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
$1.54B -$69.2M -370,676 -4%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$1.46B +$39.9M +213,637 +3%
RJA
3
Raymond James & Associates
Florida
$476M -$12.4M -66,452 -3%
Bank of America
4
Bank of America
North Carolina
$358M +$56.2M +301,408 +20%
AssetMark Inc
5
AssetMark Inc
California
$316M +$12.9M +69,191 +4%
BlackRock
6
BlackRock
New York
$294M -$13.3M -71,360 -5%
Morgan Stanley
7
Morgan Stanley
New York
$279M +$2.38M +12,764 +0.9%
SOMRS
8
State of Michigan Retirement System
Michigan
$252M -$20.1M -107,650 -8%
BTI
9
Blue Trust Inc
Georgia
$229M -$3.1M -16,629 -1%
SC
10
Savant Capital
Illinois
$217M -$7.81M -41,844 -4%
JP Morgan Chase
11
JP Morgan Chase
New York
$214M +$158M +845,798 +333%
Cerity Partners
12
Cerity Partners
New York
$204M -$1.27M -6,801 -0.6%
Wealth Enhancement Advisory Services
13
Wealth Enhancement Advisory Services
Minnesota
$199M -$6.34M -33,962 -3%
EWM
14
Empirical Wealth Management
Washington
$162M +$1.67M +8,961 +1%
UBS Group
15
UBS Group
Switzerland
$139M -$8.61M -46,139 -6%
Ameriprise
16
Ameriprise
Minnesota
$131M -$9.03M -48,369 -7%
Corient Private Wealth
17
Corient Private Wealth
Florida
$128M +$698K +3,740 +0.6%
LPL Financial
18
LPL Financial
California
$118M -$667K -3,575 -0.6%
Wells Fargo
19
Wells Fargo
California
$118M +$6.06M +32,468 +6%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$117M +$5.99M +32,090 +6%
Goldman Sachs
21
Goldman Sachs
New York
$111M +$38.4M +205,556 +56%
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$106M -$1.31M -7,028 -1%
SP
23
Symmetry Partners
Connecticut
$105M +$38.9M +208,691 +63%
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$99.8M -$60.4M -323,748 -39%
AI
25
AdvisorShares Investments
Maryland
$95.1M -$1.84M -9,882 -2%