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iShares MSCI USA Momentum Factor ETF (MTUM) Institutional Ownership

iShares MSCI USA Momentum Factor ETF logo
$256.94 +47.95 (+22.94%)
Closing price 03:59 PM Eastern
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$257.39 +0.46 (+0.18%)
As of 06:28 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)
698
Total
Institutional Inflows
(last 12 months)
$7.99B
Number of
Institutional Sellers
(last 12 months)
439
Total
Institutional Outflows
(last 12 months)
$1.94B
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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
9/12/2025 Valeo Financial Advisors LLC3,838$922K0.0%-2.5%0.005%
9/9/2025 NWF Advisory Services Inc.878$211K0.0%N/A0.001%
9/4/2025 Osaic Holdings Inc.517,284$120.37M0.2%+59.7%0.709%
8/29/2025 Centaurus Financial Inc.38,270$9.20M0.5%+0.9%0.052%
8/28/2025 Stark Wealth Management LLC9,096$2.09M2.9%N/A0.012%
8/27/2025 Stonebridge Wealth Management LLC1,039$250K0.2%N/A0.001%
8/27/2025 Barnes Wealth Management Group Inc9,947$2.39M1.4%+0.9%0.014%
8/27/2025 Orion Porfolio Solutions LLC150,905$36.27M0.3%+474.2%0.207%
8/26/2025 Thrivent Financial for Lutherans3,680$884K0.0%-90.6%0.005%
8/26/2025 Claris Financial LLC29,552$7.10M5.4%-22.5%0.040%
8/25/2025 Silverlake Wealth Management LLC3,917$941K0.3%+1.1%0.005%
8/20/2025 Forefront Wealth Partners LLC1,160$279K0.2%N/A0.002%
8/19/2025 B. Riley Wealth Advisors Inc.22,467$5.40M0.3%N/A0.031%
8/19/2025 Cape Investment Advisory Inc.651$156K0.1%+8.0%0.001%
8/19/2025 Advisory Services Network LLC67,625$16.32M0.3%-10.3%0.093%
8/19/2025 Asset Dedication LLC712$171K0.0%N/A0.001%
8/18/2025 Tactive Advisors LLC24,185$5.81M1.9%N/A0.033%
8/18/2025 Geneos Wealth Management Inc.18,315$4.40M0.1%+43.9%0.025%
8/18/2025 V2 Financial group LLC3,015$725K0.4%-1.6%0.004%
8/18/2025 Hershey Financial Advisers LLC1,955$470K0.4%N/A0.003%
8/18/2025 Kestra Investment Management LLC112,661$27.08M0.8%+230.6%0.154%
8/15/2025 Strategic Investment Advisors MI37,660$9.07M0.9%+9.2%0.052%
8/15/2025 High Falls Advisors Inc31,009$7.45M1.6%-5.0%0.042%
8/15/2025 Tower Research Capital LLC TRC 72,374$17.39M0.5%+1,809,250.0%0.099%
8/15/2025 Corient Private Wealth LLC816,016$196.11M0.3%+8.4%1.118%
8/15/2025 Equitable Holdings Inc.38,455$9.24M0.1%+37.8%0.053%
8/15/2025 Captrust Financial Advisors101,159$24.31M0.1%-0.4%0.139%
8/15/2025 WFA of San Diego LLC192$46K0.0%N/A0.000%
8/15/2025 Vident Advisory LLC21,839$5.25M0.1%+7.9%0.030%
8/15/2025 Talisman Wealth Advisors LLC4,197$1.01M0.9%+16.9%0.006%
8/15/2025 Smartleaf Asset Management LLC8,433$2.01M0.2%-38.4%0.012%
8/15/2025 Snowden Capital Advisors LLC16,147$3.88M0.1%-4.6%0.022%
8/15/2025 Oxford Financial Group LTD. LLC71,411$17.16M1.0%-5.2%0.098%
8/15/2025 Orion Porfolio Solutions LLC150,905$36.27M0.3%+474.2%0.207%
8/15/2025 MML Investors Services LLC429,174$103.14M0.3%+15.5%0.588%
8/15/2025 Moore Capital Management LP53,000$12.74M0.2%N/A0.073%
8/15/2025 Lazard Asset Management LLC7,312$1.76M0.0%N/A0.010%
8/15/2025 HRT Financial LP9,814$2.36M0.0%N/A0.013%
8/15/2025 IHT Wealth Management LLC1,489$358K0.0%-35.7%0.002%
8/15/2025 Great Valley Advisor Group Inc.2,389$574K0.0%+7.6%0.003%
8/15/2025 Gallagher Fiduciary Advisors LLC30,468$7.32M0.0%-3.0%0.042%
8/15/2025 EP Wealth Advisors LLC3,758$903K0.0%+32.4%0.005%
8/15/2025 Curi Capital LLC897$216K0.0%N/A0.001%
8/15/2025 Benjamin Edwards Inc.9,567$2.30M0.0%+6.2%0.013%
8/15/2025 BNP Paribas Financial Markets215,369$51.76M0.0%-66.5%0.295%
8/15/2025 Bank of America Corp DE1,144,119$274.96M0.0%+7.9%1.567%
8/15/2025 Ameriprise Financial Inc.1,231,042$295.99M0.1%+15.8%1.686%
8/14/2025 MGB Wealth Management LLC1,791$430K0.1%+16.5%0.002%
8/14/2025 Camarda Financial Advisors LLC1,295$311K0.1%N/A0.002%
8/14/2025 Ausdal Financial Partners Inc.1,413$340K0.0%N/A0.002%
8/14/2025 Raymond James Financial Inc.2,942,400$707.12M0.2%+0.4%4.031%
8/14/2025 Darwin Wealth Management LLC1,004$241K0.1%N/A0.001%
8/14/2025 Quantinno Capital Management LP7,799$1.87M0.0%+251.3%0.011%
8/14/2025 Diversify Advisory Services LLC3,565$884K0.0%-18.5%0.005%
8/14/2025 Glenview Trust co82,068$19.72M0.3%-2.6%0.112%
8/14/2025 Faithward Advisors LLC888$214K0.0%N/A0.001%
8/14/2025 NewEdge Advisors LLC212,431$51.05M0.3%-1.2%0.291%
8/14/2025 Qube Research & Technologies Ltd127,461$30.63M0.0%+543.9%0.175%
8/14/2025 Sentinus LLC16,512$3.97M1.0%+2.5%0.023%
8/14/2025 Transce3nd LLC1,464$352K0.1%-9.7%0.002%
8/14/2025 Cerity Partners LLC1,122,722$269.81M0.5%+4.8%1.538%
8/13/2025 PGIM Custom Harvest LLC4,944$1.19M0.0%+2.7%0.007%
8/13/2025 Shepherd Financial Partners LLC34,599$8.32M0.9%-2.8%0.047%
8/13/2025 StoneX Group Inc.1,590$382K0.0%+3.7%0.002%
8/13/2025 SageView Advisory Group LLC12,050$2.90M0.1%-3.2%0.017%
8/13/2025 Gateway Wealth Partners LLC7,456$1.79M0.3%+25.7%0.010%
8/13/2025 Brown Advisory Inc.9,035$2.17M0.0%+10.3%0.012%
8/13/2025 Royal Fund Management LLC41,952$10.10M1.0%+1.7%0.057%
8/13/2025 Baird Financial Group Inc.101,660$24.43M0.0%+2.6%0.139%
8/13/2025 First Trust Advisors LP1,456$350K0.0%N/A0.002%
8/13/2025 JBR Co Financial Management Inc1,375$330K0.2%-5.6%0.002%
8/13/2025 EverSource Wealth Advisors LLC1,715$412K0.0%-22.4%0.002%
8/13/2025 Kilter Group LLC18,853$4.53M2.1%-1.9%0.026%
8/13/2025 Trek Financial LLC25,264$6.07M0.4%+3.2%0.035%
8/13/2025 CW Advisors LLC4,918$1.18M0.0%+45.8%0.007%
8/13/2025 JT Stratford LLC1,388$334K0.1%-3.4%0.002%
8/13/2025 Twin Peaks Wealth Advisors LLC8,295$2.06M0.7%+13.1%0.011%
8/13/2025 Berbice Capital Management LLC7,609$1.83M1.3%+27.2%0.010%
8/13/2025 WCG Wealth Advisors LLC14,226$3.42M0.2%+0.5%0.019%
8/13/2025 Beacon Pointe Advisors LLC43,119$10.36M0.1%+1.5%0.059%
8/13/2025 M&T Bank Corp90,569$21.77M0.1%+16.7%0.124%
8/13/2025 Van Hulzen Asset Management LLC11,204$2.69M0.2%-0.6%0.015%
8/13/2025 Forthright Family Wealth Advisory LLC11,235$2.70M1.7%-6.8%0.015%
8/13/2025 Advocacy Wealth Management Services LLC88,416$21.25M1.3%+5.7%0.121%
8/13/2025 Valued Retirements Inc.964$232K0.3%N/A0.001%
8/13/2025 Fisher Asset Management LLC911$219K0.0%-59.2%0.001%
8/13/2025 Edgestream Partners L.P.942$226K0.0%-40.9%0.001%
8/13/2025 VestGen Advisors LLC19,664$4.77M0.2%+8.1%0.027%
8/13/2025 Lido Advisors LLC91,706$22.04M0.1%-6.5%0.126%
8/13/2025 Quadrature Capital Ltd23,991$5.77M0.1%-40.4%0.033%
8/13/2025 Scotia Capital Inc.19,264$4.63M0.0%-5.7%0.026%
8/13/2025 Northwestern Mutual Wealth Management Co.247,426$59.46M0.0%+1.1%0.339%
8/13/2025 Johnson Financial Group Inc.2,777$667K0.0%+34.5%0.004%
8/13/2025 Elevation Point Wealth Partners LLC5,474$1.32M0.1%-2.8%0.007%
8/13/2025 Choreo LLC33,169$7.97M0.1%-24.3%0.045%
8/13/2025 Russell Investments Group Ltd.973$234K0.0%+15.1%0.001%
8/13/2025 Maia Wealth LLC2,602$625K0.1%+11.3%0.004%
8/12/2025 Richmond Investment Services LLC2,738$658K0.1%N/A0.004%
8/12/2025 J.W. Cole Advisors Inc.18,894$4.54M0.1%+10.5%0.026%
8/12/2025 Financial Advocates Investment Management2,769$665K0.1%-81.1%0.004%
(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, 970 institutional investors and hedge funds held shares of iShares MSCI USA Momentum Factor ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($3.04B), Mercer Global Advisors Inc. ADV ($1.43B), Raymond James Financial Inc. ($707.12M), Raymond James & Associates ($485.45M), Assetmark Inc. ($445.96M), LPL Financial LLC ($396.20M), and Ameriprise Financial Inc. ($295.99M).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 839 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. ($6.25M), Raymond James Financial Inc. ($2.94M), LPL Financial LLC ($1.35M), Park Avenue Securities LLC ($967.14K), CHURCHILL MANAGEMENT Corp ($916.64K), and JPMorgan Chase & Co. ($758.02K).

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

Institutional investors have bought a total of 37,990,197 shares in the last 24 months. This purchase volume represents approximately $7.99B in transactions.

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

Of the 439 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. ($1.06M), JPMorgan Chase & Co. ($1.04M), Mercer Global Advisors Inc. ADV ($1.01M), Goldman Sachs Group Inc. ($748.10K), Citigroup Inc. ($444.95K), BNP Paribas Financial Markets ($432.96K), and Symmetry Partners LLC ($419.69K).

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

Institutional investors have sold a total of 9,185,794 shares in the last 24 months. This volume of shares sold represents approximately $1.94B in transactions.


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This page (BATS:MTUM) was last updated on 9/19/2025 by MarketBeat.com Staff
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