Funds holding iShares MSCI USA Momentum Factor ETF
26 funds declare a position · 7 ETFs and 19 other funds · 391.5M $ · US46432F3964
Other lines from the same issuer : iShares Core S&P Mid-Cap ETF (US4642875078), iShares Russell 2000 ETF (US4642876555), iShares Core S&P Small-Cap ETF (US4642878049), iShares Trust (US4642875987), iShares Trust (US46429B2676), iShares Trust (US4642874998), iShares Trust (US46432F3394), iShares Trust (US4642876225), iShares MBS ETF (US4642885887), iShares Trust (US4642885135)
Each line carries its report date.
| Fund | Shares | Value | Weight | |
|---|---|---|---|---|
| BlackRock 80/20 Target Allocation Fund BlackRock Funds II | 387,908 | 93.1M $ | 3.95 % | as of Mar 31, 2026 · Original filing |
| BlackRock 60/40 Target Allocation Fund BlackRock Funds II | 328,803 | 78.9M $ | 3.90 % | as of Mar 31, 2026 · Original filing |
| NYLI Hedge Multi-Strategy Tracker ETF New York Life Investments ETF Trust | 148,372 | 42.1M $ | 4.35 % | as of Apr 30, 2026 · Original filing |
| Transamerica BlackRock iShares Edge 50 VP TRANSAMERICA SERIES TRUST | 125,495 | 30.1M $ | 7.72 % | as of Mar 31, 2026 · Original filing |
| SA BlackRock Multi-Factor 70/30 Portfolio SUNAMERICA SERIES TRUST | 73,719 | 20.9M $ | 16.13 % | as of Apr 30, 2026 · Original filing |
| Transamerica BlackRock iShares Edge 75 VP TRANSAMERICA SERIES TRUST | 66,923 | 16.1M $ | 11.44 % | as of Mar 31, 2026 · Original filing |
| BlackRock 40/60 Target Allocation Fund BlackRock Funds II | 66,337 | 15.9M $ | 2.03 % | as of Mar 31, 2026 · Original filing |
| PFG BR Target Allocation Equity Strategy Fund Northern Lights Fund Trust | 51,693 | 14.7M $ | 3.09 % | as of Apr 30, 2026 · Original filing |
| Transamerica BlackRock iShares Edge 100 VP TRANSAMERICA SERIES TRUST | 49,660 | 11.9M $ | 15.39 % | as of Mar 31, 2026 · Original filing |
| Symmetry Panoramic US Equity Fund Symmetry Panoramic Trust | 45,853 | 11.6M $ | 2.75 % | as of Feb 28, 2026 · Original filing |
| Transamerica BlackRock iShares Edge 40 VP TRANSAMERICA SERIES TRUST | 48,311 | 11.6M $ | 6.12 % | as of Mar 31, 2026 · Original filing |
| SGI Dynamic Tactical ETF RBB Fund, Inc. | 40,905 | 10.3M $ | 13.43 % | as of Feb 28, 2026 · Original filing |
| Symmetry Panoramic Global Equity Fund Symmetry Panoramic Trust | 37,782 | 9.6M $ | 2.38 % | as of Feb 28, 2026 · Original filing |
| Alexis Practical Tactical ETF Listed Funds Trust | 36,546 | 9.2M $ | 5.86 % | as of Feb 28, 2026 · Original filing |
| Global Atlantic Moderately Aggressive Managed Risk Portfolio Forethought Variable Insurance Trust | 17,658 | 4.2M $ | 1.84 % | as of Mar 31, 2026 · Original filing |
| Symmetry Panoramic Tax-Managed Global Equity Fund Symmetry Panoramic Trust | 14,675 | 3.7M $ | 2.11 % | as of Feb 28, 2026 · Original filing |
| Global Atlantic BlackRock Allocation Portfolio Forethought Variable Insurance Trust | 7,313 | 1.8M $ | 3.41 % | as of Mar 31, 2026 · Original filing |
| Global Atlantic BlackRock Selects Managed Risk Portfolio Forethought Variable Insurance Trust | 5,046 | 1.2M $ | 0.98 % | as of Mar 31, 2026 · Original filing |
| Global Atlantic Moderate Managed Risk Portfolio Forethought Variable Insurance Trust | 4,964 | 1.2M $ | 1.57 % | as of Mar 31, 2026 · Original filing |
| SA Franklin Tactical Opportunities Portfolio SUNAMERICA SERIES TRUST | 2,503 | 710.8K $ | 0.65 % | as of Apr 30, 2026 · Original filing |
| Global Atlantic Balanced Managed Risk Portfolio Forethought Variable Insurance Trust | 2,731 | 655.4K $ | 1.07 % | as of Mar 31, 2026 · Original filing |
| Ocean Park Domestic ETF Northern Lights Fund Trust | 2,301 | 552.2K $ | 4.73 % | as of Mar 31, 2026 · Original filing |
| AB US Equity ETF AB Active ETFs, Inc. | 2,171 | 549.2K $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| Frontier Asset Absolute Return ETF ADVISORS' INNER CIRCLE FUND II | 1,320 | 374.9K $ | 2.93 % | as of Apr 30, 2026 · Original filing |
| Lazard Opportunistic Strategies Portfolio LAZARD FUNDS INC | 1,556 | 373.4K $ | 1.64 % | as of Mar 31, 2026 · Original filing |
| Avantis Total Equity Markets ETF American Century ETF Trust | 152 | 38.4K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
Institutional managers
1048 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| Manager | Shares | Value | |
|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | 8,471,268 | 2B $ | as of Mar 31, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | 8,388,874 | 2B $ | as of Mar 31, 2026 |
| FMR LLC | 5,483,464 | 1.3B $ | as of Mar 31, 2026 |
| LPL Financial LLC | 3,366,370 | 807.9M $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 3,281,064 | 787.4M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 3,082,019 | 739.7M $ | as of Mar 31, 2026 |
| BlackRock, Inc. | 1,623,570 | 389.6M $ | as of Mar 31, 2026 |
| AMERIPRISE FINANCIAL INC | 1,367,576 | 328.2M $ | as of Mar 31, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | 1,340,090 | 321.6M $ | as of Mar 31, 2026 |
| Blue Trust, Inc. | 1,274,963 | 306M $ | as of Mar 31, 2026 |
| Cerity Partners LLC | 1,183,078 | 283.9M $ | as of Mar 31, 2026 |
| ASSETMARK, INC | 1,174,251 | 281.8M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 1,169,637 | 280.7M $ | as of Mar 31, 2026 |
| CWM, LLC | 1,149,067 | 275.8M $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 1,144,110 | 264M $ | as of Mar 31, 2026 |
| Corient Private Wealth LLC | 974,018 | 233.6M $ | as of Mar 31, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 960,399 | 230.5M $ | as of Mar 31, 2026 |
| WELLS FARGO & COMPANY/MN | 845,066 | 202.8M $ | as of Mar 31, 2026 |
| UBS Group AG | 707,960 | 169.9M $ | as of Mar 31, 2026 |
| Envestnet Portfolio Solutions, Inc. | 706,374 | 169.5M $ | as of Mar 31, 2026 |
| Orgel Wealth Management, LLC | 683,699 | 164.1M $ | as of Mar 31, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 614,259 | 151M $ | as of Mar 31, 2026 |
| MML INVESTORS SERVICES, LLC | 626,007 | 150.2M $ | as of Mar 31, 2026 |
| Cetera Investment Advisers | 611,551 | 146.8M $ | as of Mar 31, 2026 |
| ROYAL BANK OF CANADA | 507,713 | 121.8M $ | as of Mar 31, 2026 |