Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (MTUM)

973 + Investors. Track Smart Money conviction in MTUM. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +45
Streak
9Q ▲
Buyers last Q
63%

Smart Money Signals — MTUM

Based on 963 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 9 quarters in a row

last 6Q
For 9 consecutive quarters, more hedge funds added MTUM than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
963 hedge funds hold MTUM right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +19% more funds vs a year ago

fund count last 6Q
+151 new funds entered over the past year (+19% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 63% buying

588 buying348 selling
Last quarter: 588 funds were net buyers (142 opened a brand new position + 446 added to an existing one). Only 348 were sellers (251 trimmed + 97 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+41 vs last Q)

new funds entering per quarter
Funds opening a new MTUM position: 93 → 135 → 101 → 142. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

56% of holders stayed for 2+ years

■ 56% conviction (2yr+) ■ 25% medium ■ 18% new
544 out of 963 hedge funds have held MTUM for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~142 new funds/quarter

190 → 93 → 135 → 101 → 142 new funds/Q
New funds entering each quarter: 93 → 135 → 101 → 142. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 61% of holders stayed 2+ years

■ 61% veterans ■ 12% 1-2yr ■ 27% new
Of 973 current holders: 596 (61%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 38% AUM from major funds

38% from top-100 AUM funds
24 of 963 holders rank in the top 100 by AUM, accounting for 38% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: MTUM

How many hedge funds hold MTUM — quarterly history vs. share price
Quarterly hedge fund ownership of MTUM vs. share price

Market Analysis: MTUM

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: MTUM

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

49 top-rated funds 25 high-conviction
Consensus
7.4
/ 10
breadth
×
Elite
5.5
/ 10
conviction
Hedge Fund Positioning: MTUM
2026 Q1 Stats Unlock in 22 days 973 + Investors

Track Smart Money conviction in MTUM. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 973 928 4.85%
13F Shares 70M 64M 10.31%
Total Value $17.28B $16.27B 6.17%
New Positions 143 101 +42
Increased Positions 450 397 +53
Closed Positions 101 87 +14
Reduced Positions 268 313 -45
Total Calls 5 9 -44.44%
Total Puts 8 9 -11.11%
PUT/CALL Ratio 1.6 1.0 Bearish

Statistics: MTUM

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

973 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in MTUM. Verified SEC 13F-HR filings.

Top 25 institutional holders of MTUM — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Stonehearth Capital Management, LLC 11.79% 124,002 $29.8M
2 High Probability Advisors, LLC 9.65% 314,322 $75.4M
3 Armbruster Capital Management, Inc. 8.36% 212,578 $51.0M
4 Trinity Wealth Management, LLC 6.19% 70,208 $16.8M
5 Symmetry Partners, LLC 5.97% 435,693 $104.6M
6 Alexis Investment Partners, LLC 5.94% 37,396 $8.6M
7 WMS Group LLC 5.40% 15,463 $3.7M
8 Claris Financial LLC 5.26% 36,103 $9.3M
9 Straight Path Wealth Management 4.87% 75,912 $18.2M
10 Midwest Capital Advisors, LLC 4.45% 39,723 $9.5M
11 Financial Architects, LLC 4.28% 33,835 $8.1M
12 Peak Wealth Management LLC 4.17% 21,169 $5.1M
13 Orgel Wealth Management, LLC 3.54% 683,699 $164.1M
14 Blue Trust, Inc. 3.50% 1,274,963 $306.0M
15 Bell Investment Advisors, Inc 3.31% 88,196 $21.2M
16 Arizona PSPRS Trust 3.19% 361,375 $86.7M
17 RoundAngle Advisors LLC 3.05% 17,030 $4.1M
18 PW Nova Financial Services LLC 2.87% 29,957 $7.6M
19 Fortune Financial Group, Inc. 2.85% 13,190 $3.2M
20 JB Capital LLC 2.77% 285,999 $68.6M
21 Stone House Investment Management, LLC 2.70% 62,787 $15.1M
22 ONE Advisory Partners, LLC 2.69% 36,347 $8.7M
23 Pettinga Financial Advisors LLC 2.63% 58,189 $14.0M
24 Meredith Wealth Planning 2.51% 38,675 $9.3M
25 Kelly Financial Services LLC 2.46% 42,601 $10.2M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — ISHARES TR (MTUM)

What does the Smart Money Trend signal show for MTUM?

Buying streak — 9 quarters in a row: For 9 consecutive quarters, more hedge funds added MTUM than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for MTUM?

More buyers than sellers — 63% buying: Last quarter: 588 funds were net buyers (142 opened a brand new position + 446 added to an existing one). Only 348 were sellers (251 trimmed + 97 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for MTUM holders?

Strong quality — 38% AUM from major funds: 24 of 963 holders rank in the top 100 by AUM, accounting for 38% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held MTUM?

56% of holders stayed for 2+ years: 544 out of 963 hedge funds have held MTUM for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.