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iShares MSCI USA Momentum Factor ETF (MTUM) Institutional Ownership

iShares MSCI USA Momentum Factor ETF logo
$216.33 +7.34 (+3.51%)
Closing price 05/2/2025 03:59 PM Eastern
Extended Trading
$213.22 -3.12 (-1.44%)
As of 05/2/2025 08:00 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

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

Number of
Institutional Buyers
(last 12 months)
594
Total
Institutional Inflows
(last 12 months)
$4.56B
Number of
Institutional Sellers
(last 12 months)
358
Total
Institutional Outflows
(last 12 months)
$1.66B
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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
5/2/2025Kingsview Wealth Management LLC1,243$251K0.0%-6.5%0.002%
5/2/2025Archvest Wealth Advisors Inc.15,925$3.22M2.7%+15.2%0.023%
5/2/2025Dynasty Wealth Management LLC56,095$11.34M0.2%-75.8%0.081%
5/2/2025Verdence Capital Advisors LLC4,661$942K0.1%-1.1%0.007%
5/2/2025SWP Financial LLC9,434$1.91M1.2%+4.0%0.014%
5/2/2025Lineweaver Wealth Advisors LLC28,905$5.86M1.0%+7.3%0.042%
5/2/2025Summit X LLC22,230$4.49M0.9%+0.4%0.032%
5/2/2025Pettinga Financial Advisors LLC32,863$6.64M1.6%+2.9%0.048%
5/2/2025Cullen Frost Bankers Inc.127$26K0.0%N/A0.000%
5/2/2025Capital A Wealth Management LLC1,193$241K0.3%-72.9%0.002%
5/2/2025Larson Financial Group LLC1,503$304K0.0%+4.2%0.002%
5/2/2025Summit Wealth Group LLC66,048$13.35M3.9%-0.8%0.096%
5/2/2025PAX Financial Group LLC22,818$4.61M0.8%+7.8%0.033%
5/2/2025Wealthfront Advisers LLC2,120$429K0.0%+69.3%0.003%
5/2/2025Fortress Wealth Management Inc.5,390$1.09M0.6%-1.9%0.008%
5/2/2025Mosaic Family Wealth Partners LLC2,920$590K0.1%+6.7%0.004%
5/2/2025Dakota Wealth Management3,152$637K0.0%-4.4%0.005%
5/2/2025Apollon Wealth Management LLC21,204$4.29M0.1%+69.0%0.031%
5/2/2025Sigma Planning Corp18,217$3.68M0.1%+4.6%0.026%
5/2/2025Edgestream Partners L.P.1,594$322K0.0%+32.5%0.002%
5/1/2025 CWM LLC917,388$185.43M0.7%-1.9%1.329%
5/1/2025 V2 Financial group LLC3,065$620K0.4%-14.9%0.004%
5/1/2025 Q3 Asset Management1,231$248K0.2%N/A0.002%
5/1/2025 Realta Investment Advisors368$74K0.0%+57.9%0.001%
5/1/2025 Kathmere Capital Management LLC179,935$36.37M3.1%-0.9%0.261%
5/1/2025 Berbice Capital Management LLC5,982$1.21M1.0%+10.3%0.009%
5/1/2025 Quest 10 Wealth Builders Inc.398$80K0.1%+122.3%0.001%
5/1/2025 MA Private Wealth16,970$3.43M0.6%-8.8%0.025%
5/1/2025 Marshall Financial Group Inc. ADV10,365$2.10M0.7%-2.9%0.015%
5/1/2025 Gateway Wealth Partners LLC5,933$1.20M0.3%+8.8%0.009%
5/1/2025 SteelPeak Wealth LLC39,279$7.94M0.3%+49.6%0.057%
5/1/2025 Rik Saylor Financial Inc.18,877$3.82M3.4%-1.1%0.027%
5/1/2025 Diversify Wealth Management LLC1,823$382K0.0%-9.2%0.003%
4/30/2025 State of Michigan Retirement System1,295,090$261.78M1.5%+0.3%1.876%
4/30/2025 Sharkey Howes & Javer37,303$7.54M1.1%+18.7%0.054%
4/30/2025 Cerity Partners LLC1,071,106$216.50M0.4%0.0%1.551%
4/30/2025 Financial Gravity Asset Management Inc.454$92K0.0%N/A0.001%
4/30/2025 Allworth Financial LP9,882$2.02M0.0%+1.4%0.014%
4/30/2025 CFO4Life Group LLC66,344$13.41M2.3%-46.3%0.096%
4/30/2025 True Vision MN LLC9,638$1.95M1.2%+0.8%0.014%
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4/30/2025 Peddock Capital Advisors LLC16,156$3.27M0.8%+4.7%0.023%
4/30/2025 Forthright Family Wealth Advisory LLC12,056$2.44M1.6%-6.9%0.017%
4/30/2025 Wealth Advisory Solutions LLC26,081$5.27M1.4%N/A0.038%
4/30/2025 Axxcess Wealth Management LLC2,850$576K0.0%+55.1%0.004%
4/30/2025 John W. Brooker & Co. CPAs3,344$676K0.3%-6.5%0.005%
4/30/2025 Cornerstone Planning Group LLC149$30K0.0%+140.3%0.000%
4/30/2025 First National Bank & Trust Co. of Newtown4,835$977K0.2%-4.1%0.007%
4/30/2025 Silverlake Wealth Management LLC3,874$783K0.3%-20.0%0.006%
4/30/2025 Trek Financial LLC24,474$4.95M0.4%+2.7%0.035%
4/30/2025 OMNI 360 Wealth Inc.2,573$520K0.3%-9.2%0.004%
4/30/2025 Valeo Financial Advisors LLC3,937$796K0.0%-7.7%0.006%
4/30/2025 M&T Bank Corp77,623$15.69M0.1%+18.3%0.112%
4/30/2025 Stratos Wealth Partners LTD.8,090$1.64M0.0%-2.5%0.012%
4/30/2025 Stratos Wealth Advisors LLC10,784$2.18M0.1%-51.0%0.016%
4/30/2025 NTV Asset Management LLC7,675$1.55M0.2%-1.3%0.011%
4/30/2025 Garrett Wealth Advisory Group LLC42,602$8.61M1.9%-1.3%0.062%
4/30/2025 Brown Advisory Inc.8,189$1.66M0.0%-2.9%0.012%
4/30/2025 Alpha Cubed Investments LLC2,091$423K0.0%+17.9%0.003%
4/30/2025 Horst & Graben Wealth Management LLC8,323$1.68M0.3%-6.4%0.012%
4/30/2025 Fullcircle Wealth LLC1,631$339K0.1%-26.6%0.002%
4/29/2025 Financial Counselors Inc.1,095$221K0.0%-23.3%0.002%
4/29/2025 Envestnet Asset Management Inc.11,545,598$2.33B0.8%-8.4%16.721%
4/29/2025 Financiere des Professionnels Fonds d investissement inc.9,500$1.92M0.1%N/A0.014%
4/29/2025 Financial Architects LLC36,460$7.37M4.7%+1.5%0.053%
4/29/2025 Tradewinds LLC.15,715$3.18M0.9%+6.7%0.023%
4/29/2025 Cloud Capital Management LLC268$54K0.0%N/A0.000%
4/29/2025 Forte Asset Management LLC36,276$7.33M3.7%+42.9%0.053%
4/29/2025 Meridian Investment Counsel Inc.1,041$210K0.1%-30.8%0.002%
4/29/2025 Capital Planning LLC34,810$7.04M2.0%-1.9%0.050%
4/29/2025 Compass Wealth Management LLC149$30K0.0%N/A0.000%
4/29/2025 Sierra Ocean LLC1,219$246K0.2%-28.7%0.002%
4/29/2025 Stage Harbor Financial LLC3,624$733K0.6%+209.7%0.005%
4/29/2025 Concurrent Investment Advisors LLC9,215$1.86M0.0%+140.8%0.013%
4/29/2025 Bank of New York Mellon Corp215,086$43.48M0.0%+5.8%0.311%
4/29/2025 World Investment Advisors13,001$2.63M0.1%+2.6%0.019%
4/29/2025 Capital Investment Advisory Services LLC10,820$2.19M0.2%+4.3%0.016%
4/29/2025 Strategic Blueprint LLC24,883$5.03M0.3%+6.7%0.036%
4/29/2025 Brookstone Capital Management35,399$7.16M0.1%+10.9%0.051%
4/29/2025 OneDigital Investment Advisors LLC296,646$59.96M0.7%-0.9%0.430%
4/29/2025 Baker Boyer National Bank7,307$1.48M0.5%+1.0%0.011%
4/29/2025 Silver Oak Securities Incorporated3,979$799K0.1%+9.6%0.006%
4/28/2025 D.A. Davidson & CO.10,307$2.08M0.0%+37.5%0.015%
4/28/2025 Mutual Advisors LLC5,281$1.09M0.0%-13.8%0.008%
4/28/2025 Audent Global Asset Management LLC27,771$5.61M4.6%-8.2%0.040%
4/28/2025 Straight Path Wealth Management63,971$12.93M5.2%+2.6%0.093%
4/28/2025 Lodestone Wealth Management LLC6,693$1.35M0.7%-2.7%0.010%
4/28/2025 First Horizon Advisors Inc.34,557$6.99M0.2%+194.3%0.050%
4/28/2025 Weaver Consulting Group11,644$2.35M0.7%-0.7%0.017%
4/28/2025 Private Trust Co. NA3,797$767K0.1%-3.1%0.005%
4/28/2025 Sensible Financial Planning & Management LLC.95,853$19.38M3.9%-2.0%0.139%
The Man I Turn to In Times Like This (Ad)

A storm is brewing in the markets: new tariffs, recession warnings, and panic in the headlines. That’s when publisher Brett Aitken turns to Whitney Tilson—a man CNBC once dubbed “The Prophet.” Tilson just released a new prediction that runs counter to what mainstream finance is telling you.

Market chaos? Hear Tilson’s take now
4/28/2025 Swmg LLC13,893$2.87M1.1%-6.8%0.020%
4/28/2025 American Capital Advisory LLC758$153K0.1%-9.3%0.001%
4/28/2025 First Bank & Trust2,101$425K0.1%-5.4%0.003%
4/28/2025 Detalus Advisors LLC11,748$2.38M0.7%-0.9%0.017%
4/28/2025 Alterna Wealth Management Inc.6,206$1.25M1.0%+8.3%0.009%
4/28/2025 Keybank National Association OH204,484$41.33M0.2%-3.4%0.296%
4/28/2025 Guerra Pan Advisors LLC18,066$3.65M2.9%-0.6%0.026%
4/28/2025 Yukon Wealth Management Inc.4,351$879K0.4%N/A0.006%
4/28/2025 DAVENPORT & Co LLC26,672$5.39M0.0%+40.2%0.039%
4/28/2025 Clear Creek Financial Management LLC5,952$1.20M0.1%-6.4%0.009%
(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, 924 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), Mercer Global Advisors Inc. ADV ($1.43B), Raymond James Financial Inc. ($574.82M), Raymond James & Associates ($485.45M), LPL Financial LLC ($404.45M), Assetmark Inc. ($362.30M), and Bank of America Corp DE ($316.30M).Learn more on MTUM's institutional investors.

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

Of the 760 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), Envestnet Asset Management Inc. ($5.16M), Raymond James Financial Inc. ($2.78M), 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 42,714,399 shares in the last 24 months. This purchase volume represents approximately $7.50B in transactions.

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

Of the 525 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. ($4.72M), FMR LLC ($2.11M), Mercer Global Advisors Inc. ADV ($1.01M), 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 23,022,492 shares in the last 24 months. This volume of shares sold represents approximately $3.78B in transactions.



This page (BATS:MTUM) was last updated on 5/3/2025 by MarketBeat.com Staff
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