Free Trial
→ ALERT: Drop these 5 stocks before the market opens tomorrow! (From Weiss Ratings) (Ad)tc pixel Free MTUM Stock Alerts

iShares MSCI USA Momentum Factor ETF (MTUM) Institutional Ownership

iShares MSCI USA Momentum Factor ETF logo
$313.11 -1.98 (-0.63%)
Closing price 04:10 PM Eastern
Extended Trading
$313.59 +0.48 (+0.15%)
As of 07:30 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 Massive. Learn more.
Compare

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

Number of
Institutional Buyers
(last 12 months)
707
Total
Institutional Inflows
(last 12 months)
$3.01B
Number of
Institutional Sellers
(last 12 months)
436
Total
Institutional Outflows
(last 12 months)
$3.72B
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.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
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
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/13/2026Lineweaver Wealth Advisors LLC16,772$5.32M0.6%+2.5%0.023%
10/13/2026St. Clair Advisors LLC1,060$336K0.1%-34.4%0.001%
10/13/2026Financial Futures Ltd Liability Co.905$287K0.1%-10.0%0.001%
10/13/2026Sage Capital Advisors llc844$268K0.0%+17.9%0.001%
10/13/2026Sax Wealth Advisors LLC24,639$7.82M0.2%-1.4%0.034%
10/13/2026Fragasso Financial Advisors Inc4,453$1.43M0.1%+2.3%0.006%
10/13/2026Fermata Advisors LLC6,940$2.20M0.4%-1.4%0.010%
10/13/2026Moulton Wealth Management Inc.4,830$1.55M1.1%-0.9%0.007%
10/13/2026Avior Wealth Management LLC6,498$2.06M0.1%+6.1%0.009%
10/10/2026Baron Financial Group LLC1,365$433K0.2%-7.1%0.002%
10/10/2026Capital Planning LLC27,437$8.71M2.4%-3.6%0.038%
10/10/2026Atlas Brown Inc.2,318$736K0.2%-7.9%0.003%
10/9/2026Williams & Novak Wealth Management LLC1,827$580K0.3%N/A0.003%
10/9/2026Sound Income Strategies LLC8,762$2.78M0.1%-12.4%0.012%
10/9/2026Balefire LLC4,594$1.46M0.2%+44.6%0.006%
10/9/2026Breakwater Capital Group1,722$547K0.1%+3.2%0.002%
10/9/2026Stonebridge Wealth Management LLC941$299K0.3%-8.3%0.001%
10/9/2026Acropolis Investment Management LLC139,272$44.20M1.8%+1.1%0.191%
10/9/2026First Heartland Consultants Inc.42,697$13.55M0.9%+149.9%0.058%
10/9/2026Galvin Gaustad & Stein LLC2,731$867K0.1%-70.0%0.004%
10/8/2026Financial Enhancement Group LLC7,990$2.58M0.3%+10.6%0.011%
10/8/2026Farther Finance Advisors LLC18,568$5.89M0.0%-46.0%0.025%
10/8/2026CoreCap Advisors LLC626$199K0.0%-88.8%0.001%
10/8/2026Apeiron RIA LLC4,073$1.31M0.3%-51.2%0.006%
10/8/2026Apella Capital LLC117,618$37.92M0.5%-3.3%0.161%
10/8/2026Gradient Investments LLC635$202K0.0%N/A0.001%
10/8/2026Avidian Wealth Enterprises LLC1,559$495K0.0%-50.5%0.002%
10/8/2026Veracity Capital LLC668$212K0.1%-47.9%0.001%
10/8/2026Tactive Advisors LLC24,821$7.88M1.9%+31.9%0.034%
10/8/2026Whalen Wealth Management Inc.1,207$383K0.2%-33.9%0.002%
10/7/2026Venture Visionary Partners LLC1,215$386K0.0%+70.2%0.002%
10/7/2026Elm3 Financial Group LLC8,280$2.63M1.8%-19.3%0.011%
10/7/2026Canandaigua National Trust Co of Florida1,059$336K0.2%N/A0.001%
10/7/2026Wealth Enhancement Trust Services Inc.934$296K0.0%-10.0%0.001%
10/7/2026Weaver Consulting Group10,745$3.41M0.7%+1.5%0.015%
10/6/2026Legacy Private Trust Co.8,108$2.57M0.1%-1.8%0.011%
10/5/2026Box Hill Private Wealth LLC728$231K0.2%N/A0.001%
10/5/2026Ferguson Wellman Capital Management Inc.1,314$417K0.0%+120.8%0.002%
10/2/2026 First Citizens Financial Corp4,296$1.36M0.6%-3.4%0.006%
10/2/2026 CX Institutional255$81K0.0%-37.2%0.000%
Your book attached (Ad)

Bill Poulos is giving away his 'Safe Trade Options Formula' book for free - but only for a limited time through a temporary download link. He plans to charge for it soon. Download your copy now and lock it in at no cost, regardless of future pricing.tc pixel

Download the Safe Trade Options Formula book for free before access closes
10/2/2026 Global Wealth Strategies & Associates5,342$1.70M0.3%-14.9%0.007%
9/23/2026QRG Capital Management Inc.2,088$716K0.0%+57.0%0.003%
9/23/2026Envestnet Portfolio Solutions Inc.548,612$188.08M0.8%-22.3%0.752%
9/23/2026Envestnet Asset Management Inc.7,899,452$2.71B0.4%-6.8%10.821%
9/9/2026Sequoia Financial Advisors LLC103,852$35.60M0.2%+6.7%0.142%
9/9/2026Van Hulzen Asset Management LLC13,068$4.48M0.3%+32.0%0.018%
9/9/2026IPG Investment Advisors LLC608$208K0.0%N/A0.001%
9/9/2026Lunt Capital Management Inc.1,457$500K0.2%-2.9%0.002%
9/9/2026Cidel Asset Management Inc.719$246K0.0%N/A0.001%
9/9/2026Capital Analysts LLC19,943$6.84M0.2%-14.9%0.027%
9/9/2026Concorde Asset Management LLC1,730$593K0.3%-17.4%0.002%
9/9/2026Pinnacle Wealth Management Advisory Group LLC5,966$2.05M0.1%+7.3%0.008%
9/9/2026NorthRock Partners LLC56,748$19.46M0.3%-9.1%0.078%
9/9/2026Integrated Wealth Concepts LLC156,329$53.59M0.3%-3.1%0.214%
9/9/2026RFG Advisory LLC7,713$2.64M0.0%-25.5%0.011%
9/9/2026NewEdge Advisors LLC317,902$108.99M0.3%-20.3%0.435%
9/9/2026IFP Advisors Inc31,818$10.91M0.2%+79.4%0.044%
9/9/2026Baird Financial Group Inc.102,369$35.10M0.0%+20.9%0.140%
9/9/2026Arcus Capital Partners LLC682$234K0.1%N/A0.001%
9/9/2026XY Planning Network Inc.1,721$590K0.1%+33.4%0.002%
9/8/2026Allworth Financial LP21,684$7.43M0.0%+3.6%0.030%
9/8/2026Waverly Advisors LLC59,470$20.39M0.1%+5.9%0.081%
9/4/2026Parkside Financial Bank & Trust418$143K0.0%+16.4%0.001%
9/2/2026MLG Wealth Management DBA Pine Grove Financial Group34,709$11.91M1.2%-19.2%0.048%
9/2/2026Capital & Planning LLC28,447$9.75M5.0%-6.8%0.039%
8/27/2026Corient Private Wealth LP346,128$118.66M0.2%-64.5%0.474%
8/26/2026HORAN Wealth LLC744$255K0.0%N/A0.001%
8/26/2026HighTower Advisors LLC105,428$36.14M0.0%+3.2%0.144%
8/25/2026Advus Financial Partners LLC8,514$2.92M0.7%+13.1%0.012%
8/24/2026Strategic Financial Services Inc.206,900$70.93M3.1%-8.3%0.283%
8/23/2026Hyundai Investments Co. Ltd.2,113$710K0.8%-68.9%0.003%
8/23/2026Ameritas Advisory Services LLC192,185$65.89M1.3%+51.2%0.263%
8/23/2026Straight Path Wealth Management71,699$24.58M5.7%-5.5%0.098%
8/23/2026Wedmont Private Capital646$208K0.0%N/A0.001%
8/23/2026Morling Financial Advisors LLC147$50K0.0%N/A0.000%
8/23/2026Aspire Capital Advisors LLC1,651$566K0.1%-69.3%0.002%
8/23/2026Endeavor Private Wealth Inc.14,206$4.87M1.2%-12.4%0.019%
8/23/2026POM Investment Strategies LLC827$284K0.3%-10.3%0.001%
8/23/2026Beaird Harris Wealth Management LLC660$226K0.0%+25.7%0.001%
8/23/2026Operose Advisors LLC150$51K0.0%-36.4%0.000%
8/23/2026HB Wealth Management LLC5,684$1.95M0.0%-3.7%0.008%
8/23/2026Nilsine Partners LLC2,947$1.01M0.1%+2.8%0.004%
8/23/2026Hutchens & Kramer Investment Management Group LLC1,450$497K0.1%-13.1%0.002%
8/23/2026Fortitude Advisory Group L.L.C.1,390$476K0.2%+38.9%0.002%
8/22/2026Noble Wealth Partners LLC2,028$695K0.6%N/A0.003%
8/22/2026Advisory Solutions Group LLC4,829$1.66M0.6%N/A0.007%
8/22/2026Compass Financial Management LLC344$117K0.0%N/A0.000%
8/22/2026Shah Wealth Advisors LLC48,732$16.71M3.9%N/A0.067%
8/22/2026William John Sempolinski879$301K0.1%N/A0.001%
8/22/2026MW Advisory LLC1,516$520K0.2%N/A0.002%
My top 3 AI picks for the next decade (Ad)

Alexander Green bought Apple in 1996, recommended Nvidia at a split-adjusted 66 cents in 2004, and picked up Amazon and Netflix under $3 per share in 2005. Now the chief investment strategist at The Oxford Club has identified three AI stocks he believes could be the most profitable investments of the next decade.tc pixel

Click here to get all three AI stock names from Alexander Green
8/22/2026Montgomery Financial Services LLC181$62K0.1%N/A0.000%
8/22/2026Strive Financial Group LLC235$81K0.0%+170.1%0.000%
8/22/2026Invested Advisors1,130$387K0.3%N/A0.002%
8/22/2026Blalock Williams LLC5,877$2.02M1.3%-13.5%0.008%
8/22/2026SMART Wealth LLC749$257K0.1%N/A0.001%
8/22/2026Retirement Wealth Solutions LLC4,796$1.64M0.9%-24.7%0.007%
8/22/2026Legacy Wealth Managment LLC ID4,293$1.47M0.7%+772.6%0.006%
8/22/2026Rik Saylor Financial Inc.17,894$6.14M3.9%-1.2%0.025%
8/22/2026LifePlan Investment Advisors Inc.5,464$1.87M0.6%-27.5%0.007%
8/22/2026NWF Advisory Services Inc.619$212K0.0%N/A0.001%


MTUM Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,136 institutional investors and hedge funds held shares of iShares MSCI USA Momentum Factor ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($2.71B), Mercer Global Advisors Inc. ADV ($1.96B), LPL Financial LLC ($823.99M), Raymond James Financial Inc. ($804.99M), Morgan Stanley ($714.54M), Raymond James & Associates ($485.45M), and Ameriprise Financial Inc. ($339.02M).Learn more on iShares MSCI USA Momentum Factor ETF's institutional investors.

Of the 1,005 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. ($5.75M), Raymond James Financial Inc. ($3.22M), LPL Financial LLC ($2.00M), Corient Private Wealth LLC ($1.65M), Park Avenue Securities LLC ($1.17M), and JPMorgan Chase & Co. ($1.09M).

Institutional investors have bought a total of 11,791,695 shares in the last 24 months. This purchase volume represents approximately $3.01B in transactions.

Of the 436 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. ($7.02M), Focus Partners Wealth ($919.15K), Assetmark Inc. ($718.71K), Corient Private Wealth LP ($627.89K), Morgan Stanley ($405.66K), Goldman Sachs Group Inc. ($370.82K), and Envestnet Portfolio Solutions Inc. ($326.02K).

Institutional investors have sold a total of 13,928,661 shares in the last 24 months. This volume of shares sold represents approximately $3.72B in transactions.


Related Companies

Institutional ownership data for BATS:MTUM is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/13/2026. New 13F filings are added each quarter as they're published.
From Our Partners
ALERT: Drop these 5 stocks before the market opens tomorrow!
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings researc...
Weiss Ratings | Sponsoredtc pixel
Trump's New Dollar
Porter Stansberry says President Trump has signed an executive order initiating what he calls a full U.S. doll...
Porter & Company | Sponsoredtc pixel
Small Colorado Company (Backed by Sam Altman) Could Save U.S. Power Grid
A small Colorado company has secured rights to technology that could prevent the U.S. public power grid from c...
Altimetry | Sponsoredtc pixel
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
The end may be near for these iconic stocks
Marc Chaikin, founder of Chaikin Analytics, says two forces - AI disruption and fracturing global trade - are ...
Chaikin Analytics | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Here’s the stock symbol I’ve promised
Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - b...
Stansberry Research | Sponsoredtc pixel
Here’s Why Trump Won’t End The Iran War
Trump has called an Iran deal close 38 times since the war began, yet the fighting keeps flaring back up. O...
Banyan Hill Publishing | Sponsoredtc pixel