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iShares MSCI USA Momentum Factor ETF (MTUM) Institutional Ownership

iShares MSCI USA Momentum Factor ETF logo
$199.11 -9.88 (-4.73%)
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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)
583
Total
Institutional Inflows
(last 12 months)
$4.57B
Number of
Institutional Sellers
(last 12 months)
319
Total
Institutional Outflows
(last 12 months)
$1.29B
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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
4/15/2025McKinley Carter Wealth Services Inc.6,224$1.26M0.1%-3.5%0.009%
4/15/2025Focus Financial Network Inc.8,656$1.75M0.1%+7.2%0.013%
4/15/2025Donaldson Capital Management LLC11,605$2.35M0.1%+7.0%0.017%
4/15/2025Traction Financial Partners LLC1,166$236K0.2%-22.2%0.002%
4/15/2025Columbia Advisory Partners LLC13,631$2.76M2.4%N/A0.020%
4/15/2025CX Institutional214$43K0.0%N/A0.000%
4/15/2025Integrated Advisors Network LLC2,524$510K0.0%+119.1%0.004%
4/15/2025Trueblood Wealth Management LLC2,967$600K0.3%+13.5%0.004%
4/15/2025SG Americas Securities LLC6,000$1.21M0.0%N/A0.009%
4/15/2025Simplicity Wealth LLC19,049$3.85M0.3%+112.3%0.028%
4/15/2025Wealthcare Advisory Partners LLC2,426$490K0.0%+57.7%0.004%
4/14/2025Farther Finance Advisors LLC37,343$7.60M0.2%+185.8%0.054%
4/14/2025Capital Investment Advisors LLC2,282$461K0.0%+36.6%0.003%
4/14/2025Lloyd Advisory Services LLC.8,404$1.70M0.9%+519.8%0.012%
4/14/2025Miracle Mile Advisors LLC1,155$233K0.0%-15.7%0.002%
4/14/2025Baron Financial Group LLC1,735$351K0.2%-40.9%0.003%
4/14/2025UMB Bank n.a.5,352$1.08M0.0%+144.9%0.008%
4/14/2025Buttonwood Financial Group LLC24,464$4.73M2.8%+5.0%0.036%
4/14/2025ONE Advisory Partners LLC19,899$4.02M1.7%+3.5%0.029%
4/11/2025 Sovereign Financial Group Inc.4,426$895K0.2%+2.3%0.006%
4/11/2025 Ehrlich Financial Group8,148$1.65M1.2%+1.4%0.012%
4/11/2025 Summit Investment Advisory Services LLC1,032$209K0.1%-7.2%0.001%
4/11/2025 Magnus Financial Group LLC6,082$1.23M0.1%-14.4%0.009%
4/11/2025 Foster Group Inc.299,088$60.46M2.3%+0.4%0.434%
4/10/2025 Breakwater Capital Group2,094$423K0.1%N/A0.003%
4/10/2025 Thurston Springer Miller Herd & Titak Inc.682$138K0.0%+244.4%0.001%
4/10/2025 ACT Advisors LLC.6,616$1.34M0.7%-1.7%0.010%
4/10/2025 Trinity Wealth Management LLC86,517$17.49M8.0%+7.3%0.126%
4/10/2025 Cypress Wealth Services LLC8,959$1.81M0.4%+74.1%0.013%
4/10/2025 Fermata Advisors LLC8,109$1.64M0.3%-2.9%0.012%
4/10/2025 LS Investment Advisors LLC2,540$513K0.1%-4.2%0.004%
4/10/2025 Beacon Financial Group18,899$3.82M0.4%+16.8%0.027%
4/10/2025 Secure Asset Management LLC1,059$214K0.0%N/A0.002%
4/10/2025 Firethorn Wealth Partners LLC3,477$703K0.3%+165.6%0.005%
4/10/2025 Apella Capital LLC203,095$40.58M1.4%-23.9%0.295%
4/10/2025 Clarus Wealth Advisors9,740$1.95M1.0%+13.9%0.014%
4/10/2025 CGN Advisors LLC2,211$447K0.0%-20.1%0.003%
4/10/2025 Legacy Financial Group LLC18,893$3.82M0.6%+2.2%0.027%
4/9/2025 Planned Solutions Inc.5,445$1.10M0.4%+1.7%0.008%
4/9/2025 RFG Advisory LLC7,257$1.47M0.0%+13.5%0.011%
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4/9/2025 Merit Financial Group LLC98,146$19.84M0.3%+200.5%0.143%
4/9/2025 Anderson Hoagland & Co.35,975$7.27M0.9%+86.2%0.052%
4/9/2025 Flagstar Advisors Inc.3,526$713K0.2%+1.5%0.005%
4/9/2025 Sweeney & Michel LLC10,074$2.04M0.8%N/A0.015%
4/9/2025 Fragasso Financial Advisors Inc4,635$937K0.1%-2.3%0.007%
4/9/2025 NBC Securities Inc.3,374$682K0.1%+168,600.0%0.005%
4/9/2025 SigFig Wealth Management LLC11,455$2.30M0.1%+5.8%0.017%
4/8/2025 Bowman & Co S.C.2,166$438K0.2%+12.0%0.003%
4/8/2025 James J. Burns & Company LLC1,478$299K0.1%-13.0%0.002%
4/8/2025 Atlas Brown Inc.2,223$449K0.2%+10.9%0.003%
4/8/2025 Lantz Financial LLC5,388$1.09M0.3%+17.8%0.008%
4/8/2025 Advisory Alpha LLC1,308$264K0.0%-4.7%0.002%
4/8/2025 Retirement Wealth Solutions LLC3,157$638K0.5%+33.1%0.005%
4/8/2025 Global Financial Private Client LLC402$81K0.0%-28.0%0.001%
4/7/2025 Benchmark Wealth Management LLC3,596$727K0.4%N/A0.005%
4/7/2025 GAMMA Investing LLC30,117$6.09M0.0%+17,512.3%0.044%
4/7/2025 AdvisorNet Financial Inc558$113K0.0%+156.0%0.001%
4/4/2025 Quent Capital LLC6,288$1.27M0.1%-10.7%0.009%
4/4/2025 Legacy Private Trust Co.11,307$2.29M0.2%-2.6%0.016%
4/3/2025 Central Pacific Bank Trust Division1,655$335K0.0%-4.1%0.002%
4/3/2025 First Citizens Financial Corp3,665$741K0.4%-3.5%0.005%
4/2/2025 Marcum Wealth LLC5,669$1.15M0.1%-2.8%0.008%
4/2/2025 Global Wealth Strategies & Associates48,906$9.89M3.0%-0.5%0.071%
4/1/2025 Trust Co of the South2,907$588K0.1%N/A0.004%
4/1/2025 Stonehearth Capital Management LLC141,112$28.52M11.8%-20.1%0.205%
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%
3/17/2025Wealth Enhancement Advisory Services LLC943,286$195.19M0.4%-2.5%1.372%
3/12/2025Centaurus Financial Inc.37,807$7.82M0.5%-2.3%0.053%
3/11/2025Anchor Pointe Wealth Management LLC4,620$960K1.2%N/A0.006%
3/6/2025Wood Tarver Financial Group LLC851$176K0.1%N/A0.001%
3/6/2025Kilter Group LLC18,478$3.82M2.5%N/A0.026%
3/6/2025Plotkin Financial Advisors LLC19,741$4.09M2.4%-1.4%0.028%
3/4/2025Audent Global Asset Management LLC30,241$6.26M4.1%+192.8%0.042%
3/3/2025Forthright Family Wealth Advisory LLC12,949$2.68M1.7%N/A0.018%
2/28/2025BridgePort Financial Solutions LLC4,223$906K0.4%N/A0.006%
2/28/2025Brooklyn FI LLC16,128$3.38M0.5%N/A0.022%
2/27/2025REAP Financial Group LLC234$48K0.0%N/A0.000%
2/26/2025Capital A Wealth Management LLC4,404$911K1.5%N/A0.006%
2/25/2025B. Riley Wealth Advisors Inc.14,941$3.09M0.1%+106.7%0.021%
2/25/2025Armis Advisers LLC1,868$387K0.0%N/A0.003%
2/25/2025Shufro Rose & Co. LLC30,381$6.29M0.5%+14.5%0.042%
2/25/2025Integrated Advisors Network LLC1,152$238K0.0%N/A0.002%
2/24/2025United Advisor Group LLC1,497$310K0.1%-56.3%0.003%
2/21/2025Ascent Group LLC9,148$1.89M0.1%-6.8%0.017%
2/19/2025ARQ Wealth Advisors LLC16,279$3.37M1.3%-5.4%0.030%
2/19/2025Invst LLC133,414$27.61M3.4%+22.4%0.246%
2/18/2025Western Wealth Management LLC1,934$400K0.1%-83.2%0.004%
2/18/2025Sunbelt Securities Inc.164$34K0.0%+465.5%0.000%
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2/18/2025GTS Securities LLC11,084$2.29M0.1%+75.4%0.020%
2/18/2025Vise Technologies Inc.2,813$582K0.0%-9.2%0.005%
2/18/2025Pettinga Financial Advisors LLC31,950$6.61M1.5%N/A0.059%
2/18/2025JT Stratford LLC1,189$246K0.0%N/A0.002%
2/18/2025Mosaic Family Wealth Partners LLC2,736$566K0.1%+1.7%0.005%
2/18/2025Poehling Capital Management INC.979$203K0.0%N/A0.002%
2/18/2025JDM Financial Group LLC645$133K0.1%+162.2%0.001%
2/18/202510Elms LLP11,180$2.31M2.4%N/A0.021%
2/18/2025First Heartland Consultants Inc.19,352$4.00M0.4%+1,338.8%0.036%
2/18/2025Continuum Advisory LLC1,078$223K0.0%+48.1%0.002%
(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, 914 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 755 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 42,620,524 shares in the last 24 months. This purchase volume represents approximately $7.46B in transactions.

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

Of the 505 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 22,751,910 shares in the last 24 months. This volume of shares sold represents approximately $3.61B in transactions.


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This page (BATS:MTUM) was last updated on 4/15/2025 by MarketBeat.com Staff
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