iShares MSCI USA Momentum FaMTUMETF
13F holders, Q3 2024 (September 30)701holders +8
67new positions
62sold out
3famous investors
$202.09avg. 13F price*
At the end of Q3 2024, 701 institutions reported holding iShares MSCI USA Momentum Fa (MTUM) in their 13F filings, up 8 from Q2 2024. 67 opened new positions and 62 sold out. The largest holders were Envestnet Asset Management Inc. ($1.6B), Mercer Global Advisors Inc. ($1.6B) and Raymond James & Associates ($485.4M). 3 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Cliff Asness (0.0% of AQR Capital Management'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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 67 | $58.6M |
| Exits | 62 | $178.5M |
All 13F filers, Q2 2024 → Q3 2024: 1,951,805 shares bought and 5,718,294 shares sold, net −3,766,489 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 701 holders
| Envestnet Asset Management Inc. | 0.52% | Add +0.8% | 7,956,886 | $1.6B |
| Mercer Global Advisors Inc. | 3.74% | Add +4.8% | 7,916,816 | $1.6B |
| Raymond James & Associates | 0.30% | Reduce -1.9% | 2,394,186 | $485.4M |
| Assetmark, Inc. | 0.98% | Add +4.5% | 1,692,983 | $343.3M |
| Morgan Stanley | 0.02% | Reduce -0.1% | 1,429,968 | $289.9M |
| State of Michigan Retirement System | 1.32% | Add +1.1% | 1,308,490 | $265.3M |
| Bank of America Corp. | 0.02% | Reduce -33.5% | 1,220,523 | $247.5M |
| Blue Trust, Inc. | 2.91% | Reduce -6.5% | 1,143,390 | $222.8M |
| Cerity Partners LLC | 0.48% | Add +2.5% | 1,073,907 | $217.7M |
| Wealth Enhancement Advisory Services, LLC | 0.42% | Reduce -5.0% | 967,866 | $196.2M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5.49% | Add +15.7% | 960,518 | $194.8M |
| BlackRock, Inc. | 0.00% | — | 828,900 | $168.1M |
| Savant Capital, LLC | 1.23% | Reduce -34.6% | 728,853 | $147.8M |
| FMR LLC | 0.01% | Add +12.2% | 674,367 | $136.7M |
| Corient Private Wealth LP | 0.21% | Add +1.0% | 666,041 | $135.0M |
| LPL Financial LLC | 0.06% | Add +2.0% | 619,786 | $125.7M |
| Ameriprise Financial Inc. | 0.03% | Reduce -9.0% | 610,113 | $123.7M |
| UBS Group AG | 0.03% | Reduce -15.7% | 602,441 | $122.2M |
| Wells Fargo & Company | 0.03% | Reduce -4.9% | 574,580 | $116.5M |
| PNC Financial Services Group, Inc. | 0.07% | Reduce -6.3% | 509,421 | $103.3M |
| Cwm, LLC | 0.43% | Reduce -4.0% | 491,655 | $99.7M |
| JPMorgan Chase & Co. | 0.01% | Reduce -66.3% | 370,080 | $75.0M |
| Arizona PSPRS Trust | 2.92% | Add +2.0% | 362,613 | $73.5M |
| Royal Bank of Canada | 0.01% | Reduce -15.8% | 325,290 | $66.0M |
| Apella Capital, LLC | 2.70% | Add +2.0% | 325,084 | $65.7M |
| Raymond James Financial Services Advisors, Inc. | 0.08% | Reduce -20.0% | 312,147 | $63.3M |
| Trilogy Capital Inc. | 2.96% | Add +2.6% | 289,314 | $58.7M |
| Foster Group, Inc. | 2.14% | Add +1.8% | 282,975 | $57.4M |
| High Probability Advisors, LLC | 9.58% | Add +2.3% | 277,487 | $56.3M |
| Citigroup Inc. | 0.05% | Add +1266.9% | 253,036 | $51.3M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -61.8% | 218,330 | $44.3M |
| Strategic Financial Services, Inc. | 2.62% | Add +1.5% | 217,450 | $44.1M |
| Keybank National Association | 0.17% | Reduce -5.8% | 217,368 | $44.1M |
| Commonwealth Equity Services, LLC | 0.06% | Reduce -20.8% | 206,027 | $41.8M |
| Armbruster Capital Management, Inc. | 8.08% | Reduce -6.1% | 200,091 | $40.6M |
| Bank of New York Mellon Corp | 0.01% | Reduce -28.8% | 197,394 | $40.0M |
| Osaic Holdings, Inc. | 0.09% | Reduce -17.6% | 189,564 | $38.4M |
| Ameritas Advisory Services, LLC | 1.63% | Reduce -6.3% | 185,742 | $37.7M |
| Integrated Wealth Concepts LLC | 0.45% | Add +13.1% | 183,461 | $37.2M |
| Kathmere Capital Management, LLC | 3.49% | Add +2.0% | 183,336 | $37.2M |
| Stonehearth Capital Management, LLC | 14.39% | Add +1.2% | 178,494 | $36.2M |
| Janney Montgomery Scott LLC | 0.10% | Reduce -0.3% | 176,497 | $35.8M |
| Sanctuary Advisors, LLC | 0.22% | Add +455.1% | 157,981 | $34.0M |
| Cetera Investment Advisers | 0.07% | Reduce -12.0% | 153,371 | $31.1M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Reduce -26.1% | 150,144 | $30.4M |
| 1900 Wealth Management LLC | 2.40% | Reduce -3.1% | 138,168 | $28.0M |
| Cobblestone Capital Advisors LLC | 1.56% | Add +0.1% | 136,872 | $27.8M |
| OneDigital Investment Advisors LLC | 0.29% | Reduce -2.6% | 125,167 | $25.4M |
| Acropolis Investment Management, LLC | 1.49% | Add +0.0% | 123,783 | $25.1M |
| New York Life Investment Management LLC | 0.24% | Add +58.8% | 123,550 | $25.1M |
| CFO4Life Group, LLC | 4.39% | Reduce -1.0% | 122,171 | $24.8M |
| Symmetry Partners, LLC | 5.84% | Reduce -77.5% | 121,591 | $24.7M |
| Invst, LLC | 2.67% | Reduce -5.0% | 109,000 | $22.1M |
| Captrust Financial Advisors | 0.07% | Reduce -5.4% | 108,215 | $21.9M |
| GeoWealth Management, LLC | 0.77% | Add +78.5% | 107,715 | $21.8M |
| Oppenheimer & Co. Inc. | 0.32% | Add +12.7% | 103,510 | $21.0M |
| Sensible Financial Planning & Management, LLC. | 4.05% | Reduce -1.8% | 101,296 | $20.5M |
| Bell Investment Advisors, Inc | 3.72% | Add +0.6% | 99,936 | $20.3M |
| Glenview Trust Co | 0.36% | Reduce -2.2% | 91,040 | $18.5M |
| Sanchez Wealth Management Group | 5.53% | Add +19.4% | 89,454 | $18.1M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Reduce -2.2% | 86,687 | $17.6M |
| Meredith Wealth Planning | 8.25% | Reduce -0.8% | 85,213 | $17.3M |
| Oxford Financial Group, LTD. LLC | 1.07% | Reduce -11.1% | 83,188 | $16.9M |
| Yeomans Consulting Group, Inc. | 6.20% | Reduce -13.1% | 81,828 | $16.6M |
| Journey Advisory Group, LLC | 1.97% | Reduce -1.4% | 84,208 | $16.4M |
| Trinity Wealth Management, LLC | 7.51% | Reduce -5.1% | 80,748 | $16.4M |
| Baird Financial Group, Inc. | 0.03% | Reduce -26.4% | 78,898 | $16.0M |
| Prudent Investors Network, Inc. | 4.85% | Reduce -1.5% | 77,981 | $15.8M |
| Mariner, LLC | 0.03% | Reduce -4.4% | 73,294 | $14.9M |
| CPC Advisors, LLC | 2.06% | Add +5.6% | 68,354 | $13.9M |
| M&T Bank Corp | 0.04% | Add +49.5% | 66,870 | $13.6M |
| Advisory Services Network, LLC | 0.28% | No change | 68,554 | $13.4M |
| Foundations Investment Advisors, LLC | 0.28% | Add +5.1% | 65,117 | $13.2M |
| Summit Wealth Group, LLC | 3.73% | Reduce -27.4% | 63,715 | $12.9M |
| Jmac Enterprises LLC | 2.06% | Add +3.1% | 63,557 | $12.9M |
| Convergence Financial, LLC | 2.73% | New | 63,350 | $12.8M |
| Private Advisor Group, LLC | 0.08% | Reduce -43.9% | 63,121 | $12.8M |
| Straight Path Wealth Management | 5.50% | Add +0.5% | 62,935 | $12.8M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.35% | Add +21.2% | 62,014 | $12.6M |
| Well Done, LLC | 2.17% | Reduce -0.5% | 58,483 | $11.9M |
| Franklin Resources Inc. | 0.00% | Reduce -0.1% | 55,278 | $11.6M |
| Waverly Advisors, LLC | 0.21% | Reduce -6.8% | 56,266 | $11.4M |
| Van Hulzen Asset Management, LLC | 0.77% | Reduce -0.7% | 52,387 | $10.6M |
| MML Investors Services, LLC | 0.04% | Reduce -12.8% | 50,951 | $10.3M |
| Rockefeller Capital Management L.P. | 0.03% | Reduce -6.7% | 50,305 | $10.2M |
| Stifel Financial Corp. | 0.01% | Reduce -34.8% | 49,012 | $9.9M |
| Global Wealth Strategies & Associates | 3.22% | Add +3.4% | 48,281 | $9.8M |
| Garrett Wealth Advisory Group, LLC | 2.30% | Add +4.2% | 46,006 | $9.3M |
| Choreo, LLC | 0.14% | Reduce -4.1% | 46,240 | $9.3M |
| Elevation Capital Advisory, LLC | 4.04% | New | 45,140 | $9.2M |
| Jones Financial Companies LLLP | 0.01% | Add +128.4% | 45,010 | $9.1M |
| Lido Advisors, LLC | 0.07% | Add +8.3% | 44,358 | $9.0M |
| Chicago Partners Investment Group LLC | 0.32% | Reduce -2.1% | 43,292 | $9.0M |
| Park Avenue Securities LLC | 0.10% | Reduce -4.5% | 43,907 | $8.9M |
| Beacon Pointe Advisors, LLC | 0.10% | Reduce -15.7% | 43,892 | $8.9M |
| Intrust Bank NA | 0.89% | Add +143.2% | 43,708 | $8.9M |
| Qube Research & Technologies Ltd | 0.02% | Add +120.1% | 43,093 | $8.7M |
| HighTower Advisors, LLC | 0.01% | Reduce -5.8% | 41,520 | $8.4M |
| Opes Wealth Management LLC | 1.62% | Reduce -1.4% | 41,491 | $8.4M |
| Royal Fund Management, LLC | 0.59% | Add +76.3% | 40,857 | $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.