ISHARES MSCI USA MOMENTUM FA (MTUM) Institutional Ownership Changes & 13F Activity

ISHARES MSCI USA MOMENTUM FA (MTUM). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings. This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Sequoia Financial Advisors, Renaissance Technologies LLC, and Eagle Capital Management.

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q1 2026Sequoia Financial AdvisorsSell-1,54797,295$23,349,895
Q4 2025Sequoia Financial AdvisorsSell-9,70498,842$24,741,188
Q3 2025Sequoia Financial AdvisorsBuy1,792108,546$27,836,628
Q2 2025Sequoia Financial AdvisorsSell-33,149106,754$25,655,024
Q2 2025Renaissance Technologies LLCBuy11,10024,600$5,911,872
Q1 2025Sequoia Financial AdvisorsSell-26,364139,903$28,278,542
Q4 2024Sequoia Financial AdvisorsBuy163,212166,267$34,404,071
Q2 2023Renaissance Technologies LLCSell-6,60013,500$1,947
Q1 2023Renaissance Technologies LLCBuy16,90020,100$2,795
Q2 2022Renaissance Technologies LLCSell-12,2003,200$436
Q4 2021Eagle Capital ManagementBuy1724,548$827
Q3 2021Eagle Capital ManagementBuy624,376$768
Q2 2021Renaissance Technologies LLCBuy15,40015,400$2,671
Q2 2021Eagle Capital ManagementBuy1054,314$748
Q1 2021Eagle Capital ManagementBuy4,2094,209$677
Q1 2018Sequoia Financial AdvisorsBuy3,0553,055$324

Frequently asked questions about MTUM activity

  • Which institutional owners are buying MTUM?

    Institutional owners buying MTUM include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in MTUM activity?

    "Buy" means an investor increased their reported position in MTUM compared to the prior reporting period. This reflects growing exposure to ISHARES MSCI USA MOMENTUM FA (MTUM) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in MTUM increasing?

    Institutional interest in MTUM can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.

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