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

Q3 2025 13F Holders as of 30 Sep 2025

Type / Class
Equity / COMMON STOCK
Shares outstanding
75.2M
Number of holders
962
Total 13F shares, excl. options
65M
Shares change
-3.84M
Total reported value, excl. options
$16.6B
Value change
-$972M
Put/Call ratio
2.04
Number of buys
489
Number of sells
-379
Price
$256.45

Significant Holders of iShares MSCI USA Momentum Factor ETF - COMMON STOCK (MTUM) as of Q3 2025

1,051 filings reported holding MTUM - iShares MSCI USA Momentum Factor ETF - COMMON STOCK as of Q3 2025.
iShares MSCI USA Momentum Factor ETF - COMMON STOCK (MTUM) has 962 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 65M shares of 75.2M outstanding shares and own 86.32% of the company stock.
Largest 10 shareholders include MERCER GLOBAL ADVISORS INC /ADV (7.6M shares), ENVESTNET ASSET MANAGEMENT INC (6.19M shares), FMR LLC (4.06M shares), MORGAN STANLEY (3.26M shares), RAYMOND JAMES FINANCIAL INC (3.06M shares), LPL Financial LLC (2.64M shares), ASSETMARK, INC (1.47M shares), AMERIPRISE FINANCIAL INC (1.32M shares), BlackRock, Inc. (1.26M shares), and BANK OF AMERICA CORP /DE/ (1.24M shares).
This table shows the top 962 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.