iShares MSCI Intl Momentum FIMTMETF

13F holders, Q2 2025 (June 30)
192holders +24
34new positions
10sold out
2famous investors
$45.59avg. 13F price*

At the end of Q2 2025, 192 institutions reported holding iShares MSCI Intl Momentum F (IMTM) in their 13F filings, up 24 from Q1 2025. 34 opened new positions and 10 sold out. The largest holders were Mercer Global Advisors Inc. ($942.5M), Envestnet Asset Management Inc. ($860.0M) and Wealth Enhancement Advisory Services, LLC ($828.8M). 2 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and 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

050100150200250 Q1 2024: 137Q1 2024Q2 2024: 154Q2 2024Q3 2024: 151Q3 2024Q4 2024: 164Q4 2024Q1 2025: 168Q1 2025Q2 2025: 192Q2 2025Q3 2025: 206Q3 2025Q4 2025: 228Q4 2025Q1 2026: 232Q1 2026Q2 2026: 235Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions34$46.3M
Exits10$6.8M

All 13F filers, Q1 2025 → Q2 2025: 6,195,142 shares bought and 1,104,801 shares sold, net +5,090,341 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 192 holders

Mercer Global Advisors Inc. 2.12% Add +3.7% 20,627,637 $942.5M
Envestnet Asset Management Inc. 0.25% Add +4.9% 18,821,987 $860.0M
Wealth Enhancement Advisory Services, LLC 1.37% Add +3.8% 18,286,649 $828.8M
Victory Capital Management Inc. 0.05% Reduce -11.4% 1,580,990 $72.2M
Ritholtz Wealth Management 1.48% Add +22.5% 1,469,111 $67.1M
Morgan Stanley 0.00% Add +503.9% 988,858 $45.2M
BlackRock, Inc. 0.00% Reduce -26.3% 789,921 $36.1M
Northwestern Mutual Wealth Management Co. 0.02% Add +2.8% 621,816 $28.4M
Acropolis Investment Management, LLC 1.51% Add +1.0% 601,479 $27.5M
Ameriprise Financial Inc. 0.01% Reduce -25.2% 577,748 $26.3M
FMR LLC 0.00% Add +5.3% 575,945 $26.3M
UBS Group AG 0.00% Add +0.0% 486,310 $22.2M
Mariner, LLC 0.03% Add +6.5% 457,242 $20.9M
Armbruster Capital Management, Inc. 3.73% Add +3.4% 450,342 $20.6M
Great Valley Advisor Group, Inc. 0.42% Add +24.5% 413,329 $18.9M
Kathmere Capital Management, LLC 1.43% Add +1.0% 407,253 $18.6M
Symmetry Partners, LLC 2.19% Add +13.6% 389,319 $17.8M
Janney Montgomery Scott LLC 0.04% Add +4.5% 372,969 $17.0M
Royal Bank of Canada 0.00% Add +659.8% 367,790 $16.8M
Bank of America Corp. 0.00% Add +7.8% 362,529 $16.6M
Shore Point Advisors, LLC 7.81% Add +1.1% 355,848 $16.3M
Apella Capital, LLC 0.36% Reduce -14.2% 295,661 $13.3M
Klaas Financial Asset Advisors, LLC 2.06% Add +0.4% 284,903 $13.0M
Cabot Wealth Management Inc. 1.53% Reduce -1.1% 281,656 $12.9M
LPL Financial LLC 0.00% Add +55.4% 273,729 $12.5M
Atlas Capital Advisors Inc. 1.47% Reduce -2.1% 263,120 $12.0M
Family Capital Trust Co 4.10% Reduce -0.7% 258,862 $11.8M
Straight Path Wealth Management 3.99% Add +4.0% 257,226 $11.8M
Jane Street Group, LLC 0.02% New 250,147 $11.4M
Atwood & Palmer Inc. 0.69% Reduce -1.5% 240,274 $11.0M
Sequoia Financial Advisors, LLC 0.07% Reduce -32.0% 239,115 $10.9M
Meredith Wealth Planning 3.95% Add +4.0% 237,925 $10.9M
CGC Financial Services, LLC 3.34% Reduce -2.1% 216,744 $9.9M
Segment Wealth Management, LLC 0.62% Reduce -0.3% 213,444 $9.8M
Cetera Investment Advisers 0.02% Add +239.7% 206,175 $9.4M
Vise Technologies, Inc. 0.39% — 205,484 $9.4M
Steward Partners Investment Advisory, LLC 0.07% Add +20304.1% 187,310 $8.6M
Peapack Gladstone Financial Corp. 0.12% Add +250.9% 187,109 $8.5M
Solano Wealth Investment Advisors LLC 4.29% New 182,858 $8.4M
Archvest Wealth Advisors, Inc. 6.85% Add +5.8% 172,039 $7.9M
Empire Life Investments Inc. 0.45% Add +454.5% 153,600 $7.0M
Venturi Wealth Management, LLC 0.33% Reduce -5.8% 146,174 $6.7M
Osaic Holdings, Inc. 0.01% Add +55.2% 138,446 $6.3M
Financial Freedom, LLC 3.17% Add +2.5% 128,891 $5.9M
Opes Wealth Management LLC 1.02% Reduce -0.1% 125,321 $5.7M
Focus Financial Network, Inc. 0.23% Add +1.8% 124,985 $5.7M
Commonwealth Equity Services, LLC 0.01% Add +131.3% 111,920 $5.1M
MML Investors Services, LLC 0.01% Add +127.5% 108,945 $5.0M
Tacita Capital Inc 3.18% Add +2.6% 108,409 $5.0M
Alexis Investment Partners, LLC 2.05% New 104,898 $4.8M
Atria Investments, Inc 0.06% Add +1.2% 102,057 $4.7M
Financial Partners Group, Inc 0.59% Add +228.2% 93,644 $4.3M
Occidental Asset Management, LLC 0.58% Reduce -1.4% 91,744 $4.2M
Clark Capital Management Group, Inc. 0.03% New 91,045 $4.2M
Unison Advisors LLC 0.45% Add +5.4% 88,674 $4.1M
Impact Capital Partners LLC 1.28% Add +0.2% 85,439 $3.9M
JPMorgan Chase & Co. 0.00% Add +60.4% 85,359 $3.9M
FAS Wealth Partners, Inc. 0.28% Add +0.5% 84,214 $3.8M
D. E. Shaw & Co. 0.00% New 84,086 $3.8M
1900 Wealth Management LLC 0.29% Reduce -0.6% 83,713 $3.8M
Columbus Macro, LLC 0.38% Reduce -1.3% 67,301 $3.1M
Shufro Rose & Co. LLC 0.25% Reduce -0.5% 76,499 $3.1M
NorthCrest Asset Manangement, LLC 0.08% Add +4.0% 64,062 $2.9M
RHS Financial, LLC 1.64% Reduce -2.5% 63,359 $2.9M
Betterment LLC 0.01% Add +0.2% 63,321 $2.9M
National Bank of Canada 0.00% Add +89.0% 61,165 $2.8M
Tactive Advisors, LLC 0.82% — 55,657 $2.5M
MorganRosel Wealth Management, LLC 0.69% Add +0.7% 55,365 $2.5M
Stratos Wealth Advisors, LLC 0.13% Add +96.8% 55,297 $2.5M
Financial Enhancement Group LLC 0.35% Reduce -1.1% 54,797 $2.5M
Dopkins Wealth Management, LLC 1.08% Add +0.2% 52,695 $2.4M
Focus Partners Advisor Solutions, LLC 0.03% Add +0.2% 52,694 $2.4M
Fifth Third Securities, Inc. 0.17% Add +2.7% 50,581 $2.3M
Vantage Financial Partners, LLC 0.51% Reduce -6.1% 48,438 $2.2M
Signature Estate & Investment Advisors LLC 0.05% New 45,349 $2.1M
Equitable Holdings, Inc. 0.02% Reduce -1.1% 43,185 $2.0M
Valued Retirements, Inc. 2.20% Add +38.4% 42,617 $1.9M
Raymond James Financial Inc. 0.00% Add +35.9% 41,775 $1.9M
Arizona PSPRS Trust 0.06% Reduce -38.1% 40,700 $1.9M
Brickley Wealth Management 0.36% No change 40,612 $1.9M
Southland Equity Partners LLC 0.38% Reduce -1.4% 37,860 $1.7M
Private Advisor Group, LLC 0.01% Add +102.7% 36,110 $1.6M
IFP Advisors, Inc 0.04% Add +98.4% 31,629 $1.4M
Glass Jacobson Investment Advisors llc 0.55% Add +16.4% 31,278 $1.4M
Capital Investment Advisory Services, LLC 0.11% Add +33.5% 30,561 $1.4M
Park Avenue Securities LLC 0.01% New 28,863 $1.3M
Qube Research & Technologies Ltd 0.00% Add +196.2% 27,892 $1.3M
Professional Financial Advisors, LLC 0.29% Add +1.9% 27,709 $1.3M
RPS Advisory Solutions LLC 0.68% New 27,141 $1.2M
Callan Family Office, LLC 0.04% No change 24,425 $1.1M
Envestnet Portfolio Solutions, Inc. 0.00% Add +208.2% 23,983 $1.1M
Creative Financial Designs Inc. 0.08% Add +0.4% 22,866 $1.0M
Cowa, LLC 0.40% New 22,824 $1.0M
Brown Advisory Inc. 0.00% Add +8.8% 21,670 $990K
Simplicity Wealth,LLC 0.04% New 19,223 $878K
Capital Advisors Inc. 0.02% Add +0.2% 19,219 $878K
Harbour Investments, Inc. 0.02% Add +132.2% 19,057 $871K
Ariadne Wealth Management, LP 0.40% Reduce -37.8% 18,036 $844K
Belpointe Asset Management LLC 0.03% New 17,900 $818K
Medallion Wealth Advisors, LLC 0.30% Add +154.0% 16,850 $764K

"% 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.

Show all 192 holders