iShares MSCI USA Momentum Factor ETF - COMMON STOCK (MTUM)

Q4 2024 13F Holders as of 31 Dec 2024

Type / Class
Equity / COMMON STOCK
Shares outstanding
75.2M
Number of holders
869
Total 13F shares, excl. options
64.8M
Shares change
+16.5M
Total reported value, excl. options
$13.4B
Value change
+$3.41B
Put/Call ratio
15.43
Number of buys
465
Number of sells
-231
Price
$206.92

Significant Holders of iShares MSCI USA Momentum Factor ETF - COMMON STOCK (MTUM) as of Q4 2024

931 filings reported holding MTUM - iShares MSCI USA Momentum Factor ETF - COMMON STOCK as of Q4 2024.
iShares MSCI USA Momentum Factor ETF - COMMON STOCK (MTUM) has 869 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 64.8M shares of 75.2M outstanding shares and own 86.17% of the company stock.
Largest 10 shareholders include ENVESTNET ASSET MANAGEMENT INC (12.6M shares), MERCER GLOBAL ADVISORS INC /ADV (6.91M shares), RAYMOND JAMES FINANCIAL INC (2.78M shares), MORGAN STANLEY (2.2M shares), LPL Financial LLC (1.95M shares), ASSETMARK, INC (1.75M shares), BANK OF AMERICA CORP /DE/ (1.53M shares), BlackRock, Inc. (1.32M shares), STATE OF MICHIGAN RETIREMENT SYSTEM (1.29M shares), and Blue Trust, Inc. (1.23M shares).
This table shows the top 869 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
Investor Option Weight % Change % Value $ * Price $ Shares Share Change Activity Report Period
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.