iShares MSCI USA Momentum FaMTUMETF
13F holders, Q2 2025 (June 30)959holders +75
117new positions
48sold out
6famous investors
$240.20avg. 13F price*
At the end of Q2 2025, 959 institutions reported holding iShares MSCI USA Momentum Fa (MTUM) in their 13F filings, up 75 from Q1 2025. 117 opened new positions and 48 sold out. The largest holders were Envestnet Asset Management Inc. ($3.0B), Mercer Global Advisors Inc. ($1.8B) and FMR LLC ($777.0M). 6 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 117 | $736.6M |
| Exits | 48 | $83.5M |
All 13F filers, Q1 2025 → Q2 2025: 7,981,903 shares bought and 2,599,846 shares sold, net +5,382,057 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 959 holders
| Envestnet Asset Management Inc. | 0.89% | Add +9.5% | 12,639,702 | $3.0B |
| Mercer Global Advisors Inc. | 4.09% | Add +2.2% | 7,583,456 | $1.8B |
| FMR LLC | 0.04% | Add +13.7% | 3,233,303 | $777.0M |
| Raymond James Financial Inc. | 0.24% | Add +0.4% | 2,942,400 | $707.1M |
| Morgan Stanley | 0.04% | Add +13.3% | 2,521,073 | $605.9M |
| LPL Financial LLC | 0.18% | Add +17.4% | 2,302,103 | $553.2M |
| Assetmark, Inc. | 1.05% | Add +2.4% | 1,855,684 | $446.0M |
| BlackRock, Inc. | 0.01% | Reduce -8.4% | 1,234,364 | $296.6M |
| Ameriprise Financial Inc. | 0.07% | Add +15.8% | 1,231,042 | $296.0M |
| Blue Trust, Inc. | 3.43% | Add +0.7% | 1,210,478 | $290.9M |
| State of Michigan Retirement System | 1.50% | Reduce -6.9% | 1,206,090 | $289.8M |
| Bank of America Corp. | 0.02% | Add +7.9% | 1,144,119 | $275.0M |
| Cerity Partners LLC | 0.48% | Add +4.8% | 1,122,722 | $269.8M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5.61% | Add +1.1% | 1,031,275 | $247.8M |
| Wealth Enhancement Advisory Services, LLC | 0.40% | Add +10.1% | 1,018,853 | $243.9M |
| CHURCHILL MANAGEMENT Corp | 2.39% | New | 916,637 | $220.3M |
| Cwm, LLC | 0.76% | Reduce -1.9% | 899,569 | $216.2M |
| Wells Fargo & Company | 0.05% | Add +23.3% | 868,884 | $208.8M |
| JPMorgan Chase & Co. | 0.01% | Reduce -2.8% | 816,852 | $196.3M |
| Corient Private Wealth LP | 0.26% | Add +8.4% | 815,925 | $196.1M |
| UBS Group AG | 0.04% | Add +1.0% | 788,870 | $189.6M |
| Orgel Wealth Management, LLC | 3.82% | New | 659,781 | $158.6M |
| Royal Bank of Canada | 0.03% | Add +7.4% | 538,923 | $129.5M |
| PNC Financial Services Group, Inc. | 0.08% | Reduce -0.1% | 502,479 | $120.8M |
| Osaic Holdings, Inc. | 0.21% | Add +59.7% | 517,284 | $120.4M |
| Savant Capital, LLC | 0.83% | Reduce -11.5% | 482,449 | $115.9M |
| Envestnet Portfolio Solutions, Inc. | 0.42% | Reduce -6.2% | 474,901 | $114.1M |
| Park Avenue Securities LLC | 1.01% | New | 457,403 | $109.9M |
| Citigroup Inc. | 0.08% | Reduce -49.4% | 456,395 | $109.7M |
| Cetera Investment Advisers | 0.18% | Add +3.3% | 440,080 | $105.8M |
| Janney Montgomery Scott LLC | 0.27% | Reduce -0.6% | 433,871 | $104.3M |
| AdvisorShares Investments LLC | 18.68% | Add +60.3% | 431,238 | $103.6M |
| MML Investors Services, LLC | 0.30% | Add +15.5% | 429,174 | $103.1M |
| Goldman Sachs Group Inc. | 0.02% | Add +39.7% | 402,700 | $96.8M |
| Arizona PSPRS Trust | 2.87% | Add +0.2% | 359,227 | $86.3M |
| Commonwealth Equity Services, LLC | 0.11% | Add +0.0% | 355,181 | $85.4M |
| Foundations Investment Advisors, LLC | 1.27% | Reduce -9.1% | 333,729 | $80.2M |
| High Probability Advisors, LLC | 11.29% | Add +5.9% | 314,016 | $75.5M |
| Foster Group, Inc. | 2.46% | Reduce -0.0% | 299,034 | $71.9M |
| Clark Capital Management Group, Inc. | 0.48% | New | 287,510 | $69.1M |
| OneDigital Investment Advisors LLC | 0.72% | Reduce -9.5% | 268,537 | $64.5M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Add +1.1% | 247,426 | $59.5M |
| Two Sigma Investments, LP | 0.10% | New | 227,959 | $54.8M |
| Stifel Financial Corp. | 0.05% | Add +14.7% | 220,966 | $53.1M |
| Symmetry Partners, LLC | 6.53% | Add +7.7% | 220,864 | $53.1M |
| Strategic Financial Services, Inc. | 2.84% | Reduce -1.0% | 219,357 | $52.7M |
| Bank of New York Mellon Corp | 0.01% | Add +1.9% | 219,172 | $52.7M |
| BNP Paribas Financial Markets | 0.04% | Reduce -66.5% | 215,369 | $51.8M |
| NewEdge Advisors, LLC | 0.26% | Reduce -1.2% | 212,431 | $51.1M |
| Armbruster Capital Management, Inc. | 9.06% | Add +1.2% | 208,216 | $50.0M |
| Keybank National Association | 0.18% | Reduce -1.7% | 201,067 | $48.3M |
| Cambridge Investment Research Advisors, Inc. | 0.13% | Add +26.4% | 177,163 | $42.6M |
| Kathmere Capital Management, LLC | 3.26% | Reduce -2.3% | 175,869 | $42.3M |
| Apella Capital, LLC | 1.13% | Reduce -13.6% | 175,423 | $41.9M |
| JB Capital LLC | 1.84% | Reduce -1.6% | 158,024 | $38.0M |
| Provida Pension Fund Administrator | 0.66% | Add +263.0% | 151,187 | $36.4M |
| Orion Porfolio Solutions, LLC | 0.31% | Add +474.1% | 150,905 | $36.3M |
| Sanctuary Advisors, LLC | 0.21% | Reduce -9.5% | 142,728 | $34.3M |
| Mullooly Asset Management, Inc. | 13.75% | Add +0.1% | 136,262 | $32.7M |
| Jones Financial Companies LLLP | 0.02% | Add +25.3% | 137,642 | $32.7M |
| Integrated Wealth Concepts LLC | 0.33% | Add +2.8% | 135,967 | $32.7M |
| 1900 Wealth Management LLC | 2.46% | Reduce -1.3% | 135,378 | $32.5M |
| Ameritas Advisory Services, LLC | 1.67% | Reduce -29.7% | 133,387 | $32.1M |
| Stonehearth Capital Management, LLC | 12.90% | Reduce -8.1% | 129,658 | $31.2M |
| United Capital Financial Advisors, LLC | 0.25% | Reduce -4.5% | 129,350 | $31.1M |
| Acropolis Investment Management, LLC | 1.70% | Add +1.7% | 128,846 | $31.0M |
| Qube Research & Technologies Ltd | 0.04% | Add +543.9% | 127,461 | $30.6M |
| Merit Financial Group, LLC | 0.34% | Add +28.4% | 125,976 | $30.3M |
| Truist Financial Corp. | 0.04% | Add +10.5% | 118,764 | $28.5M |
| New York Life Investment Management LLC | 0.26% | Reduce -8.4% | 115,371 | $27.7M |
| Kestra Investment Management, LLC | 0.82% | Add +230.6% | 112,661 | $27.1M |
| Sanchez Wealth Management Group | 6.52% | Add +4.5% | 112,547 | $27.0M |
| Private Advisor Group, LLC | 0.14% | Reduce -4.1% | 107,245 | $25.8M |
| Sequoia Financial Advisors, LLC | 0.18% | Reduce -23.7% | 106,754 | $25.7M |
| Oppenheimer & Co. Inc. | 0.33% | Reduce -0.5% | 102,713 | $24.7M |
| Baird Financial Group, Inc. | 0.04% | Add +2.6% | 101,660 | $24.4M |
| Captrust Financial Advisors | 0.05% | Reduce -0.4% | 101,159 | $24.3M |
| Trinity Wealth Management, LLC | 9.31% | Add +12.8% | 97,560 | $23.4M |
| Mariner, LLC | 0.03% | Add +38.5% | 97,410 | $23.4M |
| Bell Investment Advisors, Inc | 4.02% | Add +2.8% | 97,255 | $23.4M |
| AE Wealth Management LLC | 0.17% | Add +3.2% | 95,876 | $23.0M |
| Cobblestone Capital Advisors LLC | 1.16% | Reduce -31.5% | 94,097 | $22.6M |
| Atria Investments, Inc | 0.26% | Add +3.3% | 92,758 | $22.3M |
| Sensible Financial Planning & Management, LLC. | 4.19% | Reduce -4.3% | 91,777 | $22.1M |
| Lido Advisors, LLC | 0.12% | Reduce -6.5% | 91,706 | $22.0M |
| M&T Bank Corp | 0.07% | Add +16.7% | 90,569 | $21.8M |
| Advocacy Wealth Management, LLC | 1.30% | Add +5.7% | 88,416 | $21.2M |
| Kestra Advisory Services, LLC | 0.10% | Add +8.2% | 88,011 | $21.2M |
| Meredith Wealth Planning | 7.61% | Add +5.0% | 87,151 | $20.9M |
| Glenview Trust Co | 0.34% | Reduce -2.6% | 82,068 | $19.7M |
| Invst, LLC | 2.45% | Reduce -20.7% | 81,724 | $19.6M |
| Oppenheimer Asset Management Inc. | 0.21% | New | 77,223 | $18.6M |
| Principal Securities, Inc. | 0.35% | Add +495.4% | 76,497 | $18.4M |
| US Bancorp \de | 0.02% | Add +0.6% | 76,015 | $18.3M |
| Convergence Financial, LLC | 3.03% | Add +7.5% | 73,191 | $17.6M |
| Prudent Investors Network, Inc. | 4.72% | Add +0.6% | 72,830 | $17.5M |
| Tower Research Capital LLC (TRC) | 0.47% | Add +1809250.0% | 72,374 | $17.4M |
| Sagespring Wealth Partners, LLC | 0.37% | Reduce -8.1% | 71,592 | $17.2M |
| Oxford Financial Group, LTD. LLC | 1.02% | Reduce -5.2% | 71,411 | $17.2M |
| State of Wisconsin Investment Board | 0.04% | Reduce -0.5% | 71,368 | $17.2M |
"% 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.