iShares MSCI USA Momentum FaMTUMETF
13F holders, Q1 2025 (March 31)884holders +13
78new positions
52sold out
5famous investors
$202.16avg. 13F price*
At the end of Q1 2025, 884 institutions reported holding iShares MSCI USA Momentum Fa (MTUM) in their 13F filings, up 13 from Q4 2024. 78 opened new positions and 52 sold out. The largest holders were Envestnet Asset Management Inc. ($2.3B), Mercer Global Advisors Inc. ($1.5B) and Raymond James Financial Inc. ($592.2M). 5 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- iShares MSCI USA Momentum Fa
- CUSIP
- 46432F396
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 78 | $97.5M |
| Exits | 52 | $223.2M |
All 13F filers, Q4 2024 → Q1 2025: 5,718,030 shares bought and 5,822,190 shares sold, net −104,160 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 884 holders
| Envestnet Asset Management Inc. | 0.75% | Reduce -8.4% | 11,545,598 | $2.3B |
| Mercer Global Advisors Inc. | 3.44% | Add +7.4% | 7,423,029 | $1.5B |
| Raymond James Financial Inc. | 0.22% | Add +5.5% | 2,929,874 | $592.2M |
| FMR LLC | 0.04% | Add +341.3% | 2,844,667 | $575.0M |
| Morgan Stanley | 0.03% | Add +1.3% | 2,224,734 | $449.7M |
| LPL Financial LLC | 0.15% | Add +0.3% | 1,960,110 | $396.2M |
| Assetmark, Inc. | 1.01% | Add +3.5% | 1,812,820 | $366.4M |
| BlackRock, Inc. | 0.01% | Add +1.8% | 1,348,138 | $272.5M |
| State of Michigan Retirement System | 1.51% | Add +0.3% | 1,295,090 | $261.8M |
| Blue Trust, Inc. | 3.11% | Reduce -1.9% | 1,202,019 | $243.0M |
| Cerity Partners LLC | 0.45% | Reduce -0.0% | 1,071,106 | $216.5M |
| Ameriprise Financial Inc. | 0.06% | Add +21.7% | 1,062,702 | $214.8M |
| Bank of America Corp. | 0.02% | Reduce -30.6% | 1,060,380 | $214.3M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5.32% | Add +2.4% | 1,019,904 | $206.2M |
| Wealth Enhancement Advisory Services, LLC | 0.36% | Reduce -1.9% | 925,556 | $187.1M |
| Cwm, LLC | 0.74% | Reduce -1.9% | 917,388 | $185.4M |
| Citigroup Inc. | 0.14% | Add +20.0% | 901,342 | $182.2M |
| JPMorgan Chase & Co. | 0.01% | Reduce -25.5% | 840,493 | $169.9M |
| UBS Group AG | 0.04% | Add +12.2% | 781,068 | $157.9M |
| Corient Private Wealth LP | 0.25% | Add +10.1% | 752,698 | $152.1M |
| Wells Fargo & Company | 0.03% | Add +5.2% | 704,551 | $142.4M |
| BNP Paribas Financial Markets | 0.10% | Add +102.6% | 642,494 | $129.9M |
| Savant Capital, LLC | 0.93% | Reduce -14.4% | 545,371 | $110.2M |
| Envestnet Portfolio Solutions, Inc. | 0.39% | Reduce -26.6% | 506,044 | $102.3M |
| PNC Financial Services Group, Inc. | 0.05% | Add +1.1% | 502,713 | $101.6M |
| Royal Bank of Canada | 0.02% | Add +5.3% | 501,597 | $101.4M |
| Janney Montgomery Scott LLC | 0.25% | Add +2.7% | 436,580 | $88.2M |
| Cetera Investment Advisers | 0.17% | Add +13.4% | 425,986 | $86.1M |
| MML Investors Services, LLC | 0.25% | Reduce -4.6% | 371,614 | $75.1M |
| Foundations Investment Advisors, LLC | 1.37% | Add +63.1% | 366,930 | $74.2M |
| Arizona PSPRS Trust | 2.46% | Add +0.3% | 358,499 | $72.5M |
| Commonwealth Equity Services, LLC | 0.10% | Add +6.4% | 355,082 | $71.8M |
| Osaic Holdings, Inc. | 0.15% | Add +17.2% | 323,952 | $65.5M |
| Foster Group, Inc. | 2.26% | Add +0.4% | 299,088 | $60.5M |
| OneDigital Investment Advisors LLC | 0.71% | Reduce -0.9% | 296,646 | $60.0M |
| High Probability Advisors, LLC | 10.00% | Add +3.2% | 296,479 | $59.9M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -74.7% | 288,246 | $58.3M |
| AdvisorShares Investments LLC | 10.72% | Reduce -1.6% | 269,052 | $54.8M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Add +3.3% | 244,641 | $49.4M |
| Strategic Financial Services, Inc. | 2.62% | Add +0.2% | 221,605 | $44.8M |
| Bank of New York Mellon Corp | 0.01% | Add +5.8% | 215,086 | $43.5M |
| NewEdge Advisors, LLC | 0.26% | Add +18.2% | 214,996 | $43.5M |
| Armbruster Capital Management, Inc. | 8.29% | Add +2.2% | 205,768 | $41.6M |
| Symmetry Partners, LLC | 5.76% | Add +2.9% | 205,090 | $41.5M |
| Keybank National Association | 0.17% | Reduce -3.4% | 204,484 | $41.3M |
| Apella Capital, LLC | 1.39% | Reduce -23.9% | 203,095 | $40.6M |
| Stifel Financial Corp. | 0.04% | Add +1.1% | 192,693 | $39.0M |
| Ameritas Advisory Services, LLC | 1.55% | Reduce -12.1% | 189,799 | $38.4M |
| Kathmere Capital Management, LLC | 3.09% | Reduce -0.9% | 179,935 | $36.4M |
| JB Capital LLC | 1.79% | Add +0.8% | 160,682 | $32.5M |
| Sanctuary Advisors, LLC | 0.22% | Add +1.9% | 157,787 | $31.9M |
| Stonehearth Capital Management, LLC | 11.80% | Reduce -20.1% | 141,112 | $28.5M |
| Cambridge Investment Research Advisors, Inc. | 0.10% | Add +6.8% | 140,208 | $28.3M |
| Sequoia Financial Advisors, LLC | 0.22% | Reduce -15.9% | 139,903 | $28.3M |
| Cobblestone Capital Advisors LLC | 1.52% | Reduce -0.8% | 137,289 | $27.8M |
| 1900 Wealth Management LLC | 2.31% | Add +1.8% | 137,128 | $27.7M |
| Mullooly Asset Management, Inc. | 12.49% | — | 136,122 | $27.5M |
| United Capital Financial Advisors, LLC | 0.23% | Reduce -0.8% | 135,398 | $27.4M |
| Integrated Wealth Concepts LLC | 0.31% | Add +14.7% | 132,283 | $26.7M |
| Acropolis Investment Management, LLC | 1.52% | Add +1.0% | 126,663 | $25.6M |
| New York Life Investment Management LLC | 0.26% | Add +7.8% | 125,956 | $25.5M |
| Private Advisor Group, LLC | 0.14% | Add +55.7% | 111,867 | $22.6M |
| Jones Financial Companies LLLP | 0.02% | Add +25.5% | 109,844 | $22.1M |
| Sanchez Wealth Management Group | 5.92% | Add +8.3% | 107,752 | $21.8M |
| Truist Financial Corp. | 0.03% | Add +8.4% | 107,443 | $21.7M |
| Oppenheimer & Co. Inc. | 0.32% | Add +5.2% | 103,213 | $20.9M |
| Invst, LLC | 2.84% | Reduce -22.8% | 103,022 | $20.8M |
| Captrust Financial Advisors | 0.05% | Reduce -2.2% | 101,538 | $20.5M |
| Baird Financial Group, Inc. | 0.04% | Add +0.8% | 99,116 | $20.0M |
| Merit Financial Group, LLC | 0.30% | Add +200.5% | 98,146 | $19.8M |
| Lido Advisors, LLC | 0.12% | Add +145.2% | 98,104 | $19.8M |
| Sensible Financial Planning & Management, LLC. | 3.87% | Reduce -2.0% | 95,853 | $19.4M |
| Franklin Resources Inc. | 0.01% | Reduce -4.0% | 95,308 | $19.3M |
| Bell Investment Advisors, Inc | 3.53% | Reduce -2.3% | 94,590 | $19.1M |
| AE Wealth Management LLC | 0.16% | Add +4.8% | 92,868 | $18.8M |
| Atria Investments, Inc | 0.23% | Add +1.9% | 89,802 | $18.2M |
| Atria Wealth Solutions, Inc. | 0.21% | Reduce -6.5% | 88,045 | $17.8M |
| Trinity Wealth Management, LLC | 7.98% | Add +7.3% | 86,517 | $17.5M |
| Glenview Trust Co | 0.33% | Reduce -5.1% | 84,237 | $17.0M |
| Advocacy Wealth Management, LLC | 1.15% | Add +14.4% | 83,664 | $16.9M |
| Meredith Wealth Planning | 7.40% | Reduce -2.4% | 83,014 | $16.8M |
| Kestra Advisory Services, LLC | 0.08% | Reduce -0.7% | 81,347 | $16.4M |
| Sagespring Wealth Partners, LLC | 0.40% | Reduce -68.4% | 77,903 | $15.7M |
| M&T Bank Corp | 0.06% | Add +18.3% | 77,623 | $15.7M |
| US Bancorp \de | 0.02% | Reduce -0.7% | 75,532 | $15.3M |
| Advisory Services Network, LLC | 0.29% | Reduce -0.4% | 75,349 | $15.2M |
| Oxford Financial Group, LTD. LLC | 1.07% | Reduce -6.3% | 75,305 | $15.2M |
| Prudent Investors Network, Inc. | 4.17% | Reduce -11.5% | 72,416 | $14.6M |
| State of Wisconsin Investment Board | 0.04% | Reduce -0.6% | 71,744 | $14.5M |
| CPC Advisors, LLC | 1.97% | Add +0.9% | 70,653 | $14.3M |
| Journey Advisory Group, LLC | 1.17% | Reduce -16.2% | 70,560 | $14.3M |
| Mariner, LLC | 0.02% | Reduce -25.5% | 70,308 | $14.2M |
| Convergence Financial, LLC | 2.70% | Add +3.3% | 68,081 | $13.8M |
| CFO4Life Group, LLC | 2.26% | Reduce -46.3% | 66,344 | $13.4M |
| Summit Wealth Group, LLC | 3.90% | Reduce -0.8% | 66,048 | $13.3M |
| Straight Path Wealth Management | 5.23% | Add +2.6% | 63,971 | $12.9M |
| Intrust Bank NA | 1.24% | Add +13.6% | 62,071 | $12.5M |
| Journey Strategic Wealth LLC | 0.43% | Add +478.8% | 60,986 | $12.3M |
| GeoWealth Management, LLC | 0.49% | Add +23.9% | 59,774 | $12.1M |
| Well Done, LLC | 2.15% | Reduce -2.1% | 57,254 | $11.8M |
"% 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.