ISHARES TR (MTUM) is held by 141 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is MERCER GLOBAL ADVISORS INC /ADV as of Q2 2026.

Are institutions buying or selling MTUM?

In Q2 2026, 81 institutions opened or increased positions in ISHARES TR while 63 reduced or exited — a net buying quarter.

What is the Smart Money Verdict on MTUM?

HoldingsIntel scores ISHARES TR across four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) — with 2 of the 4 carrying data for MTUM. In Q2 2026, the institutional leg showed net inflows: 81 buying versus 63 selling.

How many hedge funds hold MTUM?

141 institutional investors report holding ISHARES TR (MTUM) as of Q2 2026, based on SEC 13F filings.

Is institutional money flowing into MTUM?

As of Q2 2026, tracked institutions in ISHARES TR show 81 buyers versus 63 sellers — net inflows.

ISHARES TR

MTUM·46432F396·US·ETF-13D/G

141

Holders

(19 Elite)

$18.7B

Total Value

56% (144)

Consensus

81 buying - 63 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

View all

Held by 141 funds

19 elite

Who's Trading

Source dates: Price Oct 16, 2026 · Insiders none · Activists May 6, 2026 · Congress none

Activist

FMR LLC6.5%May 6, 2026

View all activist filings

Checking access…

	Action
MGMERCER GLOBAL ADVISORS INC /ADV	Decreased	8.1M(-3.2%)	$2.8B	3.4%	+92.98%	0
ENVESTNET ASSET MANAGEMENT INC	Decreased	7.9M(-6.8%)	$2.7B	0.6%	+56.36%	0
FMR LLC	Increased	5.7M(+4.1%)	$2B	0.1%	+36.42%	33
RAYMOND JAMES FINANCIAL INC	Increased	3.4M(+2.9%)	$1.2B	0.3%	+41.94%	39
LPL Financial LLC	Increased	3.4M(+0.2%)	$1.2B	0.3%	+44.15%	38
MORGAN STANLEY	Decreased	2.7M(-12.1%)	$928.7M	0.0%	+40.32%	0
AMERIPRISE FINANCIAL INC	Decreased	1.3M(-2.5%)	$457.9M	0.1%	+62.52%	0
BANK OF AMERICA CORP /DE/	Increased	1.3M(+12.8%)	$452.3M	0.0%	+50.38%	35
STATE OF MICHIGAN RETIREMENT SYSTEM	Decreased	1.3M(-2.8%)	$446.4M	2.0%	+85.18%	0
BlackRock, Inc.	Decreased	1.3M(-22.9%)	$429.3M	0.0%	+41.87%	0
ASSETMARK, INC	Decreased	1.1M(-2.9%)	$391M	0.7%	+103.94%	0
Cerity Partners LLC	Decreased	1.1M(-7.0%)	$377M	0.5%	+99.03%	0
WELLS FARGO & COMPANY/MN	Increased	1.1M(+28.5%)	$372.4M	0.1%	+45.96%	39
JPMORGAN CHASE & CO	Decreased	1M(-12.3%)	$337.3M	0.0%	+39.37%	0
MML INVESTORS SERVICES, LLC	Increased	830,205(+32.6%)	$284.6M	0.6%	+20.13%	56
UBS Group AG	Decreased	691,900(-2.3%)	$237.2M	0.0%	+109.04%	0
CITIGROUP INC	Increased	637,867(+152.5%)	$218.7M	0.1%	+2.52%	49
Cetera Investment Advisers	Decreased	595,918(-2.6%)	$204.3M	0.2%	+42.27%	0
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Decreased	607,622(-1.1%)	$195.5M	0.3%	+147.51%	0
Envestnet Portfolio Solutions, Inc.	Decreased	548,612(-22.3%)	$188.1M	0.9%	+37.20%	0

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer

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