We are live on ! Find out more
MTUM icon

iShares MSCI USA Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$102M +$77.1M +992,858 +301%
UBS Group
2
UBS Group
Switzerland
$72M +$23.1M +297,302 +47%
Bank of America
3
Bank of America
North Carolina
$61.6M +$1.08M +13,900 +2%
Morgan Stanley
4
Morgan Stanley
New York
$55.9M +$12.2M +157,283 +28%
Ameriprise
5
Ameriprise
Minnesota
$54.3M +$7.02M +90,432 +15%
USAA
6
United Services Automobile Association
Texas
$49.7M
BDF
7
Balasa Dinverno & Foltz
$45.8M +$1.16M +14,982 +3%
Stifel Financial
8
Stifel Financial
Missouri
$41.6M +$34.6M +445,457 +485%
BA
9
BlackRock Advisors
Delaware
$38.4M +$18.3M +235,326 +90%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$33M +$1.82M +23,495 +6%
Allianz Asset Management
11
Allianz Asset Management
Germany
$32.4M +$6.32M +81,388 +24%
DT
12
Diversified Trust
Tennessee
$32.3M +$32.4M +417,000 New
ACM
13
Armbruster Capital Management
New York
$27.5M +$667K +8,595 +2%
CPO
14
Cerity Partners OCIO
New York
$24.8M +$4.2M +54,129 +20%
CFA
15
Carroll Financial Associates
North Carolina
$23.9M +$3.36M +43,272 +16%
3AM
16
3D Asset Management
Connecticut
$23.6M -$470K -6,056 -2%
Wealth Enhancement Advisory Services
17
Wealth Enhancement Advisory Services
Minnesota
$23.3M +$5.39M +69,472 +30%
HA
18
Harfst & Associates
Wyoming
$21.1M -$1.82M -23,426 -8%
Goldman Sachs
19
Goldman Sachs
New York
$19.3M +$15.5M +200,000 +400%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$19.2M +$2.33M +30,057 +14%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$18.6M +$12.9M +166,205 +223%
SWP
22
Stratos Wealth Partners
Ohio
$18.3M +$8.56M +110,301 +87%
CAN
23
Cetera Advisor Networks
California
$17.4M +$6.68M +86,064 +62%
LPL Financial
24
LPL Financial
California
$16.8M +$3.75M +48,361 +28%
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$16.8M +$6.8M +87,559 +68%