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iShares MSCI USA Momentum Factor ETF (MTUM) Institutional Ownership

iShares MSCI USA Momentum Factor ETF logo
$225.97 +16.98 (+8.12%)
Closing price 03:59 PM Eastern
Extended Trading
$225.92 -0.05 (-0.02%)
As of 06:30 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)
628
Total
Institutional Inflows
(last 12 months)
$7.03B
Number of
Institutional Sellers
(last 12 months)
382
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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/23/2025Strategic Financial Services Inc.221,605$44.79M2.6%+0.2%0.304%
5/22/2025 Kilter Group LLC19,211$3.88M2.5%+4.0%0.026%
5/21/2025 Geneos Wealth Management Inc.12,732$2.57M0.1%+9.9%0.017%
5/20/2025 Blue Rock Wealth Management LLC4,518$913K0.8%-6.1%0.006%
5/20/2025 Belpointe Asset Management LLC3,391$685K0.0%-1.3%0.005%
5/20/2025 Focus Partners Wealth4,806$972K0.0%-8.8%0.007%
5/20/2025 Integrity Alliance LLC.2,557$517K0.0%+74.1%0.004%
5/20/2025 Glenview Trust co84,237$17.03M0.3%-5.1%0.116%
5/19/2025 SageView Advisory Group LLC12,447$2.52M0.1%+0.7%0.017%
5/19/2025 Advisory Alpha LLC1,439$291K0.0%+4.9%0.002%
5/16/2025 Empowered Funds LLC12,307$2.49M0.0%N/A0.017%
5/16/2025 Ascent Group LLC8,232$1.66M0.1%-10.0%0.011%
5/16/2025 Arete Wealth Advisors LLC1,928$390K0.0%+6.6%0.003%
5/16/2025 Bell Investment Advisors Inc94,590$19.12M3.5%-2.3%0.130%
5/16/2025 Signature Estate & Investment Advisors LLC11,593$2.34M0.1%-3.6%0.016%
5/16/2025 Goldman Sachs Group Inc.288,246$58.26M0.0%-72.2%0.395%
5/16/2025 Kestra Investment Management LLC34,076$6.89M0.2%-61.9%0.047%
5/16/2025 Jones Financial Companies Lllp153$31K0.0%-99.8%0.000%
5/16/2025 Plotkin Financial Advisors LLC19,592$3.96M2.4%-0.8%0.027%
5/16/2025 NewEdge Advisors LLC214,996$43.46M0.3%+18.2%0.295%
5/16/2025 Integrated Wealth Concepts LLC132,283$26.74M0.3%+14.7%0.181%
5/16/2025 Concorde Asset Management LLC1,889$378K0.2%N/A0.003%
5/16/2025 Copperleaf Capital LLC5,044$1.02M0.6%N/A0.007%
5/16/2025 AQR Capital Management LLC9,421$1.90M0.0%-6.4%0.013%
5/16/2025 Alexis Investment Partners LLC32,826$6.60M3.2%+4.7%0.045%
5/16/2025 Aprio Wealth Management LLC1,178$238K0.0%N/A0.002%
5/15/2025 EP Wealth Advisors LLC2,839$574K0.0%-25.0%0.004%
5/15/2025 Focus Partners Advisor Solutions LLC6,344$1.28M0.0%+2.5%0.009%
5/15/2025 One Wealth Capital Management LLC7,420$1.50M0.8%+22.0%0.010%
5/15/2025 Royal Bank of Canada501,597$101.39M0.0%+5.3%0.688%
5/15/2025 MAI Capital Management10,383$2.10M0.0%-6.7%0.014%
5/15/2025 Baird Financial Group Inc.99,116$20.03M0.0%+0.8%0.136%
5/15/2025 Vident Advisory LLC20,248$4.09M0.1%+8.2%0.028%
5/15/2025 WPG Advisers LLC4,801$970K0.9%N/A0.007%
5/15/2025 TD Capital Management LLC391$79K0.0%-69.1%0.001%
5/15/2025 BNP Paribas Financial Markets642,494$129.87M0.1%+102.6%0.881%
5/14/2025 CreativeOne Wealth LLC6,382$1.29M0.0%+7.4%0.009%
5/14/2025 PKS Advisory Services LLC5,197$1.05M0.3%-1.6%0.007%
5/14/2025 WCG Wealth Advisors LLC14,153$2.86M0.2%N/A0.019%
5/14/2025 Talisman Wealth Advisors LLC3,590$726K0.7%+4.8%0.005%
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5/14/2025 Arizona PSPRS Trust358,499$72.46M2.5%+0.3%0.492%
5/14/2025 Comerica Bank18,767$3.79M0.0%-6.1%0.026%
5/14/2025 Freedom Investment Management Inc.3,208$648K0.1%+26.2%0.004%
5/14/2025 Smartleaf Asset Management LLC13,699$2.75M0.3%+108.9%0.019%
5/14/2025 Biondo Investment Advisors LLC12,268$2.48M0.3%-7.6%0.017%
5/14/2025 Northwestern Mutual Wealth Management Co.244,641$49.45M0.0%+3.3%0.336%
5/14/2025 Haverford Trust Co24,437$4.94M0.0%+6.1%0.034%
5/14/2025 Sax Wealth Advisors LLC21,701$4.39M0.3%-2.1%0.030%
5/14/2025 Van Hulzen Asset Management LLC11,273$2.28M0.2%-79.3%0.015%
5/14/2025 Kestra Advisory Services LLC81,347$16.44M0.1%-0.7%0.112%
5/14/2025 Barnes Wealth Management Group Inc9,855$1.99M1.3%+1.7%0.014%
5/14/2025 Ameriprise Financial Inc.1,062,702$214.80M0.1%+21.7%1.458%
5/14/2025 CW Advisors LLC3,372$694K0.0%N/A0.005%
5/14/2025 Summit Financial LLC1,681$340K0.0%N/A0.002%
5/14/2025 TFB Advisors LLC10,452$2.11M0.6%+2.3%0.014%
5/14/2025 Dorsey & Whitney Trust CO LLC1,817$367K0.0%+11.7%0.002%
5/14/2025 Aspire Growth Partners LLC2,443$527K0.5%-15.8%0.003%
5/14/2025 GDS Wealth Management2,520$509K0.0%+11.3%0.003%
5/14/2025 Capital Analysts LLC11,069$2.24M0.1%+12.2%0.015%
5/14/2025 JT Stratford LLC1,437$290K0.1%+20.9%0.002%
5/14/2025 Forefront Analytics LLC41,771$8.44M9.7%+7.3%0.057%
5/14/2025 Lee Financial Co3,852$779K0.1%-4.7%0.005%
5/14/2025 Quantbot Technologies LP373$75K0.0%-52.9%0.001%
5/13/2025 Aptus Capital Advisors LLC38,879$7.86M0.1%-4.8%0.053%
5/13/2025 Aviso Financial Inc.2,087$422K0.0%+33.7%0.003%
5/13/2025 Steward Partners Investment Advisory LLC42,223$8.54M0.1%+11.4%0.058%
5/13/2025 Tyler Stone Wealth Management7,363$1.49M0.3%-6.2%0.010%
5/13/2025 Raymond James Financial Inc.2,929,874$592.22M0.2%+5.5%4.019%
5/13/2025 Cresset Asset Management LLC13,193$2.67M0.0%+0.6%0.018%
5/13/2025 EverSource Wealth Advisors LLC2,211$447K0.0%+184.2%0.003%
5/13/2025 High Falls Advisors Inc32,646$6.60M1.5%+0.6%0.045%
5/13/2025 Tacita Capital Inc33,795$6.83M4.9%-5.1%0.046%
5/13/2025 Kovitz Investment Group Partners LLC1,384$280K0.0%+32.3%0.002%
5/13/2025 Vestmark Advisory Solutions Inc.8,038$1.63M0.0%N/A0.011%
5/13/2025 Bright Financial Advisors Inc.12,729$2.57M1.6%-0.8%0.017%
5/13/2025 Russell Investments Group Ltd.845$171K0.0%-24.9%0.001%
5/13/2025 Prudential PLC5,702$1.15M0.0%+10.9%0.008%
5/13/2025 Stone House Investment Management LLC35,843$7.25M1.5%+22.7%0.049%
5/13/2025 Elevation Capital Advisory LLC2,864$579K0.3%-93.8%0.004%
5/12/2025 Keeler & Nadler Financial Planning & Wealth Management13,947$2.80M1.3%-1.6%0.019%
5/12/2025 Financial Engines Advisors L.L.C.4,401$890K0.0%+7.6%0.006%
5/12/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors49,498$10.08M0.8%+31.9%0.068%
5/12/2025 Operose Advisors LLC127$26K0.0%-32.4%0.000%
5/12/2025 Maia Wealth LLC2,337$462K0.1%-23.1%0.003%
5/12/2025 Cobblestone Capital Advisors LLC NY137,289$27.75M1.5%-0.8%0.188%
5/12/2025 Scissortail Wealth Management LLC22,405$4.53M1.2%N/A0.031%
5/12/2025 Cooper Financial Group1,935$391K0.1%+16.1%0.003%
5/12/2025 White Lighthouse Investment Management Inc.2,023$409K0.1%-6.0%0.003%
5/12/2025 Simplex Trading LLC4,641$938K0.0%N/A0.006%
5/12/2025 Atlas Capital Advisors Inc.30,254$6.12M0.8%-0.4%0.042%
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5/12/2025 Benjamin Edwards Inc.9,012$1.82M0.0%+26.7%0.012%
5/12/2025 JPMorgan Chase & Co.840,493$169.89M0.0%-25.5%1.153%
5/12/2025 Townsquare Capital LLC14,545$2.94M0.0%+6.9%0.020%
5/12/2025 Founders Financial Alliance LLC743$150K0.0%+38.4%0.001%
5/12/2025 Savvy Advisors Inc.24,704$4.99M0.5%+441.8%0.034%
5/12/2025 National Bank of Canada FI1,478$299K0.0%-5.0%0.002%
5/12/2025 Citigroup Inc.901,342$182.19M0.1%+25.0%1.236%
5/12/2025 LaSalle St. Investment Advisors LLC1,116$225K0.1%N/A0.002%
5/12/2025 WBH Advisory Inc.1,534$310K0.0%-76.9%0.002%
5/9/2025 Altfest L J & Co. Inc.10,521$2.13M0.3%N/A0.015%
(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, 936 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 MTUM's institutional investors.

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

Of the 769 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: 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 43,505,239 shares in the last 24 months. This purchase volume represents approximately $8.41B in transactions.

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

Of the 524 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. ($1.57M), JPMorgan Chase & Co. ($1.19M), Mercer Global Advisors Inc. ADV ($1.01M), Goldman Sachs Group Inc. ($748.10K), Sierra Capital LLC ($718.69K), Symmetry Partners LLC ($623.75K), and State of Michigan Retirement System ($602.25K).

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

Institutional investors have sold a total of 17,648,449 shares in the last 24 months. This volume of shares sold represents approximately $3.13B in transactions.



This page (BATS:MTUM) was last updated on 5/23/2025 by MarketBeat.com Staff
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