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iShares MSCI Intl Momentum Factor ETF (IMTM) Institutional Ownership

iShares MSCI Intl Momentum Factor ETF logo
$43.10 +0.91 (+2.16%)
As of 05/2/2025 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for iShares MSCI Intl Momentum Factor ETF (NYSEARCA:IMTM)

Number of
Institutional Buyers
(last 12 months)
112
Total
Institutional Inflows
(last 12 months)
$388.59M
Number of
Institutional Sellers
(last 12 months)
56
Total
Institutional Outflows
(last 12 months)
$275.20M
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IMTM Institutional Buying and Selling by Quarter

iShares MSCI Intl Momentum Factor ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/2/2025Archvest Wealth Advisors Inc.162,632$6.50M5.4%+8.9%0.261%
5/1/2025 Kathmere Capital Management LLC403,329$16.11M1.4%+1.4%0.648%
5/1/2025 Fifth Third Securities Inc.49,247$1.97M0.2%+474.5%0.079%
4/30/2025 Stratos Wealth Advisors LLC28,103$1.12M0.1%+99.8%0.046%
4/29/2025 Capital Advisors Inc. OK19,173$766K0.0%-3.3%0.031%
4/29/2025 Envestnet Asset Management Inc.17,945,369$716.74M0.2%-8.1%29.179%
4/29/2025 Capital Investment Advisory Services LLC22,887$914K0.1%+143.1%0.037%
4/29/2025 Strategic Blueprint LLC13,972$558K0.0%+4.6%0.023%
4/28/2025 Straight Path Wealth Management247,398$9.88M4.0%+5.4%0.402%
4/28/2025 Oregon Pacific Wealth Management LLC5,971$238K0.2%N/A0.010%
4/25/2025 Family Capital Trust Co260,737$10.41M3.7%-0.4%0.424%
4/25/2025 MorganRosel Wealth Management LLC54,967$2.20M0.7%+4.8%0.089%
4/24/2025 Golden State Wealth Management LLC932$37K0.0%N/A0.002%
4/24/2025 Shore Point Advisors LLC352,091$14.06M7.4%-0.5%0.573%
4/24/2025 Klaas Financial Asset Advisors LLC283,648$11.33M2.0%+1.0%0.461%
4/23/2025 Creative Financial Designs Inc. ADV22,767$909K0.1%+7.5%0.037%
4/23/2025 Sequoia Financial Advisors LLC351,651$14.05M0.1%-22.2%0.572%
4/23/2025 Golden State Wealth Management LLC1,864$74K0.0%N/A0.003%
4/23/2025 Financial Enhancement Group LLC55,426$2.27M0.4%N/A0.090%
4/23/2025 Symmetry Partners LLC342,831$13.69M1.9%+22.1%0.557%
4/23/2025 Lazari Capital Management Inc.5,782$231K0.1%-18.5%0.009%
4/22/2025 Dopkins Wealth Management LLC52,578$2.10M1.1%+25.5%0.085%
4/22/2025 Veridan Wealth LLC117,386$4.69M2.1%-0.4%0.191%
4/22/2025 World Equity Group Inc.8,779$351K0.1%N/A0.014%
4/22/2025 Cabot Wealth Management Inc.284,675$11.37M1.4%+1.7%0.463%
4/22/2025 Segment Wealth Management LLC214,182$8.55M0.6%+1.6%0.348%
4/21/2025 Blue Trust Inc.2,260$90K0.0%N/A0.004%
4/21/2025 Envestnet Portfolio Solutions Inc.7,783$311K0.0%-49.8%0.013%
4/18/2025 Financial Freedom LLC125,789$5.02M2.9%+3.5%0.205%
4/17/2025 Stephens Consulting LLC2,515$100K0.0%-85.2%0.004%
4/17/2025 Janney Montgomery Scott LLC356,951$14.26M0.0%-1.8%0.580%
4/17/2025 Columbus Macro LLC68,199$2.72M0.4%-1.7%0.111%
4/17/2025 1900 Wealth Management LLC84,226$3.36M0.3%-1.5%0.137%
4/17/2025 Acropolis Investment Management LLC595,567$23.79M1.4%+0.4%0.968%
4/17/2025 RHS Financial LLC64,997$2.60M1.5%+7.1%0.106%
4/17/2025 Ritholtz Wealth Management1,199,058$47.89M1.4%+32.1%1.950%
4/16/2025 Armbruster Capital Management Inc.435,527$17.40M3.5%+2.5%0.708%
4/16/2025 Wealth Enhancement Advisory Services LLC17,625,999$703.98M1.3%-10.4%28.660%
4/16/2025 NorthCrest Asset Manangement LLC61,588$2.46M0.1%+69.4%0.100%
4/15/2025 Focus Financial Network Inc.122,802$4.91M0.2%-1.4%0.200%
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4/15/2025 Atwood & Palmer Inc.243,931$9.74M0.7%-4.7%0.397%
4/14/2025 CGC Financial Services LLC221,489$8.85M3.5%-4.8%0.360%
4/11/2025 Impact Capital Partners LLC85,294$3.41M1.2%+20.3%0.139%
4/10/2025 Apella Capital LLC344,465$13.32M0.5%-24.8%0.560%
4/7/2025 Benchmark Wealth Management LLC9,803$392K0.2%N/A0.016%
3/17/2025 Wealth Enhancement Advisory Services LLC19,664,249$735.44M1.4%+5.6%32.938%
3/17/2025 NorthCrest Asset Manangement LLC36,360$1.36M0.0%+49.4%0.061%
2/25/2025Shufro Rose & Co. LLC76,599$2.87M0.2%+7.5%0.142%
2/24/2025Great Valley Advisor Group Inc.88,277$3.30M0.1%+131.7%0.163%
2/19/2025Toronto Dominion Bank10,826$405K0.0%+207.1%0.020%
2/18/2025GTS Securities LLC18,376$687K0.0%N/A0.034%
2/18/2025Vise Technologies Inc.105,847$3.96M0.3%+360.2%0.196%
2/18/2025Focus Partners Advisor Solutions LLC41,888$1.57M0.0%+19.9%0.078%
2/17/2025Toronto Dominion Bank10,826$405K0.0%+207.1%0.020%
2/17/2025Cetera Investment Advisers61,578$2.30M0.0%+8.0%0.114%
2/17/2025Citadel Advisors LLC103,100$3.86M0.0%N/A0.191%
2/17/2025Bank of America Corp DE185,427$6.94M0.0%-0.9%0.343%
2/17/2025Ameriprise Financial Inc.615,455$23.02M0.0%+89.1%1.140%
2/14/2025Mercer Global Advisors Inc. ADV18,047,797$674.99M1.6%-7.4%33.422%
2/14/2025FAS Wealth Partners Inc.84,346$3.16M0.3%+1.6%0.156%
2/14/2025Jane Street Group LLC114,512$4.28M0.0%+842.1%0.212%
2/14/2025Comerica Bank11,895$445K0.0%-2.1%0.022%
2/14/2025Susquehanna International Group LLP83,509$3.12M0.0%N/A0.155%
2/14/2025Stifel Financial Corp9,486$355K0.0%+15.1%0.018%
2/14/2025Transce3nd LLC2,039$76K0.0%N/A0.004%
2/14/2025MML Investors Services LLC50,084$1.87M0.0%+11.2%0.093%
2/13/2025Mariner LLC402,923$15.07M0.0%+12.3%0.746%
2/13/2025Rockefeller Capital Management L.P.16,104$602K0.0%+5.8%0.030%
2/13/2025 Glass Jacobson Investment Advisors llc26,875$1.01M0.3%+4.1%0.050%
2/13/2025Raymond James Financial Inc.26,147$978K0.0%N/A0.048%
2/13/2025 Cerity Partners LLC12,477$467K0.0%+61.3%0.023%
2/13/2025 Envestnet Asset Management Inc.19,516,508$729.92M0.2%+5.6%36.142%
2/13/2025Wells Fargo & Company MN3,637$136K0.0%+4,503.8%0.007%
2/13/2025Arizona PSPRS Trust6,100$228K0.0%N/A0.011%
2/12/2025Unison Advisors LLC81,980$3.07M0.4%+5.3%0.152%
2/12/2025Atlas Capital Advisors Inc.286,775$10.73M1.4%-18.6%0.531%
2/12/2025National Bank of Canada FI67,379$2.52M0.0%-1.5%0.125%
2/12/2025JPMorgan Chase & Co.176,547$6.60M0.0%+1,355.7%0.327%
2/12/2025Ariadne Wealth Management LP28,972$1.15M0.5%+29.7%0.054%
2/11/2025LPL Financial LLC167,934$6.28M0.0%+36.2%0.311%
2/11/2025Kiker Wealth Management LLC16,424$614K0.5%N/A0.030%
2/11/2025 Symmetry Partners LLC280,841$10.50M1.5%+183.4%0.520%
2/10/2025 Dopkins Wealth Management LLC41,889$1.57M0.8%+116.0%0.078%
2/10/2025Signaturefd LLC2,723$102K0.0%N/A0.005%
2/10/2025Valued Retirements Inc.23,389$875K1.2%+4.5%0.043%
2/10/2025 Creative Financial Designs Inc. ADV21,180$792K0.1%-65.2%0.039%
2/10/2025Harbour Investments Inc.7,802$292K0.0%+31.9%0.014%
2/10/2025 Impact Capital Partners LLC70,916$2.65M0.9%N/A0.131%
2/7/2025 Sequoia Financial Advisors LLC452,125$16.91M0.2%N/A0.837%
2/7/2025HighTower Advisors LLC9,831$368K0.0%+4.0%0.018%
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2/7/2025Bell Investment Advisors Inc8,065$302K0.1%+5.4%0.015%
2/6/2025 Straight Path Wealth Management234,741$8.78M3.5%+3.9%0.435%
2/6/2025Raymond James Financial Inc.26,147$978K0.0%N/A0.048%
2/6/2025Vantage Financial Partners LLC29,440$1.10M0.3%+37.9%0.055%
2/6/2025Smithfield Trust Co2,953$110K0.0%+190.9%0.005%
2/6/2025Steward Partners Investment Advisory LLC834$31K0.0%-76.4%0.002%
2/6/2025Tacita Capital Inc106,629$3.99M2.8%-8.8%0.197%
2/5/2025 Veridan Wealth LLC117,839$4.57M2.2%N/A0.218%
2/4/2025Ackerman Capital Advisors LLC13,105$490K0.1%-3.3%0.024%
2/4/2025 MorganRosel Wealth Management LLC52,443$1.96M0.6%+7.4%0.097%
(Data available from 1/1/2016 forward)

IMTM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IMTM shares?

During the previous two years, 158 institutional investors and hedge funds held shares of iShares MSCI Intl Momentum Factor ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($716.74M), Wealth Enhancement Advisory Services LLC ($703.98M), Mercer Global Advisors Inc. ADV ($674.99M), Ritholtz Wealth Management ($47.89M), Acropolis Investment Management LLC ($23.79M), Ameriprise Financial Inc. ($23.02M), and FMR LLC ($19.66M).Learn more on IMTM's institutional investors.

Which institutional investors have been buying iShares MSCI Intl Momentum Factor ETF stock?

Of the 142 institutional investors that purchased iShares MSCI Intl Momentum Factor ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Wealth Enhancement Advisory Services LLC ($16.27M), Envestnet Asset Management Inc. ($4.81M), Mercer Global Advisors Inc. ADV ($2.65M), Janney Montgomery Scott LLC ($897.73K), Apella Capital LLC ($554.62K), Adroit Compliance LLC ($540.20K), and Ritholtz Wealth Management ($458.63K).

How much institutional buying is happening at iShares MSCI Intl Momentum Factor ETF?

Institutional investors have bought a total of 31,767,212 shares in the last 24 months. This purchase volume represents approximately $1.11B in transactions.

Which iShares MSCI Intl Momentum Factor ETF major shareholders have been selling company stock?

Of the 71 institutional investors that sold iShares MSCI Intl Momentum Factor ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Wealth Enhancement Advisory Services LLC ($2.04M), Envestnet Asset Management Inc. ($1.57M), Mercer Global Advisors Inc. ADV ($1.44M), JPMorgan Chase & Co. ($685.72K), 1900 Wealth Management LLC ($342.59K), Apella Capital LLC ($210.16K), and Raymond James & Associates ($151.45K).

How much institutional selling is happening at iShares MSCI Intl Momentum Factor ETF?

Institutional investors have sold a total of 7,757,824 shares in the last 24 months. This volume of shares sold represents approximately $300.96M in transactions.



This page (NYSEARCA:IMTM) was last updated on 5/3/2025 by MarketBeat.com Staff
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