Barclays
MTUM icon

Barclays’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Barclays’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 		$980K Sell
4,083
-5,272
-56% -$1.32M ﹤0.01% 2774
2025
Q4 		$2.34M Buy
9,355
+2,107
+29% +$529K ﹤0.01% 2829
2025
Q3 		$1.86M Buy
7,248
+6,531
+911% +$1.6M ﹤0.01% 2940
2025
Q2 		$172K Sell
717
-1,562
-69% -$341K ﹤0.01% 4372
2025
Q1 		$461K Buy
2,279
+1,942
+576% +$415K ﹤0.01% 3578
2024
Q4 		$69.7K Sell
337
-3,660
-92% -$767K ﹤0.01% 4674
2024
Q3 		$810K Sell
3,997
-61
-2% -$11.8K ﹤0.01% 3498
2024
Q2 		$791K Buy
4,058
+3,721
+1,104% +$694K ﹤0.01% 2745
2024
Q1 		$63.1K Hold
337
– – ﹤0.01% 4567
2023
Q4 		$52.9K Hold
337
– – ﹤0.01% 4764
2023
Q3 		$47.1K Hold
337
– – ﹤0.01% 3900
2023
Q2 		$48.6K Sell
337
-29,487
-99% -$4.15M ﹤0.01% 3849
2023
Q1 		$4.15M Buy
+29,824
New +$4.21M ﹤0.01% 1673
2021
Q3 		– Sell
-44,012
Closed -$7.63M – 4908
2021
Q2 		$7.63M Buy
+44,012
New +$7.45M ﹤0.01% 1332
2018
Q3 		– Sell
-190,000
Closed -$20.8M – 7290
2018
Q2 		$20.8M Buy
190,000
+188,900
+17,173% +$20.7M 0.02% 768
2018
Q1 		$117K Sell
1,100
-100
-8% -$10.9K ﹤0.01% 5265
2017
Q4 		$124K Buy
1,200
+200
+20% +$20.1K ﹤0.01% 5069
2017
Q3 		$96K Hold
1,000
– – ﹤0.01% 4969
2017
Q2 		$89K Hold
1,000
– – ﹤0.01% 4991
2017
Q1 		$83K Hold
1,000
– – ﹤0.01% 5019
2016
Q4 		$76K Hold
1,000
– – ﹤0.01% 4927
2016
Q3 		$77K Hold
1,000
– – ﹤0.01% 4685
2016
Q2 		$76K Buy
+1,000
New +$74K ﹤0.01% 4584

Other funds holding MTUM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 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 $445B AUM 25.58% 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 $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Barclays's MTUM Position: Q1 2026 in Review

Barclays reduced its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 56% in Q1 2026, selling an estimated $1.32M and leaving 4,083 shares worth $980K. The position accounts for ﹤0.01% of the portfolio, ranked #2774.

Barclays first reported a position in MTUM in Q2 2016 and has held it in 23 quarters since. The position peaked at $20.8M in Q2 2018. 1,055 funds tracked by Wall St. Rank hold MTUM as of Q1 2026.

  • Barclays held 4,083 shares of iShares MSCI USA Momentum Factor ETF worth $980K as of Q1 2026.
  • Barclays sold 5,272 iShares MSCI USA Momentum Factor ETF shares in Q1 2026, an estimated $1.32M.
  • iShares MSCI USA Momentum Factor ETF made up ﹤0.01% of Barclays's portfolio in Q1 2026, its #2774 holding.
  • Barclays first reported a position in iShares MSCI USA Momentum Factor ETF in Q2 2016 and has held it in 23 quarters since.
  • Barclays's iShares MSCI USA Momentum Factor ETF position peaked at $20.8M in Q2 2018.
  • 1,055 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2026.

Based on Barclays's 13F filing for Q1 2026, filed 15 May 2026.