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iShares MSCI USA Momentum Factor ETF (MTUM) Institutional Ownership

iShares MSCI USA Momentum Factor ETF logo
$291.10 +6.81 (+2.40%)
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)
776
Total
Institutional Inflows
(last 12 months)
$6.69B
Number of
Institutional Sellers
(last 12 months)
495
Total
Institutional Outflows
(last 12 months)
$3.66B
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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
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%
5/5/2026 Sigma Planning Corp16,281$3.91M0.1%-4.5%0.022%
5/5/2026 1ST Source Bank944$227K0.0%+4.9%0.001%
5/5/2026 Nwam LLC3,942$946K0.1%+91.3%0.005%
5/4/2026 Summit Wealth Group LLC53,142$12.75M2.9%+0.3%0.073%
5/4/2026 Legacy Capital Group California Inc.1,287$309K0.1%-2.9%0.002%
5/4/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management960,399$230.49M4.0%-1.4%1.316%
5/4/2026 Bryn Mawr Trust Advisors LLC1,090$262K0.0%-3.2%0.001%
5/4/2026 Integrity Wealth Solutions LLC1,831$439K0.2%-4.2%0.003%
5/4/2026 HBW Advisory Services LLC2,095$503K0.1%-2.1%0.003%
5/4/2026 Northland Securities Inc.1,974$474K0.5%+23.1%0.003%
5/4/2026 State of Michigan Retirement System1,340,090$321.61M1.7%+4.1%1.836%
5/4/2026 Citizens National Bank Trust Department4,512$1.08M0.2%+13.3%0.006%
5/4/2026 Chicago Partners Investment Group LLC40,975$9.83M0.2%-0.4%0.056%
5/4/2026 Vantage Point Financial LLC4,202$1.01M0.4%+3.7%0.006%
5/2/2026 International Assets Investment Management LLC675$165K0.0%-32.7%0.001%
5/2/2026 ARQ Wealth Advisors LLC13,152$3.16M0.6%-1.6%0.018%
5/2/2026 Diversify Wealth Management LLC31,398$7.54M0.1%+56.1%0.043%
5/1/2026 Capital Squared Financial LLC1,803$433K0.3%+34.7%0.002%
5/1/2026 Midwest Trust Co1,348$324K0.0%+20.1%0.002%
5/1/2026 Fifth Third Bancorp19,589$4.70M0.0%+1,942.6%0.027%
5/1/2026 Sovran Advisors LLC24,107$5.79M0.5%+14.2%0.033%
5/1/2026 Oakwell Private Wealth Management LLC5,803$1.39M0.2%-3.2%0.008%
5/1/2026 WealthShield Partners LLC26,550$6.37M0.7%+2.6%0.036%
5/1/2026 Washburn Capital Management Inc.17,233$4.14M2.4%+6.9%0.024%
5/1/2026 Simplicity Wealth LLC12,926$3.10M0.2%-31.1%0.018%
5/1/2026 Sequoia Financial Advisors LLC97,295$23.35M0.1%-1.6%0.133%
5/1/2026 Independence Bank of Kentucky250$60K0.0%-37.7%0.000%
5/1/2026 Mascoma Wealth Management LLC27,018$6.48M1.3%-5.2%0.037%
4/30/2026 Whipplewood Advisors LLC13,537$3.25M1.7%-0.8%0.019%
4/30/2026 First National Bank & Trust Co. of Newtown6,471$1.55M0.3%+4.7%0.009%
4/30/2026 Yukon Wealth Management Inc.5,018$1.20M0.7%+2.5%0.007%
4/30/2026 Beacon Financial Group40,113$9.63M1.0%+5.0%0.055%
4/30/2026 Mosaic Family Wealth Partners LLC2,087$501K0.1%-16.2%0.003%
4/30/2026 Kestra Advisory Services LLC104,787$25.15M0.1%-1.0%0.144%
4/30/2026 Money Concepts Capital Corp2,375$570K0.0%-83.8%0.003%
4/30/2026 WPG Advisers LLC4,562$1.10M0.8%-2.4%0.006%
4/30/2026 Capital Planning LLC30,536$7.33M2.4%-7.8%0.042%
4/30/2026 CFS Investment Advisory Services LLC7,774$1.87M0.1%-2.4%0.011%
4/30/2026 W Advisors LLC4,407$1.06M0.5%+10.7%0.006%
4/29/2026 Financial Life Advisors1,575$378K0.1%-4.7%0.002%
4/29/2026 Richmond Investment Services LLC4,112$987K0.2%+14.7%0.006%
4/29/2026 Axxcess Wealth Management LLC4,046$971K0.0%+1.5%0.006%
4/29/2026 American Capital Advisory LLC733$176K0.1%-19.5%0.001%
4/29/2026 Addison Capital Co9,611$2.31M0.4%N/A0.013%
4/29/2026 Horst & Graben Wealth Management LLC14,766$3.54M0.5%+2.8%0.020%
4/29/2026 Integrated Advisors Network LLC9,846$2.36M0.1%+78.7%0.013%
4/29/2026 Unison Advisors LLC24,966$5.99M0.5%+2.9%0.034%
4/29/2026 Walser Wealth Management Company A Ltd Liability Co2,511$603K0.3%-36.0%0.003%
4/28/2026 Kathmere Capital Management LLC180,808$43.39M2.7%+2.8%0.248%
4/28/2026 FLP Wealth Management LLC13,679$3.28M5.4%+1,409.8%0.019%
4/28/2026 Bogart Wealth LLC646$155K0.0%+25.7%0.001%
4/28/2026 Fortitude Advisory Group L.L.C.1,001$240K0.1%N/A0.001%
4/28/2026 Indiana Trust & Investment Management Co109$26K0.0%N/A0.000%
4/28/2026 Ascentis Independent Advisors12,833$3.08M0.2%+135.1%0.018%
4/28/2026 B.O.S.S. Retirement Advisors LLC14,086$3.38M1.0%+3.5%0.019%
4/28/2026 Core Wealth Advisors LLC15,816$3.80M2.9%+4.6%0.022%
4/28/2026 Bryant Woods Investment Advisors LLC6,834$1.64M0.6%-0.6%0.009%
4/28/2026 NBT Bank N A NY151$36K0.0%-39.6%0.000%
4/28/2026 Beacon Financial Advisory LLC1,504$361K0.1%+2.5%0.002%
4/28/2026 QRG Capital Management Inc.1,330$319K0.0%-61.4%0.002%
4/27/2026 Arcadia Wealth Management LLC1,892$454K0.2%+30.8%0.003%
4/27/2026 HB Wealth Management LLC5,904$1.42M0.0%-34.0%0.008%
4/27/2026 Sierra Ocean LLC1,060$254K0.2%-3.6%0.001%
4/27/2026 Leelyn Smith LLC843$202K0.0%-11.1%0.001%
4/27/2026 PFG Investments LLC4,009$962K0.0%-3.5%0.005%
4/27/2026 World Investment Advisors32,976$7.91M0.1%+3.5%0.045%
4/27/2026 PAX Financial Group LLC46,025$11.05M1.9%+14.1%0.063%
4/27/2026 Turtle Creek Wealth Advisors LLC108$26K0.0%N/A0.000%
4/27/2026 USAdvisors Wealth Management LLC1,266$292K0.1%-4.2%0.002%
4/27/2026 Private Advisor Group LLC77,857$18.69M0.1%-0.6%0.107%
4/27/2026 Elevation Point Wealth Partners LLC51,988$12.48M0.3%+24.9%0.071%
4/27/2026 Sound Income Strategies LLC9,372$2.30M0.1%+5.6%0.013%
4/25/2026 Blue Capital Inc.1,590$382K0.2%+5.8%0.002%
4/25/2026 Axis Wealth Partners LLC1,425$342K0.2%+7.1%0.002%
4/25/2026 Keybank National Association OH185,846$44.60M0.2%-3.7%0.255%
4/25/2026 Physician Wealth Advisors Inc.7,786$1.87M0.3%-0.5%0.011%
4/24/2026 Horizon Wealth Management LLC2,376$570K0.1%N/A0.003%
4/24/2026 Midwest Capital Advisors LLC39,723$9.53M4.5%+4.4%0.054%
4/24/2026 Deltec Asset Management LLC2,150$516K0.1%-81.0%0.003%
4/24/2026 Merited Wealth LLC1,721$413K0.3%+16.4%0.002%
4/24/2026 Semus Wealth Partners LLC2,345$563K0.3%+8.6%0.003%
4/24/2026 TKG Advisors LLC1,084$260K0.1%+9.2%0.001%
4/24/2026 Wealth Care LLC1,207$290K0.3%N/A0.002%
4/24/2026 Flagship Private Wealth LLC3,953$949K0.4%-4.1%0.005%
4/24/2026 Alexis Investment Partners LLC37,396$8.63M5.9%+14.2%0.051%
4/24/2026 Columbia Advisory Partners LLC16,035$3.85M2.5%+1.5%0.022%
4/24/2026 Harbor Investment Advisory LLC183$44K0.0%-18.7%0.000%
4/23/2026 Caliber Wealth Management LLC KS9,164$2.20M0.2%-5.3%0.013%
4/23/2026 Flagstar Advisors Inc.2,997$719K0.3%+3.6%0.004%


MTUM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of MTUM shares?

During the previous two years, 1,107 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 Assetmark Inc. ($376.07M).Learn more on iShares MSCI USA Momentum Factor ETF's institutional investors.

Which institutional investors have been buying iShares MSCI USA Momentum Factor ETF's stock?

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 ($1.18M), and JPMorgan Chase & Co. ($1.09M).

How much institutional buying is happening at iShares MSCI USA Momentum Factor ETF?

Institutional investors have bought a total of 29,321,855 shares in the last 24 months. This purchase volume represents approximately $6.69B in transactions.

Which of iShares MSCI USA Momentum Factor ETF's major shareholders have been selling company stock?

Of the 492 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), Goldman Sachs Group Inc. ($1.12M), Focus Partners Wealth ($919.62K), Citigroup Inc. ($601.95K), BNP Paribas Financial Markets ($427.13K), Morgan Stanley ($405.66K), and Assetmark Inc. ($390.55K).

How much institutional selling is happening at iShares MSCI USA Momentum Factor ETF?

Institutional investors have sold a total of 14,785,030 shares in the last 24 months. This volume of shares sold represents approximately $3.66B in transactions.


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