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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Parkside Financial Bank & TrustBuy+787+194.3%1,192$63.57KQ2 2026Sep 04, 2026
Corient Private Wealth LlcBuy+5,7065,706$304.30KQ2 2026Aug 27, 2026
West Michigan Advisors, LlcBuy+5,430+15.3%40,860$2.18MQ2 2026Aug 21, 2026
Gill Capital Partners, LlcBuy+130130$6.93KQ2 2026Aug 20, 2026
Mercer Global Advisors IncBuy+1,841,268+7.7%25,849,053$1.38BQ2 2026Aug 19, 2026
Equitable Holdings, Inc.Sell-1,010-2.0%48,477$2.59MQ2 2026Aug 17, 2026
Ameriprise Financial IncBuy+764,004764,004$40.75MQ2 2026Aug 14, 2026
Royal Bank Of CanadaSell-208,133-62.8%123,523$6.59MQ2 2026Aug 14, 2026
Peapack Gladstone Financial CorpBuy+134,899+57.4%369,827$19.72MQ2 2026Aug 14, 2026
Insigneo Advisory Services, LlcBuy+30,809+175.1%48,409$2.58MQ2 2026Aug 14, 2026
Medallion Wealth Advisors, LlcSell-21,896-98.7%295$15.34KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+21,446+10.0%235,122$12.54MQ2 2026Aug 14, 2026
Charles Schwab Investment Management IncSell-16,033-2.1%733,639$39.12MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+11,634+1.6%743,848$39.67MQ2 2026Aug 14, 2026
Goldman Sachs Group IncBuy+10,415+63.7%26,756$1.43MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+7,527+15.0%57,824$3.08MQ2 2026Aug 14, 2026
Hyundai Investments Co., Ltd.Buy+6,412+147.7%10,754$567.92KQ2 2026Aug 14, 2026
Morganrosel Wealth Management, LlcBuy+5,543+11.2%55,052$2.94MQ2 2026Aug 14, 2026
Kintra Wealth, LlcBuy+5,4455,445$295.39KQ2 2026Aug 14, 2026
Efg International AgBuy+4,200+22.2%23,145$1.23MQ2 2026Aug 14, 2026
Cerity Partners LlcSell-2,743-17.7%12,766$680.83KQ2 2026Aug 14, 2026
Cresset Asset Management, LlcBuy+2,724+61.4%7,161$381.90KQ2 2026Aug 14, 2026
Aqr Capital Management LlcSell-2,224-3.1%68,529$3.65MQ2 2026Aug 14, 2026
Betterment LlcBuy+1,629+2.5%66,460$3.54MQ2 2026Aug 14, 2026
Federation Des Caisses Desjardins Du QuebecBuy+330330$17.60KQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+266+28.4%1,202$64.11KQ2 2026Aug 14, 2026
Action Point Financial Planning, LlcBuy+231231$12.32KQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+8181$4.32KQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+5050$2.62KQ2 2026Aug 14, 2026
Morgan StanleyBuy+103,207+7.1%1,554,531$82.90MQ2 2026Aug 13, 2026
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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.