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iShares MSCI Intl Momentum Factor ETF

230 hedge funds and large institutions have $2.88B invested in iShares MSCI Intl Momentum Factor ETF in 2026 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 87 increasing their positions, 68 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 17

28% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 68

2% more funds holding

Funds holding: 226230 (+4)

8.49% less ownership

Funds ownership: 89.25%80.76% (-8.5%)

10% less capital invested

Capital invested by funds: $3.2B → $2.88B (-$315M)

13% less funds holding in top 10

Funds holding in top 10: 1513 (-2)

Holders
230
Holders Change
+4
Holders Change %
+1.77%
% of All Funds
2.83%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.16%
New
27
Increased
87
Reduced
68
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$1.15B +$57.7M +1,151,963 +5%
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$582M -$395M -7,885,805 -40%
RWM
3
Ritholtz Wealth Management
New York
$82.7M +$6.5M +129,644 +8%
Morgan Stanley
4
Morgan Stanley
New York
$69.7M +$8.11M +161,914 +13%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$52.9M +$4.09M +81,668 +8%
SP
6
Symmetry Partners
Connecticut
$44.1M +$1.72M +34,275 +4%
Charles Schwab
7
Charles Schwab
California
$36M -$807K -16,107 -2%
Bank of America
8
Bank of America
North Carolina
$35.2M +$1.19M +23,744 +3%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$33.5M +$3.33M +66,491 +11%
Ameriprise
10
Ameriprise
Minnesota
$32M -$13.1M -261,482 -28%
AIM
11
Acropolis Investment Management
Missouri
$30.4M -$403K -8,034 -1%
Mariner
12
Mariner
Kansas
$29.7M +$4.12M +82,317 +15%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$29.1M +$3.38M +67,526 +13%
UBS Group
14
UBS Group
Switzerland
$28.9M +$2.68M +53,435 +10%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$23M +$1.11M +22,111 +5%
GVAG
16
Great Valley Advisor Group
Delaware
$22.9M +$616K +12,292 +3%
ACM
17
Armbruster Capital Management
New York
$21.7M -$60.6K -1,210 -0.3%
KCM
18
Kathmere Capital Management
Pennsylvania
$20.8M +$387K +7,720 +2%
LPL Financial
19
LPL Financial
California
$19.4M +$3.32M +66,166 +20%
SPA
20
Shore Point Advisors
New Jersey
$17.7M -$71.7K -1,430 -0.3%
AI
21
AdvisorShares Investments
Maryland
$16M -$864K -17,232 -5%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$15.9M +$11.5M +228,914 +223%
CWM
23
Cabot Wealth Management
Massachusetts
$15.1M +$930K +18,563 +6%
BlackRock
24
BlackRock
New York
$14.7M -$739K -14,738 -5%
SPWM
25
Straight Path Wealth Management
Michigan
$14.2M +$612K +12,212 +4%