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iShares MSCI Intl Momentum Factor ETF (IMTM) Institutional Ownership

iShares MSCI Intl Momentum Factor ETF logo
$47.68 -0.38 (-0.79%)
As of 11:14 AM Eastern
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Institutional Ownership Changes (13F Filings) for iShares MSCI Intl Momentum Factor ETF (NYSEARCA:IMTM)

Number of
Institutional Buyers
(last 12 months)
141
Total
Institutional Inflows
(last 12 months)
$453.45M
Number of
Institutional Sellers
(last 12 months)
61
Total
Institutional Outflows
(last 12 months)
$280.60M
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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
10/7/2025 Acropolis Investment Management LLC629,086$28.74M1.4%+4.6%0.892%
10/6/2025 Venture Visionary Partners LLC17,135$820K0.0%+40.8%0.024%
9/4/2025Osaic Holdings Inc.138,446$6.33M0.0%+55.2%0.202%
8/27/2025Orion Porfolio Solutions LLC4,785$219K0.0%N/A0.007%
8/19/2025Advisory Services Network LLC10,530$471K0.0%+6.3%0.015%
8/18/2025Tactive Advisors LLC55,657$2.54M0.8%N/A0.081%
8/18/2025Kestra Investment Management LLC5,545$253K0.0%N/A0.008%
8/15/2025Smartleaf Asset Management LLC2,927$133K0.0%+222.0%0.004%
8/15/2025Orion Porfolio Solutions LLC4,785$219K0.0%N/A0.007%
8/15/2025MML Investors Services LLC108,945$4.98M0.0%+127.5%0.159%
8/15/2025Great Valley Advisor Group Inc.413,329$18.89M0.4%+24.5%0.603%
8/15/2025Bank of America Corp DE362,529$16.56M0.0%+7.8%0.528%
8/15/2025Ameriprise Financial Inc.577,748$26.34M0.0%-25.2%0.842%
8/14/2025Jane Street Group LLC250,147$11.43M0.0%N/A0.365%
8/14/2025Raymond James Financial Inc.41,775$1.91M0.0%+35.9%0.061%
8/14/2025Peapack Gladstone Financial Corp187,109$8.55M0.1%+250.9%0.273%
8/14/2025FAS Wealth Partners Inc.84,214$3.85M0.3%+0.5%0.123%
8/14/2025Qube Research & Technologies Ltd27,892$1.27M0.0%+196.2%0.041%
8/14/2025Cerity Partners LLC12,564$574K0.0%+2.2%0.018%
8/13/2025Brown Advisory Inc.21,670$990K0.0%+8.8%0.032%
8/13/2025CW Advisors LLC8,930$408K0.0%N/A0.013%
8/13/2025Valued Retirements Inc.42,617$1.95M2.2%+38.4%0.062%
8/13/2025Financial Freedom LLC128,891$5.89M3.2%+2.5%0.188%
8/13/2025Northwestern Mutual Wealth Management Co.621,816$28.41M0.0%+2.8%0.906%
8/12/2025Steward Partners Investment Advisory LLC187,310$8.56M0.1%+20,304.1%0.273%
8/12/2025Insigneo Advisory Services LLC7,909$361K0.0%N/A0.012%
8/12/2025Cowa LLC22,824$1.04M0.4%N/A0.033%
8/12/2025Tableaux LLC2,960$135K0.0%N/A0.004%
8/12/2025AlphaCore Capital LLC1,307$60K0.0%N/A0.002%
8/12/2025JPMorgan Chase & Co.85,359$3.90M0.0%+60.4%0.124%
8/12/2025Archvest Wealth Advisors Inc.172,039$7.86M6.9%+5.8%0.251%
8/12/2025ADE LLC6,098$279K0.1%-5.3%0.009%
8/12/2025Weaver Consulting Group5,810$265K0.1%+6.4%0.008%
8/11/2025Bell Investment Advisors Inc16,429$751K0.1%+103.7%0.024%
8/8/2025Rockefeller Capital Management L.P.14,597$667K0.0%+1.5%0.021%
8/8/2025Cetera Investment Advisers206,175$9.42M0.0%+239.7%0.301%
8/7/2025CENTRAL TRUST Co547$25K0.0%N/A0.001%
8/7/2025Vise Technologies Inc.205,484$9.39M0.4%N/A0.300%
8/7/2025Allworth Financial LP865$40K0.0%+121.8%0.001%
8/7/2025Rollins Financial Advisors LLC6,589$301K0.0%N/A0.010%
8/6/2025AE Wealth Management LLC2,223$102K0.0%+14.2%0.003%
8/6/2025RPS Advisory Solutions LLC27,141$1.24M0.7%N/A0.040%
8/6/2025SouthState Corp16,318$746K0.0%-10.9%0.024%
8/4/2025Atria Investments Inc102,057$4.66M0.1%+1.2%0.149%
8/4/2025Assetmark Inc.967$44K0.0%-41.1%0.001%
8/1/2025Bessemer Group Inc.2,383$109K0.0%N/A0.003%
8/1/2025MorganRosel Wealth Management LLC55,365$2.53M0.7%+0.7%0.081%
8/1/2025Envestnet Asset Management Inc.18,821,987$859.98M0.3%+4.9%27.437%
7/31/2025Cabot Wealth Management Inc.281,656$12.87M1.5%-1.1%0.411%
7/31/2025Glass Jacobson Investment Advisors llc31,278$1.43M0.6%+16.4%0.046%
7/30/2025Strategic Blueprint LLC13,165$602K0.0%-5.8%0.019%
7/30/2025Alexis Investment Partners LLC104,898$4.76M2.0%N/A0.153%
7/30/2025Family Capital Trust Co258,862$11.83M4.1%-0.7%0.377%
7/29/2025Unison Advisors LLC88,674$4.05M0.5%+5.4%0.129%
7/29/2025Signature Estate & Investment Advisors LLC45,349$2.07M0.0%N/A0.066%
7/29/2025Stratos Wealth Advisors LLC55,297$2.53M0.1%+96.8%0.081%
7/29/2025Straight Path Wealth Management257,226$11.75M4.0%+4.0%0.375%
7/28/2025Ritholtz Wealth Management1,469,111$67.12M1.5%+22.5%2.142%
7/28/2025Harbour Investments Inc.19,057$871K0.0%+132.2%0.028%
7/28/2025CGC Financial Services LLC216,744$9.90M3.3%-2.1%0.316%
7/28/2025Kiker Wealth Management LLC15,454$706K0.4%-2.4%0.023%
7/25/2025Atria Wealth Solutions Inc.4,875$223K0.0%N/A0.007%
7/25/2025Envestnet Portfolio Solutions Inc.23,983$1.10M0.0%+208.1%0.035%
7/25/2025Sequoia Financial Advisors LLC239,115$10.93M0.0%-32.0%0.349%
7/25/2025Lion Street Advisors LLC5,210$238K0.1%N/A0.008%
7/25/2025RHS Financial LLC63,359$2.90M1.6%-2.5%0.092%
7/23/2025Columbus Macro LLC67,301$3.08M0.4%-1.3%0.098%
7/23/2025Armbruster Capital Management Inc.450,342$20.58M3.7%+3.4%0.656%
7/23/2025Venturi Wealth Management LLC146,174$6.68M0.3%-5.8%0.213%
7/22/2025Belpointe Asset Management LLC17,900$818K0.0%N/A0.026%
7/22/2025Simplicity Wealth LLC19,223$878K0.0%N/A0.028%
7/22/2025Noble Family Wealth LLC5,133$235K0.1%N/A0.007%
7/21/2025QRG Capital Management Inc.10,382$474K0.0%N/A0.015%
7/21/2025Segment Wealth Management LLC213,444$9.75M0.6%-0.3%0.311%
7/21/20251900 Wealth Management LLC83,713$3.83M0.3%-0.6%0.122%
7/18/2025Benchmark Wealth Management LLC14,514$663K0.3%+48.1%0.021%
7/17/2025Janney Montgomery Scott LLC372,969$17.04M0.0%+4.5%0.547%
7/17/2025 Venture Visionary Partners LLC12,168$556K0.0%N/A0.018%
7/17/2025Fifth Third Securities Inc.50,581$2.31M0.2%+2.7%0.074%
7/17/2025Lazari Capital Management Inc.5,232$239K0.1%-9.5%0.008%
7/17/2025Symmetry Partners LLC389,319$17.79M2.2%+13.6%0.571%
7/16/2025Meredith Wealth Planning237,925$10.87M3.9%+4.0%0.349%
7/16/2025Kathmere Capital Management LLC407,253$18.61M1.4%+1.0%0.597%
7/15/2025Great Oak Capital Partners LLC14,556$653K0.2%-31.9%0.021%
7/15/2025Financial Partners Group Inc93,644$4.28M0.6%+228.2%0.137%
7/14/2025Occidental Asset Management LLC91,744$4.19M0.6%-1.3%0.135%
7/14/2025Financial Enhancement Group LLC54,797$2.46M0.4%-1.1%0.080%
7/14/2025 Acropolis Investment Management LLC601,479$27.48M1.5%+1.0%0.882%
7/14/2025Sweeney & Michel LLC4,986$224K0.1%N/A0.007%
7/14/2025Southland Equity Partners LLC37,860$1.73M0.4%-1.4%0.056%
7/14/2025Park Avenue Securities LLC28,863$1.32M0.0%N/A0.042%
7/11/2025Farther Finance Advisors LLC1,123$51K0.0%+959.4%0.002%
7/10/2025Klaas Financial Asset Advisors LLC284,903$13.02M2.1%+0.4%0.423%
7/10/2025NorthCrest Asset Manangement LLC64,062$2.90M0.1%+4.0%0.095%
7/10/2025Wealth Enhancement Advisory Services LLC18,286,649$828.75M1.4%+3.7%27.132%
7/10/2025Professional Financial Advisors LLC27,709$1.27M0.3%+1.9%0.041%
7/10/2025Focus Financial Network Inc.124,985$5.71M0.2%+1.8%0.185%
7/9/2025Shore Point Advisors LLC355,848$16.26M7.8%+1.1%0.528%
7/8/2025Atwood & Palmer Inc.240,274$10.98M0.7%-1.5%0.356%
7/8/2025Apella Capital LLC295,661$13.33M0.4%-14.2%0.439%
(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, 191 institutional investors and hedge funds held shares of iShares MSCI Intl Momentum Factor ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($859.98M), Wealth Enhancement Advisory Services LLC ($828.75M), Mercer Global Advisors Inc. ADV ($674.99M), Ritholtz Wealth Management ($67.12M), Acropolis Investment Management LLC ($28.74M), Northwestern Mutual Wealth Management Co. ($28.41M), and Ameriprise Financial Inc. ($26.34M).Learn more on iShares MSCI Intl Momentum Factor ETF's institutional investors.

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

Of the 175 institutional investors that purchased iShares MSCI Intl Momentum Factor ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Envestnet Asset Management Inc. ($4.37M), Wealth Enhancement Advisory Services LLC ($4.08M), Mercer Global Advisors Inc. ADV ($2.12M), Janney Montgomery Scott LLC ($848.68K), Ritholtz Wealth Management ($689.18K), Adroit Compliance LLC ($540.20K), and Sequoia Financial Advisors LLC ($452.13K).

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

Institutional investors have bought a total of 11,100,206 shares in the last 24 months. This purchase volume represents approximately $453.45M in transactions.

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

Of the 61 institutional investors that sold iShares MSCI Intl Momentum Factor ETF's 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), Apella Capital LLC ($250.33K), Sequoia Financial Advisors LLC ($213.01K), and Ameriprise Financial Inc. ($194.77K).

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

Institutional investors have sold a total of 7,075,754 shares in the last 24 months. This volume of shares sold represents approximately $280.60M in transactions.



This page (NYSEARCA:IMTM) was last updated on 10/9/2025 by MarketBeat.com Staff
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