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iShares MSCI USA Momentum Factor ETF (MTUM) Institutional Ownership

iShares MSCI USA Momentum Factor ETF logo
$254.11 +45.12 (+21.59%)
As of 03:53 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)
702
Total
Institutional Inflows
(last 12 months)
$8.02B
Number of
Institutional Sellers
(last 12 months)
441
Total
Institutional Outflows
(last 12 months)
$1.91B
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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
10/14/2025Westwind Capital9,058$2.32M0.5%+246.5%0.012%
10/14/2025Farther Finance Advisors LLC27,371$7.02M0.1%+5.9%0.037%
10/14/2025Security Financial Services INC.4,184$1.07M0.2%-10.9%0.006%
10/14/2025HBK Sorce Advisory LLC1,908$488K0.0%+26.1%0.003%
10/14/2025LongView Wealth Management2,664$683K0.2%+4.3%0.004%
10/14/2025Exchange Traded Concepts LLC1,322$339K0.0%-34.5%0.002%
10/14/2025Berkshire Money Management Inc.11,947$3.06M0.3%+48.0%0.016%
10/14/2025Dopkins Wealth Management LLC3,008$771K0.3%+2.3%0.004%
10/14/2025Foster Group Inc.301,241$77.25M2.4%+0.7%0.413%
10/10/2025 Arlington Financial Advisors LLC3,648$936K0.1%N/A0.005%
10/10/2025 RoundAngle Advisors LLC14,871$3.81M3.0%+1.5%0.020%
10/10/2025 Lineweaver Wealth Advisors LLC28,916$7.42M1.1%-1.7%0.040%
10/10/2025 Sound Income Strategies LLC9,157$2.35M0.1%+2.1%0.013%
10/10/2025 Kathleen S. Wright Associates Inc.3,758$964K0.4%-2.7%0.005%
10/10/2025 Sharkey Howes & Javer39,125$10.03M1.3%+1.9%0.054%
10/10/2025 Selective Wealth Management Inc.794$202K0.1%N/A0.001%
10/10/2025 Fairvoy Private Wealth LLC21,016$5.39M1.2%+19.5%0.029%
10/10/2025 Focus Financial Network Inc.7,963$2.04M0.1%-47.6%0.011%
10/10/2025 Signal Advisors Wealth LLC2,555$655K0.1%+8.4%0.004%
10/9/2025 CGN Advisors LLC1,761$452K0.0%-20.4%0.002%
10/9/2025 Financial Enhancement Group LLC9,889$2.53M0.3%+104.1%0.014%
10/9/2025 Centurion Wealth Management LLC5,764$1.48M0.3%+0.7%0.008%
10/9/2025 ACT Advisors LLC.6,268$1.61M0.6%-3.7%0.009%
10/9/2025 Newman Dignan & Sheerar Inc.1,590$408K0.1%+6.8%0.002%
10/9/2025 U.S. Capital Wealth Advisors LLC11,596$2.97M0.1%+1,113.0%0.016%
10/9/2025 Dynamic Advisor Solutions LLC2,087$535K0.0%+7.9%0.003%
10/9/2025 Fermata Advisors LLC7,632$1.96M0.5%+5.9%0.010%
10/9/2025 Chapin Davis Inc.6,095$1.56M0.4%-1.2%0.008%
10/9/2025 Whalen Wealth Management Inc.937$240K0.1%-86.2%0.001%
10/8/2025 Patriot Financial Group Insurance Agency LLC825$212K0.0%-25.0%0.001%
10/8/2025 Armstrong Advisory Group Inc.3,961$1.02M0.1%+1.1%0.005%
10/8/2025 RDA Financial Network1,860$477K0.1%N/A0.003%
10/8/2025 Firethorn Wealth Partners LLC3,751$962K0.4%+2.9%0.005%
10/8/2025 Retirement Wealth Solutions LLC3,869$992K0.7%+17.5%0.005%
10/8/2025 Legacy Private Trust Co.10,415$2.67M0.2%-1.3%0.014%
10/8/2025 Moulton Wealth Management Inc.7,840$2.01M1.5%+7.3%0.011%
10/8/2025 Balefire LLC1,030$264K0.1%N/A0.001%
10/8/2025 McNaughton Wealth Management LLC6,191$1.59M0.7%-0.8%0.008%
10/8/2025 Trinity Wealth Management LLC70,394$18.05M6.8%-27.8%0.096%
10/8/2025 Baron Financial Group LLC1,575$404K0.2%-6.0%0.002%
10/8/2025 Beacon Financial Group22,212$5.70M0.6%+11.0%0.030%
10/7/2025 Cooper Financial Group1,976$507K0.1%-4.5%0.003%
10/7/2025 Acropolis Investment Management LLC134,659$32.36M1.6%+4.5%0.184%
10/7/2025 Thurston Springer Miller Herd & Titak Inc.108$28K0.1%-94.3%0.000%
10/6/2025 Destiny Wealth Partners LLC1,545$396K0.0%+12.4%0.002%
10/6/2025 Orgel Wealth Management LLC664,061$170.30M3.9%+0.6%0.910%
10/6/2025 Fragasso Financial Advisors Inc4,462$1.14M0.1%-7.4%0.006%
10/6/2025 Insight Wealth Strategies LLC5,689$1.46M0.2%-1.7%0.008%
10/6/2025 Clarus Wealth Advisors19,274$4.90M2.2%+2.6%0.026%
10/6/2025 Nilsine Partners LLC9,144$2.35M0.2%-1.4%0.013%
10/3/2025 First Citizens Financial Corp3,813$978K0.5%+4.4%0.005%
10/2/2025 Global Wealth Strategies & Associates43,550$11.17M2.9%-2.2%0.060%
9/30/2025Gilbert Capital Group Inc.15,603$3.75M3.1%N/A0.021%
9/26/2025Corient Private Wealth LLC815,925$196.08M0.3%+8.4%1.118%
9/24/2025Momentum Wealth Planning LLC878$211K0.2%N/A0.001%
9/12/2025Valeo Financial Advisors LLC3,838$922K0.0%-2.5%0.005%
9/9/2025NWF Advisory Services Inc.878$211K0.0%N/A0.001%
9/4/2025Osaic Holdings Inc.517,284$120.37M0.2%+59.7%0.709%
8/29/2025Centaurus Financial Inc.38,270$9.20M0.5%+0.9%0.052%
8/28/2025Stark Wealth Management LLC9,096$2.09M2.9%N/A0.012%
8/27/2025Stonebridge Wealth Management LLC1,039$250K0.2%N/A0.001%
8/27/2025Barnes Wealth Management Group Inc9,947$2.39M1.4%+0.9%0.014%
8/27/2025Orion Porfolio Solutions LLC150,905$36.27M0.3%+474.2%0.207%
8/26/2025Thrivent Financial for Lutherans3,680$884K0.0%-90.6%0.005%
8/26/2025Claris Financial LLC29,552$7.10M5.4%-22.5%0.040%
8/25/2025Silverlake Wealth Management LLC3,917$941K0.3%+1.1%0.005%
8/20/2025Forefront Wealth Partners LLC1,160$279K0.2%N/A0.002%
8/19/2025B. Riley Wealth Advisors Inc.22,467$5.40M0.3%N/A0.031%
8/19/2025Cape Investment Advisory Inc.651$156K0.1%+8.0%0.001%
8/19/2025Advisory Services Network LLC67,625$16.32M0.3%-10.3%0.093%
8/19/2025Asset Dedication LLC712$171K0.0%N/A0.001%
8/18/2025Tactive Advisors LLC24,185$5.81M1.9%N/A0.033%
8/18/2025Geneos Wealth Management Inc.18,315$4.40M0.1%+43.9%0.025%
8/18/2025V2 Financial group LLC3,015$725K0.4%-1.6%0.004%
8/18/2025Hershey Financial Advisers LLC1,955$470K0.4%N/A0.003%
8/18/2025Kestra Investment Management LLC112,661$27.08M0.8%+230.6%0.154%
8/15/2025Strategic Investment Advisors MI37,660$9.07M0.9%+9.2%0.052%
8/15/2025High Falls Advisors Inc31,009$7.45M1.6%-5.0%0.042%
8/15/2025Tower Research Capital LLC TRC 72,374$17.39M0.5%+1,809,250.0%0.099%
8/15/2025Corient Private Wealth LLC816,016$196.11M0.3%+8.4%1.118%
8/15/2025Equitable Holdings Inc.38,455$9.24M0.1%+37.8%0.053%
8/15/2025Captrust Financial Advisors101,159$24.31M0.1%-0.4%0.139%
8/15/2025WFA of San Diego LLC192$46K0.0%N/A0.000%
8/15/2025Vident Advisory LLC21,839$5.25M0.1%+7.9%0.030%
8/15/2025Talisman Wealth Advisors LLC4,197$1.01M0.9%+16.9%0.006%
8/15/2025Smartleaf Asset Management LLC8,433$2.01M0.2%-38.4%0.012%
8/15/2025Snowden Capital Advisors LLC16,147$3.88M0.1%-4.6%0.022%
8/15/2025Oxford Financial Group LTD. LLC71,411$17.16M1.0%-5.2%0.098%
8/15/2025Orion Porfolio Solutions LLC150,905$36.27M0.3%+474.2%0.207%
8/15/2025MML Investors Services LLC429,174$103.14M0.3%+15.5%0.588%
8/15/2025Moore Capital Management LP53,000$12.74M0.2%N/A0.073%
8/15/2025Lazard Asset Management LLC7,312$1.76M0.0%N/A0.010%
8/15/2025HRT Financial LP9,814$2.36M0.0%N/A0.013%
8/15/2025IHT Wealth Management LLC1,489$358K0.0%-35.7%0.002%
8/15/2025Great Valley Advisor Group Inc.2,389$574K0.0%+7.6%0.003%
8/15/2025Gallagher Fiduciary Advisors LLC30,468$7.32M0.0%-3.0%0.042%
8/15/2025EP Wealth Advisors LLC3,758$903K0.0%+32.4%0.005%
8/15/2025Curi Capital LLC897$216K0.0%N/A0.001%
8/15/2025Benjamin Edwards Inc.9,567$2.30M0.0%+6.2%0.013%
8/15/2025BNP Paribas Financial Markets215,369$51.76M0.0%-66.5%0.295%
(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, 972 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 844 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 38,080,811 shares in the last 24 months. This purchase volume represents approximately $8.02B in transactions.

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

Of the 441 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 9,053,212 shares in the last 24 months. This volume of shares sold represents approximately $1.91B in transactions.


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This page (BATS:MTUM) was last updated on 10/14/2025 by MarketBeat.com Staff
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