MTUM ISHARES TR: institutional ownership and insider trading

1,287 funds reported holding $27.1B of ISHARES TR in their latest 13F filings; in Q2 2026 funds net bought $1.84B, with 219 new positions and 65 funds selling out.

Famous investors holding MTUM

Largest institutional holders of MTUM

  1. MERCER GLOBAL ADVISORS INC /ADV — $2.78B
  2. ENVESTNET ASSET MANAGEMENT INC — $2.71B
  3. FMR LLC — $1.96B
  4. LPL Financial LLC — $1.16B
  5. RAYMOND JAMES FINANCIAL INC (RJF, RJF-PB) — $1.16B
  6. MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) — $929M
  7. Encompass Capital Advisors LLC — $493M
  8. AMERIPRISE FINANCIAL INC (AMP) — $458M
  9. BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BML-PG, BML-PH, BML-PJ, BML-PL) — $452M
  10. STATE OF MICHIGAN RETIREMENT SYSTEM — $446M

5%+ owners

All MTUM 13F holders