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iShares MSCI USA Momentum Factor ETF (MTUM) Institutional Ownership

iShares MSCI USA Momentum Factor ETF logo
$306.39 -7.59 (-2.42%)
As of 07/24/2026 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)
749
Total
Institutional Inflows
(last 12 months)
$3.63B
Number of
Institutional Sellers
(last 12 months)
482
Total
Institutional Outflows
(last 12 months)
$3.50B
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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
7/25/2026Fortis Group Advisors LLC16,073$5.51M0.9%-0.8%0.022%
7/25/2026BridgePort Financial Solutions LLC3,775$1.29M0.3%-31.6%0.005%
7/25/2026Legacy Advisors LLC600$206K0.0%N/A0.001%
7/24/2026CPC Advisors LLC58,859$20.18M2.7%+1.0%0.081%
7/24/2026Avidian Wealth Enterprises LLC3,149$1.08M0.0%-8.8%0.004%
7/24/2026D.A. Davidson & CO.36,900$12.65M0.1%+4.1%0.051%
7/24/2026Benjamin Edwards Inc.10,049$3.45M0.0%-6.8%0.014%
7/24/2026KPP Advisory Services LLC600$206K0.0%N/A0.001%
7/24/2026Fairway Wealth LLC106$36K0.0%N/A0.000%
7/24/2026Nilsine 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%
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%
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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%
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%
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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%
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%


MTUM Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,124 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 997 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 14,536,360 shares in the last 24 months. This purchase volume represents approximately $3.63B in transactions.

Of the 478 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 13,728,803 shares in the last 24 months. This volume of shares sold represents approximately $3.50B in transactions.


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This page (BATS:MTUM) was last updated on 7/25/2026 by MarketBeat.com Staff.
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