ISHARES MSCI INTL MOMENTUM F (IMTM) Institutional Ownership Changes & 13F Activity
ISHARES MSCI INTL MOMENTUM F (IMTM). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Mercer Global Advisors Inc, Ameriprise Financial Inc, Royal Bank Of Canada, Peapack Gladstone Financial Corp, and Morgan Stanley.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Parkside Financial Bank & Trust | Buy | +787 | +194.3% | 1,192 | $63.57K | Q2 2026 | Sep 04, 2026 |
| Corient Private Wealth Llc | Buy | +5,706 | — | 5,706 | $304.30K | Q2 2026 | Aug 27, 2026 |
| West Michigan Advisors, Llc | Buy | +5,430 | +15.3% | 40,860 | $2.18M | Q2 2026 | Aug 21, 2026 |
| Gill Capital Partners, Llc | Buy | +130 | — | 130 | $6.93K | Q2 2026 | Aug 20, 2026 |
| Mercer Global Advisors Inc | Buy | +1,841,268 | +7.7% | 25,849,053 | $1.38B | Q2 2026 | Aug 19, 2026 |
| Equitable Holdings, Inc. | Sell | -1,010 | -2.0% | 48,477 | $2.59M | Q2 2026 | Aug 17, 2026 |
| Ameriprise Financial Inc | Buy | +764,004 | — | 764,004 | $40.75M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Sell | -208,133 | -62.8% | 123,523 | $6.59M | Q2 2026 | Aug 14, 2026 |
| Peapack Gladstone Financial Corp | Buy | +134,899 | +57.4% | 369,827 | $19.72M | Q2 2026 | Aug 14, 2026 |
| Insigneo Advisory Services, Llc | Buy | +30,809 | +175.1% | 48,409 | $2.58M | Q2 2026 | Aug 14, 2026 |
| Medallion Wealth Advisors, Llc | Sell | -21,896 | -98.7% | 295 | $15.34K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +21,446 | +10.0% | 235,122 | $12.54M | Q2 2026 | Aug 14, 2026 |
| Charles Schwab Investment Management Inc | Sell | -16,033 | -2.1% | 733,639 | $39.12M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Buy | +11,634 | +1.6% | 743,848 | $39.67M | Q2 2026 | Aug 14, 2026 |
| Goldman Sachs Group Inc | Buy | +10,415 | +63.7% | 26,756 | $1.43M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +7,527 | +15.0% | 57,824 | $3.08M | Q2 2026 | Aug 14, 2026 |
| Hyundai Investments Co., Ltd. | Buy | +6,412 | +147.7% | 10,754 | $567.92K | Q2 2026 | Aug 14, 2026 |
| Morganrosel Wealth Management, Llc | Buy | +5,543 | +11.2% | 55,052 | $2.94M | Q2 2026 | Aug 14, 2026 |
| Kintra Wealth, Llc | Buy | +5,445 | — | 5,445 | $295.39K | Q2 2026 | Aug 14, 2026 |
| Efg International Ag | Buy | +4,200 | +22.2% | 23,145 | $1.23M | Q2 2026 | Aug 14, 2026 |
| Cerity Partners Llc | Sell | -2,743 | -17.7% | 12,766 | $680.83K | Q2 2026 | Aug 14, 2026 |
| Cresset Asset Management, Llc | Buy | +2,724 | +61.4% | 7,161 | $381.90K | Q2 2026 | Aug 14, 2026 |
| Aqr Capital Management Llc | Sell | -2,224 | -3.1% | 68,529 | $3.65M | Q2 2026 | Aug 14, 2026 |
| Betterment Llc | Buy | +1,629 | +2.5% | 66,460 | $3.54M | Q2 2026 | Aug 14, 2026 |
| Federation Des Caisses Desjardins Du Quebec | Buy | +330 | — | 330 | $17.60K | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +266 | +28.4% | 1,202 | $64.11K | Q2 2026 | Aug 14, 2026 |
| Action Point Financial Planning, Llc | Buy | +231 | — | 231 | $12.32K | Q2 2026 | Aug 14, 2026 |
| Ifg Advisory, Llc | Buy | +81 | — | 81 | $4.32K | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +50 | — | 50 | $2.62K | Q2 2026 | Aug 14, 2026 |
| Morgan Stanley | Buy | +103,207 | +7.1% | 1,554,531 | $82.90M | Q2 2026 | Aug 13, 2026 |
Frequently asked questions about IMTM activity
Which institutional owners are buying IMTM?
Institutional owners buying IMTM include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in IMTM activity?
"Buy" means an investor increased their reported position in IMTM compared to the prior reporting period. This reflects growing exposure to ISHARES MSCI INTL MOMENTUM F (IMTM) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in IMTM increasing?
Institutional interest in IMTM can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.