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iShares MSCI USA Momentum Factor ETF (MTUM) Institutional Ownership

iShares MSCI USA Momentum Factor ETF logo
$214.79 -1.73 (-0.80%)
(As of 12/2/2024 ET)
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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)
355
Total
Institutional Inflows
(last 12 months)
$1.00B
Number of
Institutional Sellers
(last 12 months)
330
Total
Institutional Outflows
(last 12 months)
$1.02B
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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
11/27/2024 Franklin Resources Inc.55,278$11.55M0.0%-0.1%0.102%
11/25/2024 Synovus Financial Corp6,510$1.32M0.0%-4.2%0.012%
11/25/2024 Wilmington Savings Fund Society FSB1,122$227K0.0%N/A0.002%
11/25/2024 World Investment Advisors LLC7,739$1.57M0.0%+101.4%0.014%
11/25/2024 Sanctuary Advisors LLC157,981$33.95M0.2%+455.1%0.292%
11/22/2024 Sculati Wealth Management LLC1,270$238K0.1%+12.8%0.002%
11/19/2024 Barclays PLC3,997$810K0.0%-1.5%0.007%
11/19/2024 Invst LLC109,000$22.10M2.7%-5.0%0.201%
11/19/2024 M&T Bank Corp66,870$13.56M0.0%+49.5%0.123%
11/18/2024 Empire Financial Management Company LLC2,288$464K0.1%-4.1%0.004%
11/18/2024 JDM Financial Group LLC246$50K0.0%N/A0.000%
11/15/2024 Brophy Wealth Management LLC15,443$3.13M1.1%N/A0.029%
11/15/2024 M&T Bank Corp66,870$13.56M0.0%+49.5%0.123%
11/15/2024 Barclays PLC3,997$810K0.0%-1.5%0.007%
11/15/2024 Continuum Advisory LLC728$153K0.0%+133.3%0.001%
11/15/2024 EWA LLC3,699$776K0.3%+3.2%0.007%
11/15/2024 MML Investors Services LLC50,951$10.33M0.0%-12.8%0.094%
11/15/2024 Dorsey Wright & Associates12,095$2.45M0.6%-5.5%0.022%
11/15/2024 Orion Portfolio Solutions LLC3,032$615K0.0%+17.7%0.006%
11/15/2024 National Bank of Canada FI1,584$321K0.0%-23.7%0.003%
11/15/2024 Glen Eagle Advisors LLC600$122K0.0%+70.5%0.001%
11/15/2024 EP Wealth Advisors LLC3,011$610K0.0%+44.7%0.006%
11/15/2024 Weaver Consulting Group11,710$2.37M0.8%-4.9%0.022%
11/15/2024 Stifel Financial Corp49,012$9.94M0.0%-34.8%0.091%
11/15/2024 Swmg LLC13,642$2.89M1.2%N/A0.025%
11/15/2024 SageView Advisory Group LLC13,226$2.68M0.1%-11.3%0.024%
11/15/2024 Quantinno Capital Management LP1,763$357K0.0%+16.8%0.003%
11/15/2024 Integrated Wealth Concepts LLC183,461$37.20M0.5%+13.1%0.339%
11/15/2024 HighTower Advisors LLC41,520$8.42M0.0%-5.8%0.077%
11/15/2024 Hilltop Holdings Inc.3,318$673K0.0%-78.5%0.006%
11/15/2024 Arizona PSPRS Trust362,613$73.52M2.9%+2.0%0.670%
11/15/2024 Arrowroot Family Office LLC1,658$336K0.2%-29.1%0.003%
11/15/2024 Ascent Group LLC9,816$1.99M0.2%+185.0%0.018%
11/15/2024 Benjamin Edwards Inc.4,345$881K0.0%N/A0.008%
11/15/2024 Audent Global Asset Management LLC10,329$2.09M3.6%-32.2%0.019%
11/14/2024 Plotkin Financial Advisors LLC20,018$4.06M2.4%N/A0.037%
11/14/2024 Cobblestone Capital Advisors LLC NY136,872$27.75M1.6%+0.1%0.253%
11/14/2024 Kiely Wealth Advisory Group Inc.1,553$330K0.2%N/A0.003%
11/14/2024 Edgestream Partners L.P.1,813$368K0.0%N/A0.003%
11/14/2024 NCM Capital Management LLC1,000$203K0.1%-9.1%0.002%
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11/14/2024 Acropolis Investment Management LLC123,783$25.10M1.5%+0.0%0.229%
11/14/2024 L.M. Kohn & Company1,240$251K0.1%-79.1%0.002%
11/14/2024 Flow Traders U.S. LLC12,162$2.47M0.1%N/A0.022%
11/14/2024 Captrust Financial Advisors108,215$21.94M0.1%-5.4%0.200%
11/14/2024 Kingfisher Capital LLC3,468$703K0.2%+68.3%0.006%
11/14/2024 Rockefeller Capital Management L.P.50,305$10.20M0.0%-6.7%0.093%
11/14/2024 Financial Counselors Inc.1,351$274K0.0%+23.4%0.002%
11/14/2024 Bell Investment Advisors Inc99,936$20.26M3.7%+0.6%0.185%
11/14/2024 CreativeOne Wealth LLC3,383$686K0.0%+142.5%0.006%
11/13/2024 Glenmede Trust Co. NA3,327$675K0.0%+38.7%0.006%
11/13/2024 Townsquare Capital LLC6,731$1.37M0.0%-12.9%0.012%
11/13/2024 BNP Paribas Financial Markets6,343$1.29M0.0%-47.9%0.012%
11/13/2024 FMR LLC674,367$136.74M0.0%+12.2%1.245%
11/13/2024 D.A. Davidson & CO.7,441$1.51M0.0%+15.9%0.014%
11/13/2024 Dai ichi Life Insurance Company Ltd13,939$2.83M0.1%-33.0%0.026%
11/13/2024 Private Trust Co. NA2,881$584K0.1%+6.6%0.005%
11/13/2024Fisher Asset Management LLC1,172$238K0.0%-49.4%0.002%
11/13/2024 Estate Counselors LLC2,400$487K0.1%N/A0.004%
11/12/2024 Centaurus Financial Inc.38,690$7.85M0.5%-4.1%0.071%
11/12/2024 Journey Advisory Group LLC84,208$16.41M2.0%-1.4%0.156%
11/12/2024Larson Financial Group LLC1,428$289K0.0%-4.9%0.003%
11/12/2024 MGB Wealth Management LLC732$148K0.1%N/A0.001%
11/12/2024 Cerity Partners LLC1,073,907$217.75M0.5%+2.5%1.983%
11/12/2024 Optivise Advisory Services LLC6,536$1.33M0.7%N/A0.012%
11/12/2024 Flagstar Advisors Inc.3,074$623K0.2%-3.9%0.006%
11/12/2024 Nwam LLC1,118$227K0.0%N/A0.002%
11/12/2024 Icon Wealth Advisors LLC11,048$2.24M0.1%+759.8%0.020%
11/12/2024 CFS Investment Advisory Services LLC9,434$1.91M0.2%-2.8%0.017%
11/12/2024 Citigroup Inc.253,036$51.31M0.0%+1,266.9%0.467%
11/9/2024 LPL Financial LLC619,786$125.67M0.1%+2.0%1.145%
11/9/2024 Tradewinds LLC.10,333$2.10M0.6%+24.7%0.019%
11/8/2024 Darwin Wealth Management LLC1,146$232K0.1%-11.0%0.002%
11/8/2024 Portfolio Design Labs LLC8,322$1.69M0.5%N/A0.015%
11/8/2024 Strategy Asset Managers LLC1,041$211K0.0%N/A0.002%
11/8/2024 Avior Wealth Management LLC8,210$1.67M0.1%-12.6%0.015%
11/8/2024 New Millennium Group LLC2,482$503K0.3%-5.3%0.005%
11/8/2024 PNC Financial Services Group Inc.509,421$103.29M0.1%-6.2%0.941%
11/8/2024 Summit Wealth Group LLC63,715$12.92M3.7%-27.4%0.118%
11/8/2024 Prospera Financial Services Inc1,455$296K0.0%-89.8%0.003%
11/7/2024 Tranquility Partners LLC1,057$214K0.1%-4.9%0.002%
11/7/2024 Aviance Capital Partners LLC1,000$203K0.0%N/A0.002%
11/7/2024 EQ LLC990$201K0.1%N/A0.002%
11/7/2024 Thrivent Financial for Lutherans5,345$1.08M0.0%-24.4%0.010%
11/6/2024 Accredited Investors Inc.987$200K0.0%N/A0.002%
11/6/2024 Straight Path Wealth Management62,935$12.76M5.5%+0.5%0.116%
11/6/2024 Sheaff Brock Investment Advisors LLC6,797$1.38M0.1%+10.0%0.013%
11/6/2024 Signature Estate & Investment Advisors LLC11,140$2.26M0.1%+0.6%0.021%
11/6/2024 OneDigital Investment Advisors LLC125,167$25.38M0.3%-2.6%0.231%
11/6/2024 Intelligence Driven Advisers LLC994$202K0.0%-22.0%0.002%
11/6/2024 Oppenheimer & Co. Inc.103,510$20.99M0.3%+12.7%0.191%
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11/5/2024 Simmons Bank1,000$203K0.0%N/A0.002%
11/5/2024 Haverford Trust Co26,883$5.45M0.1%+1.3%0.050%
11/5/2024 Empower Advisory Group LLC1,663$337K0.0%-8.1%0.003%
11/5/2024 Aptus Capital Advisors LLC40,776$8.27M0.1%-15.1%0.075%
11/5/2024 First Heartland Consultants Inc.1,345$273K0.0%+30.5%0.002%
11/5/2024 Prime Capital Investment Advisors LLC25,575$5.19M0.1%-4.4%0.047%
11/5/2024 OVERSEA CHINESE BANKING Corp Ltd62,014$12.57M0.3%+21.2%0.115%
11/5/2024 Harbour Investments Inc.35,659$7.23M0.2%-1.8%0.066%
11/5/2024 Apollon Wealth Management LLC7,769$1.58M0.0%-1.3%0.014%
11/5/2024 Opinicus Capital Inc.1,844$374K0.3%-8.0%0.003%
(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, 747 institutional investors and hedge funds held shares of iShares MSCI USA Momentum Factor ETF. The most heavily invested institutionals were Arete Wealth Advisors LLC ($223.54B), Envestnet Asset Management Inc. ($1.54B), Mercer Global Advisors Inc. ADV ($1.46B), Raymond James & Associates ($485.45M), Assetmark Inc. ($343.27M), State of Michigan Retirement System ($252.08M), and Blue Trust Inc. ($222.81M).Learn more on MTUM's institutional investors.

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

Of the 553 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), Cerity Partners LLC ($1.26M), Mercer Global Advisors Inc. ADV ($988.78K), Bank Julius Baer & Co. Ltd Zurich ($902.15K), JPMorgan Chase & Co. ($647.01K), EP Wealth Advisors LLC ($594.77K), and Envestnet Asset Management Inc. ($506.25K).

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

Institutional investors have bought a total of 26,625,425 shares in the last 24 months. This purchase volume represents approximately $3.99B in transactions.

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

Of the 479 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 ($2.08M), CWM LLC ($1.09M), LPL Financial LLC ($867.62K), Sierra Capital LLC ($718.69K), Symmetry Partners LLC ($623.75K), and State of Michigan Retirement System ($584.65K).

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

Institutional investors have sold a total of 21,183,610 shares in the last 24 months. This volume of shares sold represents approximately $3.23B in transactions.


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This page (BATS:MTUM) was last updated on 12/3/2024 by MarketBeat.com Staff
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