Purchases and Sales Made in Q2 2025 in Ishares Msci Usa Momentum Fact (MTUM)
This table provides information about the institutional ownership of Ishares Msci Usa Momentum Fact (MTUM) during Q2 2025. The information is specifically focused on institutions that hold shares of ISHARES MSCI USA MOMENTUM FACT.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.09M+ 9.48% |
$198M - $263M
|
12.6M
$3.2B
|
|
|
Jul 18, 2025
Q2 2025
|
Churchill Management Corp
|
BUY
|
- |
917KNew |
$166M - $220M
|
917K
$232M
|
|
|
Jul 10, 2025
Q2 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
660KNew |
$119M - $159M
|
660K
$167M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
457KNew |
$82.7M - $110M
|
457K
$116M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
342K+ 17.45% |
$61.8M - $82.2M
|
2.3M
$582M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
296K+ 13.32% |
$53.6M - $71.2M
|
2.52M
$638M
|
|
|
Aug 14, 2025
Q2 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
288KNew |
$52M - $69.1M
|
288K
$72.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
228KNew |
$41.2M - $54.8M
|
228K
$57.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
168K+ 15.84% |
$30.4M - $40.5M
|
1.23M
$311M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
164K+ 23.32% |
$29.7M - $39.5M
|
869K
$220M
|
|
|
Aug 04, 2025
Q2 2025
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
162K+ 60.28% |
$29.3M - $39M
|
431K
$109M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
160K+ 2.16% |
$29M - $38.6M
|
7.58M
$1.92B
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
125K+ 474.15% |
$22.5M - $29.9M
|
151K
$38.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
114K+ 39.71% |
$20.7M - $27.5M
|
403K
$102M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
112K+ 27.61% |
$20.2M - $26.9M
|
517K
$131M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
108K+ 543.87% |
$19.5M - $25.9M
|
127K
$32.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
93.3K+ 10.08% |
$16.9M - $22.4M
|
1.02M
$258M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
83.7K+ 7.9% |
$15.1M - $20.1M
|
1.14M
$289M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
81.4K+ 25.13% |
$14.7M - $19.6M
|
405K
$103M
|
|
|
Aug 18, 2025
Q2 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
78.6K+ 230.62% |
$14.2M - $18.9M
|
113K
$28.5M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
77.2KNew |
$14M - $18.6M
|
77.2K
$19.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
72.4K+ 1809250.0% |
$13.1M - $17.4M
|
72.4K
$18.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
63.6K+ 495.4% |
$11.5M - $15.3M
|
76.5K
$19.3M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
63.3K+ 8.41% |
$11.5M - $15.2M
|
816K
$206M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
57.6K+ 15.49% |
$10.4M - $13.8M
|
429K
$109M
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
54.3K+ 2102.4% |
$9.83M - $13.1M
|
56.9K
$14.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Moore Capital Management, LP
New York, NY |
BUY
|
- |
53KNew |
$9.58M - $12.7M
|
53K
$13.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
51.6K+ 4.82% |
$9.33M - $12.4M
|
1.12M
$284M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
42.9K+ 2.36% |
$7.75M - $10.3M
|
1.86M
$469M
|
|
|
Aug 08, 2025
Q2 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
42.3KNew |
$7.65M - $10.2M
|
42.3K
$10.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
40.8KNew |
$7.39M - $9.82M
|
40.8K
$10.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
37.3K+ 7.44% |
$6.75M - $8.97M
|
539K
$136M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
37K+ 26.36% |
$6.68M - $8.88M
|
177K
$44.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
33.4KNew |
$6.04M - $8.03M
|
33.4K
$8.45M
|
|
|
Aug 08, 2025
Q2 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
29.4KNew |
$5.33M - $7.08M
|
29.4K
$7.45M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
28.3K+ 14.67% |
$5.11M - $6.79M
|
221K
$55.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
27.8K+ 28.36% |
$5.03M - $6.69M
|
126K
$31.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
27.8K+ 25.31% |
$5.03M - $6.68M
|
138K
$34.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
27.1K+ 38.55% |
$4.9M - $6.51M
|
97.4K
$24.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
24.6KNew |
$4.45M - $5.91M
|
24.6K
$6.22M
|
|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
23.4KNew |
$4.23M - $5.62M
|
23.4K
$5.91M
|
|
|
Aug 14, 2025
Q2 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
21.4K+ 97.73% |
$3.87M - $5.15M
|
43.3K
$11M
|
|
|
Aug 14, 2025
Q2 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
20.6K+ 43.99% |
$3.73M - $4.95M
|
67.4K
$17.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
19.2K+ 682.12% |
$3.47M - $4.61M
|
22K
$5.56M
|
|
|
Aug 18, 2025
Q2 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
18.3K+ 311.24% |
$3.31M - $4.4M
|
24.2K
$6.12M
|
|
|
Jul 09, 2025
Q2 2025
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
17.5K+ 5.92% |
$3.17M - $4.21M
|
314K
$79.4M
|
|
|
Jul 07, 2025
Q2 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
16.3KNew |
$2.95M - $3.92M
|
16.3K
$4.13M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
15.8K+ 92.54% |
$2.86M - $3.8M
|
32.9K
$8.33M
|
|
|
Jul 17, 2025
Q2 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
15.8K+ 7.69% |
$2.85M - $3.79M
|
221K
$55.9M
|
|
|
Sep 30, 2025
Q2 2025
|
Gilbert Capital Group, Inc.
North Yarmouth, ME |
BUY
|
- |
15.6KNew |
$2.82M - $3.75M
|
15.6K
$3.95M
|