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iShares MSCI USA Momentum Factor ETF (MTUM) Institutional Ownership

iShares MSCI USA Momentum Factor ETF logo
$303.60 0.00 (0.00%)
As of 05/22/2026 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
760
Total
Institutional Inflows
(last 12 months)
$4.18B
Number of
Institutional Sellers
(last 12 months)
485
Total
Institutional Outflows
(last 12 months)
$3.47B
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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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/22/2026 Segall Bryant & Hamill LLC1,091$271K0.0%N/A0.001%
5/22/2026Wellington Grp LLC373$90K0.0%+677.1%0.001%
5/22/2026Verus Capital Partners LLC4,446$1.07M0.1%-13.4%0.006%
5/19/2026 Western Wealth Management LLC18,263$4.38M0.2%+26.4%0.025%
5/19/2026 Royal Fund Management LLC41,866$10.07M1.0%-2.7%0.057%
5/19/2026 Bank of America Corp DE1,169,637$280.70M0.0%-7.1%1.602%
5/19/2026 Centaurus Financial Inc.48,550$11.65M0.6%+20.9%0.067%
5/19/2026 Strategic Investment Advisors MI30,341$7.28M0.5%-1.4%0.042%
5/19/2026 Ashton Thomas Securities LLC8,126$1.95M0.2%N/A0.011%
5/19/2026 Arkadios Wealth Advisors12,660$3.04M0.0%+48.6%0.017%
5/19/2026 IFS Group LLC2,108$506K0.5%N/A0.003%
5/19/2026 Claris Financial LLC35,039$8.41M4.6%-0.9%0.048%
5/18/2026 Sunbelt Securities Inc.1,931$464K0.0%+142.9%0.003%
5/18/2026 EverSource Wealth Advisors LLC1,495$359K0.0%+15.7%0.002%
5/18/2026 Empire Financial Management Company LLC1,728$415K0.1%-2.0%0.002%
5/18/2026 Royal Bank of Canada507,713$121.85M0.0%+5.6%0.695%
5/18/2026 Empowered Funds LLC2,893$694K0.0%+20.6%0.004%
5/16/2026 Glen Eagle Advisors LLC1,769$424K0.1%-20.2%0.002%
5/16/2026 Quantinno Capital Management LP39,279$9.43M0.0%-0.1%0.054%
5/16/2026 Lazard Asset Management LLC1,855$445K0.0%-40.3%0.003%
5/15/2026 Gateway Wealth Partners LLC43,168$10.36M0.4%+228.8%0.059%
5/15/2026 Wealth Alliance LLC29,794$7.15M0.7%-5.5%0.041%
5/14/2026 Dai ichi Life Insurance Company Ltd5,979$1.44M0.0%-43.3%0.008%
5/14/2026 Compound Planning Inc.2,809$674K0.0%-15.5%0.004%
5/14/2026 Modern Wealth Management LLC31,785$7.80M0.1%+45.0%0.044%
5/14/2026 Keebeck Wealth Management20,032$4.81M0.5%+14.6%0.027%
5/14/2026 Gibbs Wealth Management2,098$504K0.1%+111.7%0.003%
5/14/2026 Group One Trading LLC335$80K0.0%N/A0.000%
5/14/2026 Lido Advisors LLC155,224$37.25M0.1%+1.4%0.213%
5/14/2026 Forefront Analytics LLC24,234$5.82M5.3%-52.2%0.033%
5/13/2026 Cetera Investment Advisers611,551$146.77M0.2%+0.7%0.838%
5/13/2026 Parker Investment Management LLC3,240$778K0.1%-18.9%0.004%
5/12/2026 Marin Bay Wealth Advisors LLC846$203K0.1%N/A0.001%
5/12/2026 Bellwether Advisors LLC18,644$4.47M0.8%+0.5%0.026%
5/8/2026 PNC Financial Services Group Inc.481,997$115.67M0.1%-4.3%0.660%
5/8/2026 Glenview Trust Co74,224$17.81M0.3%-0.7%0.102%
5/8/2026 Cassaday & Co Wealth Management LLC621$149K0.0%N/A0.001%
5/7/2026 Meeder Advisory Services Inc.1,005$241K0.0%-17.8%0.001%
5/7/2026 Scarborough Advisors LLC66,962$16.07M1.8%-9.9%0.092%
5/7/2026 Balefire LLC1,906$457K0.1%+70.8%0.003%
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5/7/2026 Parallel Advisors LLC9,338$2.24M0.0%-6.8%0.013%
5/7/2026 Decker Wealth Management LLC6,252$1.50M0.3%N/A0.009%
5/7/2026 Regimen Wealth LLC3,985$956K0.3%+13.3%0.005%
5/7/2026 Vision Retirement LLC1,835$440K0.1%+3.3%0.003%
5/7/2026 Hershey Financial Advisers LLC2,225$534K0.5%+5.3%0.003%
5/6/2026 Dorsey Wright & Associates29,213$7.01M0.9%+147.8%0.040%
5/6/2026 Audent Global Asset Management LLC10,675$2.56M2.7%-80.7%0.015%
5/6/2026 Quadrant Private Wealth Management LLC17,795$4.27M0.7%+12.1%0.024%
5/6/2026 Zhang Financial LLC1,105$265K0.0%-18.6%0.002%
5/6/2026 Cornerstone Planning Group LLC10,522$2.53M0.3%+44.8%0.014%
5/6/2026 Modera Wealth Management LLC4,207$1.01M0.0%+2.4%0.006%
5/6/2026 Assetmark Inc.1,174,251$281.81M0.6%-21.8%1.609%
5/6/2026 Gallacher Capital Management LLC4,929$1.18M0.5%-20.3%0.007%
5/6/2026 Angeles Wealth Management LLC405$97K0.0%-33.4%0.001%
5/6/2026 Fiscal Wisdom Wealth Management LLC1,046$251K0.2%N/A0.001%
5/6/2026 SteelPeak Wealth LLC77,484$18.60M0.6%-3.8%0.106%
5/6/2026 Independent Financial Group LLC25,596$6.14M0.2%N/A0.035%
5/6/2026 Prosperity Consulting Group LLC1,047$251K0.0%N/A0.001%
5/6/2026 Smart Money Group LLC3,783$908K0.3%-3.9%0.005%
5/5/2026 Quartz Partners LLC4,352$1.04M0.4%-60.3%0.006%
5/5/2026 BCGM Wealth Management LLC26,214$6.29M1.6%+2.1%0.036%
5/5/2026 Wealthfront Advisers LLC2,253$541K0.0%+3.6%0.003%
5/5/2026 D.A. Davidson & CO.35,437$8.51M0.1%+32.1%0.049%
5/5/2026 Members Advisory Group LLC1,336$321K0.1%-91.9%0.002%
5/5/2026 Bank of New York Mellon Corp424,939$101.98M0.0%+10.6%0.582%
5/5/2026 IMC Chicago LLC1,692$406K0.0%N/A0.002%
5/5/2026 Journey Advisory Group LLC61,587$14.78M1.3%-4.1%0.084%
5/5/2026 Geneos Wealth Management Inc.15,945$3.83M0.1%+3.2%0.022%
5/5/2026 Ethos Financial Group LLC3,857$926K0.1%N/A0.005%
5/5/2026 Sanctuary 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%
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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%


MTUM Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,112 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 987 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).

Institutional investors have bought a total of 16,889,651 shares in the last 24 months. This purchase volume represents approximately $4.18B in transactions.

Of the 485 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 13,772,670 shares in the last 24 months. This volume of shares sold represents approximately $3.47B in transactions.


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This page (BATS:MTUM) was last updated on 5/26/2026 by MarketBeat.com Staff.
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