iShares MSCI Intl Momentum Factor

IMTM • ARCA

iShares MSCI Intl Momentum Factor is an exchange-traded fund on ARCA. As of Q3 2025, 203 institutional investors hold shares in this ETF, with total holdings valued at $3.0B. MERCER GLOBAL ADVISORS INC /ADV is the largest holder with a position valued at $1.0B.

Overview

Overview of institutional ownership in IMTM as of Q3 2025

All Institutions

Institutions: 203
Value Held: $3.0B
Shares Held: 62.6M
Avg Position: $14.7M
Median Position: $824.2K

Hedge Funds

Hedge Funds: 2
Value Held: $1.4M
Shares Held: 28.7K
Avg Position: $688.0K
Median Position: $688.0K

Biggest Investors

Institutions with the largest positions in IMTM as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
MERCER GLOBAL ADVISORS INC /ADV RIA/Wealth	Charles David Welling CEO	$1.0B 1.74% of portfolio	21.7M shares	Q1 2019 Held for 6y 8m	$59.9B
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC RIA/Wealth	James Loren Cahn Chairman	$911.9M 1.39% of portfolio	19.1M shares	Q1 2022 Held for 3y 8m	$65.5B
Comprehensive Portfolio Management, LLC RIA/Wealth	Richard Winthrop Kranz President	$73.6M 1.43% of portfolio	1.5M shares	Q3 2021 Held for 4y 2m	$5.1B
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$52.3M 0.00% of portfolio	1.1M shares	Q1 2016 Held for 9y 8m	$1.65T
B BlackRock, Inc. Institution	-	$49.8M 0.00% of portfolio	1.0M shares	Q1 2019 Held for 6y 8m	$5.67T
AMERIPRISE FINANCIAL INC Institution	Jim Cracchiolo CEO	$40.3M 0.01% of portfolio	840.9K shares	Q2 2020 Held for 5y 5m	$433.11B
N NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Institution	-	$37.8M 0.03% of portfolio	789.2K shares	Q1 2020 Held for 5y 8m	$149.83B
SCHWAB CHARLES INVESTMENT MANAGEMENT INC Long Only Manager	Omar Aguilar Chavez CEO	$36.9M 0.01% of portfolio	770.8K shares	Q3 2025 Held for 2 months	$620.51B
BANK OF AMERICA CORP /DE/ Institution	Brian T. Moynihan CEO	$30.2M 0.00% of portfolio	630.0K shares	Q1 2016 Held for 9y 8m	$1.33T
FMR LLC Institution	-	$29.6M 0.00% of portfolio	617.4K shares	Q2 2020 Held for 5y 5m	$1.92T

Net Capital Flow

Institutional buying and selling activity for IMTM in Q3 2025

Net Flow: −$795.7M
Buyers: 73
Sellers: 79
Total Bought: +$193.3M
Total Sold: −$989.0M
Avg Position: $15.7M

Biggest Buyers

Institution	Net Bought	Current Position
MERCER GLOBAL ADVISORS INC /ADV RIA/Wealth	+$52.5M +1.1M shares	$1.0B 21.7M shares
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC RIA/Wealth	+$38.7M +810.1K shares	$911.9M 19.1M shares
BANK OF AMERICA CORP /DE/ Institution	+$12.8M +267.4K shares	$30.2M 630.0K shares
AMERIPRISE FINANCIAL INC Institution	+$12.6M +263.1K shares	$40.3M 840.9K shares
B BlackRock, Inc. Institution	+$12.0M +250.6K shares	$49.8M 1.0M shares
N NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Institution	+$8.0M +167.3K shares	$37.8M 789.2K shares
MML INVESTORS SERVICES, LLC RIA/Wealth	+$6.6M +138.3K shares	$11.8M 247.2K shares
Focus Financial Network, Inc. RIA/Wealth	+$5.6M +117.9K shares	$11.6M 242.9K shares
MORGAN STANLEY RIA/Wealth	+$4.9M +102.8K shares	$52.3M 1.1M shares
Comprehensive Portfolio Management, LLC RIA/Wealth	+$3.3M +68.1K shares	$73.6M 1.5M shares

Biggest Sellers

Institution	Net Sold	Current Position
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	−$874.0M −18.3M shares	$27.2M 567.9K shares
VICTORY CAPITAL MANAGEMENT INC Long Only Manager	−$57.7M −1.2M shares	$18.0M 376.4K shares
R ROYAL BANK OF CANADA Institution	−$9.8M −205.2K shares	$7.8M 162.6K shares
Steward Partners Investment Advisory, LLC RIA/Wealth	−$8.9M −186.6K shares	$33.6K 702.0 shares
Cetera Investment Advisers RIA/Wealth	−$5.8M −121.5K shares	$4.1M 84.7K shares
J JANE STREET GROUP, LLC Institution	−$4.3M −90.7K shares	$7.6M 159.4K shares
Clark Capital Management Group, Inc. RIA/Wealth	−$3.5M −73.8K shares	$824.2K 17.2K shares
Tactive Advisors, LLC RIA/Wealth	−$2.5M −55.7K shares	Sold Off 0 shares
A Apella Capital, LLC Institution	−$1.9M −40.7K shares	$12.1M 255.0K shares
A Arizona PSPRS Trust Institution	−$1.9M −40.7K shares	Sold Off 0 shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited IMTM in Q3 2025

New Positions: 31
New Value: $87.5M
Exited Positions: 21
Exited Value: $10.1M

New Positions

Institution	Position Value
SCHWAB CHARLES INVESTMENT MANAGEMENT INC Long Only Manager	$36.9M 770.8K shares
Wright Fund Managment, LLC Long Only Manager	$28.0M 585.0K shares
Savvy Advisors, Inc. RIA/Wealth	$6.3M 130.9K shares
New Millennium Group LLC RIA/Wealth	$4.3M 89.9K shares
Ashton Thomas Private Wealth, LLC RIA/Wealth	$3.0M 62.4K shares
M MISSION WEALTH MANAGEMENT, LLC Institution	$2.3M 47.8K shares
Independent Solutions Wealth Management, LLC RIA/Wealth	$2.0M 41.0K shares
KESTRA PRIVATE WEALTH SERVICES, LLC RIA/Wealth	$806.1K 16.8K shares
Coordinated Financial Services, Inc. RIA/Wealth	$529.8K 11.1K shares
Atomi Financial Group, Inc. RIA/Wealth	$494.9K 10.3K shares

Exited Positions

Institution	Previous Position
Tactive Advisors, LLC RIA/Wealth	$2.5M 55.7K shares
A Arizona PSPRS Trust Institution	$1.9M 40.7K shares
PARK AVENUE SECURITIES LLC RIA/Wealth	$1.3M 28.9K shares
Q Qube Research & Technologies Ltd Institution	$1.3M 27.9K shares
Sollinda Capital Management LLC RIA/Wealth	$528.9K 11.6K shares
QRG CAPITAL MANAGEMENT, INC. Long Only Manager	$474.4K 10.4K shares
G GTS SECURITIES LLC Institution	$359.3K 7.9K shares
T TABLEAUX LLC Institution	$272.2K 3.0K shares
Kestra Investment Management, LLC Long Only Manager	$253.3K 5.5K shares
L Lion Street Advisors, LLC RIA/Wealth	$238.0K 5.2K shares

Options Activity

Institutions with the largest Call and Put options positions in IMTM as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with IMTM as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Archvest Wealth Advisors, Inc. RIA/Wealth	Eric Tingwoei Lai CEO	7.65% $8.5M	177.9K shares	Q3 2024 Held for 1y 2m	$111.4M
Shore Point Advisors, LLC RIA/Wealth	Jason C Lamb CEO	7.55% $17.0M	356.0K shares	Q4 2021 Held for 3y 11m	$225.7M
Solano Wealth Investment Advisors LLC RIA/Wealth	Carlos Romero Mendoza CEO	4.54% $9.4M	196.7K shares	Q2 2025 Held for 5 months	$207.3M
Family Capital Trust Co RIA/Wealth	John Jackson Goldberg Managing Partner	4.20% $12.6M	262.3K shares	Q3 2023 Held for 2y 2m	$298.8M
A Armbruster Capital Management, Inc. RIA/Wealth	Mark Edward Armbruster CEO	3.70% $21.7M	454.2K shares	Q1 2020 Held for 5y 8m	$587.6M
Straight Path Wealth Management RIA/Wealth	Matthew Brian Boersen President	3.66% $13.1M	272.7K shares	Q4 2021 Held for 3y 11m	$357.2M
Meredith Wealth Planning RIA/Wealth	Mark Thomas Meredith Managing Partner	3.56% $11.2M	234.0K shares	Q4 2022 Held for 2y 11m	$315.0M
Tacita Capital Inc Private Equity	Edward Joseph Keefe CFO	3.18% $5.2M	109.6K shares	Q4 2020 Held for 4y 11m	$165.2M
F Financial Freedom, LLC Institution	-	3.12% $6.3M	130.8K shares	Q2 2024 Held for 1y 5m	$200.8M
C CGC Financial Services, LLC RIA/Wealth	Denise Louise Reinert COO	2.81% $10.2M	212.7K shares	Q2 2023 Held for 2y 5m	$362.6M

Hedge Fund Spotlight

Discover hedge funds investing in IMTM

AQR CAPITAL MANAGEMENT LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerDavid Gary Kabiller

Portfolio Value: $156.17B
Positions: 3,453
Last Reported: Q3 2025

Sector Allocation

Position in iShares MSCI Intl Momentum Factor

Market Value: $1.1M
Shares Held: 23.0K
Portfolio Weight: 0.00%
Owned Since: 2024-Q3

Top Holding	Sector	Market Value	Weight
1 Nvidia NVDA	Semiconductors Technology	$4.1B	2.62%
2 Microsoft MSFT	Software - Infrastructure Technology	$3.2B	2.05%
3 Apple AAPL	Consumer Electronics Technology	$2.8B	1.76%