iShares MSCI USA Momentum FaMTUMETF
13F holders, Q2 2026 (June 30)1,210holders +148
209new positions
64sold out
5famous investors
$342.20avg. 13F price*
At the end of Q2 2026, 1,210 institutions reported holding iShares MSCI USA Momentum Fa (MTUM) in their 13F filings, up 148 from Q1 2026. 209 opened new positions and 64 sold out. The largest holders were Mercer Global Advisors Inc. ($2.8B), Envestnet Asset Management Inc. ($2.7B) and FMR LLC ($2.0B). 5 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares MSCI USA Momentum Fa
- CUSIP
- 46432F396
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 209 | $794.5M |
| Exits | 64 | $93.5M |
All 13F filers, Q1 2026 → Q2 2026: 5,474,708 shares bought and 5,279,460 shares sold, net +195,248 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,210 holders
| Mercer Global Advisors Inc. | 3.44% | Reduce -3.2% | 8,117,410 | $2.8B |
| Envestnet Asset Management Inc. | 0.64% | Reduce -6.8% | 7,899,452 | $2.7B |
| FMR LLC | 0.09% | Add +4.1% | 5,705,939 | $2.0B |
| Raymond James Financial Inc. | 0.31% | Add +2.9% | 3,375,616 | $1.2B |
| LPL Financial LLC | 0.26% | Add +0.2% | 3,371,900 | $1.2B |
| Morgan Stanley | 0.05% | Reduce -12.1% | 2,708,782 | $928.7M |
| Blue Trust, Inc. | 5.07% | Add +10.6% | 1,409,680 | $483.3M |
| Ameriprise Financial Inc. | 0.09% | Reduce -2.5% | 1,333,850 | $457.9M |
| Bank of America Corp. | 0.03% | Add +12.8% | 1,319,411 | $452.3M |
| State of Michigan Retirement System | 1.98% | Reduce -2.8% | 1,301,990 | $446.4M |
| BlackRock, Inc. | 0.01% | Reduce -22.9% | 1,252,332 | $429.3M |
| Assetmark, Inc. | 0.67% | Reduce -2.9% | 1,140,605 | $391.0M |
| Cerity Partners LLC | 0.46% | Reduce -7.0% | 1,099,673 | $377.0M |
| Wells Fargo & Company | 0.06% | Add +28.5% | 1,086,149 | $372.4M |
| JPMorgan Chase & Co. | 0.02% | Reduce -12.3% | 1,003,960 | $337.3M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4.68% | Reduce -3.0% | 931,613 | $319.4M |
| MML Investors Services, LLC | 0.58% | Add +32.6% | 830,205 | $284.6M |
| UBS Group AG | 0.04% | Reduce -2.3% | 691,900 | $237.2M |
| Orgel Wealth Management, LLC | 4.37% | Reduce -1.6% | 672,724 | $230.6M |
| Park Avenue Securities LLC | 1.37% | Reduce -11.4% | 639,938 | $219.4M |
| Citigroup Inc. | 0.10% | Add +152.5% | 637,867 | $218.7M |
| Cetera Investment Advisers | 0.19% | Reduce -2.6% | 595,918 | $204.3M |
| Wealth Enhancement Advisory Services, LLC | 0.33% | Reduce -1.1% | 607,622 | $195.5M |
| Envestnet Portfolio Solutions, Inc. | 0.90% | Reduce -22.3% | 548,612 | $188.1M |
| Janney Montgomery Scott LLC | 0.33% | Reduce -16.9% | 499,697 | $171.3M |
| Royal Bank of Canada | 0.03% | Reduce -3.2% | 491,288 | $168.4M |
| Clearbridge Investments, LLC | 0.14% | New | 483,302 | $165.7M |
| PNC Financial Services Group, Inc. | 0.08% | Reduce -3.0% | 467,786 | $160.4M |
| Symmetry Partners, LLC | 7.46% | Reduce -2.0% | 426,885 | $146.3M |
| Savant Capital, LLC | 0.41% | Add +3.0% | 413,948 | $141.1M |
| Goldman Sachs Group Inc. | 0.01% | Add +9.4% | 391,288 | $134.1M |
| Balentine LLC | 4.63% | New | 380,266 | $130.4M |
| Captrust Financial Advisors | 0.20% | Add +3.8% | 372,327 | $127.6M |
| Arizona PSPRS Trust | 4.62% | Add +0.1% | 361,757 | $124.0M |
| Foundations Investment Advisors, LLC | 1.24% | Reduce -20.1% | 352,034 | $120.7M |
| Corient Private Wealth LP | 0.16% | Reduce -64.5% | 346,128 | $118.7M |
| Osaic Holdings, Inc. | 0.14% | Add +6.1% | 344,387 | $118.2M |
| Bank of New York Mellon Corp | 0.02% | Reduce -19.5% | 342,136 | $117.3M |
| Northwestern Mutual Wealth Management Co. | 0.06% | Reduce -12.2% | 337,175 | $115.6M |
| Stifel Financial Corp. | 0.10% | Add +0.8% | 335,012 | $114.9M |
| OneDigital Investment Advisors LLC | 0.95% | Reduce -22.3% | 328,191 | $112.5M |
| High Probability Advisors, LLC | 11.81% | Add +2.5% | 322,023 | $110.4M |
| NewEdge Advisors, LLC | 0.32% | Reduce -20.3% | 317,902 | $109.0M |
| Commonwealth Equity Services, LLC | 0.13% | Reduce -12.1% | 299,827 | $102.8M |
| Foster Group, Inc. | 2.62% | Reduce -9.5% | 287,607 | $98.6M |
| Merit Financial Group, LLC | 0.58% | Reduce -20.5% | 274,471 | $94.1M |
| Jones Financial Companies LLLP | 0.03% | Add +13.3% | 230,444 | $75.1M |
| JB Capital LLC | 2.52% | Reduce -25.8% | 212,113 | $72.7M |
| Cambridge Investment Research Advisors, Inc. | 0.16% | Reduce -7.0% | 209,549 | $71.8M |
| Strategic Financial Services, Inc. | 3.11% | Reduce -8.3% | 206,900 | $70.9M |
| Armbruster Capital Management, Inc. | 10.54% | Reduce -2.9% | 206,320 | $70.7M |
| Sanctuary Advisors, LLC | 0.33% | Reduce -15.5% | 205,348 | $70.4M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.10% | New | 200,000 | $68.6M |
| AdvisorShares Investments LLC | 8.05% | New | 194,494 | $66.7M |
| Ameritas Advisory Services, LLC | 1.33% | Add +51.2% | 192,185 | $65.9M |
| Keybank National Association | 0.21% | Reduce -1.4% | 183,285 | $62.8M |
| New York Life Investment Management LLC | 0.44% | Add +17.3% | 181,964 | $62.4M |
| Kathmere Capital Management, LLC | 3.31% | Add +0.4% | 181,563 | $62.2M |
| United Capital Financial Advisors, LLC | 0.32% | Reduce -22.3% | 166,581 | $57.2M |
| Rockefeller Capital Management L.P. | 0.09% | Add +3.2% | 162,354 | $55.7M |
| Sanchez Wealth Management Group | 9.56% | Add +2.4% | 159,211 | $54.6M |
| Integrated Wealth Concepts LLC | 0.35% | Reduce -3.1% | 156,329 | $53.6M |
| Advocacy Wealth Management, LLC | 1.88% | Reduce -25.2% | 150,686 | $51.7M |
| Thrivent Financial for Lutherans | 0.08% | Add +42.0% | 142,374 | $48.7M |
| Atria Investments, Inc | 0.48% | Reduce -3.6% | 140,944 | $48.3M |
| Truist Financial Corp. | 0.06% | Reduce -15.5% | 138,812 | $47.6M |
| Acropolis Investment Management, LLC | 1.86% | Reduce -2.9% | 137,797 | $47.2M |
| Mullooly Asset Management, Inc. | 14.15% | Reduce -2.5% | 134,087 | $46.0M |
| 1900 Wealth Management LLC | 2.52% | Reduce -0.5% | 132,103 | $45.3M |
| Beacon Pointe Advisors, LLC | 0.21% | Reduce -0.6% | 131,871 | $45.2M |
| Stonehearth Capital Management, LLC | 13.68% | Reduce -5.7% | 116,926 | $40.1M |
| M&T Bank Corp | 0.11% | Reduce -0.2% | 113,665 | $39.0M |
| Oppenheimer & Co. Inc. | 0.41% | Add +2.7% | 113,255 | $38.8M |
| Savvy Advisors, Inc. | 0.83% | Reduce -2.5% | 113,097 | $38.8M |
| Kestra Advisory Services, LLC | 0.13% | Add +7.7% | 112,880 | $38.7M |
| BNP Paribas Financial Markets | 0.02% | Add +531.8% | 111,711 | $38.3M |
| Apella Capital, LLC | 0.54% | Reduce -3.2% | 121,579 | $38.0M |
| Journey Advisory Group, LLC | 2.85% | Add +76.4% | 108,657 | $37.3M |
| HighTower Advisors, LLC | 0.03% | Add +3.1% | 105,428 | $36.1M |
| Lido Advisors, LLC | 0.13% | Reduce -32.5% | 104,732 | $35.9M |
| Convergence Financial, LLC | 2.84% | Add +17.8% | 104,086 | $35.7M |
| Sequoia Financial Advisors, LLC | 0.18% | Add +6.7% | 103,852 | $35.6M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.84% | New | 102,412 | $35.1M |
| Baird Financial Group, Inc. | 0.05% | Add +20.9% | 102,369 | $35.1M |
| Marshall Wace, LLP | 0.03% | New | 99,639 | $34.2M |
| Clark Capital Management Group, Inc. | 0.18% | Add +10184.3% | 98,112 | $33.6M |
| Vise Technologies, Inc. | 0.38% | Add +190.8% | 96,996 | $33.3M |
| AE Wealth Management LLC | 0.15% | Reduce -23.1% | 96,754 | $33.2M |
| Mariner, LLC | 0.03% | Reduce -5.8% | 91,250 | $31.3M |
| Susquehanna International Group, LLP | 0.03% | Add +397.8% | 90,906 | $31.2M |
| Trinity Wealth Management, LLC | 9.76% | Add +27.8% | 89,744 | $30.8M |
| Prudent Investors Network, Inc. | 5.96% | Add +29.8% | 89,724 | $30.8M |
| Barclays PLC | 0.01% | Add +2080.7% | 89,037 | $30.5M |
| Quadrature Capital Ltd | 0.26% | New | 87,445 | $30.0M |
| Orion Porfolio Solutions, LLC | 0.22% | Add +63.2% | 83,121 | $28.5M |
| Private Advisor Group, LLC | 0.13% | Add +6.0% | 82,495 | $28.3M |
| Invst, LLC | 2.74% | Add +200.3% | 81,852 | $28.1M |
| Bell Investment Advisors, Inc | 3.92% | Reduce -11.8% | 77,807 | $26.7M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1.26% | Reduce -28.5% | 74,194 | $25.4M |
| Glenview Trust Co | 0.35% | Reduce -0.4% | 73,959 | $25.4M |
"% of holder's portfolio" is MTUM's weight in each manager's 13F, not the share of iShares MSCI USA Momentum Fa the manager owns.