Who Owns MTUM?
iShares MSCI USA Momentum Factor ETF — Institutional Ownership & 13F Holdings
$279.88
-0.95 (-0.34%)
Market Cap
$21.7B
Shares Outstanding
73,980,343
Institutional Holders
861
Total Inst. Value
$8.3B
% of Float Held
—
QoQ Holder Change
+443
Institutional data as of Q1 2025
New Positions
272
Closed Positions
60
Increased
263
Decreased
222
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | MERCER GLOBAL ADVISORS INC /ADV | $1.5B | 7,423,029 |
| 2 | RAYMOND JAMES FINANCIAL INC | $592.2M | 2,929,874 |
| 3 | FMR LLC | $575.0M | 2,844,667 |
| 4 | MORGAN STANLEY | $449.7M | 2,224,734 |
| 5 | BlackRock, Inc. | $272.5M | 1,348,138 |
| 6 | Blue Trust, Inc. | $243.0M | 1,202,019 |
| 7 | AMERIPRISE FINANCIAL INC | $214.8M | 1,062,702 |
| 8 | BANK OF AMERICA CORP /DE/ | $214.3M | 1,060,380 |
| 9 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $206.2M | 1,019,904 |
| 10 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $187.1M | 925,556 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| MERCER GLOBAL ADVISORS INC /ADV | +513K | $1.5B |
| RAYMOND JAMES FINANCIAL INC | +152K | $592.2M |
| FMR LLC | +2.2M | $575.0M |
| MORGAN STANLEY | +28K | $449.7M |
| BlackRock, Inc. | +24K | $272.5M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| GOLDMAN SACHS GROUP INC | -849K | $58.3M |
| BANK OF AMERICA CORP /DE/ | -468K | $214.3M |
| JPMORGAN CHASE & CO | -288K | $169.9M |
| Trilogy Capital Inc. | -225K | $11.7M |
| SAGESPRING WEALTH PARTNERS, LLC | -169K | $15.7M |
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Frequently Asked Questions
How many institutional investors hold MTUM?
As of Q1 2025, 861 institutional investors report holding MTUM (iShares MSCI USA Momentum Factor ETF) in their 13F filings.
Which hedge fund owns the most MTUM?
The largest institutional holder of MTUM is MERCER GLOBAL ADVISORS INC /ADV with $1.5B in shares.
Are institutions buying or selling MTUM?
This quarter, 272 institutions opened new positions in MTUM and 60 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.