iShares MSCI Intl Momentum FIMTMETF
13F holders, Q1 2025 (March 31)168holders +4
25new positions
18sold out
1famous investor
$39.93avg. 13F price*
At the end of Q1 2025, 168 institutions reported holding iShares MSCI Intl Momentum F (IMTM) in their 13F filings, up 4 from Q4 2024. 25 opened new positions and 18 sold out. The largest holders were Mercer Global Advisors Inc. ($794.5M), Envestnet Asset Management Inc. ($716.7M) and Wealth Enhancement Advisory Services, LLC ($704.0M). One famous investor held it Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- iShares MSCI Intl Momentum F
- CUSIP
- 46434V449
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 25 | $15.4M |
| Exits | 18 | $15.2M |
All 13F filers, Q4 2024 → Q1 2025: 3,864,031 shares bought and 4,852,739 shares sold, net −988,708 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 168 holders
| Mercer Global Advisors Inc. | 1.82% | Add +10.2% | 19,891,735 | $794.5M |
| Envestnet Asset Management Inc. | 0.23% | Reduce -8.1% | 17,945,369 | $716.7M |
| Wealth Enhancement Advisory Services, LLC | 1.35% | Reduce -10.4% | 17,625,999 | $704.0M |
| Victory Capital Management Inc. | 0.07% | No change | 1,784,114 | $71.3M |
| Ritholtz Wealth Management | 1.43% | Add +32.1% | 1,199,058 | $47.9M |
| BlackRock, Inc. | 0.00% | Add +1.4% | 1,072,031 | $42.8M |
| Ameriprise Financial Inc. | 0.01% | Add +25.5% | 772,515 | $30.9M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Reduce -1.4% | 604,935 | $24.2M |
| Acropolis Investment Management, LLC | 1.41% | Add +0.4% | 595,567 | $23.8M |
| FMR LLC | 0.00% | Reduce -2.2% | 546,830 | $21.8M |
| UBS Group AG | 0.00% | Add +18.2% | 486,189 | $19.4M |
| Armbruster Capital Management, Inc. | 3.47% | Add +2.5% | 435,527 | $17.4M |
| Mariner, LLC | 0.03% | Add +6.5% | 429,333 | $17.1M |
| Kathmere Capital Management, LLC | 1.37% | Add +1.4% | 403,329 | $16.1M |
| Janney Montgomery Scott LLC | 0.04% | Reduce -1.8% | 356,951 | $14.3M |
| Shore Point Advisors, LLC | 7.44% | Reduce -0.5% | 352,091 | $14.1M |
| Sequoia Financial Advisors, LLC | 0.11% | Reduce -22.2% | 351,651 | $14.0M |
| Symmetry Partners, LLC | 1.90% | Add +22.1% | 342,831 | $13.7M |
| Bank of America Corp. | 0.00% | Add +81.4% | 336,438 | $13.4M |
| Apella Capital, LLC | 0.46% | Reduce -24.8% | 344,465 | $13.3M |
| Great Valley Advisor Group, Inc. | 0.29% | Add +276.2% | 332,069 | $13.3M |
| Cabot Wealth Management Inc. | 1.45% | Add +1.7% | 284,675 | $11.4M |
| Klaas Financial Asset Advisors, LLC | 1.95% | Add +1.0% | 283,648 | $11.3M |
| Atlas Capital Advisors Inc. | 1.34% | Reduce -6.3% | 268,712 | $10.7M |
| Family Capital Trust Co | 3.73% | Reduce -0.4% | 260,737 | $10.4M |
| Straight Path Wealth Management | 4.00% | Add +5.4% | 247,398 | $9.9M |
| Atwood & Palmer Inc. | 0.68% | Reduce -4.7% | 243,931 | $9.7M |
| Meredith Wealth Planning | 4.03% | Reduce -0.9% | 228,883 | $9.1M |
| CGC Financial Services, LLC | 3.50% | Reduce -4.8% | 221,489 | $8.8M |
| Segment Wealth Management, LLC | 0.58% | Add +1.6% | 214,182 | $8.6M |
| LPL Financial LLC | 0.00% | Add +4.9% | 176,194 | $7.0M |
| Flow Traders U.S. LLC | 0.28% | Add +1133.3% | 164,802 | $6.6M |
| Morgan Stanley | 0.00% | Reduce -22.7% | 163,743 | $6.5M |
| Archvest Wealth Advisors, Inc. | 5.37% | Add +8.9% | 162,632 | $6.5M |
| Venturi Wealth Management, LLC | 0.32% | New | 155,254 | $6.2M |
| Financial Freedom, LLC | 2.89% | Add +3.5% | 125,789 | $5.0M |
| Opes Wealth Management LLC | 1.01% | Add +2.8% | 125,381 | $5.0M |
| Focus Financial Network, Inc. | 0.20% | Reduce -1.4% | 122,802 | $4.9M |
| Veridan Wealth LLC | 2.12% | Reduce -0.4% | 117,386 | $4.7M |
| Tacita Capital Inc | 3.04% | Reduce -0.9% | 105,665 | $4.2M |
| Atria Investments, Inc | 0.05% | Add +30.0% | 100,869 | $4.0M |
| Occidental Asset Management, LLC | 0.56% | Add +31.4% | 92,996 | $3.7M |
| Osaic Holdings, Inc. | 0.01% | Add +134.2% | 89,187 | $3.6M |
| Impact Capital Partners LLC | 1.23% | Add +20.3% | 85,294 | $3.4M |
| 1900 Wealth Management LLC | 0.28% | Reduce -1.5% | 84,226 | $3.4M |
| Unison Advisors LLC | 0.43% | Add +2.6% | 84,152 | $3.4M |
| FAS Wealth Partners, Inc. | 0.27% | Reduce -0.7% | 83,774 | $3.3M |
| Shufro Rose & Co. LLC | 0.24% | Add +0.4% | 76,889 | $3.1M |
| Columbus Macro, LLC | 0.36% | Reduce -1.7% | 68,199 | $2.7M |
| Arizona PSPRS Trust | 0.09% | Add +977.8% | 65,744 | $2.6M |
| RHS Financial, LLC | 1.46% | Add +7.1% | 64,997 | $2.6M |
| Betterment LLC | 0.01% | Add +28.0% | 63,174 | $2.5M |
| NorthCrest Asset Manangement, LLC | 0.07% | Add +69.4% | 61,588 | $2.5M |
| Cetera Investment Advisers | 0.00% | Reduce -1.4% | 60,698 | $2.4M |
| Financial Enhancement Group LLC | 0.35% | New | 55,426 | $2.3M |
| MorganRosel Wealth Management, LLC | 0.67% | Add +4.8% | 54,967 | $2.2M |
| Peapack Gladstone Financial Corp. | 0.03% | New | 53,317 | $2.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -69.8% | 53,225 | $2.1M |
| Dopkins Wealth Management, LLC | 1.07% | Add +25.5% | 52,578 | $2.1M |
| Focus Partners Advisor Solutions, LLC | 0.03% | Add +25.5% | 52,577 | $2.1M |
| Vantage Financial Partners, LLC | 0.51% | Add +75.2% | 51,576 | $2.1M |
| Fifth Third Securities, Inc. | 0.17% | Add +474.5% | 49,247 | $2.0M |
| Royal Bank of Canada | 0.00% | Add +25.1% | 48,409 | $1.9M |
| Commonwealth Equity Services, LLC | 0.00% | Add +5.8% | 48,381 | $1.9M |
| MML Investors Services, LLC | 0.01% | Reduce -4.4% | 47,879 | $1.9M |
| Equitable Holdings, Inc. | 0.02% | Reduce -87.2% | 43,683 | $1.7M |
| Brickley Wealth Management | 0.34% | No change | 40,612 | $1.6M |
| Southland Equity Partners LLC | 0.36% | Reduce -0.2% | 38,405 | $1.5M |
| National Bank of Canada | 0.00% | Reduce -52.0% | 32,368 | $1.3M |
| Ariadne Wealth Management, LP | 0.65% | No change | 28,972 | $1.2M |
| Valued Retirements, Inc. | 1.62% | Add +31.7% | 30,803 | $1.2M |
| Raymond James Financial Inc. | 0.00% | Add +17.6% | 30,750 | $1.2M |
| Financial Partners Group, Inc | 0.18% | Add +56.9% | 28,532 | $1.1M |
| Stratos Wealth Advisors, LLC | 0.06% | Add +99.8% | 28,103 | $1.1M |
| Empire Life Investments Inc. | 0.07% | Reduce -0.7% | 27,700 | $1.1M |
| Professional Financial Advisors, LLC | 0.28% | Reduce -0.5% | 27,197 | $1.1M |
| Glass Jacobson Investment Advisors llc | 0.33% | No change | 26,875 | $1.0M |
| Callan Family Office, LLC | 0.07% | New | 24,425 | $976K |
| Capital Investment Advisory Services, LLC | 0.08% | Add +143.1% | 22,887 | $914K |
| Creative Financial Designs Inc. | 0.07% | Add +7.5% | 22,767 | $909K |
| Brown Advisory Inc. | 0.00% | Reduce -0.8% | 19,920 | $796K |
| Great Oak Capital Partners, LLC | 0.26% | No change | 21,379 | $792K |
| Capital Advisors Inc. | 0.02% | Reduce -3.3% | 19,173 | $766K |
| SouthState Bank Corp | 0.03% | New | 18,323 | $732K |
| Private Advisor Group, LLC | 0.00% | New | 17,818 | $712K |
| Caprock Group, LLC | 0.02% | Reduce -1.2% | 16,293 | $651K |
| IFP Advisors, Inc | 0.02% | Add +529.0% | 15,940 | $637K |
| Kiker Wealth Management, LLC | 0.43% | Reduce -3.6% | 15,836 | $632K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -10.7% | 14,379 | $574K |
| Strategic Blueprint, LLC | 0.03% | Add +4.6% | 13,972 | $558K |
| Ackerman Capital Advisors, LLC | 0.14% | Reduce -0.3% | 13,069 | $522K |
| Advisory Alpha, LLC | 0.02% | No change | 13,003 | $519K |
| Cerity Partners LLC | 0.00% | Reduce -1.4% | 12,299 | $491K |
| Comerica Bank | 0.00% | Add +2.5% | 12,191 | $487K |
| Pine Valley Investments Ltd Liability Co | 0.03% | Reduce -16.1% | 11,432 | $457K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +11.3% | 10,379 | $415K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +64.9% | 10,091 | $403K |
| Advisory Services Network, LLC | 0.01% | New | 9,910 | $396K |
| Seed Wealth Management, Inc. | 0.32% | No change | 9,900 | $395K |
| Benchmark Wealth Management, LLC | 0.19% | New | 9,803 | $392K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -27.7% | 9,416 | $376K |
| Gladstone Institutional Advisory LLC | 0.02% | Add +11.9% | 9,324 | $372K |
| LexAurum Advisors, LLC | 0.07% | Add +1.2% | 9,156 | $366K |
| Stifel Financial Corp. | 0.00% | Reduce -3.8% | 9,123 | $364K |
| HighTower Advisors, LLC | 0.00% | Reduce -7.3% | 9,111 | $364K |
| World Equity Group, Inc. | 0.10% | New | 8,779 | $351K |
| Mission Financial Group, LLC | 0.31% | — | 6,885 | $331K |
| Harbour Investments, Inc. | 0.01% | Add +5.2% | 8,206 | $328K |
| Bell Investment Advisors, Inc | 0.06% | No change | 8,065 | $322K |
| Snowden Capital Advisors LLC | 0.01% | No change | 8,000 | $320K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -49.8% | 7,783 | $311K |
| M&T Bank Corp | 0.00% | No change | 7,643 | $305K |
| Medallion Wealth Advisors, LLC | 0.12% | New | 6,634 | $266K |
| Wingate Wealth Advisors, Inc. | 0.30% | No change | 6,516 | $260K |
| Ade, LLC | 0.15% | No change | 6,438 | $257K |
| Lodestone Wealth Management LLC | 0.14% | Add +0.3% | 6,376 | $255K |
| Alesco Advisors, LLC, An ESL Co | 0.01% | No change | 6,325 | $253K |
| Guerra Pan Advisors, LLC | 0.20% | No change | 6,287 | $251K |
| WealthCare Investment Partners, LLC | 0.10% | No change | 6,052 | $243K |
| Oregon Pacific Wealth Management, LLC | 0.24% | New | 5,971 | $238K |
| Lazari Capital Management, Inc. | 0.09% | Reduce -18.5% | 5,782 | $231K |
| NorthCoast Asset Management LLC | 0.00% | New | 5,765 | $230K |
| AQR Capital Management | 0.00% | New | 5,598 | $224K |
| Weaver Consulting Group | 0.07% | Reduce -2.9% | 5,460 | $218K |
| Principal Securities, Inc. | 0.00% | No change | 5,769 | $216K |
| Wells Fargo & Company | 0.00% | Add +32.9% | 4,834 | $193K |
| EP Wealth Advisors, LLC | 0.00% | No change | 3,815 | $152K |
| Smithfield Trust Co | 0.01% | No change | 2,953 | $118K |
| Global Wealth Strategies & Associates | 0.03% | Add +8.2% | 2,650 | $106K |
| Beaird Harris Wealth Management, LLC | 0.01% | No change | 2,516 | $100K |
| Stephens Consulting, LLC | 0.03% | Reduce -85.2% | 2,515 | $100K |
| Reyes Financial Architecture, Inc. | 0.07% | No change | 2,263 | $90K |
| Blue Trust, Inc. | 0.00% | New | 2,260 | $90K |
| FWL Investment Management, LLC | 0.03% | No change | 2,116 | $85K |
| UMB Bank, n.a. | 0.00% | No change | 2,100 | $84K |
| AE Wealth Management LLC | 0.00% | Add +2.1% | 1,946 | $78K |
| Transce3nd, LLC | 0.03% | Reduce -4.8% | 1,942 | $78K |
| Motco | 0.01% | No change | 1,923 | $77K |
| US Bancorp \de | 0.00% | No change | 1,830 | $73K |
| Coldstream Capital Management Inc. | 0.00% | New | 1,752 | $70K |
| Assetmark, Inc. | 0.00% | Add +66.3% | 1,641 | $66K |
| American Capital Advisory, LLC | 0.02% | No change | 943 | $38K |
| Golden State Wealth Management, LLC | 0.01% | New | 932 | $37K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +10.1% | 918 | $37K |
| Smartleaf Asset Management LLC | 0.00% | New | 909 | $36K |
| Bfsg, LLC | 0.00% | No change | 653 | $26K |
| NorthRock Partners, LLC | 0.00% | New | 588 | $23K |
| Jones Financial Companies LLLP | 0.00% | New | 561 | $22K |
| Clear Investment Research, LLC | 0.03% | Add +0.2% | 563 | $22K |
| Signaturefd, LLC | 0.00% | Reduce -79.6% | 556 | $22K |
| Arax Advisory Partners | 0.00% | New | 550 | $22K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -5.1% | 505 | $20K |
| Lanark Financial, Inc. | 0.00% | — | 427 | $17K |
| Allworth Financial LP | 0.00% | No change | 390 | $16K |
| Parkside Financial Bank & Trust | 0.00% | No change | 405 | $16K |
| Mather Group, Llc. | 0.00% | No change | 318 | $13K |
| Capital Analysts, LLC | 0.00% | No change | 242 | $10K |
| Geneos Wealth Management Inc. | 0.00% | No change | 250 | $10K |
| MGB Wealth Management, LLC | 0.00% | No change | 212 | $8K |
| MAI Capital Management | 0.00% | No change | 193 | $8K |
| Nemes Rush Group LLC | 0.00% | New | 164 | $7K |
| Farther Finance Advisors, LLC | 0.00% | No change | 106 | $4K |
| Cwm, LLC | 0.00% | No change | 85 | $3K |
| Compass Wealth Management LLC | 0.00% | New | 58 | $2K |
| ROSS\JOHNSON & Associates LLC | 0.04% | New | 53 | $2K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 44 | $2K |
| Iron Horse Wealth Management, LLC | 0.00% | New | 22 | $879 |
| Sandy Spring Bank | 0.00% | New | 8 | $320 |
"% of holder's portfolio" is IMTM's weight in each manager's 13F, not the share of iShares MSCI Intl Momentum F the manager owns.