MTUM
iShares MSCI USA Momentum Factor ETF · Financial Services · Asset Management - Global
Momentum-Eingaben (vergleichbare Manager):
Halterbreite -25.0% ·
Aktienfluss +5.4% ·
neue Nettopositionen -20.0%
— Formel
Konzentrierte Akkumulation — steigende Anteile bei weniger Haltern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q3 2025
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 80 | +4 | 49.03M | $16.79B | +10 | −6 |
| 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 | — | — |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Fidelity (FMR) ✦ | 4.06M | +25.7% | $1.04B | 0.1% | ▲ Add | 2 | SEC ↗ |
| 2 | Fidelity (FMR) ✦ | 4.06M | +25.7% | $1.04B | 0.1% | ▲ Add | 2 | SEC ↗ |
| 3 | Fidelity (FMR) ✦ | 4.06M | +25.7% | $1.04B | 0.1% | ▲ Add | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 3.26M | — | $836.10M | 0.1% | n/c | 1 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 3.26M | — | $836.10M | 0.1% | n/c | 1 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 3.26M | — | $836.10M | 0.1% | n/c | 1 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 3.26M | — | $836.10M | 0.1% | n/c | 1 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 3.26M | — | $836.10M | 0.1% | n/c | 1 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 3.26M | — | $836.10M | 0.1% | n/c | 1 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 3.26M | — | $836.10M | 0.1% | n/c | 1 | SEC ↗ |
| 11 | JPMorgan Chase ✦ | 1.74M | — | $446.68M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | JPMorgan Chase ✦ | 1.74M | — | $446.68M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | JPMorgan Chase ✦ | 1.74M | — | $446.68M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | JPMorgan Chase ✦ | 1.74M | — | $446.68M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | JPMorgan Chase ✦ | 1.74M | — | $446.68M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | JPMorgan Chase ✦ | 1.74M | — | $446.68M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | JPMorgan Chase ✦ | 1.74M | — | $446.68M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 1.74M | — | $446.68M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | JPMorgan Chase ✦ | 1.74M | — | $446.68M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | JPMorgan Chase ✦ | 1.74M | — | $446.68M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | JPMorgan Chase ✦ | 1.74M | — | $446.68M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | JPMorgan Chase ✦ | 1.74M | — | $446.68M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | JPMorgan Chase ✦ | 1.74M | — | $446.68M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | JPMorgan Chase ✦ | 1.74M | — | $446.68M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | BlackRock ✦ (passiv) | 1.26M | +2.0% | $322.95M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | BlackRock ✦ (passiv) | 1.26M | +2.0% | $322.95M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | BlackRock ✦ (passiv) | 1.26M | +2.0% | $322.95M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | BlackRock ✦ (passiv) | 1.26M | +2.0% | $322.95M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | BlackRock ✦ (passiv) | 1.26M | +2.0% | $322.95M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | BlackRock ✦ (passiv) | 1.26M | +2.0% | $322.95M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | BlackRock ✦ (passiv) | 1.26M | +2.0% | $322.95M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Goldman Sachs Group ✦ | 739.13K | — | $189.55M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Goldman Sachs Group ✦ | 739.13K | — | $189.55M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | AQR Capital Management ✦ | 19.55K | +51.1% | $5.01M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 35 | Gotham Asset Management ✦ | 2.21K | 0.0% | $568,037 | 0.0% | Held | 2 | SEC ↗ |
| 36 | Fisher Asset Management ✦ | 967 | +6.2% | $248,179 | 0.0% | ▲ Add | 6 | SEC ↗ |
| 37 | The Vanguard Group ✦ (passiv) | 917 | +5.8% | $235,163 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | The Vanguard Group ✦ (passiv) | 917 | +5.8% | $235,163 | 0.0% | ▲ Add | 2 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Keine neu erfassten Käufer in diesem Quartal. |
Ausgestiegen
| Two Sigma Investments | $54.78M | war 0.1% |
| D. E. Shaw & Co. | $10.42M | war 0.0% |
| Renaissance Technologies | $5.91M | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 1,046 Inhaber, 71.35M Anteile, $16.70B gemeldet. Dies ist ein anderer, älterer Zeitraum als die oben genannten Zahlen des erfassten Universums; beide werden niemals vermischt.
Was die erfassten Halter dieses Wertpapiers am häufigsten sonst noch halten — Zählungen gemeinsamer Eigentümerschaft, keine fundamentalen Zusammenhänge.