iShares MSCI USA Momentum FaMTUMETF
13F holders, Q4 2024 (December 31)871holders +170
150new positions
33sold out
4famous investors
$206.85avg. 13F price*
At the end of Q4 2024, 871 institutions reported holding iShares MSCI USA Momentum Fa (MTUM) in their 13F filings, up 170 from Q3 2024. 150 opened new positions and 33 sold out. The largest holders were Envestnet Asset Management Inc. ($2.6B), Mercer Global Advisors Inc. ($1.4B) and Raymond James Financial Inc. ($574.8M). 4 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Israel Englander (0.0% of Millennium 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 150 | $498.7M |
| Exits | 33 | $16.4M |
All 13F filers, Q3 2024 → Q4 2024: 18,631,058 shares bought and 1,649,888 shares sold, net +16,981,170 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 871 holders
| Envestnet Asset Management Inc. | 0.84% | Add +58.5% | 12,608,593 | $2.6B |
| Mercer Global Advisors Inc. | 3.49% | Reduce -12.7% | 6,910,350 | $1.4B |
| Raymond James Financial Inc. | 0.21% | — | 2,778,002 | $574.8M |
| Morgan Stanley | 0.03% | Add +53.6% | 2,196,631 | $454.5M |
| LPL Financial LLC | 0.16% | Add +215.4% | 1,954,637 | $404.5M |
| Assetmark, Inc. | 0.98% | Add +3.4% | 1,750,905 | $362.3M |
| Bank of America Corp. | 0.03% | Add +25.2% | 1,528,601 | $316.3M |
| BlackRock, Inc. | 0.01% | Add +59.7% | 1,323,891 | $273.9M |
| State of Michigan Retirement System | 1.39% | Reduce -1.4% | 1,290,890 | $267.1M |
| Blue Trust, Inc. | 3.25% | Add +7.2% | 1,225,308 | $253.5M |
| Goldman Sachs Group Inc. | 0.05% | Add +420.7% | 1,136,848 | $235.2M |
| JPMorgan Chase & Co. | 0.02% | Add +204.8% | 1,128,104 | $233.4M |
| Cerity Partners LLC | 0.48% | Reduce -0.3% | 1,071,198 | $221.7M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5.61% | Add +3.7% | 995,986 | $206.1M |
| Wealth Enhancement Advisory Services, LLC | 0.37% | Reduce -2.5% | 943,286 | $195.2M |
| Cwm, LLC | 0.80% | Add +90.2% | 935,132 | $193.5M |
| Ameriprise Financial Inc. | 0.05% | Add +43.2% | 873,421 | $180.6M |
| Citigroup Inc. | 0.15% | Add +196.9% | 751,348 | $155.5M |
| UBS Group AG | 0.03% | Add +15.6% | 696,266 | $144.1M |
| Envestnet Portfolio Solutions, Inc. | 0.47% | Add +5196.8% | 689,435 | $142.7M |
| Corient Private Wealth LP | 0.23% | Add +2.6% | 683,553 | $141.4M |
| Wells Fargo & Company | 0.03% | Add +16.6% | 669,693 | $138.6M |
| FMR LLC | 0.01% | Reduce -4.4% | 644,618 | $133.4M |
| Savant Capital, LLC | 1.04% | Reduce -12.5% | 637,420 | $131.9M |
| Park Avenue Securities LLC | 1.08% | Add +1055.4% | 507,294 | $105.0M |
| PNC Financial Services Group, Inc. | 0.07% | Reduce -2.4% | 497,211 | $102.9M |
| Royal Bank of Canada | 0.02% | Add +46.4% | 476,204 | $98.5M |
| Janney Montgomery Scott LLC | 0.24% | Add +140.8% | 425,097 | $88.0M |
| MML Investors Services, LLC | 0.28% | Add +664.5% | 389,528 | $80.6M |
| Cetera Investment Advisers | 0.16% | Add +144.9% | 375,548 | $77.7M |
| Arizona PSPRS Trust | 2.38% | Reduce -1.4% | 357,568 | $74.0M |
| Commonwealth Equity Services, LLC | 0.10% | Add +62.0% | 333,799 | $69.1M |
| BNP Paribas Financial Markets | 0.05% | Add +4899.6% | 317,125 | $65.6M |
| Summit Rock Advisors, LP | 22.17% | New | 315,070 | $65.4M |
| OneDigital Investment Advisors LLC | 0.72% | Add +139.2% | 299,424 | $62.0M |
| Foster Group, Inc. | 2.35% | Add +5.3% | 298,007 | $61.7M |
| High Probability Advisors, LLC | 10.65% | Add +3.5% | 287,162 | $59.4M |
| Trilogy Capital Inc. | 3.01% | Reduce -2.1% | 283,174 | $58.6M |
| AdvisorShares Investments LLC | 10.91% | New | 273,352 | $56.6M |
| Apella Capital, LLC | 2.12% | Reduce -17.9% | 266,979 | $55.2M |
| Sagespring Wealth Partners, LLC | 1.35% | — | 246,734 | $51.1M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Add +57.7% | 236,763 | $49.0M |
| Osaic Holdings, Inc. | 0.11% | Add +45.8% | 276,343 | $49.0M |
| Dynasty Wealth Management, LLC | 0.83% | Add +143.7% | 232,135 | $48.0M |
| Foundations Investment Advisors, LLC | 0.90% | Add +245.6% | 225,033 | $46.6M |
| Provida Pension Fund Administrator | 0.93% | New | 221,425 | $45.8M |
| Strategic Financial Services, Inc. | 2.73% | Add +1.7% | 221,205 | $45.8M |
| Ameritas Advisory Services, LLC | 1.54% | Add +16.3% | 216,000 | $44.7M |
| Keybank National Association | 0.17% | Reduce -2.7% | 211,578 | $43.8M |
| Bank of New York Mellon Corp | 0.01% | Add +3.0% | 203,357 | $42.1M |
| Armbruster Capital Management, Inc. | 8.46% | Add +0.6% | 201,344 | $41.7M |
| Symmetry Partners, LLC | 5.86% | Add +63.9% | 199,250 | $41.2M |
| Stifel Financial Corp. | 0.04% | Add +288.9% | 190,605 | $39.4M |
| NewEdge Advisors, LLC | 0.23% | Add +883.3% | 181,940 | $37.6M |
| Kathmere Capital Management, LLC | 3.37% | Reduce -1.0% | 181,530 | $37.6M |
| Stonehearth Capital Management, LLC | 14.66% | Reduce -1.0% | 176,672 | $36.6M |
| Life Line Wealth Management LLC | 12.93% | New | 175,177 | $36.2M |
| Sequoia Financial Advisors, LLC | 0.33% | New | 166,267 | $34.4M |
| Sanctuary Advisors, LLC | 0.22% | Reduce -1.9% | 154,926 | $34.1M |
| JB Capital LLC | 1.85% | New | 159,464 | $33.0M |
| Cobblestone Capital Advisors LLC | 1.56% | Add +1.1% | 138,408 | $28.6M |
| United Capital Financial Advisors, LLC | 0.24% | Add +2642.5% | 136,492 | $28.2M |
| 1900 Wealth Management LLC | 2.34% | Reduce -2.5% | 134,724 | $27.9M |
| Invst, LLC | 3.36% | Add +22.4% | 133,414 | $27.6M |
| Cambridge Investment Research Advisors, Inc. | 0.09% | Add +51.4% | 131,258 | $27.2M |
| Acropolis Investment Management, LLC | 1.53% | Add +1.3% | 125,371 | $25.9M |
| CFO4Life Group, LLC | 4.49% | Add +1.2% | 123,597 | $25.6M |
| New York Life Investment Management LLC | 0.24% | Reduce -5.4% | 116,839 | $24.2M |
| Integrated Wealth Concepts LLC | 0.28% | Reduce -37.1% | 115,322 | $23.9M |
| Captrust Financial Advisors | 0.06% | Reduce -4.1% | 103,822 | $21.5M |
| Sanchez Wealth Management Group | 5.62% | Add +11.2% | 99,448 | $20.6M |
| Franklin Resources Inc. | 0.01% | Add +79.6% | 99,269 | $20.5M |
| Truist Financial Corp. | 0.03% | Add +276.2% | 99,074 | $20.5M |
| Baird Financial Group, Inc. | 0.04% | Add +24.6% | 98,300 | $20.3M |
| Oppenheimer & Co. Inc. | 0.30% | Reduce -5.2% | 98,093 | $20.3M |
| Sensible Financial Planning & Management, LLC. | 4.19% | Reduce -3.4% | 97,813 | $20.2M |
| Bell Investment Advisors, Inc | 3.74% | Reduce -3.1% | 96,846 | $20.0M |
| Mariner, LLC | 0.03% | Add +28.8% | 94,393 | $19.5M |
| Atria Wealth Solutions, Inc. | 0.21% | Add +200.5% | 94,142 | $19.5M |
| Kestra Investment Management, LLC | 0.73% | New | 89,426 | $18.5M |
| Glenview Trust Co | 0.34% | Reduce -2.5% | 88,740 | $18.4M |
| AE Wealth Management LLC | 0.16% | Add +140.4% | 88,574 | $18.3M |
| Atria Investments, Inc | 0.23% | Add +131.7% | 88,099 | $18.2M |
| Jones Financial Companies LLLP | 0.02% | Add +94.5% | 87,536 | $18.1M |
| Yeomans Consulting Group, Inc. | 6.74% | Add +6.3% | 87,017 | $18.0M |
| Meredith Wealth Planning | 7.85% | Reduce -0.2% | 85,063 | $17.6M |
| Kestra Advisory Services, LLC | 0.09% | Add +118.4% | 81,913 | $16.9M |
| Prudent Investors Network, Inc. | 4.96% | Add +5.0% | 81,866 | $16.9M |
| Trinity Wealth Management, LLC | 7.55% | Reduce -0.1% | 80,668 | $16.7M |
| Oxford Financial Group, LTD. LLC | 1.08% | Reduce -3.4% | 80,383 | $16.6M |
| Journey Advisory Group, LLC | 1.97% | No change | 84,208 | $16.4M |
| US Bancorp \de | 0.02% | Add +158.6% | 76,043 | $15.7M |
| Advisory Services Network, LLC | 0.29% | Add +10.3% | 75,642 | $15.7M |
| Advocacy Wealth Management, LLC | 1.15% | New | 73,142 | $15.1M |
| State of Wisconsin Investment Board | 0.04% | Add +84.5% | 72,140 | $14.9M |
| Private Advisor Group, LLC | 0.08% | Add +13.8% | 71,842 | $14.9M |
| CPC Advisors, LLC | 1.97% | Add +2.5% | 70,051 | $14.5M |
| Summit Wealth Group, LLC | 3.99% | Add +4.5% | 66,579 | $13.8M |
| Convergence Financial, LLC | 2.72% | Add +4.0% | 65,906 | $13.6M |
| M&T Bank Corp | 0.05% | Reduce -1.9% | 65,622 | $13.6M |
"% 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.