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iShares MSCI USA Momentum Factor ETF (MTUM) Institutional Ownership

iShares MSCI USA Momentum Factor ETF logo
$239.15 +30.16 (+14.43%)
Closing price 03:41 PM Eastern
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$239.15 0.00 (0.00%)
As of 04:35 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)
625
Total
Institutional Inflows
(last 12 months)
$6.99B
Number of
Institutional Sellers
(last 12 months)
383
Total
Institutional Outflows
(last 12 months)
$1.96B
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MTUM Institutional Buying and Selling by Quarter

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
7/3/2025Trust Co of the South1,600$385K0.1%-45.0%0.002%
7/1/2025 Harbor Investment Advisory LLC163$39K0.0%+262.2%0.000%
7/1/2025 Stonehearth Capital Management LLC129,658$31.16M12.9%-8.1%0.178%
6/3/2025Invst LLC103,022$20.82M2.8%-22.8%0.141%
6/2/2025Modern Wealth Management LLC7,735$1.56M0.0%+31.3%0.011%
5/29/2025Apeiron RIA LLC8,079$1.63M0.5%+6.9%0.011%
5/23/2025Strategic Financial Services Inc.221,605$44.79M2.6%+0.2%0.304%
5/22/2025Kilter Group LLC19,211$3.88M2.5%+4.0%0.026%
5/21/2025Geneos Wealth Management Inc.12,732$2.57M0.1%+9.9%0.017%
5/20/2025Blue Rock Wealth Management LLC4,518$913K0.8%-6.1%0.006%
5/20/2025Belpointe Asset Management LLC3,391$685K0.0%-1.3%0.005%
5/20/2025Focus Partners Wealth4,806$972K0.0%-8.8%0.007%
5/20/2025Integrity Alliance LLC.2,557$517K0.0%+74.1%0.004%
5/20/2025Glenview Trust co84,237$17.03M0.3%-5.1%0.116%
5/19/2025SageView Advisory Group LLC12,447$2.52M0.1%+0.7%0.017%
5/19/2025Advisory Alpha LLC1,439$291K0.0%+4.9%0.002%
5/16/2025Empowered Funds LLC12,307$2.49M0.0%N/A0.017%
5/16/2025Ascent Group LLC8,232$1.66M0.1%-10.0%0.011%
5/16/2025Arete Wealth Advisors LLC1,928$390K0.0%+6.6%0.003%
5/16/2025Bell Investment Advisors Inc94,590$19.12M3.5%-2.3%0.130%
5/16/2025Signature Estate & Investment Advisors LLC11,593$2.34M0.1%-3.6%0.016%
5/16/2025Goldman Sachs Group Inc.288,246$58.26M0.0%-72.2%0.395%
5/16/2025Kestra Investment Management LLC34,076$6.89M0.2%-61.9%0.047%
5/16/2025Jones Financial Companies Lllp153$31K0.0%-99.8%0.000%
5/16/2025Plotkin Financial Advisors LLC19,592$3.96M2.4%-0.8%0.027%
5/16/2025NewEdge Advisors LLC214,996$43.46M0.3%+18.2%0.295%
5/16/2025Integrated Wealth Concepts LLC132,283$26.74M0.3%+14.7%0.181%
5/16/2025Concorde Asset Management LLC1,889$378K0.2%N/A0.003%
5/16/2025Copperleaf Capital LLC5,044$1.02M0.6%N/A0.007%
5/16/2025AQR Capital Management LLC9,421$1.90M0.0%-6.4%0.013%
5/16/2025Alexis Investment Partners LLC32,826$6.60M3.2%+4.7%0.045%
5/16/2025Aprio Wealth Management LLC1,178$238K0.0%N/A0.002%
5/15/2025EP Wealth Advisors LLC2,839$574K0.0%-25.0%0.004%
5/15/2025Focus Partners Advisor Solutions LLC6,344$1.28M0.0%+2.5%0.009%
5/15/2025One Wealth Capital Management LLC7,420$1.50M0.8%+22.0%0.010%
5/15/2025Royal Bank of Canada501,597$101.39M0.0%+5.3%0.688%
5/15/2025MAI Capital Management10,383$2.10M0.0%-6.7%0.014%
5/15/2025Baird Financial Group Inc.99,116$20.03M0.0%+0.8%0.136%
5/15/2025Vident Advisory LLC20,248$4.09M0.1%+8.2%0.028%
5/15/2025WPG Advisers LLC4,801$970K0.9%N/A0.007%
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5/15/2025TD Capital Management LLC391$79K0.0%-69.1%0.001%
5/15/2025BNP Paribas Financial Markets642,494$129.87M0.1%+102.6%0.881%
5/14/2025CreativeOne Wealth LLC6,382$1.29M0.0%+7.4%0.009%
5/14/2025PKS Advisory Services LLC5,197$1.05M0.3%-1.6%0.007%
5/14/2025WCG Wealth Advisors LLC14,153$2.86M0.2%N/A0.019%
5/14/2025Talisman Wealth Advisors LLC3,590$726K0.7%+4.8%0.005%
5/14/2025Arizona PSPRS Trust358,499$72.46M2.5%+0.3%0.492%
5/14/2025Comerica Bank18,767$3.79M0.0%-6.1%0.026%
5/14/2025Freedom Investment Management Inc.3,208$648K0.1%+26.2%0.004%
5/14/2025Smartleaf Asset Management LLC13,699$2.75M0.3%+108.9%0.019%
5/14/2025Biondo Investment Advisors LLC12,268$2.48M0.3%-7.6%0.017%
5/14/2025Northwestern Mutual Wealth Management Co.244,641$49.45M0.0%+3.3%0.336%
5/14/2025Haverford Trust Co24,437$4.94M0.0%+6.1%0.034%
5/14/2025Sax Wealth Advisors LLC21,701$4.39M0.3%-2.1%0.030%
5/14/2025Van Hulzen Asset Management LLC11,273$2.28M0.2%-79.3%0.015%
5/14/2025Kestra Advisory Services LLC81,347$16.44M0.1%-0.7%0.112%
5/14/2025Barnes Wealth Management Group Inc9,855$1.99M1.3%+1.7%0.014%
5/14/2025Ameriprise Financial Inc.1,062,702$214.80M0.1%+21.7%1.458%
5/14/2025CW Advisors LLC3,372$694K0.0%N/A0.005%
5/14/2025Summit Financial LLC1,681$340K0.0%N/A0.002%
5/14/2025TFB Advisors LLC10,452$2.11M0.6%+2.3%0.014%
5/14/2025Dorsey & Whitney Trust CO LLC1,817$367K0.0%+11.7%0.002%
5/14/2025Aspire Growth Partners LLC2,443$527K0.5%-15.8%0.003%
5/14/2025GDS Wealth Management2,520$509K0.0%+11.3%0.003%
5/14/2025Capital Analysts LLC11,069$2.24M0.1%+12.2%0.015%
5/14/2025JT Stratford LLC1,437$290K0.1%+20.9%0.002%
5/14/2025Forefront Analytics LLC41,771$8.44M9.7%+7.3%0.057%
5/14/2025Lee Financial Co3,852$779K0.1%-4.7%0.005%
5/14/2025Quantbot Technologies LP373$75K0.0%-52.9%0.001%
5/13/2025Aptus Capital Advisors LLC38,879$7.86M0.1%-4.8%0.053%
5/13/2025Aviso Financial Inc.2,087$422K0.0%+33.7%0.003%
5/13/2025Steward Partners Investment Advisory LLC42,223$8.54M0.1%+11.4%0.058%
5/13/2025Tyler Stone Wealth Management7,363$1.49M0.3%-6.2%0.010%
5/13/2025Raymond James Financial Inc.2,929,874$592.22M0.2%+5.5%4.019%
5/13/2025Cresset Asset Management LLC13,193$2.67M0.0%+0.6%0.018%
5/13/2025EverSource Wealth Advisors LLC2,211$447K0.0%+184.2%0.003%
5/13/2025High Falls Advisors Inc32,646$6.60M1.5%+0.6%0.045%
5/13/2025Tacita Capital Inc33,795$6.83M4.9%-5.1%0.046%
5/13/2025Kovitz Investment Group Partners LLC1,384$280K0.0%+32.3%0.002%
5/13/2025Vestmark Advisory Solutions Inc.8,038$1.63M0.0%N/A0.011%
5/13/2025Bright Financial Advisors Inc.12,729$2.57M1.6%-0.8%0.017%
5/13/2025Russell Investments Group Ltd.845$171K0.0%-24.9%0.001%
5/13/2025Prudential PLC5,702$1.15M0.0%+10.9%0.008%
5/13/2025Stone House Investment Management LLC35,843$7.25M1.5%+22.7%0.049%
5/13/2025Elevation Capital Advisory LLC2,864$579K0.3%-93.8%0.004%
5/12/2025Keeler & Nadler Financial Planning & Wealth Management13,947$2.80M1.3%-1.6%0.019%
5/12/2025Financial Engines Advisors L.L.C.4,401$890K0.0%+7.6%0.006%
5/12/2025C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors49,498$10.08M0.8%+31.9%0.068%
5/12/2025Operose Advisors LLC127$26K0.0%-32.4%0.000%
5/12/2025Maia Wealth LLC2,337$462K0.1%-23.1%0.003%
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5/12/2025Cobblestone Capital Advisors LLC NY137,289$27.75M1.5%-0.8%0.188%
5/12/2025Scissortail Wealth Management LLC22,405$4.53M1.2%N/A0.031%
5/12/2025Cooper Financial Group1,935$391K0.1%+16.1%0.003%
5/12/2025White Lighthouse Investment Management Inc.2,023$409K0.1%-6.0%0.003%
5/12/2025Simplex Trading LLC4,641$938K0.0%N/A0.006%
5/12/2025Atlas Capital Advisors Inc.30,254$6.12M0.8%-0.4%0.042%
5/12/2025Benjamin Edwards Inc.9,012$1.82M0.0%+26.7%0.012%
5/12/2025JPMorgan Chase & Co.840,493$169.89M0.0%-25.5%1.153%
5/12/2025Townsquare Capital LLC14,545$2.94M0.0%+6.9%0.020%
5/12/2025Founders Financial Alliance LLC743$150K0.0%+38.4%0.001%
(Data available from 1/1/2016 forward)

MTUM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of MTUM shares?

During the previous two years, 937 institutional investors and hedge funds held shares of iShares MSCI USA Momentum Factor ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($2.33B), Mullooly Asset Management Inc. ($2.16B), Mercer Global Advisors Inc. ADV ($1.43B), Raymond James Financial Inc. ($592.22M), Raymond James & Associates ($485.45M), LPL Financial LLC ($396.20M), and Assetmark Inc. ($366.43M).Learn more on iShares MSCI USA Momentum Factor ETF's institutional investors.

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

Of the 770 institutional investors that purchased iShares MSCI USA Momentum Factor ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Mullooly Asset Management Inc. ($10.70M), Envestnet Asset Management Inc. ($5.16M), Raymond James Financial Inc. ($2.93M), 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 34,140,379 shares in the last 24 months. This purchase volume represents approximately $6.99B in transactions.

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

Of the 383 institutional investors that sold iShares MSCI USA Momentum Factor ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Envestnet Asset Management Inc. ($1.43M), JPMorgan Chase & Co. ($1.02M), Mercer Global Advisors Inc. ADV ($1.01M), Goldman Sachs Group Inc. ($748.10K), Sierra Capital LLC ($718.69K), Symmetry Partners LLC ($419.69K), and CWM LLC ($361.73K).

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

Institutional investors have sold a total of 9,740,287 shares in the last 24 months. This volume of shares sold represents approximately $1.96B in transactions.


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This page (BATS:MTUM) was last updated on 7/3/2025 by MarketBeat.com Staff
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