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iShares MSCI Intl Momentum Factor ETF (IMTM) Institutional Ownership

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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)
67
Total
Institutional Inflows
(last 12 months)
$721.75M
Number of
Institutional Sellers
(last 12 months)
35
Total
Institutional Outflows
(last 12 months)
$26.32M
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IMTM Institutional Buying and Selling by Quarter

iShares MSCI Intl Momentum Factor ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/24/2024 1900 Wealth Management LLC109,626$4.30M0.4%-48.2%0.207%
4/24/2024 Simplicity Wealth LLC16,363$642K0.0%N/A0.031%
4/22/2024 Raymond James & Associates430,826$16.90M0.0%+81.4%0.813%
4/18/2024 Oxinas Partners Wealth Management LLC5,589$219K0.1%N/A0.013%
4/18/2024 RHS Financial LLC22,767$893K0.5%+84.0%0.051%
4/18/2024 MorganRosel Wealth Management LLC45,859$1.80M0.6%-14.2%0.103%
4/16/2024 Weaver Consulting Group5,625$221K0.1%N/A0.013%
4/16/2024 Occidental Asset Management LLC68,606$2.69M0.5%+1.3%0.153%
4/16/2024Kathmere Capital Management LLC343,149$13.46M1.5%+4.0%0.768%
4/16/2024 Wealth Enhancement Advisory Services LLC17,153,804$672.94M1.7%+5.6%38.375%
4/15/2024 Atlas Capital Advisors LLC450,956$17.69M2.8%+17.0%1.009%
4/15/2024 Great Oak Capital Partners LLC99,639$3.91M1.7%-33.3%0.223%
4/13/2024 Columbus Macro LLC55,086$2.16M0.8%+0.8%0.123%
4/12/2024 Unison Advisors LLC68,574$2.69M0.3%+5.3%0.153%
4/12/2024 Southland Equity Partners LLC41,296$1.62M0.5%-1.0%0.092%
4/10/2024 Atwood & Palmer Inc.339,846$13.33M1.0%-1.7%0.760%
4/10/2024 Park Avenue Securities LLC13,989$549K0.0%N/A0.031%
4/10/2024 Apella Capital LLC505,230$19.64M1.0%-0.9%1.130%
4/9/2024 Mather Group LLC.729$29K0.0%N/A0.002%
4/5/2024 NBC Securities Inc.18,086$719K0.1%+25.8%0.040%
4/1/2024 Global Wealth Strategies & Associates2,450$96K0.0%N/A0.005%
2/26/2024 Great Oak Capital Partners LLC149,399$5.12M2.7%N/A0.334%
2/21/2024Adroit Compliance LLC540,201$18.52M4.9%N/A1.209%
2/15/2024Bell Investment Advisors Inc12,667$434K0.1%+2.3%0.028%
2/13/2024Envestnet Asset Management Inc.14,604,950$500.80M0.2%+4.6%32.673%
2/13/20241832 Asset Management L.P.40,910$1.40M0.0%-2.8%0.092%
2/12/2024Pine Valley Investments Ltd Liability Co9,441$324K0.0%+23.0%0.021%
2/9/2024UBS Group AG369,105$12.66M0.0%-1.0%0.826%
2/8/2024Klaas Financial Asset Advisors LLC540,201$18.52M3.9%+1.4%1.209%
2/8/2024Janney Montgomery Scott LLC431,013$14.78M0.0%N/A0.964%
2/7/2024 NBC Securities Inc.14,382$493K0.0%-4.0%0.032%
2/7/2024Shore Point Advisors LLC306,088$10.50M6.5%-1.4%0.685%
2/7/2024Principal Securities Inc.1,656$57K0.0%N/A0.004%
2/6/2024Avidian Wealth Solutions LLC14,951$513K0.0%-21.6%0.033%
2/5/2024Shufro Rose & Co. LLC55,597$1.75M0.2%-0.6%0.124%
2/2/2024Alesco Advisors LLC6,325$217K0.0%N/A0.014%
2/1/2024 1900 Wealth Management LLC211,688$7.26M0.7%-23.5%0.474%
2/1/2024Armbruster Capital Management Inc.444,493$15.24M3.5%+0.7%0.994%
1/31/2024Opes Wealth Management LLC128,888$4.42M1.1%+0.8%0.288%
1/30/2024Guerra Pan Advisors LLC6,455$221K0.2%-30.7%0.014%
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1/29/2024Capital Advisors Inc. OK91,043$3.12M0.1%-8.4%0.204%
1/29/2024Simplicity Solutions LLC16,599$569K0.0%-5.1%0.037%
1/26/2024Cerity Partners LLC10,214$350K0.0%N/A0.023%
1/26/2024 Segment Wealth Management LLC6,330$217K0.0%N/A0.014%
1/25/2024 Meredith Wealth Planning221,449$7.59M4.7%-22.0%0.495%
1/25/2024 Strategic Blueprint LLC7,396$254K0.0%-30.2%0.017%
1/25/2024Lodestone Wealth Management LLC9,602$329K0.2%-12.2%0.021%
1/24/2024Prime Capital Investment Advisors LLC9,993$343K0.0%N/A0.022%
1/23/2024Straight Path Wealth Management202,565$6.95M4.1%+8.7%0.453%
1/23/2024FAS Wealth Partners Inc.86,254$2.96M0.3%-0.6%0.193%
1/22/2024Glass Jacobson Investment Advisors llc22,465$770K0.3%-9.7%0.050%
1/19/2024 MorganRosel Wealth Management LLC53,441$1.83M0.7%+5.9%0.120%
1/19/2024 Columbus Macro LLC54,624$1.89M0.7%N/A0.122%
1/19/2024 Unison Advisors LLC65,109$2.23M0.2%+4.4%0.146%
1/19/2024 Ackerman Capital Advisors LLC23,005$789K0.2%-18.3%0.051%
1/19/2024 Occidental Asset Management LLC67,697$2.32M0.5%+1.5%0.151%
1/18/2024 Ritholtz Wealth Management833,986$28.60M1.1%+2.8%1.866%
1/18/2024 RHS Financial LLC12,374$424K0.3%-9.7%0.028%
1/18/2024Professional Financial Advisors LLC27,135$930K0.3%+1.8%0.061%
1/16/2024 Raymond James Financial Services Advisors Inc.9,973$342K0.0%-32.6%0.022%
1/16/2024 Raymond James & Associates237,476$8.14M0.0%-3.1%0.531%
1/16/2024 Acropolis Investment Management LLC538,447$18.42M1.3%+5.4%1.205%
1/12/2024 Atwood & Palmer Inc.345,895$11.86M1.0%-2.9%0.774%
1/12/2024 CGC Financial Services LLC274,415$9.41M4.3%-2.3%0.614%
1/11/2024 LexAurum Advisors LLC6,195$212K0.1%-6.9%0.014%
1/9/2024 Southland Equity Partners LLC41,725$1.43M0.4%-3.1%0.093%
1/5/2024 Apella Capital LLC509,876$17.28M1.0%-0.8%1.141%
11/15/2023Mercer Global Advisors Inc. ADV14,264,864$449.06M1.7%+7.3%31.912%
11/14/2023O Shaughnessy Asset Management LLC8,228$259K0.0%+54.1%0.018%
11/13/2023Tacita Capital Inc113,675$3.58M2.8%+7.9%0.254%
11/13/2023Mariner LLC261,277$8.23M0.0%+9.4%0.585%
11/13/2023FMR LLC385,502$12.14M0.0%+32.8%0.862%
11/13/2023Envestnet Asset Management Inc.13,962,886$439.55M0.2%+6.6%31.237%
11/9/2023UBS Group AG372,880$11.74M0.0%+3.8%0.834%
11/9/2023Howe & Rusling Inc.1,110$35K0.0%N/A0.002%
11/8/2023Bell Investment Advisors Inc12,377$390K0.1%+3.9%0.028%
11/7/2023Glass Jacobson Investment Advisors llc24,890$784K0.4%+23.8%0.056%
11/4/2023 NBC Securities Inc.14,977$471K0.1%N/A0.034%
11/3/2023Opes Wealth Management LLC127,805$4.02M1.1%+4.1%0.286%
11/2/2023M&T Bank Corp7,564$238K0.0%+13.8%0.017%
10/31/2023Straight Path Wealth Management186,332$5.87M4.0%+3.8%0.417%
10/30/2023 Ackerman Capital Advisors LLC28,170$887K0.2%-8.9%0.063%
10/30/2023 MorganRosel Wealth Management LLC50,457$1.59M0.7%+1.8%0.113%
10/27/2023 Brickley Wealth Management42,248$1.33M0.4%-7.4%0.095%
10/27/2023 Family Capital Trust Co250,827$7.89M2.8%N/A0.561%
10/26/2023Castleview Partners LLC4,838$152K0.1%N/A0.011%
10/26/2023Shufro Rose & Co. LLC55,957$1.76M0.2%+10.6%0.125%
10/25/2023Klaas Financial Asset Advisors LLC532,991$16.78M3.8%+2.0%1.192%
10/25/2023Professional Financial Advisors LLC26,650$839K0.4%-3.0%0.060%
10/25/2023 CGC Financial Services LLC280,806$8.84M6.2%-7.2%0.628%
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10/24/2023Capital Advisors Inc. OK99,411$3.13M0.1%-4.0%0.222%
10/24/2023 Raymond James Financial Services Advisors Inc.14,796$466K0.0%+142.4%0.033%
10/24/2023 Raymond James & Associates244,955$7.71M0.0%-14.4%0.548%
10/24/2023 RHS Financial LLC13,703$431K0.3%+9.3%0.031%
10/23/2023FAS Wealth Partners Inc.86,809$2.73M0.3%-0.6%0.194%
10/23/2023Commonwealth Equity Services LLC38,955$1.23M0.0%-10.9%0.087%
10/23/2023Steward Financial Group LLC16,716$526K0.2%N/A0.037%
10/20/2023Lodestone Wealth Management LLC10,934$344K0.2%-32.1%0.024%
10/20/2023 Atwood & Palmer Inc.356,163$11.21M1.0%-2.1%0.797%
10/19/2023Simplicity Solutions LLC17,497$551K0.0%+15.6%0.039%
(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, 108 institutional investors and hedge funds held shares of iShares MSCI Intl Momentum Factor ETF. The most heavily invested institutionals were Wealth Enhancement Advisory Services LLC ($672.94M), Envestnet Asset Management Inc. ($500.80M), Mercer Global Advisors Inc. ADV ($449.06M), Ritholtz Wealth Management ($28.60M), Klaas Financial Asset Advisors LLC ($21.24M), Apella Capital LLC ($19.64M), and Adroit Compliance LLC ($18.52M).Learn more on IMTM's institutional investors.

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

Of the 90 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 ($13.81M), Envestnet Asset Management Inc. ($8.19M), Mercer Global Advisors Inc. ADV ($3.21M), Apella Capital LLC ($848.39K), Janney Montgomery Scott LLC ($583.97K), Adroit Compliance LLC ($540.20K), and Raymond James & Associates ($489.21K).

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

Institutional investors have bought a total of 31,208,835 shares in the last 24 months. This purchase volume represents approximately $1.00B in transactions.

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

Of the 59 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: Atwood & Palmer Inc. ($767.95K), 1900 Wealth Management LLC ($418.24K), Segment Wealth Management LLC ($345.74K), Kathmere Capital Management LLC ($194.91K), Intelligence Driven Advisers LLC ($164.82K), UBS Group AG ($118.84K), and Meredith Wealth Planning ($78.35K).

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

Institutional investors have sold a total of 2,970,475 shares in the last 24 months. This volume of shares sold represents approximately $91.68M in transactions.


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This page (NYSEARCA:IMTM) was last updated on 4/25/2024 by MarketBeat.com Staff

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