Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
MTUM icon

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’s Portfolio MTUM Stock Details MTUM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$68.6M Buy
+200,000
New +$59.7M 0.1% 188
2022
Q1 		– Sell
-13,796
Closed -$2.51M – 1840
2021
Q4 		$2.51M Buy
+13,796
New +$2.54M 0.01% 861

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Mercer Global Advisors
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's MTUM Position: Q2 2026 in Review

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund opened a new position in iShares MSCI USA Momentum Factor ETF (MTUM) in Q2 2026: 200,000 shares worth $68.6M. The stake represents 0.1% of the portfolio and ranks #188 among its holdings. This is a return to the name: Healthcare of Ontario Pension Plan (HOOPP) Trust Fund previously reported a position in MTUM as recently as Q4 2021.

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in MTUM in Q4 2021 and has held it in 2 quarters since. 1,211 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund held 200,000 shares of iShares MSCI USA Momentum Factor ETF worth $68.6M as of Q2 2026.
  • iShares MSCI USA Momentum Factor ETF was a new Healthcare of Ontario Pension Plan (HOOPP) Trust Fund position in Q2 2026.
  • iShares MSCI USA Momentum Factor ETF made up 0.1% of Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's portfolio in Q2 2026, its #188 holding.
  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2021 and has held it in 2 quarters since.
  • 1,211 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's 13F filing for Q2 2026, filed 13 Aug 2026.