iShares MSCI USA Momentum FaMTUMETF
13F holders, Q3 2025 (September 30)985holders +26
96new positions
61sold out
4famous investors
$255.84avg. 13F price*
At the end of Q3 2025, 985 institutions reported holding iShares MSCI USA Momentum Fa (MTUM) in their 13F filings, up 26 from Q2 2025. 96 opened new positions and 61 sold out. The largest holders were Mercer Global Advisors Inc. ($1.9B), Envestnet Asset Management Inc. ($1.6B) and FMR LLC ($1.0B). 4 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 Joel Greenblatt (0.0% of Gotham 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 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 96 | $104.6M |
| Exits | 61 | $123.3M |
All 13F filers, Q2 2025 → Q3 2025: 5,770,622 shares bought and 9,348,325 shares sold, net −3,577,703 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 985 holders
| Mercer Global Advisors Inc. | 3.25% | Add +0.1% | 7,595,040 | $1.9B |
| Envestnet Asset Management Inc. | 0.46% | Reduce -51.0% | 6,193,973 | $1.6B |
| FMR LLC | 0.05% | Add +25.7% | 4,063,106 | $1.0B |
| Morgan Stanley | 0.05% | Add +29.3% | 3,260,276 | $836.1M |
| Raymond James Financial Inc. | 0.25% | Add +4.1% | 3,063,251 | $785.6M |
| LPL Financial LLC | 0.20% | Add +14.7% | 2,639,443 | $676.9M |
| Assetmark, Inc. | 0.81% | Reduce -21.1% | 1,465,131 | $375.7M |
| Ameriprise Financial Inc. | 0.08% | Add +7.4% | 1,321,883 | $339.0M |
| BlackRock, Inc. | 0.01% | Add +2.0% | 1,259,294 | $322.9M |
| Bank of America Corp. | 0.02% | Add +8.3% | 1,239,000 | $317.7M |
| State of Michigan Retirement System | 1.51% | Add +1.4% | 1,223,490 | $313.8M |
| Cerity Partners LLC | 0.48% | Add +2.6% | 1,151,952 | $295.4M |
| Blue Trust, Inc. | 3.26% | Reduce -6.3% | 1,133,565 | $290.7M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5.32% | Reduce -0.1% | 1,030,720 | $264.3M |
| Wealth Enhancement Advisory Services, LLC | 0.39% | Reduce -1.7% | 1,001,260 | $254.8M |
| Focus Partners Wealth | 0.38% | Add +2939.7% | 927,145 | $237.8M |
| Cwm, LLC | 0.70% | Add +1.3% | 911,115 | $233.7M |
| JPMorgan Chase & Co. | 0.01% | Add +6.6% | 870,892 | $223.3M |
| Wells Fargo & Company | 0.05% | Reduce -0.3% | 865,845 | $222.0M |
| UBS Group AG | 0.04% | Reduce -3.9% | 758,362 | $194.5M |
| Goldman Sachs Group Inc. | 0.03% | Add +83.5% | 739,133 | $189.6M |
| Corient Private Wealth LP | 0.29% | Reduce -12.2% | 716,736 | $183.8M |
| Orgel Wealth Management, LLC | 3.88% | Add +0.7% | 664,061 | $170.3M |
| MML Investors Services, LLC | 0.43% | Add +47.0% | 630,865 | $161.8M |
| Park Avenue Securities LLC | 1.05% | Add +14.5% | 523,868 | $134.3M |
| PNC Financial Services Group, Inc. | 0.08% | Add +1.2% | 508,703 | $130.5M |
| Cetera Investment Advisers | 0.15% | Add +10.8% | 487,762 | $125.1M |
| Envestnet Portfolio Solutions, Inc. | 0.44% | Reduce -2.2% | 464,403 | $119.1M |
| Savant Capital, LLC | 0.71% | Reduce -5.2% | 457,507 | $117.3M |
| Osaic Holdings, Inc. | 0.15% | Reduce -15.1% | 439,225 | $110.3M |
| Janney Montgomery Scott LLC | 0.25% | Reduce -3.7% | 417,834 | $107.2M |
| Royal Bank of Canada | 0.02% | Reduce -22.7% | 416,439 | $106.8M |
| AdvisorShares Investments LLC | 16.93% | Reduce -6.3% | 404,210 | $103.7M |
| Commonwealth Equity Services, LLC | 0.12% | Add +1.5% | 360,382 | $92.4M |
| Arizona PSPRS Trust | 3.12% | Add +0.2% | 360,077 | $90.7M |
| High Probability Advisors, LLC | 11.20% | Add +1.4% | 318,438 | $81.7M |
| Foster Group, Inc. | 2.42% | Add +0.7% | 301,241 | $77.3M |
| Citigroup Inc. | 0.05% | Reduce -34.4% | 299,390 | $76.8M |
| Northwestern Mutual Wealth Management Co. | 0.05% | Add +19.5% | 295,778 | $75.9M |
| OneDigital Investment Advisors LLC | 0.71% | Add +0.9% | 270,886 | $69.5M |
| Foundations Investment Advisors, LLC | 0.96% | Reduce -23.0% | 257,073 | $65.9M |
| BNP Paribas Financial Markets | 0.05% | Add +19.0% | 256,260 | $65.7M |
| Stifel Financial Corp. | 0.06% | Add +11.4% | 246,235 | $63.1M |
| Symmetry Partners, LLC | 6.77% | Add +9.8% | 242,492 | $62.2M |
| Bank of New York Mellon Corp | 0.01% | Add +5.3% | 230,702 | $59.2M |
| NewEdge Advisors, LLC | 0.26% | Add +3.6% | 220,151 | $56.5M |
| Strategic Financial Services, Inc. | 2.82% | Reduce -0.1% | 219,222 | $56.2M |
| Cambridge Investment Research Advisors, Inc. | 0.15% | Add +19.5% | 211,754 | $54.3M |
| Armbruster Capital Management, Inc. | 9.21% | Add +1.4% | 211,106 | $54.1M |
| Keybank National Association | 0.18% | Reduce -2.0% | 196,940 | $50.5M |
| Kathmere Capital Management, LLC | 3.11% | Reduce -2.9% | 170,840 | $43.8M |
| JB Capital LLC | 1.85% | Add +6.0% | 167,577 | $43.0M |
| Jones Financial Companies LLLP | 0.03% | Add +17.8% | 162,138 | $41.3M |
| Merit Financial Group, LLC | 0.38% | Add +27.5% | 160,608 | $41.2M |
| Lido Advisors, LLC | 0.16% | Add +67.5% | 153,621 | $39.4M |
| New York Life Investment Management LLC | 0.34% | Add +31.1% | 151,310 | $38.8M |
| Apella Capital, LLC | 0.86% | Reduce -13.0% | 152,590 | $38.6M |
| Sanctuary Advisors, LLC | 0.21% | Add +2.4% | 146,167 | $37.5M |
| Mullooly Asset Management, Inc. | 13.56% | Add +1.2% | 137,856 | $35.4M |
| Integrated Wealth Concepts LLC | 0.31% | Add +0.6% | 136,725 | $35.1M |
| 1900 Wealth Management LLC | 2.34% | Reduce -0.7% | 134,490 | $34.5M |
| United Capital Financial Advisors, LLC | 0.24% | Add +0.2% | 129,638 | $33.2M |
| Stonehearth Capital Management, LLC | 12.57% | Reduce -2.3% | 126,654 | $32.5M |
| Acropolis Investment Management, LLC | 1.64% | Add +4.5% | 134,659 | $32.4M |
| Kestra Investment Management, LLC | 0.87% | Add +12.0% | 126,135 | $32.3M |
| Truist Financial Corp. | 0.04% | Add +4.8% | 124,440 | $31.9M |
| Captrust Financial Advisors | 0.06% | Add +22.5% | 123,890 | $31.8M |
| Sanchez Wealth Management Group | 6.65% | Add +3.7% | 116,745 | $29.9M |
| Oppenheimer & Co. Inc. | 0.35% | Add +9.1% | 112,073 | $28.7M |
| M&T Bank Corp | 0.10% | Add +22.3% | 110,794 | $28.4M |
| Sequoia Financial Advisors, LLC | 0.17% | Add +1.7% | 108,546 | $27.8M |
| Baird Financial Group, Inc. | 0.04% | Reduce -1.3% | 100,304 | $25.7M |
| Kestra Advisory Services, LLC | 0.12% | Add +13.4% | 99,807 | $25.6M |
| Mariner, LLC | 0.03% | Add +2.4% | 99,747 | $25.6M |
| Atria Investments, Inc | 0.29% | Add +6.0% | 98,331 | $25.2M |
| Bell Investment Advisors, Inc | 3.96% | Reduce -2.9% | 94,433 | $24.2M |
| Savvy Advisors, Inc. | 1.11% | Add +213.1% | 94,045 | $24.1M |
| Cobblestone Capital Advisors LLC | 1.15% | Reduce -0.6% | 93,509 | $24.0M |
| Advocacy Wealth Management, LLC | 1.04% | Add +5.5% | 93,325 | $23.9M |
| AE Wealth Management LLC | 0.15% | Reduce -4.5% | 91,595 | $23.5M |
| Thrivent Financial for Lutherans | 0.05% | Add +2310.1% | 88,691 | $22.7M |
| Provida Pension Fund Administrator | 0.40% | Reduce -41.4% | 88,652 | $22.7M |
| Sensible Financial Planning & Management, LLC. | 4.10% | Reduce -4.0% | 88,088 | $22.6M |
| Invst, LLC | 2.54% | Add +6.4% | 86,943 | $22.3M |
| Qube Research & Technologies Ltd | 0.03% | Reduce -32.9% | 85,504 | $21.9M |
| Meredith Wealth Planning | 6.94% | Reduce -2.0% | 85,434 | $21.9M |
| B&D White Capital Company, LLC | 2.75% | New | 83,781 | $21.5M |
| Convergence Financial, LLC | 3.14% | Add +11.6% | 81,660 | $20.9M |
| Glenview Trust Co | 0.32% | Reduce -2.8% | 79,809 | $20.5M |
| Oppenheimer Asset Management Inc. | 0.22% | Reduce -0.3% | 77,024 | $19.8M |
| US Bancorp \de | 0.02% | Reduce -1.8% | 74,632 | $19.1M |
| Private Advisor Group, LLC | 0.09% | Reduce -30.6% | 74,380 | $19.1M |
| Jump Financial, LLC | 0.25% | New | 74,132 | $19.0M |
| Prudent Investors Network, Inc. | 4.64% | Add +1.3% | 73,798 | $18.9M |
| Sagespring Wealth Partners, LLC | 0.36% | Reduce -0.4% | 71,281 | $18.3M |
| Oxford Financial Group, LTD. LLC | 1.02% | Reduce -1.2% | 70,542 | $18.1M |
| Trinity Wealth Management, LLC | 6.77% | Reduce -27.9% | 70,394 | $18.1M |
| Straight Path Wealth Management | 4.99% | Add +5.2% | 69,773 | $17.9M |
| CPC Advisors, LLC | 1.86% | Add +2.2% | 68,859 | $17.7M |
| Advisory Services Network, LLC | 0.26% | Add +1.5% | 68,614 | $17.6M |
"% 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.