Go Pro
→ Barricks gold output fell from 2 million ounces to 719000 (From Golden Portfolio) (Ad)tc pixel Free MTUM Stock Alerts

iShares MSCI USA Momentum Factor ETF (MTUM) Institutional Ownership

iShares MSCI USA Momentum Factor ETF logo
$316.40 +0.37 (+0.12%)
As of 02:15 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
697
Total
Institutional Inflows
(last 12 months)
$3.18B
Number of
Institutional Sellers
(last 12 months)
424
Total
Institutional Outflows
(last 12 months)
$3.28B
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
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%
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%
Your book is inside (Ad)

The "Sucker's Bet" Most New Options Traders Fall For Most people who try options lose money the same way. They don't know the rules. They don't know what to avoid. And they hand their account to Wall Street on a silver platter. Normally $29.97. Free today.tc pixel

Download your copy now.
7/21/2026 Sound Income Strategies LLC10,001$3.43M0.2%+6.7%0.014%
7/21/2026 IFP Advisors Inc31,818$10.91M0.2%+79.4%0.044%
7/21/2026 Merit Financial Group LLC274,471$94.10M0.4%-20.5%0.376%
7/20/2026 Hansen & Associates Financial Group Inc.8,282$2.66M1.5%+32.1%0.011%
7/20/2026 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors74,194$25.44M1.3%-28.5%0.102%
7/20/2026 Royal Fund Management LLC41,759$14.32M1.2%-0.3%0.057%
7/20/2026 Mission Wealth Management LP1,654$567K0.0%N/A0.002%
7/20/2026 Sowell Financial Services LLC17,189$5.89M0.2%+17.9%0.024%
7/10/2026 JFS Wealth Advisors LLC3,086$1.06M0.1%-30.3%0.004%
7/10/2026 Clarus Wealth Advisors8,523$2.68M1.0%-13.0%0.012%
7/10/2026 Spinnaker Investment Group LLC973$334K0.1%N/A0.001%
7/10/2026 Redhawk Wealth Advisors Inc.621$213K0.0%N/A0.001%
7/10/2026 Sage Capital Advisors llc716$246K0.1%N/A0.001%
7/10/2026 Wealthcare Advisory Partners LLC3,236$1.11M0.0%+103.7%0.004%
7/9/2026 Centurion Wealth Management LLC7,648$2.62M0.6%+6.4%0.010%
7/9/2026 Bay Rivers Group2,861$981K0.3%-7.7%0.004%
7/9/2026 Baron Financial Group LLC1,470$504K0.2%-2.3%0.002%
7/9/2026 World Equity Group Inc.2,812$964K0.2%-16.2%0.004%
7/9/2026 Professional Financial Advisors LLC26,369$9.04M1.6%+3.8%0.036%
7/9/2026 Focus Financial Network Inc.9,803$3.36M0.1%-6.5%0.013%
7/9/2026 Pettinga Financial Advisors LLC41,384$14.19M2.3%-28.9%0.057%
7/9/2026 Kastel Capital Advisors LLC2,057$705K0.4%+71.1%0.003%
7/9/2026 Tactive Advisors LLC18,814$6.45M1.6%N/A0.026%
7/9/2026 Sax Wealth Advisors LLC25,000$8.57M0.3%-0.2%0.034%
7/9/2026 Everpar Advisors LLC9,188$3.15M0.9%+34.5%0.013%
7/9/2026 Ehrlich Financial Group3,530$1.21M0.6%-74.5%0.005%
7/9/2026 West Financial Advisors LLC3,191$1.09M0.2%N/A0.004%
7/9/2026 Breakwater Capital Group1,669$572K0.1%-7.5%0.002%
7/8/2026 Beaird Harris Wealth Management LLC660$226K0.0%+25.7%0.001%
7/8/2026 Thurston Springer Miller Herd & Titak Inc.1,746$599K0.2%+17,360.0%0.002%
7/8/2026 First Heartland Consultants Inc.17,083$5.86M0.4%+1.0%0.023%
7/8/2026 TrueWealth Advisors LLC723$248K0.1%-16.8%0.001%
7/8/2026 Cooper Financial Group1,607$551K0.0%-24.4%0.002%
7/8/2026 Ryan Investment Management Inc.1,248$428K0.2%N/A0.002%
7/8/2026 Factor Wealth Management LTD1,748$599K0.1%N/A0.002%
7/8/2026 Elmwood Wealth Management Inc.2,730$936K0.2%-3.5%0.004%
7/8/2026 Apella Capital LLC121,579$37.99M0.5%-3.2%0.167%
7/8/2026 Clark Asset Management LLC2,127$729K0.1%+41.5%0.003%
7/8/2026 Stonehearth Capital Management LLC116,926$40.09M13.7%-5.7%0.160%
7/8/2026 Archer Investment Management LLC14,362$4.92M1.7%-28.5%0.020%
7/7/2026 Fermata Advisors LLC7,038$2.41M0.5%-4.4%0.010%
7/7/2026 First Citizens Financial Corp4,449$1.53M0.6%+3.3%0.006%
7/7/2026 Foster Group Inc.287,607$98.60M2.6%-9.5%0.394%
7/7/2026 Trinity Wealth Management LLC89,744$30.77M9.8%+27.8%0.123%
7/7/2026 Balefire LLC3,176$1.09M0.2%+66.6%0.004%
7/7/2026 Avior Wealth Management LLC6,122$2.10M0.1%-9.2%0.008%
7/7/2026 Harbor Investment Advisory LLC2,387$818K0.1%+1,204.4%0.003%
7/7/2026 Wisconsin Wealth Advisors LLC600$206K0.2%N/A0.001%
7/7/2026 Financial Enhancement Group LLC7,225$2.48M0.3%+2.8%0.010%
7/7/2026 CGN Advisors LLC970$333K0.0%-9.2%0.001%
Trump's New Dollar (Ad)

Porter Stansberry says President Trump has signed an executive order initiating what he calls a full U.S. dollar reset - and most Americans don't know it's happening. The last time America underwent a monetary shift like this, under Nixon in the 1970s, it minted an average of 1,300 new millionaires a day for over half a century. Stansberry has released a new documentary naming the assets he believes are positioned to surge as a result.tc pixel

Watch the free briefing and see the three steps to prepare today
7/7/2026 CoreCap Advisors LLC5,607$1.92M0.1%-24.0%0.008%
7/7/2026 Anderson Hoagland & Co.46,069$15.79M1.2%+2.0%0.063%
7/7/2026 St. Clair Advisors LLC1,617$554K0.1%N/A0.002%
7/7/2026 City Center Advisors LLC636$218K0.2%N/A0.001%
7/7/2026 Moulton Wealth Management Inc.4,873$1.60M1.1%N/A0.007%
7/6/2026 RDA Financial Network2,526$866K0.2%N/A0.003%
7/6/2026 Trilogy Capital Inc.39,384$13.50M0.5%-4.5%0.054%
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%


MTUM Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,114 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 986 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 12,645,419 shares in the last 24 months. This purchase volume represents approximately $3.18B in transactions.

Of the 421 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), BNP Paribas Financial Markets ($427.13K), 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 12,793,797 shares in the last 24 months. This volume of shares sold represents approximately $3.28B 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 8/12/2026. New 13F filings are added each quarter as they're published.
From Our Partners
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
Trump’s New Currency Reset
Trump is launching a new $250 bill - but that may be a distraction. Behind the scenes, Executive Order 14241 i...
Porter & Company | Sponsoredtc pixel
Why I'm sending this one to my own family
Behind the Markets editor Kelly Maguire says she has never sent an email quite like this one. A sealed congres...
Behind the Markets | Sponsoredtc pixel
The Starlink of Energy
A portable energy unit - already used by the U.S. Navy for decades - is now drawing serious attention from Big...
Monument Traders Alliance | Sponsoredtc pixel
Ray Dalio: Buy Gold. Get Paid.
Ray Dalio, founder of Bridgewater Associates, is urging investors to hold 15% of their portfolio in gold and c...
Investors Alley | Sponsoredtc pixel
Your book is inside
The "Sucker's Bet" Most New Options Traders Fall For Most people who try options lose money the same way. ...
Profits Run | Sponsoredtc pixel
Why November 27 Is Quickly Becoming America's Most Important Financial Date in Decades
An estimated $10 trillion could move through a little known government initiative, according to analyst Joel L...
Altimetry | Sponsoredtc pixel
Leading AI Insider Issues Urgent Market Warning
A leading AI pioneer has spent $17 million on AI research and tools since 2022, building a platform now used b...
TradeSmith | Sponsoredtc pixel