Security record · archived quarter
MTUM
iShares MSCI USA Momentum Factor ETF · Financial Services · Asset Management - Global
3Tracked holders
-3Δ holders
17.35KShares held
$3.52MReported value
+0New positions
−3Exits
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2024
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 79 | +4 | 48.93M | $16.75B | +10 | −7 |
| Q1 2026 | 77 | +6 | 50.73M | $12.17B | +8 | −2 |
| Q4 2025 | 71 | +1 | 51.51M | $12.61B | +1 | — |
| Q3 2025 | 9 | -3 | 11.09M | $2.84B | — | −3 |
| Q2 2025 | 9 | +2 | 4.78M | $1.15B | +3 | −1 |
| Q1 2025 | 4 | 0 | 81.82K | $16.53M | +1 | −1 |
| Q4 2024 | 4 | +1 | 13.89K | $2.87M | +2 | −1 |
| Q3 2024 | 3 | -3 | 17.35K | $3.52M | — | −3 |
| Q2 2024 | 6 | — | 77.38K | $15.08M | — | — |
Who holds it · Q3 2024
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Marshall Wace ✦ | 9.21K | -62.8% | $1.87M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | AQR Capital Management ✦ | 6.97K | +437.5% | $1.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Fisher Asset Management ✦ | 1.17K | -49.4% | $237,665 | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Two Sigma Investments | $6.57M | was 0.0% |
| Citadel Advisors | $2.24M | was 0.0% |
| Millennium Management | $742,260 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 1,046 holders, 71.35M shares, $16.70B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q3 2024 ·
Methodology ·
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