iShares MSCI USA Momentum FaMTUMETF
13F holders, Q2 2024 (June 30)693holders +11
70new positions
66sold out
5famous investors
$193.91avg. 13F price*
At the end of Q2 2024, 693 institutions reported holding iShares MSCI USA Momentum Fa (MTUM) in their 13F filings, up 11 from Q1 2024. 70 opened new positions and 66 sold out. The largest holders were Envestnet Asset Management Inc. ($1.5B), Mercer Global Advisors Inc. ($1.5B) and Raymond James & Associates ($475.8M). 5 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Israel Englander (0.0% of Millennium 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 70 | $75.6M |
| Exits | 66 | $67.2M |
All 13F filers, Q1 2024 → Q2 2024: 3,523,193 shares bought and 3,519,213 shares sold, net +3,980 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 693 holders
| Envestnet Asset Management Inc. | 0.54% | Reduce -4.5% | 7,895,907 | $1.5B |
| Mercer Global Advisors Inc. | 3.99% | Add +2.9% | 7,551,417 | $1.5B |
| Raymond James & Associates | 0.31% | Reduce -2.6% | 2,441,423 | $475.8M |
| Bank of America Corp. | 0.03% | Add +19.6% | 1,834,968 | $357.6M |
| Assetmark, Inc. | 0.98% | Add +4.5% | 1,620,092 | $315.7M |
| BlackRock Inc. | 0.01% | Reduce -4.5% | 1,506,471 | $293.6M |
| Morgan Stanley | 0.02% | Add +0.9% | 1,430,728 | $278.8M |
| State of Michigan Retirement System | 1.30% | Reduce -7.7% | 1,293,590 | $252.1M |
| Blue Trust, Inc. | 3.14% | Reduce -1.3% | 1,223,067 | $229.1M |
| Savant Capital, LLC | 2.18% | Reduce -3.6% | 1,115,289 | $217.3M |
| JPMorgan Chase & Co. | 0.02% | Add +333.4% | 1,099,505 | $214.3M |
| Cerity Partners LLC | 0.55% | Reduce -0.6% | 1,047,672 | $204.2M |
| Wealth Enhancement Advisory Services, LLC | 0.47% | Reduce -3.2% | 1,018,789 | $198.5M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4.88% | Add +1.1% | 830,036 | $161.7M |
| UBS Group AG | 0.04% | Reduce -6.1% | 714,323 | $139.2M |
| Ameriprise Financial Inc. | 0.04% | Reduce -6.7% | 670,657 | $130.7M |
| Corient Private Wealth LP | 0.22% | Add +0.6% | 659,329 | $128.5M |
| LPL Financial LLC | 0.06% | Reduce -0.6% | 607,818 | $118.4M |
| Wells Fargo & Company | 0.03% | Add +5.7% | 604,280 | $117.8M |
| FMR LLC | 0.01% | Add +5.6% | 600,925 | $117.1M |
| Goldman Sachs Group Inc. | 0.02% | Add +56.1% | 571,946 | $111.5M |
| PNC Financial Services Group, Inc. | 0.07% | Reduce -1.3% | 543,376 | $105.9M |
| Symmetry Partners, LLC | 5.43% | Add +62.8% | 541,276 | $105.5M |
| Cwm, LLC | 0.47% | Reduce -38.7% | 511,891 | $99.8M |
| AdvisorShares Investments LLC | 16.56% | Reduce -2.0% | 487,118 | $95.1M |
| Horizon Investments, LLC | 2.22% | Reduce -0.2% | 412,290 | $80.3M |
| Raymond James Financial Services Advisors, Inc. | 0.11% | Add +6.0% | 390,151 | $76.0M |
| Royal Bank of Canada | 0.02% | Reduce -5.1% | 386,423 | $75.3M |
| Arizona PSPRS Trust | 4.52% | — | 355,498 | $69.3M |
| Apella Capital, LLC | 2.85% | Add +0.3% | 318,690 | $63.7M |
| Trilogy Capital Inc. | 2.98% | Add +11.9% | 281,971 | $54.9M |
| Foster Group, Inc. | 2.13% | Add +281.1% | 277,940 | $54.2M |
| Bank of New York Mellon Corp | 0.01% | Reduce -32.4% | 277,099 | $54.0M |
| High Probability Advisors, LLC | 9.59% | Add +35.7% | 271,275 | $52.9M |
| Commonwealth Equity Services, LLC | 0.08% | Reduce -10.9% | 260,257 | $50.7M |
| Keybank National Association | 0.18% | Reduce -25.2% | 230,760 | $45.0M |
| Osaic Holdings, Inc. | 0.11% | Reduce -21.9% | 230,000 | $44.8M |
| Strategic Financial Services, Inc. | 2.64% | Add +101.5% | 214,248 | $41.8M |
| Armbruster Capital Management, Inc. | 8.62% | Add +2.0% | 213,014 | $41.5M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Add +2.4% | 203,140 | $39.6M |
| Ameritas Advisory Services, LLC | 1.46% | Reduce -1.3% | 198,184 | $38.6M |
| Kathmere Capital Management, LLC | 3.71% | Add +2.4% | 179,752 | $35.0M |
| Janney Montgomery Scott LLC | 0.11% | Reduce -10.3% | 176,998 | $34.5M |
| Stonehearth Capital Management, LLC | 14.72% | Add +3.9% | 176,411 | $34.4M |
| Cetera Investment Advisers | 0.08% | Reduce -0.8% | 174,238 | $34.0M |
| Integrated Wealth Concepts LLC | 0.43% | Reduce -10.7% | 162,161 | $31.6M |
| Two Sigma Advisers, LP | 0.07% | New | 159,700 | $31.1M |
| 1900 Wealth Management LLC | 2.60% | Reduce -15.8% | 142,570 | $27.8M |
| Cobblestone Capital Advisors LLC | 1.64% | Add +1.2% | 136,708 | $26.6M |
| Insight Wealth Strategies, LLC | 3.74% | Add +1.2% | 135,028 | $26.3M |
| OneDigital Investment Advisors LLC | 0.31% | Add +10.9% | 128,544 | $25.0M |
| Acropolis Investment Management, LLC | 1.52% | Add +7.9% | 123,735 | $24.1M |
| CFO4Life Group, LLC | 4.52% | Reduce -0.7% | 123,396 | $24.0M |
| Invst, LLC | 2.47% | Reduce -5.0% | 114,765 | $22.4M |
| Captrust Financial Advisors | 0.07% | Reduce -3.9% | 114,352 | $22.3M |
| Private Advisor Group, LLC | 0.15% | Reduce -5.7% | 112,490 | $21.9M |
| Baird Financial Group, Inc. | 0.04% | Add +1.0% | 107,169 | $20.9M |
| Sensible Financial Planning & Management, LLC. | 4.34% | Reduce -1.6% | 103,150 | $20.1M |
| Bell Investment Advisors, Inc | 3.80% | Reduce -2.8% | 99,327 | $19.4M |
| Yeomans Consulting Group, Inc. | 7.09% | Reduce -6.8% | 94,120 | $18.3M |
| Oxford Financial Group, LTD. LLC | 1.20% | Reduce -14.3% | 93,525 | $18.2M |
| Glenview Trust Co | 0.37% | Reduce -4.9% | 93,118 | $18.1M |
| Oppenheimer & Co. Inc. | 0.28% | Reduce -7.7% | 91,884 | $17.9M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Reduce -4.0% | 88,615 | $17.3M |
| Summit Wealth Group, LLC | 5.13% | Reduce -0.5% | 87,738 | $17.1M |
| Meredith Wealth Planning | 8.77% | Reduce -2.6% | 85,914 | $16.7M |
| Journey Advisory Group, LLC | 1.99% | Reduce -0.3% | 85,431 | $16.6M |
| Trinity Wealth Management, LLC | 8.27% | Reduce -0.3% | 85,117 | $16.6M |
| Sollinda Capital Management LLC | 4.86% | Add +6041.1% | 81,861 | $16.0M |
| Prudent Investors Network, Inc. | 5.58% | Add +1.8% | 79,185 | $15.4M |
| New York Life Investment Management LLC | 0.15% | Add +330.5% | 77,806 | $15.2M |
| Mariner, LLC | 0.03% | Reduce -2.8% | 76,667 | $14.9M |
| Stifel Financial Corp. | 0.02% | Add +16.2% | 75,154 | $14.6M |
| Sanchez Wealth Management Group | 4.73% | Add +5.4% | 74,901 | $14.6M |
| Advisory Services Network, LLC | 0.28% | Add +3.9% | 68,554 | $13.4M |
| MA Private Wealth | 2.62% | Reduce -2.2% | 68,043 | $13.3M |
| CPC Advisors, LLC | 2.08% | Reduce -1.4% | 64,741 | $12.6M |
| Straight Path Wealth Management | 6.27% | Add +4.5% | 62,600 | $12.2M |
| Foundations Investment Advisors, LLC | 0.29% | Reduce -28.7% | 61,954 | $12.1M |
| Jmac Enterprises LLC | 2.11% | Reduce -1.9% | 61,662 | $12.0M |
| GeoWealth Management, LLC | 0.51% | Reduce -43.0% | 60,354 | $11.8M |
| Waverly Advisors, LLC | 0.23% | Add +14.0% | 60,341 | $11.8M |
| Well Done, LLC | 2.38% | Reduce -2.1% | 58,781 | $11.5M |
| MML Investors Services, LLC | 0.05% | Reduce -15.2% | 58,413 | $11.4M |
| Franklin Resources Inc. | 0.00% | Reduce -9.1% | 55,348 | $10.8M |
| Rockefeller Capital Management L.P. | 0.03% | Reduce -1.0% | 53,935 | $10.5M |
| Van Hulzen Asset Management, LLC | 0.69% | Add +103.3% | 52,729 | $10.3M |
| Beacon Pointe Advisors, LLC | 0.12% | Reduce -2.0% | 52,090 | $10.2M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.30% | Add +106.8% | 51,183 | $10.0M |
| Financial Advocates Investment Management | 0.61% | Add +117.4% | 24,753 | $9.9M |
| Kestra Advisory Services, LLC | 0.05% | Add +21.3% | 49,281 | $9.6M |
| Choreo, LLC | 0.16% | Add +4.5% | 48,238 | $9.4M |
| Aptus Capital Advisors, LLC | 0.18% | Reduce -21.5% | 48,023 | $9.4M |
| Global Wealth Strategies & Associates | 3.27% | Add +23.2% | 46,702 | $9.1M |
| Park Avenue Securities LLC | 0.11% | Add +9.4% | 45,970 | $9.0M |
| M&T Bank Corp | 0.03% | Reduce -22.0% | 44,740 | $8.7M |
| Garrett Wealth Advisory Group, LLC | 3.15% | Reduce -0.9% | 44,136 | $8.6M |
| HighTower Advisors, LLC | 0.01% | Add +4.5% | 44,090 | $8.6M |
| EdgeRock Capital LLC | 6.50% | Reduce -5.3% | 43,075 | $8.4M |
| Atria Investments, Inc | 0.11% | Add +2.9% | 42,424 | $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.