iShares MSCI USA Momentum FaMTUMETF
13F holders, Q4 2025 (December 31)1,053holders +68
86new positions
79sold out
4famous investors
$250.47avg. 13F price*
At the end of Q4 2025, 1,053 institutions reported holding iShares MSCI USA Momentum Fa (MTUM) in their 13F filings, up 68 from Q3 2025. 86 opened new positions and 79 sold out. The largest holders were Envestnet Asset Management Inc. ($2.0B), Mercer Global Advisors Inc. ($2.0B) and FMR LLC ($1.2B). 4 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 86 | $57.3M |
| Exits | 79 | $131.9M |
All 13F filers, Q3 2025 → Q4 2025: 9,727,175 shares bought and 3,085,502 shares sold, net +6,641,673 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,053 holders
| Envestnet Asset Management Inc. | 0.59% | Add +27.3% | 7,883,307 | $2.0B |
| Mercer Global Advisors Inc. | 2.99% | Add +3.0% | 7,824,890 | $2.0B |
| FMR LLC | 0.06% | Add +17.1% | 4,757,272 | $1.2B |
| LPL Financial LLC | 0.23% | Add +24.7% | 3,291,857 | $824.0M |
| Raymond James Financial Inc. | 0.25% | Add +5.0% | 3,215,974 | $805.0M |
| Morgan Stanley | 0.04% | Reduce -12.4% | 2,854,620 | $714.5M |
| BlackRock, Inc. | 0.01% | Add +26.8% | 1,596,442 | $399.6M |
| Assetmark, Inc. | 0.77% | Add +2.5% | 1,502,409 | $376.1M |
| Ameriprise Financial Inc. | 0.08% | Add +4.0% | 1,375,417 | $344.1M |
| State of Michigan Retirement System | 1.57% | Add +5.2% | 1,287,290 | $322.2M |
| Bank of America Corp. | 0.02% | Add +1.6% | 1,258,817 | $315.1M |
| Blue Trust, Inc. | 3.51% | Add +9.6% | 1,242,390 | $311.0M |
| Cerity Partners LLC | 0.42% | Add +0.4% | 1,156,354 | $289.4M |
| JPMorgan Chase & Co. | 0.02% | Add +32.2% | 1,151,084 | $288.1M |
| Cwm, LLC | 0.77% | Add +25.3% | 1,141,425 | $285.7M |
| Wealth Enhancement Advisory Services, LLC | 0.34% | Reduce -2.0% | 981,507 | $253.4M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4.37% | Reduce -5.5% | 974,177 | $243.8M |
| Corient Private Wealth LP | 0.30% | Add +24.4% | 891,619 | $223.2M |
| Wells Fargo & Company | 0.04% | Reduce -2.5% | 844,667 | $211.4M |
| UBS Group AG | 0.04% | Add +2.0% | 773,553 | $193.6M |
| Envestnet Portfolio Solutions, Inc. | 0.63% | Add +55.3% | 721,042 | $180.5M |
| Park Avenue Securities LLC | 1.51% | Add +35.7% | 711,023 | $178.0M |
| MML Investors Services, LLC | 0.42% | Add +10.1% | 694,449 | $173.8M |
| Orgel Wealth Management, LLC | 3.74% | Add +1.9% | 676,461 | $169.3M |
| Cetera Investment Advisers | 0.17% | Add +24.5% | 607,290 | $152.0M |
| Janney Montgomery Scott LLC | 0.33% | Add +37.0% | 572,521 | $143.3M |
| PNC Financial Services Group, Inc. | 0.07% | Reduce -1.0% | 503,559 | $126.0M |
| Citigroup Inc. | 0.09% | Add +68.0% | 502,952 | $125.9M |
| Royal Bank of Canada | 0.02% | Add +15.5% | 480,829 | $120.4M |
| Savant Capital, LLC | 0.61% | Reduce -6.7% | 427,052 | $106.9M |
| Symmetry Partners, LLC | 6.17% | Add +71.8% | 416,566 | $104.3M |
| Commonwealth Equity Services, LLC | 0.14% | Add +12.8% | 406,692 | $101.8M |
| OneDigital Investment Advisors LLC | 0.99% | Add +48.8% | 402,995 | $100.9M |
| Foundations Investment Advisors, LLC | 1.31% | Add +55.8% | 400,402 | $100.2M |
| Bank of New York Mellon Corp | 0.02% | Add +66.6% | 384,273 | $96.2M |
| NewEdge Advisors, LLC | 0.34% | Add +70.8% | 376,094 | $94.1M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -50.0% | 369,836 | $92.6M |
| Northwestern Mutual Wealth Management Co. | 0.06% | Add +23.1% | 364,221 | $91.2M |
| Arizona PSPRS Trust | 3.33% | Add +0.3% | 361,051 | $90.4M |
| Osaic Holdings, Inc. | 0.13% | Reduce -22.2% | 341,876 | $85.7M |
| High Probability Advisors, LLC | 10.74% | Add +1.0% | 321,764 | $80.5M |
| Stifel Financial Corp. | 0.07% | Add +28.0% | 315,235 | $78.9M |
| BNP Paribas Financial Markets | 0.05% | Add +21.5% | 311,428 | $78.0M |
| Foster Group, Inc. | 2.33% | Add +2.4% | 308,335 | $77.2M |
| Merit Financial Group, LLC | 0.61% | Add +89.0% | 303,634 | $76.0M |
| AdvisorShares Investments LLC | 12.49% | Reduce -26.0% | 299,146 | $74.9M |
| JB Capital LLC | 2.83% | Add +65.3% | 276,924 | $69.3M |
| Sanctuary Advisors, LLC | 0.32% | Add +60.0% | 233,841 | $58.5M |
| Captrust Financial Advisors | 0.11% | Add +82.0% | 225,479 | $56.4M |
| Strategic Financial Services, Inc. | 2.60% | Add +1.5% | 222,511 | $56.4M |
| United Capital Financial Advisors, LLC | 0.32% | Add +63.7% | 212,205 | $53.1M |
| Armbruster Capital Management, Inc. | 8.92% | Add +0.5% | 212,122 | $53.1M |
| Cambridge Investment Research Advisors, Inc. | 0.14% | Reduce -2.3% | 206,813 | $51.8M |
| Keybank National Association | 0.17% | Reduce -2.0% | 193,003 | $48.3M |
| Advocacy Wealth Management, LLC | 1.98% | Add +102.4% | 188,869 | $47.3M |
| Jones Financial Companies LLLP | 0.03% | Add +9.8% | 177,954 | $44.5M |
| Kathmere Capital Management, LLC | 2.97% | Add +3.0% | 175,897 | $44.0M |
| New York Life Investment Management LLC | 0.36% | Add +10.2% | 166,692 | $41.7M |
| Truist Financial Corp. | 0.05% | Add +28.3% | 159,598 | $39.9M |
| Lido Advisors, LLC | 0.16% | Reduce -0.4% | 153,067 | $39.3M |
| Rockefeller Capital Management L.P. | 0.07% | Add +177.3% | 155,060 | $38.8M |
| Sanchez Wealth Management Group | 8.11% | Add +29.8% | 151,553 | $37.9M |
| Mullooly Asset Management, Inc. | 12.86% | Add +1.9% | 140,424 | $35.1M |
| Kestra Investment Management, LLC | 0.86% | Add +10.8% | 139,788 | $35.0M |
| Acropolis Investment Management, LLC | 1.57% | Add +3.5% | 139,337 | $34.9M |
| Atria Investments, Inc | 0.38% | Add +37.0% | 134,753 | $33.7M |
| 1900 Wealth Management LLC | 2.15% | Reduce -0.5% | 133,839 | $33.5M |
| Ameritas Advisory Services, LLC | 1.25% | Add +645.1% | 133,688 | $33.5M |
| Apella Capital, LLC | 0.66% | Reduce -12.9% | 132,937 | $33.3M |
| AE Wealth Management LLC | 0.19% | Add +42.1% | 130,140 | $32.6M |
| Stonehearth Capital Management, LLC | 11.73% | Add +0.0% | 126,674 | $31.7M |
| Integrated Wealth Concepts LLC | 0.36% | Reduce -10.4% | 122,528 | $30.7M |
| Beacon Pointe Advisors, LLC | 0.21% | Add +231.4% | 120,985 | $30.3M |
| M&T Bank Corp | 0.09% | Add +4.4% | 115,661 | $29.0M |
| Provida Pension Fund Administrator | 0.50% | Add +29.9% | 115,122 | $28.8M |
| Kestra Advisory Services, LLC | 0.11% | Add +6.0% | 105,849 | $26.5M |
| Oppenheimer & Co. Inc. | 0.37% | Reduce -6.2% | 105,097 | $26.3M |
| Mariner, LLC | 0.03% | Add +2.6% | 102,387 | $25.6M |
| US Bancorp \de | 0.03% | Add +34.7% | 100,538 | $25.2M |
| Savvy Advisors, Inc. | 0.80% | Add +5.5% | 99,237 | $24.8M |
| Sequoia Financial Advisors, LLC | 0.14% | Reduce -8.9% | 98,842 | $24.7M |
| Baird Financial Group, Inc. | 0.04% | Reduce -1.5% | 98,828 | $24.7M |
| Thrivent Financial for Lutherans | 0.04% | Add +9.4% | 97,013 | $24.5M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1.46% | Add +79.2% | 97,688 | $24.5M |
| Bell Investment Advisors, Inc | 3.65% | Reduce -2.3% | 92,299 | $23.1M |
| Jane Street Group, LLC | 0.03% | Add +126.6% | 91,681 | $22.9M |
| Meredith Wealth Planning | 6.34% | Reduce -0.5% | 85,048 | $21.3M |
| Convergence Financial, LLC | 3.06% | Add +2.7% | 83,838 | $21.0M |
| Journey Strategic Wealth LLC | 0.53% | Add +30.9% | 80,650 | $20.2M |
| SteelPeak Wealth, LLC | 0.66% | Add +70.2% | 80,579 | $20.2M |
| Private Advisor Group, LLC | 0.09% | Add +5.3% | 78,330 | $19.6M |
| Icon Wealth Advisors, LLC | 1.28% | Add +54.3% | 76,724 | $19.2M |
| Oppenheimer Asset Management Inc. | 0.23% | Reduce -1.8% | 75,679 | $18.9M |
| Glenview Trust Co | 0.29% | Reduce -6.3% | 74,748 | $18.7M |
| Scarborough Advisors, LLC | 3.14% | Add +53.2% | 74,322 | $18.6M |
| Straight Path Wealth Management | 4.87% | Add +3.5% | 72,195 | $18.1M |
| CPC Advisors, LLC | 1.82% | Add +4.8% | 72,184 | $18.1M |
| Trinity Wealth Management, LLC | 6.49% | Reduce -0.1% | 70,349 | $17.6M |
| Oxford Financial Group, LTD. LLC | 0.95% | Reduce -1.7% | 69,366 | $17.4M |
| Prudent Investors Network, Inc. | 3.98% | Reduce -6.1% | 69,312 | $17.3M |
"% 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.