Free Trial

iShares MSCI USA Momentum Factor ETF (MTUM) Institutional Ownership

→ Does this make you sick? (From Allegiance Gold) (Ad)
Free MTUM Stock Alerts
$184.62
+0.33 (+0.18%)
(As of 05/10/2024 ET)
Compare
Stock AnalysisChartHeadlinesHoldingsOwnershipRatings

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

Number of
Institutional Buyers
(last 12 months)
310
Total
Institutional Inflows
(last 12 months)
$1.34B
Number of
Institutional Sellers
(last 12 months)
348
Total
Institutional Outflows
(last 12 months)
$1.16B
Get MTUM Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares MSCI USA Momentum Factor ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

MTUM Institutional Buying and Selling by Quarter

iShares MSCI USA Momentum Factor ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/11/2024 Orion Capital Management LLC1,348$253K0.1%-42.3%0.002%
5/11/2024 Edgestream Partners L.P.1,584$297K0.0%N/A0.003%
5/10/2024 Osaic Holdings Inc.294,315$55.15M0.1%+5.3%0.544%
5/10/2024 Nwam LLC1,138$209K0.0%N/A0.002%
5/9/2024 ProVise Management Group LLC1,732$325K0.0%-15.2%0.003%
5/9/2024 Blair William & Co. IL7,919$1.48M0.0%+7.8%0.015%
5/9/2024 Orion Portfolio Solutions LLC99,627$18.67M0.2%+222.4%0.184%
5/9/2024 JBR Co Financial Management Inc1,158$217K0.2%N/A0.002%
5/8/2024 Berkshire Money Management Inc.1,860$348K0.0%N/A0.003%
5/8/2024 Cozad Asset Management Inc.26,035$4.88M0.5%-4.2%0.048%
5/8/2024 Bell Investment Advisors Inc102,220$19.15M3.7%-5.0%0.189%
5/8/2024 Focused Wealth Management Inc5,308$994K0.2%-2.4%0.010%
5/8/2024 Avantax Advisory Services Inc.13,445$2.52M0.0%-4.9%0.025%
5/8/2024 US Bancorp DE31,460$5.89M0.0%+2.8%0.058%
5/8/2024 QRG Capital Management Inc.1,755$329K0.0%N/A0.003%
5/8/2024 Tranquility Partners LLC1,244$233K0.1%N/A0.002%
5/8/2024 Thoroughbred Financial Services LLC6,367$1.19M0.1%-5.2%0.012%
5/7/2024 White Lighthouse Investment Management Inc.3,226$604K0.1%-3.0%0.006%
5/7/2024 Concurrent Investment Advisors LLC1,910$358K0.0%-8.9%0.004%
5/7/2024 TCI Wealth Advisors Inc.1,291$242K0.0%N/A0.002%
5/7/2024 Bernardo Wealth Planning LLC3,655$685K0.2%-2.8%0.007%
5/7/2024 NTV Asset Management LLC6,015$1.13M0.2%-5.3%0.011%
5/7/2024 EQ LLC1,245$233K0.1%N/A0.002%
5/7/2024 Adaptive Financial Consulting LLC3,819$716K0.3%-4.7%0.007%
5/7/2024 PFG Advisors6,120$1.15M0.1%-4.5%0.011%
5/7/2024 Oppenheimer & Co. Inc.99,585$18.66M0.3%-0.3%0.184%
5/7/2024 Empirical Financial Services LLC d.b.a. Empirical Wealth Management821,075$153.83M4.6%+0.2%1.516%
5/6/2024 Quantbot Technologies LP3,000$562K0.0%N/A0.006%
5/6/2024 Envestnet Portfolio Solutions Inc.40,238$7.54M0.0%+245.2%0.074%
5/6/2024 CFO4Life Group LLC124,220$23.27M4.2%+1.3%0.229%
5/6/2024 Advisory Services Network LLC65,973$12.36M0.3%+3,278.0%0.122%
5/6/2024 Sensible Financial Planning & Management LLC.104,877$19.65M4.3%-3.8%0.194%
5/4/2024 Geneos Wealth Management Inc.11,859$2.22M0.1%+5.7%0.022%
5/4/2024 Buck Wealth Strategies LLC2,386$447K0.2%N/A0.004%
5/4/2024 Csenge Advisory Group22,283$4.18M0.2%+4.7%0.041%
5/4/2024 Richardson Financial Services Inc.462$87K0.1%+29.1%0.001%
5/3/2024 Avidian Wealth Solutions LLC6,317$1.18M0.1%-19.9%0.012%
5/3/2024 TFB Advisors LLC10,209$1.79M0.6%+26.6%0.019%
5/3/2024 Rehmann Capital Advisory Group3,204$600K0.0%-6.3%0.006%
5/3/2024 Wellington Shields Capital Management LLC630$118K0.0%N/A0.001%
The Department of Defense Has a New Drone Contractor (Ad)

The Department of Defense just granted a major advantage to a small UAV provider. Since 1998, this Nasdaq-listed company has been supplying drones for civilian, enterprise, and military purposes.

Click here to see how to invest
5/3/2024 Wellington Shields & Co. LLC222$42K0.0%N/A0.000%
5/3/2024 Liberty Wealth Management LLC2,920$547K0.1%N/A0.005%
5/3/2024 Rinkey Investments20,454$3.83M1.4%-6.9%0.038%
5/2/2024 Mutual Advisors LLC41,577$7.79M0.2%+445.7%0.077%
5/2/2024 Smart Money Group LLC7,181$1.27M0.5%-3.1%0.013%
5/2/2024 Financial Counselors Inc.1,095$205K0.0%N/A0.002%
5/2/2024 Magnolia Capital Advisors LLC6,318$1.10M0.9%-13.4%0.012%
5/2/2024 Haverford Trust Co24,202$4.53M0.0%-4.7%0.045%
5/2/2024 Consolidated Planning Corp65,634$12.30M2.1%+0.8%0.121%
5/2/2024 Quent Capital LLC6,500$1.22M0.1%-6.9%0.012%
5/2/2024 Lincoln National Corp12,775$2.39M0.0%+15.4%0.024%
5/2/2024 Mendel Money Management2,140$401K0.2%-197.3%0.004%
5/2/2024 Choreo LLC46,173$8.65M0.2%+1.4%0.085%
5/2/2024 Hanlon Investment Management Inc.2,943$551K0.2%-7.0%0.005%
5/1/2024 Connecticut Wealth Management LLC1,568$294K0.0%N/A0.003%
5/1/2024 Janney Montgomery Scott LLC197,226$36.95M0.1%+0.4%0.364%
5/1/2024 BNP Paribas Financial Markets7,164$1.34M0.0%+642.4%0.013%
5/1/2024 Intelligence Driven Advisers LLC1,275$239K0.0%-56.8%0.002%
5/1/2024 Blue Trust Inc.1,239,696$232.26M3.3%+20.1%2.289%
5/1/2024 Summit Wealth Group LLC88,169$16.52M11.2%+0.1%0.163%
5/1/2024 Concourse Financial Group Securities Inc.959$180K0.0%+137.4%0.002%
4/30/2024 Private Advisor Group LLC119,334$22.36M0.2%+68.5%0.220%
4/30/2024 Lodestone Wealth Management LLC5,095$955K0.5%+4.5%0.009%
4/30/2024 MA Private Wealth69,593$13.04M2.6%+3.3%0.127%
4/30/2024 WealthBridge Capital Management LLC1,775$333K0.1%-10.8%0.003%
4/30/2024 Garrett Wealth Advisory Group LLC44,545$8.35M3.4%-3.1%0.081%
4/30/2024 Arkadios Wealth Advisors1,627$305K0.0%+8.0%0.003%
4/29/2024Commonwealth Equity Services LLC292,031$54.71M0.1%+6.6%0.532%
4/29/2024 FAS Wealth Partners Inc.1,682$315K0.0%-5.4%0.003%
4/29/2024 Archvest Wealth Advisors Inc.3,934$738K0.5%N/A0.007%
4/29/2024 American Capital Advisory LLC1,681$315K0.2%+369.6%0.003%
4/29/2024 First National Bank & Trust Co. of Newtown4,630$867K0.2%+1.4%0.008%
4/26/2024 Pinnacle Associates Ltd.1,692$317K0.0%+8.3%0.003%
4/26/2024 Plan Group Financial LLC8,823$1.65M1.1%N/A0.016%
4/26/2024 UMB Bank n.a.5,971$1.12M0.0%+1.0%0.011%
4/26/2024 McKinley Carter Wealth Services Inc.7,880$1.48M0.1%+2.2%0.014%
4/26/2024 Clear Creek Financial Management LLC6,395$1.20M0.2%+24.8%0.012%
4/26/2024 First Personal Financial Services146$27K0.0%N/A0.000%
4/26/2024 Chicago Partners Investment Group LLC45,133$8.08M0.3%-2.3%0.082%
4/26/2024 MONECO Advisors LLC5,876$1.10M0.2%+30.0%0.011%
4/26/2024 Bogart Wealth LLC532$100K0.0%+13.9%0.001%
4/25/2024 Q3 Asset Management87,329$16.36M4.6%+35.4%0.159%
4/25/2024 Financial Architects LLC41,115$7.70M5.3%-3.7%0.075%
4/25/2024 Professional Financial Advisors LLC20,324$3.81M1.1%-19.0%0.037%
4/25/2024 Capital Investment Advisory Services LLC8,958$1.68M0.2%-13.1%0.016%
4/25/2024 L.M. Kohn & Company5,452$1.02M0.3%N/A0.010%
4/25/2024 Center For Asset Management LLC6,162$1.15M0.9%-7.8%0.011%
4/25/2024 MTM Investment Management LLC2,523$473K0.2%N/A0.005%
4/25/2024 Valeo Financial Advisors LLC4,316$769K0.0%-1.3%0.008%
4/25/2024 IAG Wealth Partners LLC4,850$909K0.2%-16.5%0.009%
The Department of Defense Has a New Drone Contractor (Ad)

The Department of Defense just granted a major advantage to a small UAV provider. Since 1998, this Nasdaq-listed company has been supplying drones for civilian, enterprise, and military purposes.

Click here to see how to invest
4/24/2024 Patton Albertson Miller Group LLC1,216$228K0.0%-16.7%0.002%
4/24/2024 Win Advisors Inc.68,704$12.87M5.7%N/A0.125%
4/24/2024 1900 Wealth Management LLC169,315$31.72M2.9%-10.4%0.308%
4/24/2024 Fulcrum Equity Management3,823$716K0.8%+76.4%0.007%
4/24/2024 Family Capital Trust Co183$34K0.0%N/A0.000%
4/24/2024 Marino Stram & Associates LLC5,649$1.06M0.3%-2.3%0.010%
4/24/2024 Simplicity Wealth LLC8,034$1.51M0.0%N/A0.015%
4/24/2024 Spire Wealth Management10,168$1.91M0.1%-4.4%0.019%
4/23/2024 Meredith Wealth Planning88,254$16.53M9.2%-1.6%0.161%
4/23/2024 Global Retirement Partners LLC2,477$464K0.0%+17.7%0.005%
(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, 663 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. ($1.12B), Mercer Global Advisors Inc. ADV ($914.42M), Raymond James & Associates ($469.85M), Wealth Enhancement Advisory Services LLC ($318.42M), State of Michigan Retirement System ($262.52M), and Assetmark Inc. ($258.28M).Learn more on MTUM's institutional investors.

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

Of the 458 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 ($1.24M), Bank Julius Baer & Co. Ltd Zurich ($902.15K), Mercer Global Advisors Inc. ADV ($775.15K), JPMorgan Chase & Co. ($647.01K), EP Wealth Advisors LLC ($593.69K), 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 23,880,443 shares in the last 24 months. This purchase volume represents approximately $3.42B in transactions.

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

Of the 433 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. ($3.28M), FMR LLC ($2.08M), LPL Financial LLC ($864.05K), CWM LLC ($749.47K), State of Michigan Retirement System ($477K), Raymond James & Associates ($411.81K), and First Business Financial Services Inc. ($396.08K).

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

Institutional investors have sold a total of 18,564,017 shares in the last 24 months. This volume of shares sold represents approximately $2.65B in transactions.


Related Companies:
This page (BATS:MTUM) was last updated on 5/13/2024 by MarketBeat.com Staff

From Our Partners
Does this make you sick?
Allegiance Gold
The Department of Defense Has a New Drone Contractor
The Tomorrow Investor
Exposed: 10 CENT Crypto to Explode May 20th?
True Market Insiders
The A.I. story nobody is telling you (Read ASAP)
TradeSmith
This 1 Biotech Stock has been shocking the markets
Huge Alerts
The 2024 Gold Rush: Unleashing Market Potential
Priority Gold
Urgent Nvidia Warning
Altimetry
Conflict In Israel Sends Gold Soaring ???? Here’s How To Get Your Share
Colonial Metals