Group One Trading
MTUM icon

Group One Trading’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Group One Trading’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 		$102M Buy
298,200
+297,100
+27,009% +$88.7M 0.14% 130
2026
Q1 		$264K Sell
1,100
-4,300
-80% -$1.08M ﹤0.01% 3898
2025
Q4 		$1.35M Sell
5,400
-2,200
-29% -$552K ﹤0.01% 2620
2025
Q3 		$1.95M Buy
7,600
+7,500
+7,500% +$1.84M ﹤0.01% 2342
2025
Q2 		$24K Sell
100
-800
-89% -$175K ﹤0.01% 6141
2025
Q1 		$182K Sell
900
-19,200
-96% -$4.1M ﹤0.01% 4102
2024
Q4 		$4.16M Buy
+20,100
New +$4.21M 0.01% 1300

Other funds holding MTUM

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Group One Trading's MTUM Position: Q2 2026 in Review

Group One Trading increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 6,450% in Q2 2026, buying an estimated $6.45M and bringing the position to 21,943 shares worth $7.52M. The position accounts for 0.01% of the portfolio, ranked #1129.

Group One Trading first reported a position in MTUM in Q4 2024 and has held it in 5 quarters since. 1,210 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • Group One Trading held 21,943 shares of iShares MSCI USA Momentum Factor ETF worth $7.52M as of Q2 2026.
  • Group One Trading bought 21,608 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $6.45M.
  • iShares MSCI USA Momentum Factor ETF made up 0.01% of Group One Trading's portfolio in Q2 2026, its #1129 holding.
  • Group One Trading first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2024 and has held it in 5 quarters since.
  • 1,210 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Group One Trading's 13F filing for Q2 2026, filed 14 Aug 2026.