Who Owns iShares MSCI Intl Momentum Factor ETF (IMTM)?Hedge Fund & Institutional Holders

$47.64-0.84 (-1.73%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$1.0960009839419755e+229T

% of Float Held

—

QoQ Change in Holders

+14 / -2

Price History

$36.01$40.28$44.55$48.81$53.08Aug 24Jun 25Mar 26

IMTM — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCNew Position+19.9M+$983.9M
Bell Investment Advisors, IncIncreased+2K+$115.2M
RITHOLTZ WEALTH MANAGEMENTNew Position+1.6M+$76.4M
ENVESTNET ASSET MANAGEMENT INCNew Position+538K+$25.0M
Armbruster Capital Management, Inc.New Position+454K+$21.8M
Janney Montgomery Scott LLCNew Position+457K+$21.0M
Kathmere Capital Management, LLCNew Position+426K+$20.4M
Shore Point Advisors, LLCNew Position+455K+$17.6M
Ocean Park Asset Management, LLCNew Position+358K+$17.2M
CABOT WEALTH MANAGEMENT INCNew Position+297K+$14.2M
Klaas Financial Asset Advisors, LLCNew Position+289K+$13.9M
Straight Path Wealth ManagementNew Position+283K+$13.6M
Family Capital Trust CoNew Position+264K+$12.6M
ATLAS CAPITAL ADVISORS INC.New Position+252K+$12.1M
Meredith Wealth PlanningNew Position+238K+$11.4M

IMTM — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
BlackRock, Inc.Decreased-720K-$49.8B
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-749K-$37.8B
CHARLES SCHWAB INVESTMENT MANAGEMENT INCDecreased-5K-$36.9B
VICTORY CAPITAL MANAGEMENT INCDecreased-289K-$18.0B
ROYAL BANK OF CANADADecreased-60K-$7.8B
NATIONAL BANK OF CANADA /FI/Decreased-72K-$5.8B
Empire Life Investments Inc.Decreased-47K-$5.6B
New Millennium Group LLCDecreased-2K-$4.3B
D. E. Shaw & Co., Inc.Closed Position-52K-$2.5B
Valued Retirements, Inc.Decreased-9K-$1.9B
Southland Equity Partners LLCDecreased-2K-$1.7B
RAYMOND JAMES FINANCIAL INCDecreased-611-$1.6B
RPS ADVISORY SOLUTIONS LLCDecreased-22K-$1.2B
CREATIVE FINANCIAL DESIGNS INC /ADVDecreased-5K-$1.1B
Clark Capital Management Group, Inc.Closed Position-17K-$824.2M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1MERCER GLOBAL ADVISORS INC /ADV22,855,822$1.1B1.67%Share
2WEALTH ENHANCEMENT ADVISORY SERVICES, LLC19,865,565$983.9M1.33%Share
3Bell Investment Advisors, Inc20,334$975.4M0.15%Share
4RITHOLTZ WEALTH MANAGEMENT1,593,085$76.4M1.39%Share
5MORGAN STANLEY1,288,450$61.0M0.00%Share
6AMERIPRISE FINANCIAL INC924,149$44.0M0.01%Share
7CHARLES SCHWAB INVESTMENT MANAGEMENT INC765,779$36.0M0.01%Share
8Acropolis Investment Management, LLC641,150$30.8M1.38%Share
9FMR LLC630,218$30.0M0.00%Share
10Symmetry Partners, LLC624,014$29.9M1.77%Share
11UBS Group AG549,089$26.3M0.00%Share
12ENVESTNET ASSET MANAGEMENT INC538,389$25.0M0.01%Share
13Mariner, LLC537,147$25.0M0.03%Share
14GREAT VALLEY ADVISOR GROUP, INC.464,532$22.0M0.42%Share
15Armbruster Capital Management, Inc.454,137$21.8M3.66%Share
16Janney Montgomery Scott LLC456,737$21.0M0.05%Share
17Kathmere Capital Management, LLC425,758$20.4M1.38%Share
18BANK OF AMERICA CORP /DE/410,457$19.0M0.00%Share
19Shore Point Advisors, LLC454,732$17.6M7.45%Share
20Ocean Park Asset Management, LLC358,247$17.2M0.81%Share
21LPL Financial LLC337,130$16.0M0.00%Share
22CABOT WEALTH MANAGEMENT INC296,631$14.2M1.57%Share
23BANK OF AMERICA CORP /DE/296,883$14.0M0.00%Share
24JANE STREET GROUP, LLC304,648$14.0M0.00%Share
25Klaas Financial Asset Advisors, LLC288,870$13.9M2.01%Share
26Straight Path Wealth Management282,728$13.6M3.66%Share
27MML INVESTORS SERVICES, LLC285,303$13.0M0.03%Share
28Family Capital Trust Co263,505$12.6M4.13%Share
29Symmetry Partners, LLC259,944$12.5M0.74%Share
30ATLAS CAPITAL ADVISORS INC.252,249$12.1M1.35%Share
31Focus Financial Network, Inc.249,215$12.0M0.42%Share
32Meredith Wealth Planning238,317$11.4M3.40%Share
33ATWOOD & PALMER INC236,042$11.3M0.64%Share
34Apella Capital, LLC235,416$11.3M0.22%Share
35Vise Technologies, Inc.220,175$10.0M0.20%Share
36Segment Wealth Management, LLC206,807$9.9M0.58%Share
37CGC Financial Services, LLC206,442$9.9M2.65%Share
38Sequoia Financial Advisors, LLC204,800$9.8M0.05%Share
39Solano Wealth Investment Advisors LLC201,301$9.7M4.79%Share
40Financial Partners Group, Inc180,723$9.2M1.06%Share
41BlackRock, Inc.188,661$9.0M0.00%Share
42Cetera Investment Advisers169,902$8.0M0.01%Share
43Alexis Investment Partners, LLC164,469$7.9M2.95%Share
44OSAIC HOLDINGS, INC.151,926$7.0M0.01%Share
45PEAPACK GLADSTONE FINANCIAL CORP166,239$7.0M0.09%Share
46Venturi Wealth Management, LLC140,146$6.7M0.30%Share
47Financial Freedom, LLC132,011$6.3M3.14%Share
48Opes Wealth Management LLC127,647$6.1M1.00%Share
49COMMONWEALTH EQUITY SERVICES, LLC132,869$6.0M0.01%Share
50Wealth Enhancement Trust Services, Inc.111,680$5.4M0.68%Share

IMTM Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025224$4.1B+107
Q3 2025117$1.6T-60
Q2 2025177$2.4T+11
Q1 2025166$2.9T+25
Q4 2024141$121.5T+30
Q3 2024111$1014.9T+3
Q2 2024108$932.4T+11
Q1 202497$874.6T—

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As of Q4 2025, 50 institutional investors hold IMTM (iShares MSCI Intl Momentum Factor ETF). The largest holder is MERCER GLOBAL ADVISORS INC /ADV with $1.1B in shares. This quarter, 14 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own IMTM?

As of Q4 2025, 50 institutional investors report holding IMTM (iShares MSCI Intl Momentum Factor ETF) in their 13F filings.

Who is the largest institutional holder of IMTM?

The largest institutional holder of IMTM is MERCER GLOBAL ADVISORS INC /ADV with $1.1B in shares.

Is institutional ownership of IMTM increasing or decreasing?

This quarter, 14 institutions opened new positions in IMTM and 2 closed their positions.