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iShares Edge MSCI USA Momentum Factor ETF Institutional Ownership (BATS:MTUM)

$106.44
-2.12 (-1.95 %)
(As of 03/27/2020 04:00 PM ET)
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Today's Range
$104.81
Now: $106.44
$109.75
50-Day Range
$90.36
MA: $121.49
$137.08
52-Week Range
$81.37
Now: $106.44
$113.60
Volume1.28 million shs
Average VolumeN/A
Market CapitalizationN/A
P/E RatioN/A
Dividend YieldN/A
BetaN/A

Institutional Ownership

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

 

Institutional Buying and Selling by Quarter

iShares Edge MSCI USA Momentum Factor ETF (BATS MTUM) Institutional Buying and Selling

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in Company
3/19/2020Quadrant Capital Group LLC3,300$0.41M0.0%N/A0.000%
3/12/2020Engrave Wealth Partners LLC42,327$5.31M5.1%N/A0.000%
2/27/2020Verus Capital Partners LLC680$85K0.0%N/A0.000%
2/20/2020Integrated Wealth Concepts LLC194,191$24.38M2.1%-8.3%0.000%
2/18/2020IHT Wealth Management LLC22,659$2.85M0.3%+10.3%0.000%
2/18/2020GQ Asset Management LLC4,163$0.52M0.4%N/A0.000%
2/18/2020Lionsbridge Wealth Management LLC613$77K0.1%N/A0.000%
2/17/2020Baird Financial Group Inc.177,228$22.25M0.1%-5.2%0.000%
2/14/2020Northstar Wealth Partners LLC1,672$0.21M0.1%N/A0.000%
2/14/2020Bank of New York Mellon Corp724,360$90.95M0.0%-13.2%0.000%
2/13/2020Pacitti Group Inc.637$80K0.1%-58.3%0.000%
2/13/2020Mercer Global Advisors Inc. ADV1,343,570$168.70M3.4%+25.3%0.000%
2/13/2020Peregrine Asset Advisers Inc.3,603$0.45M0.1%-2.4%0.000%
2/13/2020Migdal Insurance & Financial Holdings Ltd.13,940$1.75M0.0%-2.6%0.000%
2/13/2020Requisite Capital Management LLC205,682$25.83M8.8%+14.6%0.000%
2/12/2020Crestwood Advisors Group LLC97,718$12.27M0.5%+1.6%0.000%
2/12/2020Chevy Chase Trust Holdings Inc.8,379$1.05M0.0%N/A0.000%
2/11/2020Assetmark Inc.489,046$61.41M0.5%+14.4%0.000%
2/11/2020Global Financial Private Capital Inc32,979$4.14M0.2%+8.2%0.000%
2/11/2020Busey Wealth Management22,546$2.83M0.2%-2.7%0.000%
2/10/2020Almanack Investment Partners LLC.59,924$7.52M1.4%-24.3%0.000%
2/10/2020Syntal Capital Partners LLC18,792$2.36M1.3%+297.4%0.000%
2/10/2020Princeton Global Asset Management LLC1,489$0.19M0.1%-69.4%0.000%
2/10/2020ESL Trust Services LLC28,000$3.52M1.6%N/A0.000%
2/8/2020Liberty Wealth Management LLC1,386$0.17M0.1%-67.1%0.000%
2/7/2020IFG Advisory LLC46,997$5.90M1.1%+1.8%0.000%
2/7/2020Comerica Bank1,728$0.23M0.0%-50.3%0.000%
2/7/2020Sowell Financial Services LLC17,892$2.25M0.2%-31.1%0.000%
2/6/2020Moloney Securities Asset Management LLC2,840$0.36M0.1%-6.2%0.000%
2/6/2020Biondo Investment Advisors LLC6,320$0.79M0.2%+3.7%0.000%
2/6/20209258 Wealth Management LLC5,790$0.73M0.3%N/A0.000%
2/6/2020Keystone Financial Group15,464$1.94M0.5%-19.8%0.000%
2/6/2020Retirement Network10,576$1.33M0.6%N/A0.000%
2/6/2020Trust Co. of Vermont1,095$0.14M0.0%+7,721.4%0.000%
2/4/2020Bessemer Group Inc.213$27K0.0%N/A0.000%
2/4/2020US Bancorp DE127,741$16.04M0.0%-23.7%0.000%
2/4/2020Tobias Financial Advisors Inc.460$57K0.0%N/A0.000%
2/4/2020Park Avenue Securities LLC2,012$0.25M0.0%-99.3%0.000%
2/4/2020Vicus Capital32,983$4.14M0.6%-1.2%0.000%
2/4/2020Foster Dykema Cabot & Co. Inc. MA177,718$22.31M3.1%-10.1%0.000%
2/3/2020Calton & Associates Inc.3,407$0.43M0.1%N/A0.000%
2/3/2020Eldridge Investment Advisors Inc.43,779$5.50M2.7%-11.8%0.000%
2/3/2020Quadrant Capital Group LLC3,300$0.41M0.0%N/A0.000%
1/31/2020Mosaic Family Wealth LLC5,912$0.74M0.3%-7.7%0.000%
1/31/2020LS Investment Advisors LLC53,310$6.69M0.4%+32.7%0.000%
1/31/2020Weaver Consulting Group7,392$0.88M0.5%-16.7%0.000%
1/31/2020Hallmark Capital Management Inc.2,387$0.30M0.0%-53.6%0.000%
1/31/2020GWM Advisors LLC5,342$0.67M0.0%-85.7%0.000%
1/30/2020Parallel Advisors LLC164,266$20.63M1.5%-18.7%0.000%
1/30/2020CFM Wealth Partners LLC2,410$0.32M0.1%N/A0.000%
1/29/2020Kovack Advisors Inc.5,932$0.75M0.1%-8.9%0.000%
1/29/2020Well Done LLC214,959$26.99M6.2%-2.9%0.000%
1/29/2020Braun Bostich & Associates Inc.216$27K0.0%N/A0.000%
1/29/2020Wealthcare Advisory Partners LLC461$58K0.0%+49.7%0.000%
1/29/2020Icon Wealth Partners LLC2,683$0.34M0.1%-91.7%0.000%
1/28/2020Atlas Capital Advisors LLC51,568$6.48M1.6%+4.7%0.000%
1/27/2020White Pine Investment CO7,091$0.89M0.4%+172.8%0.000%
1/27/2020Osborne Partners Capital Management LLC5,032$0.63M0.1%-4.8%0.000%
1/27/2020WBH Advisory Inc.3,845$0.48M0.1%+8.2%0.000%
1/27/2020Paragon Wealth Strategies LLC131,470$16.51M8.2%+1.0%0.000%
1/24/2020Tillar Wenstrup Advisors LLC91,437$11.48M6.4%-2.6%0.000%
1/24/2020Schmidt P J Investment Management Inc.4,182$0.53M0.1%+36.9%0.000%
1/24/2020Valeo Financial Advisors LLC1,898$0.24M0.0%-9.3%0.000%
1/22/2020Patriot Financial Group Insurance Agency LLC4,816$0.61M0.2%-48.7%0.000%
1/22/2020Savior LLC1,128$0.14M0.2%N/A0.000%
1/22/2020Balasa Dinverno & Foltz LLC629,749$79.07M8.4%+0.9%0.000%
1/21/2020CX Institutional15,223$1.91M0.3%-46.0%0.000%
1/21/2020Janney Montgomery Scott LLC298,081$37.43M0.2%-36.4%0.000%
1/21/2020Empire Life Investments Inc.1,628$0.20M0.0%N/A0.000%
1/21/2020G&S Capital LLC2,897$0.36M0.2%+3,229.9%0.000%
1/17/2020Creative Financial Designs Inc. ADV69,687$8.78M3.9%+27.6%0.000%
1/17/2020Steward Partners Investment Advisory LLC77,543$9.74M0.3%-5.8%0.000%
1/17/2020Harvest Investment Services LLC2,952$0.37M0.2%N/A0.000%
1/17/2020IFP Advisors Inc5,912$0.75M0.1%-67.1%0.000%
1/16/2020We Are One Seven LLC2,187$0.27M0.1%-36.1%0.000%
1/13/2020Winfield Associates Inc.9,381$1.18M0.5%+1.0%0.000%
1/13/2020Allred Capital Management LLC4,361$0.55M0.3%-12.0%0.000%
1/9/2020Santori & Peters Inc.88,500$11.11M7.3%+4.3%0.000%
1/8/2020Carroll Financial Associates Inc.231,579$29.08M2.3%+3.9%0.000%
1/7/2020FTB Advisors Inc.8,551$1.07M0.1%-74.3%0.000%
12/3/2019Princeton Global Asset Management LLC4,860$0.57M0.3%-33.6%0.000%
11/27/2019IHT Wealth Management LLC20,537$2.45M0.3%-7.7%0.000%
11/27/2019Baker Avenue Asset Management LP18,531$2.21M0.2%-82.9%0.000%
11/27/2019Penserra Capital Management LLC3,016$0.36M0.0%N/A0.000%
11/27/2019Tillar Wenstrup Advisors LLC93,852$11.19M6.5%-2.1%0.000%
11/27/2019Integrated Wealth Concepts LLC211,871$25.27M2.8%+3.7%0.000%
11/27/2019Vicus Capital33,390$3.98M0.6%-27.2%0.000%
11/27/2019Pacitti Group Inc.1,528$0.18M0.2%N/A0.000%
11/27/2019Wealth & Pension Services Group Inc.8,059$0.96M0.7%-6.1%0.000%
11/27/2019Weaver Consulting Group8,879$1.09M0.6%-5.3%0.000%
11/6/2019Balasa Dinverno & Foltz LLC623,900$74.40M8.6%-4.7%0.000%
11/5/2019Foster Dykema Cabot & Co. Inc. MA197,721$23.58M3.5%-0.3%0.000%
11/4/2019Private Ocean LLC1,526$0.18M0.0%+21,700.0%0.000%
11/4/2019Symmetry Partners LLC136,994$16.34M3.4%+0.3%0.000%
11/1/2019Parallel Advisors LLC202,008$24.09M2.1%+12.8%0.000%
11/1/2019Moloney Securities Asset Management LLC3,028$0.36M0.1%-8.2%0.000%
11/1/2019Hallmark Capital Management Inc.5,145$0.61M0.1%-39.4%0.000%
11/1/2019BW Gestao de Investimentos Ltda.40,000$4.77M1.8%N/A0.000%
11/1/2019Eldridge Investment Advisors Inc.49,663$5.92M3.1%-28.6%0.000%
11/1/2019Atlas Capital Advisors LLC49,268$5.88M1.8%+13.7%0.000%
(Data available from 1/1/2016 forward)
This page was last updated on 3/28/2020 by MarketBeat.com Staff

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