprise
Minnesota
$40.3M +$12.2M +263,146 +46%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$37.8M +$7.74M +167,345 +27%
Charles Schwab
8
Charles Schwab
California
$36.9M +$35.7M +770,810 New
Bank of America
9
Bank of America
North Carolina
$30.2M +$12.4M +267,422 +74%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$29.6M +$1.92M +41,497 +7%
AIM
11
Acropolis Investment Management
Missouri
$28.7M +$1.28M +27,607 +5%
OPAM
12
Ocean Park Asset Management
California
$28M +$27.1M +585,047 New
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$27.2M -$845M -18,254,054 -97%
UBS Group
14
UBS Group
Switzerland
$24.7M +$1.41M +30,504 +6%
Mariner
15
Mariner
Kansas
$24.6M +$2.64M +56,979 +12%
ACM
16
Armbruster Capital Management
New York
$21.7M +$177K +3,815 +0.8%
GVAG
17
Great Valley Advisor Group
Delaware
$21.5M +$1.64M +35,535 +9%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$21.1M +$3.11M +67,261 +18%
SP
19
Symmetry Partners
Connecticut
$20.2M +$1.5M +32,496 +8%
KCM
20
Kathmere Capital Management
Pennsylvania
$19.5M +$31.8K +687 +0.2%
Victory Capital Management
21
Victory Capital Management
Texas
$18M -$55.7M -1,204,541 -76%
SPA
22
Shore Point Advisors
New Jersey
$17M +$8.61K +186 +0.1%
LPL Financial
23
LPL Financial
California
$15.1M +$1.95M +42,190 +15%
KFAA
24
Klaas Financial Asset Advisors
Illinois
$13.8M +$123K +2,655 +0.9%
CWM
25
Cabot Wealth Management
Massachusetts
$13.4M -$56.1K -1,213 -0.4%
1
2 3 4 5

IMTM Hedge Fund Activity: Q3 2025 in Review

206 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Intl Momentum Factor ETF (IMTM) for Q3 2025, worth a combined $2.99B — down 15% from $3.54B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new IMTM positions and 20 closed out — a net gain of 20 holders — while 73 added to existing stakes and 60 trimmed.

The largest buyer was Mercer Global Advisors, adding an estimated $50.7M. The largest seller was Envestnet Asset Management, cutting an estimated $845M.

  • 206 institutional investors held iShares MSCI Intl Momentum Factor ETF (IMTM) as of Q3 2025, up from 192 in Q2 2025.
  • Funds reported $2.99B of iShares MSCI Intl Momentum Factor ETF stock for Q3 2025, down 15% quarter-over-quarter.
  • 40 funds opened new iShares MSCI Intl Momentum Factor ETF positions in Q3 2025 and 20 closed out, a net change of +20 holders.
  • The largest iShares MSCI Intl Momentum Factor ETF buyer in Q3 2025 was Mercer Global Advisors, an estimated $50.7M added.
  • The largest iShares MSCI Intl Momentum Factor ETF seller in Q3 2025 was Envestnet Asset Management, an estimated $845M sold.

Based on aggregated 13F filings for Q3 2025.