MTUM
ETF

iShares MSCI USA Momentum Factor ETF

MSCI USA MMENTM As of Jun 30, 2026 CUSIP 46432F396
Institutional Holders
1,188
Total Held Value
$23.67B
Total Exact Shares
69.92M
Largest Holder
Mercer Global Advisors
8.12M shares • $2.78B
Reported Holders1,188
Filings dated Jun 30, 2026 unless marked
# Trend (4Q)
1 Mercer Global Advisors $2.78B 3.4% -3.2% 8.12M Jun 30, 2026
2 Envestnet Asset Management $2.71B 0.6% -6.8% 7.90M Jun 30, 2026
3 Fidelity (FMR) $1.96B 0.1% +4.1% 5.71M Jun 30, 2026
4 Raymond James Financial $1.16B 0.3% +2.9% 3.38M Jun 30, 2026
5 LPL Financial $1.16B 0.3% +0.2% 3.37M Jun 30, 2026
6 Morgan Stanley $928.7M <0.1% -12.1% 2.71M Jun 30, 2026
7 Ameriprise Financial $457.9M 0.1% -2.5% 1.33M Jun 30, 2026
8 Bank of America $452.3M <0.1% +12.8% 1.32M Jun 30, 2026
9 BlackRock $429.3M <0.1% -22.9% 1.25M Jun 30, 2026
10 State of Michigan Retirement System
Filing dated Sep 30, 2026
 $418.3M 1.9% +1.2% 1.32M Sep 30, 2026
11 Cerity Partners $377.0M 0.5% -7.0% 1.10M Jun 30, 2026
12 Wells Fargo $372.4M 0.1% +28.5% 1.09M Jun 30, 2026
13 Blue Trust
Filing dated Sep 30, 2026
 $354.2M 3.7% -20.8% 1.12M Sep 30, 2026
14 JPMorgan Chase $337.3M <0.1% -12.2% 1.00M Jun 30, 2026
15 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
Filing dated Sep 30, 2026
 $295.3M 4.0% -0.1% 930.4K Sep 30, 2026
16 MML Investors Services $284.6M 0.6% +32.6% 830.2K Jun 30, 2026
17 Orgel Wealth Management
Filing dated Sep 30, 2026
 $271.1M 5.1% +27.0% 854.3K Sep 30, 2026
18 Assetmark
Filing dated Sep 30, 2026
 $242.1M 0.4% -33.1% 762.8K Sep 30, 2026
19 UBS Group $237.2M <0.1% -2.3% 691.9K Jun 30, 2026
20 Citigroup $218.7M 0.1% +152.5% 637.9K Jun 30, 2026
Exited in Latest Filing119
# Fund Prior Value Prior % of Fund Change Prior Shares Trend (4Q) Exit Report
Each exit is an immediately prior-filing position absent from that manager's latest published filing. Prior values are shown for context and are not included in current totals.