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iShares MSCI USA Momentum Factor ETF (MTUM) Institutional Ownership

iShares MSCI USA Momentum Factor ETF logo
$316.53 0.00 (0.00%)
As of 07/2/2026 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
762
Total
Institutional Inflows
(last 12 months)
$4.19B
Number of
Institutional Sellers
(last 12 months)
486
Total
Institutional Outflows
(last 12 months)
$3.46B
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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
7/2/2026 CX Institutional406$139K0.0%-27.2%0.001%
7/1/2026 Trust Co of the South1,725$591K0.1%+7.8%0.002%
7/1/2026 Global Wealth Strategies & Associates6,277$2.15M0.4%-20.6%0.009%
6/26/2026WealthPoint Financial LLC1,995$479K0.4%+7.6%0.003%
6/18/2026Western Wealth Management LLC18,263$4.38M0.2%+26.4%0.025%
6/16/2026Empowered Funds LLC2,893$694K0.0%+20.6%0.004%
6/10/2026FAS Wealth Partners Inc.802$192K0.0%-18.7%0.001%
6/4/2026Town Capital LLC17,117$4.11M3.3%+61.9%0.023%
6/3/2026Parallel Advisors LLC9,338$2.24M0.0%-6.8%0.013%
6/3/2026NewEdge Advisors LLC398,773$95.70M0.3%+6.0%0.546%
6/1/2026Concorde Asset Management LLC2,095$503K0.2%-2.0%0.003%
5/28/2026Cozad Asset Management Inc.22,929$5.50M0.4%-0.5%0.031%
5/28/2026Maripau Wealth Management LLC1,456$349K0.2%-12.1%0.002%
5/27/2026Security Financial Services INC.3,353$805K0.1%-19.7%0.005%
5/22/2026Segall Bryant & Hamill LLC1,091$271K0.0%N/A0.001%
5/22/2026Wellington Grp LLC373$90K0.0%+677.1%0.001%
5/22/2026Verus Capital Partners LLC4,446$1.07M0.1%-13.4%0.006%
5/19/2026Western Wealth Management LLC18,263$4.38M0.2%+26.4%0.025%
5/19/2026Royal Fund Management LLC41,866$10.07M1.0%-2.7%0.057%
5/19/2026Bank of America Corp DE1,169,637$280.70M0.0%-7.1%1.602%
5/19/2026Centaurus Financial Inc.48,550$11.65M0.6%+20.9%0.067%
5/19/2026Strategic Investment Advisors MI30,341$7.28M0.5%-1.4%0.042%
5/19/2026Ashton Thomas Securities LLC8,126$1.95M0.2%N/A0.011%
5/19/2026Arkadios Wealth Advisors12,660$3.04M0.0%+48.6%0.017%
5/19/2026IFS Group LLC2,108$506K0.5%N/A0.003%
5/19/2026Claris Financial LLC35,039$8.41M4.6%-0.9%0.048%
5/18/2026Sunbelt Securities Inc.1,931$464K0.0%+142.9%0.003%
5/18/2026EverSource Wealth Advisors LLC1,495$359K0.0%+15.7%0.002%
5/18/2026Empire Financial Management Company LLC1,728$415K0.1%-2.0%0.002%
5/18/2026Royal Bank of Canada507,713$121.85M0.0%+5.6%0.695%
5/18/2026Empowered Funds LLC2,893$694K0.0%+20.6%0.004%
5/16/2026Glen Eagle Advisors LLC1,769$424K0.1%-20.2%0.002%
5/16/2026Quantinno Capital Management LP39,279$9.43M0.0%-0.1%0.054%
5/16/2026Lazard Asset Management LLC1,855$445K0.0%-40.3%0.003%
5/15/2026Gateway Wealth Partners LLC43,168$10.36M0.4%+228.8%0.059%
5/15/2026Wealth Alliance LLC29,794$7.15M0.7%-5.5%0.041%
5/14/2026Dai ichi Life Insurance Company Ltd5,979$1.44M0.0%-43.3%0.008%
5/14/2026Compound Planning Inc.2,809$674K0.0%-15.5%0.004%
5/14/2026Modern Wealth Management LLC31,785$7.80M0.1%+45.0%0.044%
5/14/2026Keebeck Wealth Management20,032$4.81M0.5%+14.6%0.027%
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5/14/2026Gibbs Wealth Management2,098$504K0.1%+111.7%0.003%
5/14/2026Group One Trading LLC335$80K0.0%N/A0.000%
5/14/2026Lido Advisors LLC155,224$37.25M0.1%+1.4%0.213%
5/14/2026Forefront Analytics LLC24,234$5.82M5.3%-52.2%0.033%
5/13/2026Cetera Investment Advisers611,551$146.77M0.2%+0.7%0.838%
5/13/2026Parker Investment Management LLC3,240$778K0.1%-18.9%0.004%
5/12/2026Marin Bay Wealth Advisors LLC846$203K0.1%N/A0.001%
5/12/2026Bellwether Advisors LLC18,644$4.47M0.8%+0.5%0.026%
5/8/2026PNC Financial Services Group Inc.481,997$115.67M0.1%-4.3%0.660%
5/8/2026Glenview Trust Co74,224$17.81M0.3%-0.7%0.102%
5/8/2026Cassaday & Co Wealth Management LLC621$149K0.0%N/A0.001%
5/7/2026Meeder Advisory Services Inc.1,005$241K0.0%-17.8%0.001%
5/7/2026Scarborough Advisors LLC66,962$16.07M1.8%-9.9%0.092%
5/7/2026Balefire LLC1,906$457K0.1%+70.8%0.003%
5/7/2026Parallel Advisors LLC9,338$2.24M0.0%-6.8%0.013%
5/7/2026Decker Wealth Management LLC6,252$1.50M0.3%N/A0.009%
5/7/2026Regimen Wealth LLC3,985$956K0.3%+13.3%0.005%
5/7/2026Vision Retirement LLC1,835$440K0.1%+3.3%0.003%
5/7/2026Hershey Financial Advisers LLC2,225$534K0.5%+5.3%0.003%
5/6/2026Dorsey Wright & Associates29,213$7.01M0.9%+147.8%0.040%
5/6/2026Audent Global Asset Management LLC10,675$2.56M2.7%-80.7%0.015%
5/6/2026Quadrant Private Wealth Management LLC17,795$4.27M0.7%+12.1%0.024%
5/6/2026Zhang Financial LLC1,105$265K0.0%-18.6%0.002%
5/6/2026Cornerstone Planning Group LLC10,522$2.53M0.3%+44.8%0.014%
5/6/2026Modera Wealth Management LLC4,207$1.01M0.0%+2.4%0.006%
5/6/2026Assetmark Inc.1,174,251$281.81M0.6%-21.8%1.609%
5/6/2026Gallacher Capital Management LLC4,929$1.18M0.5%-20.3%0.007%
5/6/2026Angeles Wealth Management LLC405$97K0.0%-33.4%0.001%
5/6/2026Fiscal Wisdom Wealth Management LLC1,046$251K0.2%N/A0.001%
5/6/2026SteelPeak Wealth LLC77,484$18.60M0.6%-3.8%0.106%
5/6/2026Independent Financial Group LLC25,596$6.14M0.2%N/A0.035%
5/6/2026Prosperity Consulting Group LLC1,047$251K0.0%N/A0.001%
5/6/2026Smart Money Group LLC3,783$908K0.3%-3.9%0.005%
5/5/2026Quartz Partners LLC4,352$1.04M0.4%-60.3%0.006%
5/5/2026BCGM Wealth Management LLC26,214$6.29M1.6%+2.1%0.036%
5/5/2026Wealthfront Advisers LLC2,253$541K0.0%+3.6%0.003%
5/5/2026D.A. Davidson & CO.35,437$8.51M0.1%+32.1%0.049%
5/5/2026Members Advisory Group LLC1,336$321K0.1%-91.9%0.002%
5/5/2026Bank of New York Mellon Corp424,939$101.98M0.0%+10.6%0.582%
5/5/2026IMC Chicago LLC1,692$406K0.0%N/A0.002%
5/5/2026Journey Advisory Group LLC61,587$14.78M1.3%-4.1%0.084%
5/5/2026Geneos Wealth Management Inc.15,945$3.83M0.1%+3.2%0.022%
5/5/2026Ethos Financial Group LLC3,857$926K0.1%N/A0.005%
5/5/2026Sanctuary Advisors LLC242,941$58.30M0.3%+3.9%0.333%
5/5/2026Sigma Planning Corp16,281$3.91M0.1%-4.5%0.022%
5/5/20261ST Source Bank944$227K0.0%+4.9%0.001%
5/5/2026Nwam LLC3,942$946K0.1%+91.3%0.005%
5/4/2026Summit Wealth Group LLC53,142$12.75M2.9%+0.3%0.073%
5/4/2026Legacy Capital Group California Inc.1,287$309K0.1%-2.9%0.002%
5/4/2026Empirical Financial Services LLC d.b.a. Empirical Wealth Management960,399$230.49M4.0%-1.4%1.316%
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5/4/2026Bryn Mawr Trust Advisors LLC1,090$262K0.0%-3.2%0.001%
5/4/2026Integrity Wealth Solutions LLC1,831$439K0.2%-4.2%0.003%
5/4/2026HBW Advisory Services LLC2,095$503K0.1%-2.1%0.003%
5/4/2026Northland Securities Inc.1,974$474K0.5%+23.1%0.003%
5/4/2026State of Michigan Retirement System1,340,090$321.61M1.7%+4.1%1.836%
5/4/2026Citizens National Bank Trust Department4,512$1.08M0.2%+13.3%0.006%
5/4/2026Chicago Partners Investment Group LLC40,975$9.83M0.2%-0.4%0.056%
5/4/2026Vantage Point Financial LLC4,202$1.01M0.4%+3.7%0.006%
5/2/2026International Assets Investment Management LLC675$165K0.0%-32.7%0.001%
5/2/2026ARQ Wealth Advisors LLC13,152$3.16M0.6%-1.6%0.018%


MTUM Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,113 institutional investors and hedge funds held shares of iShares MSCI USA Momentum Factor ETF. The most heavily invested institutionals were Mercer Global Advisors Inc. ADV ($1.96B), Envestnet Asset Management Inc. ($1.59B), 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 988 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 ($1.18M), and JPMorgan Chase & Co. ($1.09M).

Institutional investors have bought a total of 16,920,966 shares in the last 24 months. This purchase volume represents approximately $4.19B in transactions.

Of the 486 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. ($6.45M), Focus Partners Wealth ($919.15K), Assetmark Inc. ($718.71K), Citigroup Inc. ($601.95K), BNP Paribas Financial Markets ($427.13K), Morgan Stanley ($405.66K), and Goldman Sachs Group Inc. ($370.82K).

Institutional investors have sold a total of 13,733,345 shares in the last 24 months. This volume of shares sold represents approximately $3.46B in transactions.


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This page (BATS:MTUM) was last updated on 7/5/2026 by MarketBeat.com Staff.
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