iShares MSCI USA Momentum FaMTUMETF
13F holders, Q1 2024 (March 31)682holders
2famous investors
$187.30avg. 13F price*
At the end of Q1 2024, 682 institutions reported holding iShares MSCI USA Momentum Fa (MTUM) in their 13F filings. The largest holders were Envestnet Asset Management Inc. ($1.5B), Mercer Global Advisors Inc. ($1.4B) and Raymond James & Associates ($469.9M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Ken Fisher (0.0% of Fisher Asset Management'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 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 108 | $270.9M |
| Exits | 57 | $48.7M |
Ownership 682 holders
| Envestnet Asset Management Inc. | 0.58% | Add +15.7% | 8,266,583 | $1.5B |
| Mercer Global Advisors Inc. | 3.91% | Add +8.8% | 7,337,780 | $1.4B |
| Raymond James & Associates | 0.32% | Reduce -1.7% | 2,507,875 | $469.9M |
| BlackRock Inc. | 0.01% | Add +95.3% | 1,577,831 | $295.6M |
| Assetmark, Inc. | 0.94% | Reduce -5.8% | 1,550,901 | $290.6M |
| Bank of America Corp. | 0.03% | Add +55.0% | 1,533,560 | $287.3M |
| Morgan Stanley | 0.02% | Add +3.7% | 1,417,964 | $265.7M |
| State of Michigan Retirement System | 1.41% | Reduce -5.1% | 1,401,240 | $262.5M |
| Blue Trust, Inc. | 3.27% | Add +20.1% | 1,239,696 | $232.3M |
| Savant Capital, LLC | 2.49% | Add +4.4% | 1,157,133 | $216.8M |
| Cerity Partners LLC | 0.52% | Reduce -7.8% | 1,054,473 | $197.6M |
| Wealth Enhancement Advisory Services, LLC | 0.51% | Reduce -68.1% | 1,052,751 | $197.2M |
| Cwm, LLC | 0.76% | Reduce -26.3% | 835,639 | $156.6M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4.77% | Add +0.1% | 821,075 | $153.8M |
| UBS Group AG | 0.05% | Add +28.7% | 760,462 | $142.5M |
| Ameriprise Financial Inc. | 0.04% | Add +65.2% | 719,026 | $134.9M |
| Corient Private Wealth LP | 0.22% | Reduce -0.1% | 655,589 | $122.8M |
| LPL Financial LLC | 0.06% | Add +8.2% | 611,393 | $114.5M |
| Wells Fargo & Company | 0.03% | Add +30.1% | 571,812 | $107.1M |
| FMR LLC | 0.01% | Reduce -0.4% | 568,835 | $106.6M |
| PNC Financial Services Group, Inc. | 0.07% | Reduce -2.7% | 550,404 | $103.1M |
| AdvisorShares Investments LLC | 17.17% | New | 497,000 | $93.1M |
| Horizon Investments, LLC | 2.03% | Add +67291.8% | 413,112 | $77.4M |
| Bank of New York Mellon Corp | 0.01% | Add +11.7% | 410,158 | $76.8M |
| Royal Bank of Canada | 0.02% | Add +29.3% | 407,194 | $76.3M |
| Raymond James Financial Services Advisors, Inc. | 0.10% | Add +32.9% | 368,060 | $69.0M |
| Goldman Sachs Group Inc. | 0.01% | Add +1298.9% | 366,390 | $68.6M |
| Symmetry Partners, LLC | 4.88% | Reduce -38.0% | 332,585 | $62.3M |
| Apella Capital, LLC | 2.98% | Reduce -4.6% | 317,746 | $59.1M |
| Keybank National Association | 0.24% | Reduce -13.3% | 308,688 | $57.8M |
| Osaic Holdings, Inc. | 0.12% | Add +5.3% | 294,315 | $55.1M |
| Commonwealth Equity Services, LLC | 0.09% | Add +6.6% | 292,031 | $54.7M |
| JPMorgan Chase & Co. | 0.00% | Reduce -5.6% | 253,707 | $47.5M |
| Trilogy Capital Inc. | 2.72% | Reduce -6.6% | 252,008 | $47.2M |
| Clark Capital Management Group, Inc. | 0.34% | New | 241,996 | $45.3M |
| Armbruster Capital Management, Inc. | 8.32% | Reduce -2.5% | 208,756 | $39.1M |
| High Probability Advisors, LLC | 6.94% | Add +1.3% | 199,855 | $37.4M |
| Ameritas Advisory Services, LLC | 1.54% | Add +8.1% | 200,869 | $37.4M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Add +1.6% | 198,338 | $37.2M |
| Janney Montgomery Scott LLC | 0.11% | Add +0.4% | 197,226 | $37.0M |
| Integrated Wealth Concepts LLC | 0.49% | Reduce -6.7% | 181,650 | $34.0M |
| Cetera Investment Advisers | 0.08% | Add +2256.8% | 175,700 | $32.9M |
| Kathmere Capital Management, LLC | 3.76% | Add +1.6% | 175,485 | $32.9M |
| Stonehearth Capital Management, LLC | 14.40% | Add +21.8% | 169,805 | $31.8M |
| 1900 Wealth Management LLC | 2.89% | Reduce -10.4% | 169,315 | $31.7M |
| Prudential PLC | 0.22% | Add +7364.4% | 143,092 | $26.8M |
| Cobblestone Capital Advisors LLC | 1.59% | Add +1.4% | 135,039 | $25.3M |
| Insight Wealth Strategies, LLC | 3.67% | Reduce -9.1% | 133,485 | $25.0M |
| Jane Street Group, LLC | 0.03% | Add +484.5% | 126,920 | $23.8M |
| CFO4Life Group, LLC | 4.22% | Add +1.3% | 124,220 | $23.3M |
| AE Wealth Management LLC | 0.26% | Reduce -25.6% | 121,592 | $22.8M |
| Invst, LLC | 2.69% | Add +1.4% | 120,861 | $22.7M |
| Citadel Advisors | 0.02% | Add +202.3% | 119,985 | $22.5M |
| Private Advisor Group, LLC | 0.16% | Add +68.5% | 119,334 | $22.4M |
| Captrust Financial Advisors | 0.08% | Reduce -13.2% | 118,973 | $22.3M |
| OneDigital Investment Advisors LLC | 0.34% | Reduce -42.9% | 115,906 | $21.7M |
| Acropolis Investment Management, LLC | 1.41% | Add +0.9% | 114,699 | $21.5M |
| Oxford Financial Group, LTD. LLC | 1.42% | Reduce -6.5% | 109,172 | $20.5M |
| Strategic Financial Services, Inc. | 1.29% | Add +0.9% | 106,306 | $19.9M |
| Baird Financial Group, Inc. | 0.04% | Add +69.4% | 106,072 | $19.9M |
| GeoWealth Management, LLC | 0.77% | Add +27064.1% | 105,940 | $19.8M |
| Sensible Financial Planning & Management, LLC. | 4.34% | Reduce -3.8% | 104,877 | $19.6M |
| Bell Investment Advisors, Inc | 3.74% | Reduce -5.0% | 102,220 | $19.2M |
| Yeomans Consulting Group, Inc. | 8.28% | New | 100,971 | $18.9M |
| Orion Porfolio Solutions, LLC | 0.20% | Add +222.4% | 99,627 | $18.7M |
| Orion Portfolio Solutions, LLC | 0.20% | Add +222.4% | 99,627 | $18.7M |
| Oppenheimer & Co. Inc. | 0.31% | Reduce -0.3% | 99,585 | $18.7M |
| Glenview Trust Co | 0.39% | Reduce -4.6% | 97,935 | $18.3M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Add +1.4% | 92,265 | $17.3M |
| Meredith Wealth Planning | 9.22% | Reduce -1.6% | 88,254 | $16.5M |
| Summit Wealth Group, LLC | 11.25% | Add +0.1% | 88,169 | $16.5M |
| Q3 Asset Management | 4.65% | Add +35.4% | 87,329 | $16.4M |
| Foundations Investment Advisors, LLC | 0.43% | Add +7.1% | 86,891 | $16.3M |
| Journey Advisory Group, LLC | 1.98% | Reduce -3.7% | 85,649 | $16.0M |
| Trinity Wealth Management, LLC | 8.25% | Reduce -0.8% | 85,329 | $16.0M |
| Mariner, LLC | 0.03% | Add +95.0% | 78,885 | $14.8M |
| Prudent Investors Network, Inc. | 5.50% | — | 77,818 | $14.6M |
| Foster Group, Inc. | 0.68% | Add +9.7% | 72,923 | $13.7M |
| Sanchez Wealth Management Group | 4.51% | Add +1.0% | 71,085 | $13.3M |
| MA Private Wealth | 2.64% | Add +3.3% | 69,593 | $13.0M |
| MML Investors Services, LLC | 0.05% | Add +8.8% | 68,876 | $12.9M |
| Win Advisors, Inc. | 5.67% | New | 68,704 | $12.9M |
| Advisory Services Network, LLC | 0.27% | Add +3278.0% | 65,973 | $12.4M |
| CPC Advisors, LLC | 2.10% | Add +0.8% | 65,634 | $12.3M |
| Stifel Financial Corp. | 0.01% | Add +12.4% | 64,662 | $12.1M |
| Jmac Enterprises LLC | 2.19% | Add +7.5% | 62,855 | $11.8M |
| Aptus Capital Advisors, LLC | 0.25% | Add +16128.6% | 61,182 | $11.5M |
| Franklin Resources Inc. | 0.00% | Add +1.6% | 60,894 | $11.4M |
| Well Done, LLC | 2.21% | Reduce -52.6% | 60,021 | $11.2M |
| Straight Path Wealth Management | 6.30% | Reduce -0.8% | 59,907 | $11.2M |
| M&T Bank Corp | 0.04% | Reduce -26.7% | 57,365 | $10.7M |
| Rockefeller Capital Management L.P. | 0.03% | Reduce -2.8% | 54,469 | $10.2M |
| Susquehanna International Group, LLP | 0.02% | Reduce -4.6% | 54,436 | $10.2M |
| Beacon Pointe Advisors, LLC | 0.11% | Reduce -5.1% | 53,161 | $10.0M |
| Waverly Advisors, LLC | 0.23% | New | 52,945 | $9.9M |
| Lido Advisors, LLC | 0.08% | New | 47,411 | $8.9M |
| Choreo, LLC | 0.22% | Add +1.4% | 46,173 | $8.7M |
| EdgeRock Capital LLC | 6.78% | Add +26.6% | 45,473 | $8.5M |
| Garrett Wealth Advisory Group, LLC | 3.42% | Reduce -3.1% | 44,545 | $8.3M |
| Atria Wealth Solutions, Inc. | 0.09% | Add +51.1% | 44,413 | $8.3M |
"% 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.