ISHARES MSCI USA MOMENTUM FA (MTUM) Institutional Ownership and Insiders Activity
ISHARES MSCI USA MOMENTUM FA (MTUM) is widely held by institutional investors, with 1157 firms reporting positions valued at approximately $20.75B based on SEC Form 13F filings for the quarter ended June 30, 2026.
Mercer Global Advisors Inc is the largest disclosed holder, reporting approximately $2.78B in MTUM holdings in its latest filing.
Institutional Holders
1,157
Total Reported Value
$20.75B
Largest Holder
Mercer Global Advisors Inc
Largest Position
$2.78B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
217
Funds Exiting Positions
97
Top Institutional Owners
View allInvestorReported Balance
- Mercer Global Advisors Inc$2.78B
- Envestnet Asset Management Inc$2.71B
- Raymond James Financial Inc$1.16B
- Morgan Stanley$928.65M
- Fmr Llc$574.99M
MTUM News
All news- Mercer Global Advisors Q3 2026 Portfolio Activity: Strategic Shifts and ETF Holdings
Aug 12, 2026 · valut.ai
- Tacita Capital Inc Investor Activity: Significant Purchases and Sales Observed in Q2 2026
Aug 11, 2026 · valut.ai
- Mullooly Asset Management Inc Q3 2026 Portfolio Activity: Strategic Shifts and Key Transactions
Aug 9, 2026 · valut.ai
- Win Advisors Inc Q2 2026 Portfolio Activity: Significant ETF Purchases & Sales Observed
Aug 9, 2026 · valut.ai
- Audent Global Asset Management Q2 2026 Portfolio Activity: Strategic Buys and Sells Observed
Aug 9, 2026 · valut.ai
- Summit Wealth Group LLC Investment Activity in Q2 2026
Aug 8, 2026 · valut.ai
- Whipplewood Advisors Portfolio Shifts Q1 2026
Jul 29, 2026 · valut.ai
- Straight Path Wealth Management Q2 2026 Holdings Analysis: Major Purchases and Minor Adjustments Observed
Jul 29, 2026 · valut.ai