Guru Ownership Trend
Guru Analysis for iShares MSCI USA Momentum Factor ETF (MTUM)
iShares MSCI USA Momentum Factor ETF (MTUM), a key player in the Market sector, continues to attract institutional attention.
As of Q2 2026, a total of 5 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $18.28 M.
Top institutional holders include Cliff Asness and Joel Greenblatt.
Institutional sentiment is currently Slightly Bearish. This is evidenced by a $18.14 M net outflow during the quarter.
Recent activity highlights Ken Fisher who increased their stake by 88.9%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q2 2026)
Guru Consensus (Q2 2026)
FAQs for iShares MSCI USA Momentum Factor ETF (MTUM)
Major holders include Cliff Asness ($16.09 M), Joel Greenblatt ($1.9 M), Jefferies Group ($1.3 M). According to the latest reported data, 5 tracked investment managers collectively hold approximately 59,769 shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $18.14 M, with 3 managers increasing positions and 2 managers reducing holdings.
During the most recent reporting period, 0 managers trimmed their positions, while 2 fully exited MTUM. The total reported sell value was $21.79 M.
Yes, 0 managers opened new positions in MTUM, and 3 increased their existing holdings. The total reported buy value was $3.65 M.