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

BlackRock’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
Q2 		– Sell
-52,000
Closed -$5.51M – 5050
2018
Q1 		$5.51M Buy
+52,000
New +$5.67M ﹤0.01% 3388

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
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 $9.54B AUM 19.86% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

BlackRock's MTUM Position: Q1 2026 in Review

BlackRock increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 1.7% in Q1 2026, buying an estimated $6.82M and bringing the position to 1,623,570 shares worth $390M. The position accounts for 0.01% of the portfolio, ranked #1279.

BlackRock first reported a position in MTUM in Q1 2017 and has held it in 37 quarters since. The position peaked at $400M in Q4 2025. 1,051 funds tracked by Wall St. Rank hold MTUM as of Q1 2026.

  • BlackRock held 1,623,570 shares of iShares MSCI USA Momentum Factor ETF worth $390M as of Q1 2026.
  • BlackRock bought 27,128 iShares MSCI USA Momentum Factor ETF shares in Q1 2026, an estimated $6.82M.
  • iShares MSCI USA Momentum Factor ETF made up 0.01% of BlackRock's portfolio in Q1 2026, its #1279 holding.
  • BlackRock first reported a position in iShares MSCI USA Momentum Factor ETF in Q1 2017 and has held it in 37 quarters since.
  • BlackRock's iShares MSCI USA Momentum Factor ETF position peaked at $400M in Q4 2025.
  • 1,051 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2026.

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