Ishares Tr (MTUM): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

Q: Is it too late to buy Ishares Tr (MTUM) following the 2026 Q1 hedge fund 13F filings?

As of today, MTUM has moved +9.4% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +9.2%. Since the quarter end (March 31, 2026), MTUM gained +35.9% vs +13.9% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Ishares Tr (MTUM)

1K + Investors. Track Smart Money conviction in MTUM. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — MTUM

Based on 1052 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 10 quarters in a row

last 6Q

For 10 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

1,052 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.

🚀

Fast accumulation — +21% more funds vs a year ago

fund count last 6Q

+181 new funds entered over the past year (+21% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.

🟡

Slight buying edge — 55% buying

537 buying441 selling

Last quarter: 537 funds bought or added vs 441 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

⚠️

Fewer new buyers each quarter (-38 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 145 → 114 → 161 → 123. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.

🔒

54% of holders stayed for 2+ years

■ 54% conviction (2yr+) ■ 25% medium ■ 21% new

571 out of 1,052 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 — ~123 new funds/quarter

99 → 145 → 114 → 161 → 123 new funds/Q

New funds entering each quarter: 145 → 114 → 161 → 123. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🏛️

Veteran-anchored — 59% veterans vs 25% newcomers

■ 59% veterans ■ 16% 1-2yr ■ 25% new

Entry-cohort mix of 1,063 holders: 626 (59%) are 2+ year veterans, 166 entered 1–2 years ago, and 271 (25%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

✅

Strong quality — 39% AUM from major funds

39% from top-100 AUM funds

29 of 1048 holders rank in the top 100 by AUM, accounting for 39% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

3.8

out of 10

Low Exit Risk

Exit risk score 3.8/10 — 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.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	1041	1030	1.07%
13F Shares	73M	73M	-0.28%
Total Value	$17.14B	$18.05B	-5.06%
New Positions	120	161	-41
Increased Positions	411	471	-60
Closed Positions	109	104	+5
Reduced Positions	333	261	+72
Total Calls	5	5	-
Total Puts	10	8	25.0%
PUT/CALL Ratio	2.0	1.6	Bearish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

1041

1030

1.07%

13F Shares

73M

-0.28%

Total Value

$17.14B

$18.05B

-5.06%

New Positions

120

161

-41

Increased Positions

411

471

-60

Closed Positions

109

104

Reduced Positions

333

261

+72

Total Calls

Total Puts

25.0%

PUT/CALL Ratio

2.0

1.6

Bearish

Institutional Holders (2026 Q1)

1K + investors

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

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 MTUM holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Mullooly Asset Management, Inc.	12.19%	137,593	$33.0M
2	Stonehearth Capital Management, LLC	11.79%	124,002	$29.8M
3	High Probability Advisors, LLC	9.65%	314,322	$75.4M
4	Armbruster Capital Management, Inc.	8.36%	212,578	$51.0M
5	Sanchez Wealth Management Group	8.07%	155,489	$37.3M
6	Trinity Wealth Management, LLC	6.19%	70,208	$16.8M
7	Symmetry Partners, LLC	5.97%	435,693	$104.6M
8	Alexis Investment Partners, LLC	5.94%	37,396	$8.6M
9	WMS Group LLC	5.40%	15,463	$3.7M
10	Forefront Analytics, LLC	5.29%	24,234	$5.8M
11	Claris Financial LLC	5.26%	36,103	$9.3M
12	Sound Portfolio Advisors, LLC	4.89%	25,099	$6.0M
13	Straight Path Wealth Management	4.87%	75,912	$18.2M
14	Tacita Capital Inc	4.58%	32,220	$7.7M
15	Midwest Capital Advisors, LLC	4.45%	39,723	$9.5M
16	Financial Architects, LLC	4.28%	33,835	$8.1M
17	Peak Wealth Management LLC	4.17%	21,169	$5.1M
18	Avant Capital LLC	4.01%	23,760	$5.7M
19	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	3.98%	960,399	$230.5M
20	Audent Global Asset Management, LLC	3.96%	10,675	$4.0M
21	Arrow Investment Advisors, LLC	3.76%	14,705	$3.5M
22	Prudent Investors Network, INC.	3.61%	69,141	$16.6M
23	Orgel Wealth Management, LLC	3.54%	683,699	$164.1M
24	Blue Trust, Inc.	3.50%	1,274,963	$306.0M
25	Town Capital LLC	3.32%	17,117	$4.1M

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 — 10 quarters in a row: For 10 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?

Slight buying edge — 55% buying: Last quarter: 537 funds bought or added vs 441 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for MTUM holders?

Strong quality — 39% AUM from major funds: 29 of 1048 holders rank in the top 100 by AUM, accounting for 39% 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?

54% of holders stayed for 2+ years: 571 out of 1,052 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.

Is it too late to buy Ishares Tr (MTUM) following the 2026 Q1 hedge fund 13F filings?

As of today, MTUM has moved +9.4% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +9.2%. Since the quarter end (March 31, 2026), MTUM has gained +35.9% vs +13.9% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

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Ishares Tr (MTUM)

Smart Money Signals — MTUM

Buying streak — 10 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +21% more funds vs a year ago

Slight buying edge — 55% buying

Fewer new buyers each quarter (-38 vs last Q)

54% of holders stayed for 2+ years

Steady discovery — ~123 new funds/quarter

Veteran-anchored — 59% veterans vs 25% newcomers

Strong quality — 39% AUM from major funds

Institutional Sentiment Summary — MTUM

Hedge Fund Ownership: MTUM

Market Analysis: MTUM

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: MTUM

Is It Too Late to Buy Ishares Tr (MTUM) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: MTUM

Statistics: MTUM

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — Ishares Tr (MTUM)

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