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iShares MSCI USA Momentum Factor ETF (MTUM) Institutional Ownership

iShares MSCI USA Momentum Factor ETF logo
$211.90 +0.64 (+0.30%)
As of 01/6/2025
Compare

Institutional Ownership Changes (13F Filings) for iShares MSCI USA Momentum Factor ETF (BATS:MTUM)

Number of
Institutional Buyers
(last 12 months)
356
Total
Institutional Inflows
(last 12 months)
$999.35M
Number of
Institutional Sellers
(last 12 months)
331
Total
Institutional Outflows
(last 12 months)
$1.16B
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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
1/6/2025Canandaigua National Trust Co of Florida1,512$313K0.2%N/A0.003%
1/6/2025Insight Wealth Strategies LLC5,787$1.20M0.2%-5.8%0.011%
1/6/2025Kings Path Partners LLC229$47K0.0%-45.5%0.000%
1/3/2025 First Citizens Financial Corp3,797$786K0.4%-8.8%0.007%
1/2/2025 Global Wealth Strategies & Associates49,162$10.17M3.2%+1.8%0.091%
12/26/2024JPMorgan Chase & Co.370,080$75.04M0.0%-66.3%0.683%
12/13/2024B. Riley Wealth Advisors Inc.7,230$1.46M0.0%-34.6%0.013%
12/11/20241ST Source Bank1,080$219K0.0%N/A0.002%
11/27/2024Franklin Resources Inc.55,278$11.55M0.0%-0.1%0.102%
11/25/2024Synovus Financial Corp6,510$1.32M0.0%-4.2%0.012%
11/25/2024Wilmington Savings Fund Society FSB1,122$227K0.0%N/A0.002%
11/25/2024World Investment Advisors LLC7,739$1.57M0.0%+101.4%0.014%
11/25/2024Sanctuary Advisors LLC157,981$33.95M0.2%+455.1%0.292%
11/22/2024Sculati Wealth Management LLC1,270$238K0.1%+12.8%0.002%
11/19/2024Barclays PLC3,997$810K0.0%-1.5%0.007%
11/19/2024Invst LLC109,000$22.10M2.7%-5.0%0.201%
11/19/2024M&T Bank Corp66,870$13.56M0.0%+49.5%0.123%
11/18/2024Empire Financial Management Company LLC2,288$464K0.1%-4.1%0.004%
11/18/2024JDM Financial Group LLC246$50K0.0%N/A0.000%
11/15/2024Brophy Wealth Management LLC15,443$3.13M1.1%N/A0.029%
11/15/2024M&T Bank Corp66,870$13.56M0.0%+49.5%0.123%
11/15/2024Barclays PLC3,997$810K0.0%-1.5%0.007%
11/15/2024Continuum Advisory LLC728$153K0.0%+133.3%0.001%
11/15/2024EWA LLC3,699$776K0.3%+3.2%0.007%
11/15/2024MML Investors Services LLC50,951$10.33M0.0%-12.8%0.094%
11/15/2024Dorsey Wright & Associates12,095$2.45M0.6%-5.5%0.022%
11/15/2024Orion Portfolio Solutions LLC3,032$615K0.0%+17.7%0.006%
11/15/2024National Bank of Canada FI1,584$321K0.0%-23.7%0.003%
11/15/2024Glen Eagle Advisors LLC600$122K0.0%+70.5%0.001%
11/15/2024EP Wealth Advisors LLC3,011$610K0.0%+44.7%0.006%
11/15/2024Weaver Consulting Group11,710$2.37M0.8%-4.9%0.022%
11/15/2024Stifel Financial Corp49,012$9.94M0.0%-34.8%0.091%
11/15/2024Swmg LLC13,642$2.89M1.2%N/A0.025%
11/15/2024SageView Advisory Group LLC13,226$2.68M0.1%-11.3%0.024%
11/15/2024Quantinno Capital Management LP1,763$357K0.0%+16.8%0.003%
11/15/2024Integrated Wealth Concepts LLC183,461$37.20M0.5%+13.1%0.339%
11/15/2024HighTower Advisors LLC41,520$8.42M0.0%-5.8%0.077%
11/15/2024Hilltop Holdings Inc.3,318$673K0.0%-78.5%0.006%
11/15/2024Arizona PSPRS Trust362,613$73.52M2.9%+2.0%0.670%
11/15/2024Arrowroot Family Office LLC1,658$336K0.2%-29.1%0.003%
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11/15/2024Ascent Group LLC9,816$1.99M0.2%+185.0%0.018%
11/15/2024Benjamin Edwards Inc.4,345$881K0.0%N/A0.008%
11/15/2024Audent Global Asset Management LLC10,329$2.09M3.6%-32.2%0.019%
11/14/2024Plotkin Financial Advisors LLC20,018$4.06M2.4%N/A0.037%
11/14/2024Cobblestone Capital Advisors LLC NY136,872$27.75M1.6%+0.1%0.253%
11/14/2024Kiely Wealth Advisory Group Inc.1,553$330K0.2%N/A0.003%
11/14/2024Edgestream Partners L.P.1,813$368K0.0%N/A0.003%
11/14/2024NCM Capital Management LLC1,000$203K0.1%-9.1%0.002%
11/14/2024Acropolis Investment Management LLC123,783$25.10M1.5%+0.0%0.229%
11/14/2024L.M. Kohn & Company1,240$251K0.1%-79.1%0.002%
11/14/2024Flow Traders U.S. LLC12,162$2.47M0.1%N/A0.022%
11/14/2024Captrust Financial Advisors108,215$21.94M0.1%-5.4%0.200%
11/14/2024Kingfisher Capital LLC3,468$703K0.2%+68.3%0.006%
11/14/2024Rockefeller Capital Management L.P.50,305$10.20M0.0%-6.7%0.093%
11/14/2024Financial Counselors Inc.1,351$274K0.0%+23.4%0.002%
11/14/2024Bell Investment Advisors Inc99,936$20.26M3.7%+0.6%0.185%
11/14/2024CreativeOne Wealth LLC3,383$686K0.0%+142.5%0.006%
11/13/2024Glenmede Trust Co. NA3,327$675K0.0%+38.7%0.006%
11/13/2024Townsquare Capital LLC6,731$1.37M0.0%-12.9%0.012%
11/13/2024BNP Paribas Financial Markets6,343$1.29M0.0%-47.9%0.012%
11/13/2024FMR LLC674,367$136.74M0.0%+12.2%1.245%
11/13/2024D.A. Davidson & CO.7,441$1.51M0.0%+15.9%0.014%
11/13/2024Dai ichi Life Insurance Company Ltd13,939$2.83M0.1%-33.0%0.026%
11/13/2024Private Trust Co. NA2,881$584K0.1%+6.6%0.005%
11/13/2024Fisher Asset Management LLC1,172$238K0.0%-49.4%0.002%
11/13/2024Estate Counselors LLC2,400$487K0.1%N/A0.004%
11/12/2024Centaurus Financial Inc.38,690$7.85M0.5%-4.1%0.071%
11/12/2024Journey Advisory Group LLC84,208$16.41M2.0%-1.4%0.156%
11/12/2024Larson Financial Group LLC1,428$289K0.0%-4.9%0.003%
11/12/2024MGB Wealth Management LLC732$148K0.1%N/A0.001%
11/12/2024Cerity Partners LLC1,073,907$217.75M0.5%+2.5%1.983%
11/12/2024Optivise Advisory Services LLC6,536$1.33M0.7%N/A0.012%
11/12/2024Flagstar Advisors Inc.3,074$623K0.2%-3.9%0.006%
11/12/2024Nwam LLC1,118$227K0.0%N/A0.002%
11/12/2024Icon Wealth Advisors LLC11,048$2.24M0.1%+759.8%0.020%
11/12/2024CFS Investment Advisory Services LLC9,434$1.91M0.2%-2.8%0.017%
11/12/2024Citigroup Inc.253,036$51.31M0.0%+1,266.9%0.467%
11/9/2024LPL Financial LLC619,786$125.67M0.1%+2.0%1.145%
11/9/2024Tradewinds LLC.10,333$2.10M0.6%+24.7%0.019%
11/8/2024Darwin Wealth Management LLC1,146$232K0.1%-11.0%0.002%
11/8/2024Portfolio Design Labs LLC8,322$1.69M0.5%N/A0.015%
11/8/2024Strategy Asset Managers LLC1,041$211K0.0%N/A0.002%
11/8/2024Avior Wealth Management LLC8,210$1.67M0.1%-12.6%0.015%
11/8/2024New Millennium Group LLC2,482$503K0.3%-5.3%0.005%
11/8/2024PNC Financial Services Group Inc.509,421$103.29M0.1%-6.2%0.941%
11/8/2024Summit Wealth Group LLC63,715$12.92M3.7%-27.4%0.118%
11/8/2024Prospera Financial Services Inc1,455$296K0.0%-89.8%0.003%
11/7/2024Tranquility Partners LLC1,057$214K0.1%-4.9%0.002%
11/7/2024Aviance Capital Partners LLC1,000$203K0.0%N/A0.002%
11/7/2024EQ LLC990$201K0.1%N/A0.002%
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11/7/2024Thrivent Financial for Lutherans5,345$1.08M0.0%-24.4%0.010%
11/6/2024Accredited Investors Inc.987$200K0.0%N/A0.002%
11/6/2024Straight Path Wealth Management62,935$12.76M5.5%+0.5%0.116%
11/6/2024Sheaff Brock Investment Advisors LLC6,797$1.38M0.1%+10.0%0.013%
11/6/2024Signature Estate & Investment Advisors LLC11,140$2.26M0.1%+0.6%0.021%
11/6/2024OneDigital Investment Advisors LLC125,167$25.38M0.3%-2.6%0.231%
11/6/2024Intelligence Driven Advisers LLC994$202K0.0%-22.0%0.002%
11/6/2024Oppenheimer & Co. Inc.103,510$20.99M0.3%+12.7%0.191%
11/5/2024Simmons Bank1,000$203K0.0%N/A0.002%
11/5/2024Haverford Trust Co26,883$5.45M0.1%+1.3%0.050%
(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, 749 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 555 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 26,578,487 shares in the last 24 months. This purchase volume represents approximately $3.98B in transactions.

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

Of the 480 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), JPMorgan Chase & Co. ($902.76K), LPL Financial LLC ($867.62K), Sierra Capital LLC ($718.69K), and Symmetry Partners LLC ($623.75K).

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

Institutional investors have sold a total of 21,908,091 shares in the last 24 months. This volume of shares sold represents approximately $3.38B in transactions.


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This page (BATS:MTUM) was last updated on 1/7/2025 by MarketBeat.com Staff
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