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 Q4 2025, a total of 5 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $13.61 M.
Top institutional holders include Cliff Asness and Jefferies Group.
Institutional sentiment is currently Bullish. This is evidenced by a $4.48 M net inflow during the quarter.
Recent activity highlights Jefferies Group who increased their stake by 843.2%. Conversely, Manning & Napier Group reduced exposure by 1.7%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q4 2025)
Guru Consensus (Q4 2025)
FAQs for iShares MSCI USA Momentum Factor ETF (MTUM)
Major holders include Cliff Asness ($7.05 M), Jefferies Group ($5.06 M), Joel Greenblatt ($1.27 M). According to the latest reported data, 5 tracked investment managers collectively hold approximately 55,359 shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $4.48 M, with 4 managers increasing positions and 2 managers reducing holdings.
During the most recent reporting period, 1 managers trimmed their positions, while 1 fully exited MTUM. The total reported sell value was $2.96 M.
Yes, 0 managers opened new positions in MTUM, and 4 increased their existing holdings. The total reported buy value was $7.45 M.