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Ishares Tr Msci Usa Momentum Factor shares owned by Blue Capital

Quarter-by-quarter ownership of Ishares Tr Msci Usa Momentum Factor (MTUM) shares owned by Blue Capital from 13F filings

Historical chart of Blue Capital investment in Ishares Tr Msci Usa Momentum Factor

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All positions including Ishares Tr Msci Usa Momentum Factor held by Blue Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr Msci Usa Momentum Factor by Blue Capital

Quarter filed Position value Share count Share price at filing
2025-12-31 $376k 1.5k 250.31

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Top funds holding Ishares Tr Msci Usa Momentum Factor

Envestnet Asset Management
Mercer Global Advisors
FMR
LPL Financial
Raymond James Financial
CI Private Wealth
Assetmark
Ameriprise Financial
State Treasurer State Of Michigan
BlackRock
Ronald Blue Trust
HPM Partners
CWM
Wealth Enhancement Advisory Services
Empirical Financial Services, LLC d/b/a Empirical Wealth Management

View all funds holding Ishares Tr Msci Usa Momentum Factor