ISHARES TR (MTUM) is held by 132 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is ENVESTNET ASSET MANAGEMENT INC as of Q1 2026.

Are institutions buying or selling MTUM?

In Q1 2026, 73 institutions opened or increased positions in ISHARES TR while 61 reduced or exited — a net buying quarter.

What is the Smart Money Verdict on MTUM?

The Smart Money Verdict combines four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for ISHARES TR.

How many hedge funds hold MTUM?

132 institutional investors report holding ISHARES TR (MTUM) as of Q1 2026, based on SEC 13F filings.

Is institutional money flowing into MTUM?

As of Q1 2026, tracked institutions in ISHARES TR show 73 buyers versus 61 sellers — net inflows.

ISHARES TR

MTUM·46432F396·US·ETF·Unknown - Unknown-13D/G

132

Holders

(18 Elite)

$13.3B

Total Value

54% (134)

Consensus

73 buying - 61 selling

13F: Mar 31, 2026Insider & Congress: Updated regularly

Smart Money Verdict

View all

Held by 132 funds

18 elite

Who's Trading

Activist

FMR LLC6.5%May 6, 2026

View all activist filings

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
ENVESTNET ASSET MANAGEMENT INC	Increased	8.5M(+7.5%)	$2B	0.5%	+65.42%	48
MGMERCER GLOBAL ADVISORS INC /ADV	Increased	8.4M(+7.2%)	$2B	3.0%	+104.68%	59
FMR LLC	Increased	5.5M(+15.3%)	$1.3B	0.1%	+43.47%	37
LPL Financial LLC	Increased	3.4M(+2.3%)	$807.9M	0.2%	+52.95%	39
RAYMOND JAMES FINANCIAL INC	Increased	3.3M(+2.0%)	$787.4M	0.2%	+52.86%	39
MORGAN STANLEY	Increased	3.1M(+8.0%)	$739.7M	0.0%	+48.92%	34
BlackRock, Inc.	Increased	1.6M(+1.7%)	$389.6M	0.0%	+48.30%	32
AMERIPRISE FINANCIAL INC	Decreased	1.4M(-0.6%)	$328.2M	0.1%	+73.06%	0
STATE OF MICHIGAN RETIREMENT SYSTEM	Increased	1.3M(+4.1%)	$321.6M	1.7%	+95.97%	51
Cerity Partners LLC	Increased	1.2M(+2.3%)	$283.9M	0.4%	+113.69%	38
ASSETMARK, INC	Decreased	1.2M(-21.8%)	$281.8M	0.6%	+116.77%	0
BANK OF AMERICA CORP /DE/	Decreased	1.2M(-7.1%)	$280.7M	0.0%	+51.52%	0
JPMORGAN CHASE & CO	Decreased	1.1M(-0.6%)	$264M	0.0%	+46.52%	0
Corient Private Wealth LLC	Decreased	974,018(-52.5%)	$233.6M	0.3%	+47.07%	0
WELLS FARGO & COMPANY/MN	Increased	845,066(+0.1%)	$202.8M	0.0%	+83.25%	30
UBS Group AG	Decreased	707,960(-8.5%)	$169.9M	0.0%	+122.23%	0
Envestnet Portfolio Solutions, Inc.	Decreased	706,374(-2.0%)	$169.5M	0.9%	+44.84%	0
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Decreased	614,259(-37.4%)	$151M	0.3%	+132.16%	0
MML INVESTORS SERVICES, LLC	Decreased	626,007(-9.9%)	$150.2M	0.4%	+44.70%	0
Cetera Investment Advisers	Increased	611,551(+0.7%)	$146.8M	0.2%	+50.74%	36