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MTUM

ISHARES TR
$299.53 +4.97 (+1.69%)
Oct 27 4:00 PM ET · prev $294.56
1 year
+16.1%
from $257.95 · Oct 28
30 days
−5.1%
from $315.59
52-week range
$230.77–345.22
−13% from high · low Mar 30
Avg volume 20D
983.0K
shares / day
Short interest
1.69M
+35.9%
Days to cover
1.7
at average volume
New fund stakes
5
Q2 2026 13F · 1 exit
Filing reports
1
analyzed by SecBot
SecBot read BEARISH 1 report · 90 days
Balance 1 bearish · 0 bullish oldest → newest, height = score
Avg score
Strongest BEARISH Three institutional asset managers reduced their MTUM positions by a combined $156.6M in Q3 2026, while one…
All reports →

Price

Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.

  • I Jun 30 5 funds open new positions (13F)
  • X Jul 31 Short interest falls 58.3% to 933.3K
  • X Aug 14 Short interest jumps 36.5% to 1.27M
  • X Oct 15 Short interest jumps 35.9% to 1.69M

Signal stack

Where each data set points today.

  • InstitutionsBULLISH

    Q2 2026: 25 added (5 new), 7 trimmed or exited. Largest new: Clearbridge Investments $165.7M, Healthcare Of Ontario Pension Plan Trust Fund $68.6M.

  • Short sellersBUILDING

    Short interest +35.9% to 1.69M shares. 1.7 days to cover.

  • TrendDOWNTREND

    2% below its 50-day average.

Who's buying

13F· Q2 2026
5
new positions
1
exit
$312.7M
in new stakes
FundMoveSharesValue
WELLS FARGO & COMPANY/MNADD1,086,149$372.4M
MML INVESTORS SERVICES, LLCADD830,205$284.6M
CITIGROUP INCDOUBLED637,867$218.7M
Clearbridge Investments, LLCNEW483,302$165.7M
Corient Private Wealth LPTRIM346,128$118.7M
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUNDNEW200,000$68.6M
BNP PARIBAS FINANCIAL MARKETSDOUBLED111,711$38.3M
Lido Advisors, LLCTRIM104,732$35.9M

Quarterly 13F filings are due 45 days after each quarter ends.

Catalysts
Scheduled dates and disclosed events: earnings, FDA and trial readouts, halts, press releases. Colored dot = impact.
Recent
May 13, 2026
Short interest
FTD: MTUM — 48,970 shares ($14.8M) failed to deliver
Settlement: 20260513, Price: $303.24, FTD Value: $14,849,662.8, ISHARES MSCI USA MOMENTUM FACT
May 12, 2026
Short interest
FTD: MTUM — 45,150 shares ($13.8M) failed to deliver
Settlement: 20260512, Price: $306.66, FTD Value: $13,845,699, ISHARES MSCI USA MOMENTUM FACT
May 7, 2026
Short interest
FTD: MTUM — 14,978 shares ($4.5M) failed to deliver
Settlement: 20260507, Price: $299.18, FTD Value: $4,481,118.04, ISHARES MSCI USA MOMENTUM FACT
May 1, 2026
Short interest
FTD: MTUM — 14,305 shares ($4.1M) failed to deliver
Settlement: 20260501, Price: $283.98, FTD Value: $4,062,333.9, ISHARES MSCI USA MOMENTUM FACT
Apr 10, 2026
Short interest
FTD: MTUM — 14,837 shares ($3.9M) failed to deliver
Settlement: 20260410, Price: $262.41, FTD Value: $3,893,377.17, ISHARES MSCI USA MOMENTUM FACT

Short side

FINRA· Oct 15, 2026
1,685,456
shares short
+35.9%
vs prior settlement
1.7
days to cover
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 21, 2026 SEC
Three institutional asset managers reduced their MTUM positions by a combined $156.6M in Q3 2026, while one small…
INST-CLUSTER — Impact 4/10
Jun 30, 2026 Inst.
WELLS FARGO & COMPANY/MN — ADD
1,086,149 shares ($372.4M)
Jun 30, 2026 Inst.
MML INVESTORS SERVICES, LLC — ADD
830,205 shares ($284.6M)
May 13, 2026 Short interest
FTD: MTUM — 48,970 shares ($14.8M) failed to deliver
Settlement: 20260513, Price: $303.24, FTD Value: $14,849,662.8, ISHARES MSCI USA MOMENTUM FACT

SecBot reports

1 filing · 0 bullish · 1 bearish
All MTUM filing & press-release reports (1)