MTUM — iShares Edge MSCI USA Momentum

Ownership history in FLOW TRADERS U.S. LLC  ·  14 quarters on record

This page tracks every 13F SEC filing in which FLOW TRADERS U.S. LLC reported a position in iShares Edge MSCI USA Momentum (MTUM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.15% (2021 Q1)
Avg. % of fund
0.09%
First filed
2016 Q3
Last filed
2025 Q3
Quarters held
14
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 9,680 -2,482 -20.4% 0.10% $2.5M $255.53
2024 Q3 ADDED 12,162 +6,261 +106.1% 0.13% $2.5M $199.93
2023 Q3 REDUCED 5,901 -15,146 -72.0% 0.04% $824K $136.87
2023 Q1 ADDED 21,047 +6,576 +45.4% 0.12% $2.9M $135.30
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% of Fund (quarterly)    MTUM price (monthly, adj. close)

Other funds also holding MTUM

As of 2025 Q4 — sorted by position size

AdvisorShares Investments LLC 3Y 12.49% Stonehearth Capital Management, LLC 3Y 7Y 11.73% Forefront Analytics, LLC 3Y 7Y 11.19% High Probability Advisors, LLC 10.74% Armbruster Capital Management, Inc. 3Y 7Y 8.92% Audent Global Asset Management, LLC 3Y 8.78% Sanchez Wealth Management Group 3Y 7Y 8.11% POM Investment Strategies, LLC 7.48% Trinity Wealth Management, LLC 3Y 6.49% Meredith Wealth Planning 3Y 6.34%
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