iShares MSCI USA Momentum Factor ETF (MTUM) Institutional Ownership

$187.40
-0.17 (-0.09%)
(As of 05/17/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
321
Total
Institutional Inflows
(last 12 months)
$1.38B
Number of
Institutional Sellers
(last 12 months)
348
Total
Institutional Outflows
(last 12 months)
$1.17B
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MTUM Institutional Buying and Selling by Quarter

iShares MSCI USA Momentum Factor ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/17/2024 Vima LLC1,030$193K0.1%+1,561.3%0.002%
5/17/2024 Pineridge Advisors LLC274$51K0.0%N/A0.001%
5/17/2024 Comerica Bank19,273$3.61M0.0%+15.7%0.036%
5/16/2024 Jane Street Group LLC126,920$23.78M0.0%+484.5%0.234%
5/16/2024 B. Riley Wealth Advisors Inc.8,239$1.54M0.0%+38.4%0.015%
5/16/2024 Dynasty Wealth Management LLC5,709$1.07M0.0%N/A0.011%
5/16/2024 Sweeney & Michel LLC10,415$1.93M0.9%N/A0.019%
5/16/2024 Prudent Investors Network Inc.77,818$14.58M5.5%N/A0.144%
5/16/2024 Oxford Wealth Group LLC14,960$2.80M2.6%N/A0.028%
5/16/2024 Waverly Advisors LLC52,945$9.92M0.2%N/A0.098%
5/16/2024 Captrust Financial Advisors118,973$22.29M0.1%-13.2%0.220%
5/15/2024 Quadrature Capital Ltd4,900$918K0.0%N/A0.009%
5/14/2024 Cadence Bank1,221$229K0.0%N/A0.002%
5/14/2024 Axxcess Wealth Management LLC1,410$264K0.0%N/A0.003%
5/14/2024 CreativeOne Wealth LLC3,705$694K0.0%+152.0%0.007%
5/14/2024 Sax Wealth Advisors LLC25,388$4.76M0.6%-2.7%0.047%
5/14/2024 Natixis3,726$698K0.0%+12.1%0.007%
5/14/2024 Oxford Financial Group LTD. LLC109,172$20.45M1.4%-6.5%0.202%
5/13/2024 O Shaughnessy Asset Management LLC2,087$391K0.0%+215.7%0.004%
5/11/2024 Orion Capital Management LLC1,348$253K0.1%-42.3%0.002%
5/11/2024 Edgestream Partners L.P.1,584$297K0.0%N/A0.003%
5/10/2024 Osaic Holdings Inc.294,315$55.15M0.1%+5.3%0.544%
5/10/2024 Nwam LLC1,138$209K0.0%N/A0.002%
5/9/2024 ProVise Management Group LLC1,732$325K0.0%-15.2%0.003%
5/9/2024 Blair William & Co. IL7,919$1.48M0.0%+7.8%0.015%
5/9/2024 Orion Portfolio Solutions LLC99,627$18.67M0.2%+222.4%0.184%
5/9/2024 JBR Co Financial Management Inc1,158$217K0.2%N/A0.002%
5/8/2024 Berkshire Money Management Inc.1,860$348K0.0%N/A0.003%
5/8/2024 Cozad Asset Management Inc.26,035$4.88M0.5%-4.2%0.048%
5/8/2024 Bell Investment Advisors Inc102,220$19.15M3.7%-5.0%0.189%
5/8/2024 Focused Wealth Management Inc5,308$994K0.2%-2.4%0.010%
5/8/2024 Avantax Advisory Services Inc.13,445$2.52M0.0%-4.9%0.025%
5/8/2024 US Bancorp DE31,460$5.89M0.0%+2.8%0.058%
5/8/2024 QRG Capital Management Inc.1,755$329K0.0%N/A0.003%
5/8/2024 Tranquility Partners LLC1,244$233K0.1%N/A0.002%
5/8/2024 Thoroughbred Financial Services LLC6,367$1.19M0.1%-5.2%0.012%
5/7/2024 White Lighthouse Investment Management Inc.3,226$604K0.1%-3.0%0.006%
5/7/2024 Concurrent Investment Advisors LLC1,910$358K0.0%-8.9%0.004%
5/7/2024 TCI Wealth Advisors Inc.1,291$242K0.0%N/A0.002%
5/7/2024 Bernardo Wealth Planning LLC3,655$685K0.2%-2.8%0.007%
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5/7/2024 NTV Asset Management LLC6,015$1.13M0.2%-5.3%0.011%
5/7/2024 EQ LLC1,245$233K0.1%N/A0.002%
5/7/2024 Adaptive Financial Consulting LLC3,819$716K0.3%-4.7%0.007%
5/7/2024 PFG Advisors6,120$1.15M0.1%-4.5%0.011%
5/7/2024 Oppenheimer & Co. Inc.99,585$18.66M0.3%-0.3%0.184%
5/7/2024 Empirical Financial Services LLC d.b.a. Empirical Wealth Management821,075$153.83M4.6%+0.2%1.516%
5/6/2024 Quantbot Technologies LP3,000$562K0.0%N/A0.006%
5/6/2024 Envestnet Portfolio Solutions Inc.40,238$7.54M0.0%+245.2%0.074%
5/6/2024 CFO4Life Group LLC124,220$23.27M4.2%+1.3%0.229%
5/6/2024 Advisory Services Network LLC65,973$12.36M0.3%+3,278.0%0.122%
5/6/2024 Sensible Financial Planning & Management LLC.104,877$19.65M4.3%-3.8%0.194%
5/4/2024 Geneos Wealth Management Inc.11,859$2.22M0.1%+5.7%0.022%
5/4/2024 Buck Wealth Strategies LLC2,386$447K0.2%N/A0.004%
5/4/2024 Csenge Advisory Group22,283$4.18M0.2%+4.7%0.041%
5/4/2024 Richardson Financial Services Inc.462$87K0.1%+29.1%0.001%
5/3/2024 Avidian Wealth Solutions LLC6,317$1.18M0.1%-19.9%0.012%
5/3/2024 TFB Advisors LLC10,209$1.79M0.6%+26.6%0.019%
5/3/2024 Rehmann Capital Advisory Group3,204$600K0.0%-6.3%0.006%
5/3/2024 Wellington Shields Capital Management LLC630$118K0.0%N/A0.001%
5/3/2024 Wellington Shields & Co. LLC222$42K0.0%N/A0.000%
5/3/2024 Liberty Wealth Management LLC2,920$547K0.1%N/A0.005%
5/3/2024 Rinkey Investments20,454$3.83M1.4%-6.9%0.038%
5/2/2024 Mutual Advisors LLC41,577$7.79M0.2%+445.7%0.077%
5/2/2024 Smart Money Group LLC7,181$1.27M0.5%-3.1%0.013%
5/2/2024 Financial Counselors Inc.1,095$205K0.0%N/A0.002%
5/2/2024 Magnolia Capital Advisors LLC6,318$1.10M0.9%-13.4%0.012%
5/2/2024 Haverford Trust Co24,202$4.53M0.0%-4.7%0.045%
5/2/2024 Consolidated Planning Corp65,634$12.30M2.1%+0.8%0.121%
5/2/2024 Quent Capital LLC6,500$1.22M0.1%-6.9%0.012%
5/2/2024 Lincoln National Corp12,775$2.39M0.0%+15.4%0.024%
5/2/2024 Mendel Money Management2,140$401K0.2%-197.3%0.004%
5/2/2024 Choreo LLC46,173$8.65M0.2%+1.4%0.085%
5/2/2024 Hanlon Investment Management Inc.2,943$551K0.2%-7.0%0.005%
5/1/2024 Connecticut Wealth Management LLC1,568$294K0.0%N/A0.003%
5/1/2024 Janney Montgomery Scott LLC197,226$36.95M0.1%+0.4%0.364%
5/1/2024 BNP Paribas Financial Markets7,164$1.34M0.0%+642.4%0.013%
5/1/2024 Intelligence Driven Advisers LLC1,275$239K0.0%-56.8%0.002%
5/1/2024 Blue Trust Inc.1,239,696$232.26M3.3%+20.1%2.289%
5/1/2024 Summit Wealth Group LLC88,169$16.52M11.2%+0.1%0.163%
5/1/2024 Concourse Financial Group Securities Inc.959$180K0.0%+137.4%0.002%
4/30/2024 Private Advisor Group LLC119,334$22.36M0.2%+68.5%0.220%
4/30/2024 Lodestone Wealth Management LLC5,095$955K0.5%+4.5%0.009%
4/30/2024 MA Private Wealth69,593$13.04M2.6%+3.3%0.127%
4/30/2024 WealthBridge Capital Management LLC1,775$333K0.1%-10.8%0.003%
4/30/2024 Garrett Wealth Advisory Group LLC44,545$8.35M3.4%-3.1%0.081%
4/30/2024 Arkadios Wealth Advisors1,627$305K0.0%+8.0%0.003%
4/29/2024Commonwealth Equity Services LLC292,031$54.71M0.1%+6.6%0.532%
4/29/2024 FAS Wealth Partners Inc.1,682$315K0.0%-5.4%0.003%
4/29/2024 Archvest Wealth Advisors Inc.3,934$738K0.5%N/A0.007%
4/29/2024 American Capital Advisory LLC1,681$315K0.2%+369.6%0.003%
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4/29/2024 First National Bank & Trust Co. of Newtown4,630$867K0.2%+1.4%0.008%
4/26/2024 Pinnacle Associates Ltd.1,692$317K0.0%+8.3%0.003%
4/26/2024 Plan Group Financial LLC8,823$1.65M1.1%N/A0.016%
4/26/2024 UMB Bank n.a.5,971$1.12M0.0%+1.0%0.011%
4/26/2024 McKinley Carter Wealth Services Inc.7,880$1.48M0.1%+2.2%0.014%
4/26/2024 Clear Creek Financial Management LLC6,395$1.20M0.2%+24.8%0.012%
4/26/2024 First Personal Financial Services146$27K0.0%N/A0.000%
4/26/2024 Chicago Partners Investment Group LLC45,133$8.08M0.3%-2.3%0.082%
4/26/2024 MONECO Advisors LLC5,876$1.10M0.2%+30.0%0.011%
4/26/2024 Bogart Wealth LLC532$100K0.0%+13.9%0.001%
(Data available from 1/1/2016 forward)

MTUM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of MTUM shares?

During the previous two years, 675 institutional investors and hedge funds held shares of iShares MSCI USA Momentum Factor ETF. The most heavily invested institutionals were Arete Wealth Advisors LLC ($223.54B), Envestnet Asset Management Inc. ($1.12B), Mercer Global Advisors Inc. ADV ($914.42M), Raymond James & Associates ($469.85M), Wealth Enhancement Advisory Services LLC ($318.42M), State of Michigan Retirement System ($262.52M), and Assetmark Inc. ($258.28M).Learn more on MTUM's institutional investors.

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

Of the 472 institutional investors that purchased iShares MSCI USA Momentum Factor ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Summit Wealth Group LLC ($10.77M), Cerity Partners LLC ($1.24M), Bank Julius Baer & Co. Ltd Zurich ($902.15K), Mercer Global Advisors Inc. ADV ($775.15K), JPMorgan Chase & Co. ($647.01K), EP Wealth Advisors LLC ($593.69K), and Envestnet Asset Management Inc. ($506.25K).

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

Institutional investors have bought a total of 24,164,108 shares in the last 24 months. This purchase volume represents approximately $3.48B in transactions.

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

Of the 434 institutional investors that sold iShares MSCI USA Momentum Factor ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Envestnet Asset Management Inc. ($3.28M), FMR LLC ($2.08M), LPL Financial LLC ($864.05K), CWM LLC ($749.47K), State of Michigan Retirement System ($477K), Raymond James & Associates ($411.81K), and First Business Financial Services Inc. ($396.08K).

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

Institutional investors have sold a total of 18,350,316 shares in the last 24 months. This volume of shares sold represents approximately $2.62B in transactions.


This page (BATS:MTUM) was last updated on 5/19/2024 by MarketBeat.com Staff

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