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
2018
Q1 		– Sell
-800
Closed -$83K – 7233
2017
Q4 		$83K Buy
+800
New +$80.6K ﹤0.01% 5384

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 $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. 1,051 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.
  • 1,051 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.