Back to NEW YORK LIFE INVESTMENT MANAGEMENT LLC NEW YORK LIFE INVESTMENT MANAGEMENT LLC

MTUMMTUM
15 quarters

Position history for NEW YORK LIFE INVESTMENT MANAGEMENT LLCNEW YORK LIFE INVESTMENT MANAGEMENT LLC's holdings in ISHARES TR

Yes. New York Life Investments holds 181,964 shares of MTUM, worth $62.4M, as of its Q2 2026 13F filing. It increased the position by 26,801 shares (+17.3%) from Q1 2026. New York Life Investments has held MTUM since Q1 2024, across 10 quarterly 13F filings. MTUM is 0.4% of New York Life Investments' reported 13F portfolio.

Current Value

$62.4M

Current Shares

181,964

Total Value Change

+$53M

Total Shares Change

+112,968

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
181,964
+17.3%
$62.4M0.4%$342.14
41
2026-Q1
Decreased
155,163
-6.9%
$37.2M0.3%$239.24
0
2025-Q4
Increased
166,692
+10.2%
$41.7M0.4%$249.31
38
2025-Q3
Increased
151,310
+31.1%
$38.8M0.3%$254.73
44
2025-Q2
Decreased
115,371
-8.4%
$27.7M0.3%$238.14
0
2025-Q1
Increased
125,956
+7.8%
$25.5M0.3%$199.89
37
2024-Q4
Decreased
116,839
-5.4%
$24.2M0.2%$204.10
0
2024-Q3
Increased
123,550
+58.8%
$25.1M0.2%$199.30
49
2024-Q2
Increased
77,806
+330.5%
$15.2M0.2%$191.13
54
2024-Q1
New
18,074
-
$3.4M0.0%$183.57
37
2023-Q2
Exited
0
-100.0%
$00.0%$140.48
0
2023-Q1
Decreased
43,799
-35.0%
$6.1M0.1%$134.88
0
2022-Q4
Decreased
67,377
-8.0%
$9.8M0.1%$140.72
0
2022-Q3
Increased
73,198
+6.1%
$9.6M0.1%$125.78
35
2022-Q2
New
68,996
-
$9.4M0.1%$129.76
46

Other major holders of MTUM: ENVESTNET ASSET MANAGEMENT INC, MERCER GLOBAL ADVISORS INC /ADV

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