We are live on ! Find out more
MTUM icon

iShares MSCI USA Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.12B +$33.6M +229,231 +3%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$1.06B +$29.1M +198,308 +3%
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$518M +$26.3M +178,945 +6%
Morgan Stanley
4
Morgan Stanley
New York
$429M +$196M +1,334,703 +95%
RJA
5
Raymond James & Associates
Florida
$400M -$1.49M -10,184 -0.4%
AssetMark Inc
6
AssetMark Inc
California
$258M +$9.1M +61,978 +4%
SOMRS
7
State of Michigan Retirement System
Michigan
$232M -$954K -6,500 -0.4%
Cerity Partners
8
Cerity Partners
New York
$179M -$3.7M -25,182 -2%
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$178M +$14.2M +96,845 +9%
SC
10
Savant Capital
Illinois
$174M +$14.7M +100,463 +10%
Bank of America
11
Bank of America
North Carolina
$155M -$16.5M -112,464 -10%
BTI
12
Blue Trust Inc
Georgia
$144M -$2.16M -14,726 -1%
EWM
13
Empirical Wealth Management
Washington
$129M +$4.96M +33,816 +4%
BlackRock
14
BlackRock
New York
$127M -$24.7M -168,366 -17%
Corient Private Wealth
15
Corient Private Wealth
Florida
$103M +$480K +3,269 +0.5%
UBS Group
16
UBS Group
Switzerland
$92.7M -$4.63M -31,534 -5%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$89.6M -$9.81M -66,845 -10%
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$88.8M -$4.72M -32,142 -5%
LPL Financial
19
LPL Financial
California
$88.7M -$4.7M -32,002 -5%
SP
20
Symmetry Partners
Connecticut
$84.3M +$1.11M +7,574 +1%
Wells Fargo
21
Wells Fargo
California
$69M +$7.01M +47,792 +12%
Ameriprise
22
Ameriprise
Minnesota
$68.3M -$3.71M -25,247 -5%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$57.6M -$2.73M -18,584 -5%
KeyBank National Association
24
KeyBank National Association
Ohio
$55.9M -$2.51M -17,077 -5%
AC
25
Apella Capital
Connecticut
$50.7M -$3.31M -22,582 -6%