We are live on ! Find out more
MTUM icon

iShares MSCI USA Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$100M -$306M -1,661,628 -75%
HI
27
Horizon Investments
North Carolina
$94.6M -$74.3M -403,182 -44%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$91.8M -$818K -4,439 -0.9%
1WM
29
1900 Wealth Management
Texas
$89.6M +$1.52M +8,226 +2%
Allianz Asset Management
30
Allianz Asset Management
Germany
$80.6M +$13.1M +71,026 +19%
FBFS
31
First Business Financial Services
Wisconsin
$72.7M +$722K +3,919 +1%
PI
32
PFS Investments
Georgia
$71.9M -$29M -157,130 -28%
Citigroup
33
Citigroup
New York
$70.7M +$61.9M +335,913 +633%
Bank of New York Mellon
34
Bank of New York Mellon
New York
$64.5M -$376K -2,042 -0.6%
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$62.9M +$1.85M +10,013 +3%
Mariner
36
Mariner
Kansas
$58.7M +$2.59M +14,079 +5%
Baird Financial Group
37
Baird Financial Group
Wisconsin
$58.5M +$2.71M +14,700 +5%
RA
38
RFG Advisory
Alabama
$58M +$8.52M +46,249 +17%
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$57.7M -$4.12M -22,341 -7%
WCG
40
Wall Capital Group
Arizona
$57.3M -$7.97M -43,260 -12%
IWC
41
Integrated Wealth Concepts
Massachusetts
$56.6M -$483K -2,619 -0.8%
Bank of Montreal
42
Bank of Montreal
Ontario, Canada
$56.1M -$8.08M -43,860 -13%
CFA
43
Carroll Financial Associates
North Carolina
$53.5M -$609K -3,303 -1%
PSUF
44
People's United Financial
Connecticut
$53.3M -$13.1M -70,949 -19%
AAS
45
Ameritas Advisory Services
Nebraska
$52M +$52.7M +285,903 New
COF
46
Capital One Financial
Virginia
$51.7M +$3.15M +17,102 +6%
Truist Financial
47
Truist Financial
North Carolina
$47.6M -$31.8M -172,580 -40%
MCWS
48
McKinley Carter Wealth Services
West Virginia
$47.3M +$622K +3,378 +1%
FFA
49
Fragasso Financial Advisors
Pennsylvania
$44.8M +$484K +2,628 +1%
DLIC
50
Daido Life Insurance Company
Japan
$44M