MTUM

Ishares Msci Usa Momentum Fa

Latest period2026 - Q2Total superinvestors109

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2026-Q1 and 2026-Q2. According to the most recent SEC 13F filing, 109 superinvestors own shares of Ishares Msci Usa Momentum Fa (MTUM), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Ishares Msci Usa Momentum Fa (MTUM), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Ishares Msci Usa Momentum Fa (MTUM) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Ishares Msci Usa Momentum Fa (MTUM) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

SuperinvestorPortfolio %Reported Value
Troy J. Mertens@Orgel Wealth Management, Llc
Recent Activity
Decreased -1.6%
4.38%
$230.63M
672,724 shares@ 342.84 avg price
Jeffrey Scott Coons@High Probability Advisors, Llc
Recent Activity
Increased 2.46%
11.81%
$110.399M
322,023 shares@ 342.84 avg price
Kate P. Juelfs@Foster Group, Inc.
Recent Activity
Decreased -9.48%
2.63%
$98.6M
287,607 shares@ 342.84 avg price
Timothy E. Richards@Apella Capital, Llc
Recent Activity
Decreased -3.18%
0.54%
$37.986M
121,579 shares@ 312.45 avg price
Amanda Sylvia@Stonehearth Capital Management, Llc
Recent Activity
Decreased -5.7%
13.68%
$40.086M
116,926 shares@ 342.84 avg price
J. Charles Mann@Trinity Wealth Management, Llc
Recent Activity
Increased 27.83%
9.77%
$30.767M
89,744 shares@ 342.84 avg price
Airene Williamson@Steelpeak Wealth, Llc
Recent Activity
Decreased -8.1%
0.64%
$24.412M
71,207 shares@ 342.84 avg price
Kerry Poorman@Sharkey, Howes & Javer
Recent Activity
Decreased -26.3%
2.02%
$16.664M
48,608 shares@ 342.84 avg price
Sherry A OBrien@Anderson Hoagland & Co
Recent Activity
Increased 2.02%
1.24%
$15.794M
46,069 shares@ 342.84 avg price
Tonya F Borders@Pettinga Financial Advisors Llc
Recent Activity
Decreased -28.88%
2.28%
$14.188M
41,384 shares@ 342.84 avg price

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