iShares MSCI USA Momentum FaMTUMETF
13F holders, Q1 2026 (March 31)1,062holders +9
92new positions
75sold out
6famous investors
$240.17avg. 13F price*
At the end of Q1 2026, 1,062 institutions reported holding iShares MSCI USA Momentum Fa (MTUM) in their 13F filings, up 9 from Q4 2025. 92 opened new positions and 75 sold out. The largest holders were Envestnet Asset Management Inc. ($2.0B), Mercer Global Advisors Inc. ($2.0B) and FMR LLC ($1.3B). 6 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Steve Cohen (0.0% of Point72 Asset 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 92 | $105.8M |
| Exits | 75 | $178.1M |
All 13F filers, Q4 2025 → Q1 2026: 4,414,500 shares bought and 3,359,256 shares sold, net +1,055,244 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,062 holders
| Envestnet Asset Management Inc. | 0.54% | Add +7.5% | 8,471,268 | $2.0B |
| Mercer Global Advisors Inc. | 2.98% | Add +7.2% | 8,388,874 | $2.0B |
| FMR LLC | 0.07% | Add +15.3% | 5,483,464 | $1.3B |
| LPL Financial LLC | 0.21% | Add +2.3% | 3,366,370 | $807.9M |
| Raymond James Financial Inc. | 0.24% | Add +2.0% | 3,281,064 | $787.4M |
| Morgan Stanley | 0.04% | Add +8.0% | 3,082,019 | $739.7M |
| BlackRock, Inc. | 0.01% | Add +1.7% | 1,623,570 | $389.6M |
| Ameriprise Financial Inc. | 0.08% | Reduce -0.6% | 1,367,576 | $328.2M |
| State of Michigan Retirement System | 1.70% | Add +4.1% | 1,340,090 | $321.6M |
| Blue Trust, Inc. | 3.50% | Add +2.6% | 1,274,963 | $306.0M |
| Cerity Partners LLC | 0.40% | Add +2.3% | 1,183,078 | $283.9M |
| Assetmark, Inc. | 0.57% | Reduce -21.8% | 1,174,251 | $281.8M |
| Bank of America Corp. | 0.02% | Reduce -7.1% | 1,169,637 | $280.7M |
| Cwm, LLC | 0.72% | Add +0.7% | 1,149,067 | $275.8M |
| JPMorgan Chase & Co. | 0.02% | Reduce -0.6% | 1,144,110 | $264.0M |
| Corient Private Wealth LP | 0.33% | Add +9.2% | 974,018 | $233.6M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4.01% | Reduce -1.4% | 960,399 | $230.5M |
| Wells Fargo & Company | 0.04% | Add +0.1% | 845,066 | $202.8M |
| Park Avenue Securities LLC | 1.35% | Add +1.6% | 722,484 | $173.4M |
| UBS Group AG | 0.03% | Reduce -8.5% | 707,960 | $169.9M |
| Envestnet Portfolio Solutions, Inc. | 0.94% | Reduce -2.0% | 706,374 | $169.5M |
| Orgel Wealth Management, LLC | 3.54% | Add +1.1% | 683,699 | $164.1M |
| Wealth Enhancement Advisory Services, LLC | 0.33% | Reduce -37.4% | 614,259 | $151.0M |
| MML Investors Services, LLC | 0.42% | Reduce -9.9% | 626,007 | $150.2M |
| Cetera Investment Advisers | 0.16% | Add +0.7% | 611,551 | $146.8M |
| Janney Montgomery Scott LLC | 0.36% | Add +5.0% | 601,408 | $144.3M |
| Royal Bank of Canada | 0.02% | Add +5.6% | 507,713 | $121.8M |
| PNC Financial Services Group, Inc. | 0.07% | Reduce -4.3% | 481,997 | $115.7M |
| Foundations Investment Advisors, LLC | 1.31% | Add +10.0% | 440,369 | $105.7M |
| Symmetry Partners, LLC | 5.97% | Add +4.6% | 435,693 | $104.6M |
| Bank of New York Mellon Corp | 0.02% | Add +10.6% | 424,939 | $102.0M |
| OneDigital Investment Advisors LLC | 0.99% | Add +4.8% | 422,147 | $101.3M |
| Savant Capital, LLC | 0.47% | Reduce -5.9% | 401,793 | $96.4M |
| NewEdge Advisors, LLC | 0.35% | Add +6.0% | 398,773 | $95.7M |
| Northwestern Mutual Wealth Management Co. | 0.06% | Add +5.4% | 384,032 | $92.2M |
| Arizona PSPRS Trust | 3.19% | Add +0.1% | 361,375 | $86.7M |
| Captrust Financial Advisors | 0.15% | Add +59.0% | 358,564 | $86.0M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -3.3% | 357,531 | $85.8M |
| Merit Financial Group, LLC | 0.62% | Add +13.7% | 345,340 | $82.9M |
| Commonwealth Equity Services, LLC | 0.11% | Reduce -16.1% | 341,254 | $81.9M |
| Stifel Financial Corp. | 0.07% | Add +5.5% | 332,532 | $79.8M |
| Osaic Holdings, Inc. | 0.11% | Reduce -5.1% | 324,536 | $78.0M |
| Foster Group, Inc. | 2.27% | Add +3.1% | 317,760 | $76.3M |
| High Probability Advisors, LLC | 9.65% | Reduce -2.3% | 314,322 | $75.4M |
| JB Capital LLC | 2.77% | Add +3.3% | 285,999 | $68.6M |
| Citigroup Inc. | 0.04% | Reduce -49.8% | 252,646 | $60.6M |
| Sanctuary Advisors, LLC | 0.32% | Add +3.9% | 242,941 | $58.3M |
| Strategic Financial Services, Inc. | 2.58% | Add +1.4% | 225,567 | $54.1M |
| Cambridge Investment Research Advisors, Inc. | 0.14% | Add +9.0% | 225,408 | $54.1M |
| United Capital Financial Advisors, LLC | 0.32% | Add +1.0% | 214,260 | $51.5M |
| Armbruster Capital Management, Inc. | 8.36% | Add +0.2% | 212,578 | $51.0M |
| Advocacy Wealth Management, LLC | 2.14% | Add +6.7% | 201,441 | $48.3M |
| Jones Financial Companies LLLP | 0.02% | Add +14.3% | 203,336 | $47.9M |
| Keybank National Association | 0.16% | Reduce -3.7% | 185,846 | $44.6M |
| Kathmere Capital Management, LLC | 2.69% | Add +2.8% | 180,808 | $43.4M |
| Truist Financial Corp. | 0.05% | Add +2.9% | 164,221 | $39.4M |
| Integrated Wealth Concepts LLC | 0.31% | Add +31.6% | 161,287 | $38.7M |
| Rockefeller Capital Management L.P. | 0.07% | Add +1.4% | 157,268 | $37.7M |
| Sanchez Wealth Management Group | 8.07% | Add +2.6% | 155,489 | $37.3M |
| Lido Advisors, LLC | 0.15% | Add +1.4% | 155,224 | $37.3M |
| New York Life Investment Management LLC | 0.32% | Reduce -6.9% | 155,163 | $37.2M |
| Atria Investments, Inc | 0.39% | Add +8.6% | 146,280 | $35.1M |
| Apella Capital, LLC | 0.51% | Reduce -5.5% | 125,583 | $34.5M |
| Acropolis Investment Management, LLC | 1.51% | Add +1.9% | 141,946 | $34.1M |
| Mullooly Asset Management, Inc. | 12.19% | Reduce -2.0% | 137,593 | $33.0M |
| 1900 Wealth Management LLC | 2.05% | Reduce -0.8% | 132,730 | $31.9M |
| Beacon Pointe Advisors, LLC | 0.17% | Add +9.7% | 132,677 | $31.8M |
| Ameritas Advisory Services, LLC | 1.19% | Reduce -4.9% | 127,082 | $30.5M |
| AE Wealth Management LLC | 0.16% | Reduce -3.3% | 125,877 | $30.2M |
| Two Sigma Investments, LP | 0.03% | New | 125,199 | $30.0M |
| Stonehearth Capital Management, LLC | 11.79% | Reduce -2.1% | 124,002 | $29.8M |
| Savvy Advisors, Inc. | 0.75% | Add +16.9% | 115,983 | $27.8M |
| M&T Bank Corp | 0.09% | Reduce -1.6% | 113,868 | $27.3M |
| Oppenheimer & Co. Inc. | 0.32% | Add +4.9% | 110,260 | $26.5M |
| Kestra Advisory Services, LLC | 0.10% | Reduce -1.0% | 104,787 | $25.1M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1.42% | Add +6.2% | 103,782 | $24.9M |
| HighTower Advisors, LLC | 0.03% | Add +185.7% | 102,208 | $24.5M |
| Icon Wealth Advisors, LLC | 1.55% | Add +12.1% | 86,036 | $23.9M |
| Thrivent Financial for Lutherans | 0.05% | Add +3.3% | 100,243 | $23.8M |
| Sequoia Financial Advisors, LLC | 0.13% | Reduce -1.6% | 97,295 | $23.3M |
| Mariner, LLC | 0.03% | Reduce -5.4% | 96,834 | $23.2M |
| Prime Capital Investment Advisors, LLC | 0.26% | Add +273.3% | 94,000 | $22.6M |
| Convergence Financial, LLC | 2.27% | Add +5.4% | 88,345 | $21.4M |
| Bell Investment Advisors, Inc | 3.31% | Reduce -4.5% | 88,196 | $21.2M |
| Baird Financial Group, Inc. | 0.03% | Reduce -14.3% | 84,687 | $20.3M |
| Journey Strategic Wealth LLC | 0.49% | Add +1.7% | 81,997 | $19.7M |
| Private Advisor Group, LLC | 0.09% | Reduce -0.6% | 77,857 | $18.7M |
| SteelPeak Wealth, LLC | 0.58% | Reduce -3.8% | 77,484 | $18.6M |
| Mgo One Seven LLC | 0.37% | Add +13.5% | 76,064 | $18.3M |
| Oppenheimer Asset Management Inc. | 0.21% | Add +0.4% | 75,993 | $18.2M |
| Straight Path Wealth Management | 4.87% | Add +5.2% | 75,912 | $18.2M |
| Glenview Trust Co | 0.28% | Reduce -0.7% | 74,224 | $17.8M |
| Trinity Wealth Management, LLC | 6.19% | Reduce -0.2% | 70,208 | $16.8M |
| Prudent Investors Network, Inc. | 3.61% | Reduce -0.3% | 69,141 | $16.6M |
| Creative Planning | 0.01% | Add +4.2% | 67,722 | $16.3M |
| Scarborough Advisors, LLC | 1.76% | Reduce -9.9% | 66,962 | $16.1M |
| Sagespring Wealth Partners, LLC | 0.29% | Reduce -3.8% | 66,172 | $15.9M |
| Sharkey, Howes & Javer | 2.13% | Add +5.6% | 65,955 | $15.8M |
| Oxford Financial Group, LTD. LLC | 0.85% | Reduce -5.0% | 65,890 | $15.8M |
| Steward Partners Investment Advisory, LLC | 0.08% | Reduce -5.4% | 63,969 | $15.4M |
"% 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.