ISHARES MSCI USA MOMENTUM FA (MTUM) Institutional Ownership and Insiders Activity

ISHARES MSCI USA MOMENTUM FA (MTUM) is widely held by institutional investors, with 1 tracked firm reporting positions valued at approximately $35.60M based on SEC Form 13F filings for the quarter ended June 30, 2026.

Sequoia Financial Advisors is the largest disclosed holder, reporting approximately $35.60M in MTUM holdings in its latest filing.

Institutional ownership among tracked investors remains highly concentrated, with Sequoia Financial Advisors representing the majority of disclosed value.