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iShares MSCI USA Momentum Factor ETF (MTUM) Institutional Ownership

iShares MSCI USA Momentum Factor ETF logo
$210.93 +1.94 (+0.93%)
Closing price 03:45 PM Eastern
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$212.65 +1.72 (+0.81%)
As of 07:53 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares MSCI USA Momentum Factor ETF (BATS:MTUM)

Number of
Institutional Buyers
(last 12 months)
577
Total
Institutional Inflows
(last 12 months)
$4.55B
Number of
Institutional Sellers
(last 12 months)
317
Total
Institutional Outflows
(last 12 months)
$1.32B
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MTUM Institutional Buying and Selling by Quarter

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iShares MSCI USA Momentum Factor ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/25/2025Life Line Wealth Management LLC175,177$36.25M12.9%N/A0.255%
3/24/2025Mascagni Wealth Management Inc.142$29K0.0%N/A0.000%
3/19/2025Chancellor Financial Group WB LP1,068$221K0.2%N/A0.002%
3/17/2025 Wealth Enhancement Advisory Services LLC943,286$195.19M0.4%-2.5%1.372%
3/12/2025 Centaurus Financial Inc.37,807$7.82M0.5%-2.3%0.053%
3/11/2025 Anchor Pointe Wealth Management LLC4,620$960K1.2%N/A0.006%
3/6/2025 Wood Tarver Financial Group LLC851$176K0.1%N/A0.001%
3/6/2025 Kilter Group LLC18,478$3.82M2.5%N/A0.026%
3/6/2025 Plotkin Financial Advisors LLC19,741$4.09M2.4%-1.4%0.028%
3/4/2025 Audent Global Asset Management LLC30,241$6.26M4.1%+192.8%0.042%
3/3/2025 Forthright Family Wealth Advisory LLC12,949$2.68M1.7%N/A0.018%
2/28/2025 BridgePort Financial Solutions LLC4,223$906K0.4%N/A0.006%
2/28/2025 Brooklyn FI LLC16,128$3.38M0.5%N/A0.022%
2/27/2025 REAP Financial Group LLC234$48K0.0%N/A0.000%
2/26/2025 Capital A Wealth Management LLC4,404$911K1.5%N/A0.006%
2/25/2025 B. Riley Wealth Advisors Inc.14,941$3.09M0.1%+106.7%0.021%
2/25/2025 Armis Advisers LLC1,868$387K0.0%N/A0.003%
2/25/2025 Shufro Rose & Co. LLC30,381$6.29M0.5%+14.5%0.042%
2/25/2025 Integrated Advisors Network LLC1,152$238K0.0%N/A0.002%
2/24/2025 United Advisor Group LLC1,497$310K0.1%-56.3%0.003%
2/21/2025 Ascent Group LLC9,148$1.89M0.1%-6.8%0.017%
2/19/2025 ARQ Wealth Advisors LLC16,279$3.37M1.3%-5.4%0.030%
2/19/2025 Invst LLC133,414$27.61M3.4%+22.4%0.246%
2/18/2025 Western Wealth Management LLC1,934$400K0.1%-83.2%0.004%
2/18/2025 Sunbelt Securities Inc.164$34K0.0%+465.5%0.000%
2/18/2025 GTS Securities LLC11,084$2.29M0.1%+75.4%0.020%
2/18/2025 Vise Technologies Inc.2,813$582K0.0%-9.2%0.005%
2/18/2025 Pettinga Financial Advisors LLC31,950$6.61M1.5%N/A0.059%
2/18/2025 JT Stratford LLC1,189$246K0.0%N/A0.002%
2/18/2025 Mosaic Family Wealth Partners LLC2,736$566K0.1%+1.7%0.005%
2/18/2025 Poehling Capital Management INC.979$203K0.0%N/A0.002%
2/18/2025 JDM Financial Group LLC645$133K0.1%+162.2%0.001%
2/18/2025 10Elms LLP11,180$2.31M2.4%N/A0.021%
2/18/2025 First Heartland Consultants Inc.19,352$4.00M0.4%+1,338.8%0.036%
2/18/2025 Continuum Advisory LLC1,078$223K0.0%+48.1%0.002%
2/18/2025 NCM Capital Management LLC1,044$216K0.1%+4.4%0.002%
2/18/2025 Glen Eagle Advisors LLC724$150K0.0%+20.7%0.001%
2/18/2025 Talisman Wealth Advisors LLC3,425$709K0.7%+2.1%0.006%
2/17/2025 Waverly Advisors LLC53,841$11.14M0.2%-4.3%0.099%
2/17/2025 Willis Johnson & Associates Inc.1,068$221K0.0%-14.7%0.002%
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2/17/2025 Vident Advisory LLC18,710$3.87M0.1%+11.6%0.035%
2/17/2025 Squarepoint Ops LLC3,996$827K0.0%-59.8%0.007%
2/17/2025 Snowden Capital Advisors LLC16,347$3.38M0.1%+297.6%0.030%
2/17/2025 Shepherd Kaplan Krochuk LLC21,869$4.53M3.8%+19.0%0.040%
2/17/2025 Royal Bank of Canada476,204$98.54M0.0%+46.4%0.879%
2/17/2025 LifePlan Investment Advisors Inc.3,367$697K0.4%N/A0.006%
2/17/2025 Focus Partners Wealth5,271$1.11M0.0%+42.8%0.010%
2/17/2025 Forefront Analytics LLC38,945$8.06M3.7%+15.5%0.072%
2/17/2025 Fullcircle Wealth LLC2,222$506K0.2%N/A0.004%
2/17/2025 EP Wealth Advisors LLC3,787$784K0.0%+25.8%0.007%
2/17/2025 CoreCap Advisors LLC1,978$409K0.0%+771.4%0.004%
2/17/2025 Cornerstone Financial Group LLC NE 1,895$392K0.4%N/A0.003%
2/17/2025 Cresset Asset Management LLC13,120$2.72M0.0%-9.2%0.024%
2/17/2025 Cetera Investment Advisers375,548$77.71M0.2%+144.9%0.694%
2/17/2025 Captrust Financial Advisors103,822$21.48M0.1%-4.1%0.192%
2/17/2025 Cardiff Park Advisors LLC1,350$279K0.0%N/A0.002%
2/17/2025 Baird Financial Group Inc.98,300$20.34M0.0%+24.6%0.182%
2/17/2025 Bank of America Corp DE1,528,601$316.30M0.0%+25.2%2.823%
2/17/2025 Benjamin Edwards Inc.7,111$1.47M0.0%+63.7%0.013%
2/17/2025 BNP Paribas Financial Markets317,125$65.62M0.0%+4,899.6%0.586%
2/17/2025 Ameriprise Financial Inc.873,421$180.57M0.0%+43.2%1.613%
2/17/2025 Aptus Capital Advisors LLC40,847$8.45M0.1%+0.2%0.075%
2/17/2025 Aspire Growth Partners LLC2,903$601K0.6%N/A0.005%
2/17/2025 Advocacy Wealth Management Services LLC73,142$15.14M1.2%N/A0.135%
2/17/2025 360 Financial Inc.22,986$4.76M1.7%+2.6%0.042%
2/14/2025 Gallagher Fiduciary Advisors LLC31,305$6.48M1.3%-1.2%0.058%
2/14/2025 Blue Rock Wealth Management LLC4,812$996K1.0%N/A0.009%
2/14/2025 Mercer Global Advisors Inc. ADV6,910,350$1.43B3.5%-12.7%12.761%
2/14/2025 FAS Wealth Partners Inc.1,179$244K0.0%-23.7%0.002%
2/14/2025 LGT Financial Advisors LLC279$58K0.1%N/A0.001%
2/14/2025 Rehmann Capital Advisory Group3,338$691K0.0%+4.2%0.006%
2/14/2025 Bison Wealth LLC3,148$651K0.1%+4.4%0.006%
2/14/2025 Comerica Bank19,996$4.14M0.0%+15.8%0.037%
2/14/2025 Schonfeld Strategic Advisors LLC14,415$2.98M0.0%N/A0.027%
2/14/2025 Owen LaRue LLC1,929$399K0.2%+10.2%0.004%
2/14/2025 AdvisorShares Investments LLC273,352$56.56M10.9%N/A0.505%
2/14/2025 Lido Advisors LLC40,017$8.28M0.0%-9.8%0.074%
2/14/2025 Northern Trust Corp4,478$927K0.0%-9.2%0.008%
2/14/2025 Bellwether Advisors LLC18,516$3.83M0.7%-1.2%0.034%
2/14/2025 Beacon Pointe Advisors LLC42,553$8.81M0.1%-3.1%0.079%
2/14/2025 Eight 31 Financial LLC1,246$258K0.2%-5.7%0.002%
2/14/2025 Johnson Financial Group Inc.1,820$399K0.0%+46.3%0.003%
2/14/2025 Coldstream Capital Management Inc.1,152$238K0.0%N/A0.002%
2/14/2025 Capital Analysts LLC9,864$2.04M0.1%N/A0.018%
2/14/2025 Two Sigma Securities LLC4,842$1.00M0.1%N/A0.009%
2/14/2025 Kovitz Investment Group Partners LLC1,046$216K0.0%N/A0.002%
2/14/2025 Empire Financial Management Company LLC2,188$453K0.1%-4.4%0.004%
2/14/2025 Integrated Wealth Concepts LLC115,322$23.86M0.3%-37.1%0.213%
2/14/2025 Oxford Wealth Group LLC58,856$12.18M7.9%+233.0%0.109%
2/14/2025 Dark Forest Capital Management LP8,765$1.81M0.3%+86.3%0.016%
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Elon will most likely be at the helm of it all. And just days from now, could bring about the biggest economic transformation in American history. See, there's one particular part of Elon and Trump's plans that you need to pay special attention to right now.

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2/14/2025 IHT Wealth Management LLC2,426$502K0.0%+84.5%0.004%
2/14/2025 Stifel Financial Corp190,605$39.44M0.0%+288.9%0.352%
2/14/2025 OneDigital Investment Advisors LLC299,424$61.96M0.7%+139.2%0.553%
2/14/2025 Tower Research Capital LLC TRC 65,276$13.51M0.3%+2,113.5%0.121%
2/14/2025 Transce3nd LLC1,373$284K0.1%N/A0.003%
2/14/2025 MML Investors Services LLC389,528$80.60M0.3%+664.5%0.719%
2/14/2025 Natixis3,714$772K0.0%-4.0%0.007%
2/14/2025 Freedom Investment Management Inc.2,543$526K0.0%+36.8%0.005%
2/14/2025 GeoWealth Management LLC48,223$9.98M0.3%-55.2%0.089%
2/14/2025 Concourse Financial Group Securities Inc.23,134$5.14M0.3%+1,731.7%0.043%
(Data available from 1/1/2016 forward)

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MTUM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of MTUM shares?

During the previous two years, 918 institutional investors and hedge funds held shares of iShares MSCI USA Momentum Factor ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($2.61B), Mercer Global Advisors Inc. ADV ($1.43B), Raymond James Financial Inc. ($574.82M), Raymond James & Associates ($485.45M), LPL Financial LLC ($404.45M), Assetmark Inc. ($362.30M), and Bank of America Corp DE ($316.30M).Learn more on MTUM's institutional investors.

Which institutional investors have been buying iShares MSCI USA Momentum Factor ETF stock?

Of the 757 institutional investors that purchased iShares MSCI USA Momentum Factor ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Summit Wealth Group LLC ($10.77M), Envestnet Asset Management Inc. ($5.16M), Raymond James Financial Inc. ($2.78M), LPL Financial LLC ($1.35M), Cerity Partners LLC ($1.26M), Mercer Global Advisors Inc. ADV ($988.78K), and Bank Julius Baer & Co. Ltd Zurich ($902.15K).

How much institutional buying is happening at iShares MSCI USA Momentum Factor ETF?

Institutional investors have bought a total of 42,670,372 shares in the last 24 months. This purchase volume represents approximately $7.45B in transactions.

Which iShares MSCI USA Momentum Factor ETF major shareholders have been selling company stock?

Of the 509 institutional investors that sold iShares MSCI USA Momentum Factor ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Envestnet Asset Management Inc. ($3.65M), FMR LLC ($2.11M), CWM LLC ($1.09M), Mercer Global Advisors Inc. ADV ($1.01M), JPMorgan Chase & Co. ($902.76K), LPL Financial LLC ($867.62K), and Sierra Capital LLC ($718.69K).

How much institutional selling is happening at iShares MSCI USA Momentum Factor ETF?

Institutional investors have sold a total of 23,385,302 shares in the last 24 months. This volume of shares sold represents approximately $3.69B in transactions.


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This page (BATS:MTUM) was last updated on 3/25/2025 by MarketBeat.com Staff
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