MTUM · iShares MSCI USA Momentum Factor ETF ETF
$304.86
+5.44 (+1.82%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 8
Total Value: $411,290,061
Total Shares: 1,199,691
Institutional Ownership Trend
21 quarters
Holder Concentration
Across 8 13F filers · Δ vs Mar 31, 2026Top Holder
50.2%
−6.3 pts
Top 5
99.9%
+0.5 pts
Top 10
100.0%
0.0 pts
HHI
3,656
Highly concentrated−282
Quarterly Activity
vs Mar 31, 2026
New
5
Increased
2
Decreased
1
Sold Out
4
Unchanged
0
Holder count:
+1
Institutional value:
+750.0%
Shares held:
+495.0%
Top Buyers
vs Mar 31, 2026| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Small Advus Financial Partners, LLC | +983 | 8,514 | |
| Small TUCKER ASSET MANAGEMENT LLC | +14 | 325 |
Top Sellers
vs Mar 31, 2026| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Small MLG Wealth Management DBA Pine Grove Financial Group | −8,269 | 34,709 |
Top New Positions
vs Mar 31, 2026| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Mega CITADEL ADVISORS LLC | 601,953 | $206,367,546 | |
| Large Corient Private Wealth LLC | 346,128 | $118,663,062 | |
| Mid Strategic Financial Services, Inc. | 206,900 | $70,931,527 | |
| Small HORAN Wealth, LLC | 744 | $255,065 | |
| Mid Parkside Financial Bank & Trust | 418 | $143,302 |
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Large M&T Bank Corp | 113,868 | $27,327,179 | |
| Mid Provida Pension Fund Administrator | 33,632 | $8,071,343 | |
| Mid Dakota Wealth Management | 2,414 | $579,335 | |
| Small WILLIAM JOHN SEMPOLINSKI | 879 | $210,951 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Mega CITADEL ADVISORS LLC MTUM | $138,537,603 | 33.68% | 404,100 | Put | 2026-09-02 | |
| Large Corient Private Wealth LLC MTUM | $118,663,062 | 28.85% | 346,128 | Shares | 2026-08-27 | |
| Mid Strategic Financial Services, Inc. MTUM | $70,931,527 | 17.25% | 206,900 | Shares | 2026-08-24 | |
| Mega CITADEL ADVISORS LLC MTUM | $63,766,380 | 15.50% | 186,000 | Call | 2026-09-02 | |
| Small MLG Wealth Management DBA Pine Grove Financial Group MTUM | $11,899,286 | 2.89% | 34,709 | Shares | 2026-09-02 | |
| Mega CITADEL ADVISORS LLC MTUM | $4,063,563 | 0.99% | 11,853 | Shares | 2026-09-02 | |
| Small Advus Financial Partners, LLC MTUM | $2,918,854 | 0.71% | 8,514 | Shares | 2026-08-25 | |
| Small HORAN Wealth, LLC MTUM | $255,065 | 0.06% | 744 | Shares | 2026-08-26 | |
| Mid Parkside Financial Bank & Trust Bank MTUM | $143,302 | 0.03% | 418 | Shares | 2026-09-04 | |
| Small TUCKER ASSET MANAGEMENT LLC MTUM | $111,419 | 0.03% | 325 | Shares | 2026-08-27 |