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iShares MSCI USA Momentum Factor ETF (MTUM) Institutional Ownership

iShares MSCI USA Momentum Factor ETF logo
$299.42 +2.38 (+0.80%)
As of 04:10 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)
703
Total
Institutional Inflows
(last 12 months)
$3.06B
Number of
Institutional Sellers
(last 12 months)
434
Total
Institutional Outflows
(last 12 months)
$3.44B
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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
9/2/2026MLG Wealth Management DBA Pine Grove Financial Group34,709$11.91M1.2%-19.2%0.048%
9/2/2026 Capital & Planning LLC28,447$9.75M5.0%-6.8%0.039%
8/27/2026 Corient Private Wealth LP346,128$118.66M0.2%-64.5%0.474%
8/26/2026 HORAN Wealth LLC744$255K0.0%N/A0.001%
8/26/2026 HighTower Advisors LLC105,428$36.14M0.0%+3.2%0.144%
8/25/2026 Advus Financial Partners LLC8,514$2.92M0.7%+13.1%0.012%
8/24/2026 Strategic Financial Services Inc.206,900$70.93M3.1%-8.3%0.283%
8/23/2026 Hyundai Investments Co. Ltd.2,113$710K0.8%-68.9%0.003%
8/23/2026 Ameritas Advisory Services LLC192,185$65.89M1.3%+51.2%0.263%
8/23/2026 Straight Path Wealth Management71,699$24.58M5.7%-5.5%0.098%
8/23/2026 Wedmont Private Capital646$208K0.0%N/A0.001%
8/23/2026 Morling Financial Advisors LLC147$50K0.0%N/A0.000%
8/23/2026 Aspire Capital Advisors LLC1,651$566K0.1%-69.3%0.002%
8/23/2026 Endeavor Private Wealth Inc.14,206$4.87M1.2%-12.4%0.019%
8/23/2026 POM Investment Strategies LLC827$284K0.3%-10.3%0.001%
8/23/2026 Beaird Harris Wealth Management LLC660$226K0.0%+25.7%0.001%
8/23/2026 Operose Advisors LLC150$51K0.0%-36.4%0.000%
8/23/2026 HB Wealth Management LLC5,684$1.95M0.0%-3.7%0.008%
8/23/2026 Nilsine Partners LLC2,947$1.01M0.1%+2.8%0.004%
8/23/2026 Hutchens & Kramer Investment Management Group LLC1,450$497K0.1%-13.1%0.002%
8/23/2026 Fortitude Advisory Group L.L.C.1,390$476K0.2%+38.9%0.002%
8/22/2026 Noble Wealth Partners LLC2,028$695K0.6%N/A0.003%
8/22/2026 Advisory Solutions Group LLC4,829$1.66M0.6%N/A0.007%
8/22/2026 Compass Financial Management LLC344$117K0.0%N/A0.000%
8/22/2026 Shah Wealth Advisors LLC48,732$16.71M3.9%N/A0.067%
8/22/2026 William John Sempolinski879$301K0.1%N/A0.001%
8/22/2026 MW Advisory LLC1,516$520K0.2%N/A0.002%
8/22/2026 Montgomery Financial Services LLC181$62K0.1%N/A0.000%
8/22/2026 Strive Financial Group LLC235$81K0.0%+170.1%0.000%
8/22/2026 Invested Advisors1,130$387K0.3%N/A0.002%
8/22/2026 Blalock Williams LLC5,877$2.02M1.3%-13.5%0.008%
8/22/2026 SMART Wealth LLC749$257K0.1%N/A0.001%
8/22/2026 Retirement Wealth Solutions LLC4,796$1.64M0.9%-24.7%0.007%
8/22/2026 Legacy Wealth Managment LLC ID4,293$1.47M0.7%+772.6%0.006%
8/22/2026 Rik Saylor Financial Inc.17,894$6.14M3.9%-1.2%0.025%
8/22/2026 LifePlan Investment Advisors Inc.5,464$1.87M0.6%-27.5%0.007%
8/22/2026 NWF Advisory Services Inc.619$212K0.0%N/A0.001%
8/22/2026 Concurrent Investment Advisors LLC41,434$14.21M0.1%+24.1%0.057%
8/21/2026 Beacon Capital Management LLC16,932$5.81M0.9%+166.6%0.023%
8/21/2026 Continuum Advisory LLC1,777$609K0.0%-2.8%0.002%
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8/21/2026 Orion Capital Management LLC775$266K0.1%-22.0%0.001%
8/21/2026 Tsfg LLC27,091$9.29M1.2%-27.9%0.037%
8/21/2026 First Citizens Financial Corp4,449$1.53M0.6%+3.3%0.006%
8/21/2026 Nan Shan Life Insurance Co. Ltd.54,183$18.58M0.6%N/A0.074%
8/21/2026 Acorn Wealth Advisors LLC1,655$567K0.1%-2.2%0.002%
8/21/2026 Financial Life Advisors1,527$524K0.1%-3.0%0.002%
8/20/2026 LGL Partners LLC595$204K0.1%N/A0.001%
8/20/2026 Nwam LLC3,838$1.32M0.1%-2.6%0.005%
8/20/2026 Cavalier Investments LLC29,662$10.17M0.4%N/A0.041%
8/20/2026 Rehmann Capital Advisory Group3,556$1.22M0.1%-2.3%0.005%
8/20/2026 Orgel Wealth Management LLC672,724$230.63M4.4%-1.6%0.922%
8/20/2026 Advocacy Wealth Management LLC150,686$51.66M0.8%-25.2%0.206%
8/20/2026 Headlands Technologies LLC840$288K0.0%N/A0.001%
8/20/2026 Two Sigma Securities LLC1,096$376K0.0%-71.7%0.002%
8/20/2026 Benjamin Edwards Inc.10,049$3.45M0.0%-6.8%0.014%
8/20/2026 GTS Securities LLC14,936$5.12M0.1%+232.6%0.020%
8/20/2026 Davidson Investment Advisors49,002$16.80M0.7%N/A0.067%
8/20/2026 Northwestern Mutual Wealth Management Co.337,175$115.59M0.1%-12.2%0.462%
8/19/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC5,563$1.91M0.0%-2.2%0.008%
8/19/2026 Ferguson Wellman Capital Management Inc.595$204K0.0%N/A0.001%
8/12/2026 Compass Financial Management LLC344$117K0.0%N/A0.000%
8/7/2026 Trust Co. of Vermont563$193K0.0%N/A0.001%
7/25/2026 Fortis Group Advisors LLC16,073$5.51M0.9%-0.8%0.022%
7/25/2026 BridgePort Financial Solutions LLC3,775$1.29M0.3%-31.6%0.005%
7/25/2026 Legacy Advisors LLC600$206K0.0%N/A0.001%
7/24/2026 CPC Advisors LLC58,859$20.18M2.7%+1.0%0.081%
7/24/2026 Avidian Wealth Enterprises LLC3,149$1.08M0.0%-8.8%0.004%
7/24/2026 D.A. Davidson & CO.36,900$12.65M0.1%+4.1%0.051%
7/24/2026 Benjamin Edwards Inc.10,049$3.45M0.0%-6.8%0.014%
7/24/2026 KPP Advisory Services LLC600$206K0.0%N/A0.001%
7/24/2026 Fairway Wealth LLC106$36K0.0%N/A0.000%
7/24/2026 Nilsine Partners LLC2,947$1.01M0.1%+2.8%0.004%
7/24/2026 Naples Global Advisors LLC752$258K0.0%N/A0.001%
7/23/2026 Cape Investment Advisory Inc.1,238$424K0.1%-15.5%0.002%
7/23/2026 PFG Investments LLC3,895$1.34M0.1%-2.8%0.005%
7/23/2026 Johnson Investment Counsel Inc.728$250K0.0%N/A0.001%
7/23/2026 J. M. Brown & Associates Inc.2,302$789K0.5%N/A0.003%
7/23/2026 Symmetry Partners LLC426,885$146.35M7.5%-2.0%0.585%
7/23/2026 Tranquility Partners LLC698$239K0.1%N/A0.001%
7/23/2026 ERn Financial LLC4,716$1.62M0.3%+1.7%0.006%
7/23/2026 Capital Investment Advisory Services LLC10,818$3.71M0.2%+0.9%0.015%
7/23/2026 Apollon Wealth Management LLC30,806$10.56M0.1%+6.3%0.042%
7/23/2026 Meridian Investment Counsel Inc.794$272K0.1%N/A0.001%
7/23/2026 Atlatl Advisers LLC821$281K0.1%-29.0%0.001%
7/22/2026 Two West Capital Advisors LLC4,013$1.38M0.7%+13.8%0.005%
7/22/2026 Entelevest LLC622$213K0.2%N/A0.001%
7/22/2026 Fortitude Advisory Group L.L.C.1,390$476K0.2%+38.9%0.002%
7/22/2026 ACT Advisors LLC.5,752$1.97M0.7%-0.7%0.008%
7/22/2026 Elevated Financial Group LLC36,880$12.64M3.5%+7.0%0.051%
7/22/2026 Synergy Asset Management LLC7,615$2.61M0.2%N/A0.010%
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7/22/2026 Capital Squared Financial LLC2,068$709K0.5%+14.7%0.003%
7/22/2026 Madson Wealth Advisors Inc751$258K0.2%-43.6%0.001%
7/22/2026 Raleigh Capital Management Inc.2,969$1.02M0.3%-23.2%0.004%
7/21/2026 Scarborough Advisors LLC44,839$14.57M1.7%-33.0%0.061%
7/21/2026 Novem Group9,149$3.14M0.3%+53.6%0.013%
7/21/2026 5T Wealth LLC13,854$4.75M1.8%-18.8%0.019%
7/21/2026 ONE Advisory Partners LLC24,987$8.57M2.3%-31.3%0.034%
7/21/2026 Envestnet Portfolio Solutions Inc.548,612$188.08M0.9%-22.3%0.752%
7/21/2026 B.O.S.S. Retirement Advisors LLC8,267$2.83M0.8%-41.3%0.011%
7/21/2026 Opal Wealth Advisors LLC741$254K0.1%+85.3%0.001%


MTUM Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,133 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 1,001 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 12,017,269 shares in the last 24 months. This purchase volume represents approximately $3.06B in transactions.

Of the 434 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), Corient Private Wealth LP ($627.89K), Morgan Stanley ($405.66K), Goldman Sachs Group Inc. ($370.82K), and Clark Capital Management Group Inc. ($286.56K).

Institutional investors have sold a total of 13,101,251 shares in the last 24 months. This volume of shares sold represents approximately $3.44B in transactions.


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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 9/2/2026. New 13F filings are added each quarter as they're published.
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