AQR Capital Management
MTUM icon

AQR Capital Management’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

AQR Capital Management’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
Q1 		$9.02M Buy
37,597
+9,434
+33% +$2.37M ﹤0.01% 1394
2025
Q4 		$7.05M Buy
28,163
+8,611
+44% +$2.16M ﹤0.01% 1378
2025
Q3 		$5.01M Buy
19,552
+6,610
+51% +$1.62M ﹤0.01% 1453
2025
Q2 		$3.11M Buy
12,942
+3,521
+37% +$768K ﹤0.01% 1531
2025
Q1 		$1.9M Sell
9,421
-648
-6% -$138K ﹤0.01% 1638
2024
Q4 		$2.08M Buy
10,069
+3,098
+44% +$649K ﹤0.01% 1516
2024
Q3 		$1.41M Buy
6,971
+5,674
+437% +$1.1M ﹤0.01% 1669
2024
Q2 		$253K Buy
+1,297
New +$242K ﹤0.01% 2335

Other funds holding MTUM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

AQR Capital Management's MTUM Position: Q1 2026 in Review

AQR Capital Management increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 33% in Q1 2026, buying an estimated $2.37M and bringing the position to 37,597 shares worth $9.02M. The position accounts for ﹤0.01% of the portfolio, ranked #1394.

AQR Capital Management first reported a position in MTUM in Q2 2024 and has held it in 8 quarters since. 1,051 funds tracked by Wall St. Rank hold MTUM as of Q1 2026.

  • AQR Capital Management held 37,597 shares of iShares MSCI USA Momentum Factor ETF worth $9.02M as of Q1 2026.
  • AQR Capital Management bought 9,434 iShares MSCI USA Momentum Factor ETF shares in Q1 2026, an estimated $2.37M.
  • iShares MSCI USA Momentum Factor ETF made up ﹤0.01% of AQR Capital Management's portfolio in Q1 2026, its #1394 holding.
  • AQR Capital Management first reported a position in iShares MSCI USA Momentum Factor ETF in Q2 2024 and has held it in 8 quarters since.
  • 1,051 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2026.

Based on AQR Capital Management's 13F filing for Q1 2026, filed 15 May 2026.