MTUM

Ishares Msci USA Momentum Fa

-$336.6M

Net Activity

Institutions Holding

1050

Popularity Rank

#410

Avg Weight

0.48%

Total Value

$17.8B

Ownership Trend

1050 institutions currently hold MTUM, with 515 net buyers and 426 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

426

Net Buying Institutions

515

Key Holders

Key Holders

Top 5 by Value

EA
Envestnet Asset Management INC
$2.0B
MG
Mercer Global Advisors INC /adv
$2.0B
FL
FMR LLC
$1.3B
LF
LPL Financial LLC
$807.9M
RJ
Raymond James Financial INC
$787.4M

Top 5 by Conviction

HP
High Probability Advisors, LLC
9.65%
SP
Symmetry Partners, LLC
5.97%
EF
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
3.98%
OW
Orgel Wealth Management, LLC
3.54%
BT
Blue Trust, Inc.
3.50%
View all 1050 holding institutions

Quarterly Activity

Recent Activity

+$14.1B

Total Buy Value

$5.0B

Total Sell Value

New buy93
Trim343
Add422
Sold out83

515

Net Buyers

426

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding ISHARES MSCI USA MOMENTUM FA (MTUM)?
Major stakeholders currently include Envestnet Asset Management INC ($2.0B), Mercer Global Advisors INC /adv ($2.0B), FMR LLC ($1.3B). Based on the latest 13F filings, there are a total of 1050 tracked investment funds and institutions maintaining positions in MTUM.
What is the overall institutional sentiment toward MTUM recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $336.6M, driven by 515 managers accumulating shares while 426 reduced their exposure.
Which institutions have been selling or reducing their MTUM positions?
In the latest period, 343 funds trimmed their holdings, and 83 managers completely exited their positions. The aggregate reported sell value was $5.0B.
Are there any notable investors adding MTUM to their portfolios?
Yes, buying activity remains notable. 93 institutions opened new positions in {ticker}, and 422 existing holders added to their shares. The total reported buy value for the quarter amounted to $14.1B.

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