HighTower Advisors
MTUM icon

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

HighTower Advisors’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 		$24.5M Buy
102,208
+66,433
+186% +$16.7M 0.03% 548
2025
Q4 		$8.95M Buy
35,775
+205
+0.6% +$51.5K 0.01% 905
2025
Q3 		$9.12M Sell
35,570
-10,813
-23% -$2.65M 0.01% 887
2025
Q2 		$11.1M Buy
46,383
+12,066
+35% +$2.63M 0.01% 755
2025
Q1 		$6.94M Sell
34,317
-5,521
-14% -$1.18M 0.01% 916
2024
Q4 		$8.24M Sell
39,838
-1,682
-4% -$352K 0.01% 827
2024
Q3 		$8.42M Sell
41,520
-2,570
-6% -$498K 0.01% 815
2024
Q2 		$8.58M Buy
44,090
+1,905
+5% +$355K 0.01% 780
2024
Q1 		$7.89M Sell
42,185
-264
-0.6% -$46.1K 0.01% 783
2023
Q4 		$6.66M Sell
42,449
-1,354
-3% -$199K 0.01% 852
2023
Q3 		$6.12M Sell
43,803
-18,623
-30% -$2.69M 0.01% 841
2023
Q2 		$9M Sell
62,426
-12,293
-16% -$1.73M 0.02% 679
2023
Q1 		$10.4M Sell
74,719
-14,594
-16% -$2.06M 0.02% 616
2022
Q4 		$13M Buy
89,313
+1,228
+1% +$178K 0.03% 523
2022
Q3 		$11.5M Sell
88,085
-6,825
-7% -$957K 0.03% 512
2022
Q2 		$12.9M Sell
94,910
-27,906
-23% -$4.1M 0.03% 482
2022
Q1 		$20.7M Sell
122,816
-20,789
-14% -$3.42M 0.05% 365
2021
Q4 		$26.1M Sell
143,605
-22,936
-14% -$4.23M 0.06% 322
2021
Q3 		$29.3M Buy
166,541
+20,953
+14% +$3.72M 0.08% 263
2021
Q2 		$25.3M Buy
145,588
+508
+0.4% +$86K 0.07% 270
2021
Q1 		$23.3M Buy
145,080
+7,086
+5% +$1.17M 0.07% 277
2020
Q4 		$22.2M Sell
137,994
-30,422
-18% -$4.66M 0.09% 224
2020
Q3 		$24.8M Buy
168,416
+14,473
+9% +$2.07M 0.12% 182
2020
Q2 		$20.2M Buy
153,943
+7,044
+5% +$853K 0.11% 188
2020
Q1 		$15.6M Sell
146,899
-7,163
-5% -$885K 0.1% 203
2019
Q4 		$19.4M Buy
154,062
+1,590
+1% +$193K 0.11% 200
2019
Q3 		$18.2M Sell
152,472
-5,913
-4% -$713K 0.1% 207
2019
Q2 		$18.8M Buy
158,385
+6,859
+5% +$785K 0.11% 196
2019
Q1 		$17M Sell
151,526
-460
-0.3% -$49.4K 0.11% 194
2018
Q4 		$15.2M Buy
151,986
+39,761
+35% +$4.26M 0.12% 184
2018
Q3 		$13.3M Sell
112,225
-22,091
-16% -$2.54M 0.1% 230
2018
Q2 		$14.7M Buy
134,316
+27,228
+25% +$2.98M 0.12% 198
2018
Q1 		$11.3M Buy
107,088
+1,170
+1% +$127K 0.1% 234
2017
Q4 		$10.9M Buy
105,918
+546
+0.5% +$55K 0.09% 243
2017
Q3 		$10.1M Sell
105,372
-7,863
-7% -$727K 0.09% 247
2017
Q2 		$10.1M Buy
113,235
+70,549
+165% +$6.11M 0.09% 245
2017
Q1 		$3.53M Buy
42,686
+6,397
+18% +$512K 0.03% 557
2016
Q4 		$2.75M Buy
+36,289
New +$2.75M 0.03% 593
2015
Q4 		– Sell
-325,276
Closed -$22.2M – 2105
2015
Q3 		$22.2M Buy
+325,276
New +$23.3M 0.29% 77

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 $9.54B AUM 19.86% 1-Year Est. Return

HighTower Advisors's MTUM Position: Q1 2026 in Review

HighTower Advisors increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 186% in Q1 2026, buying an estimated $16.7M and bringing the position to 102,208 shares worth $24.5M. The position accounts for 0.03% of the portfolio, ranked #548.

HighTower Advisors first reported a position in MTUM in Q3 2015 and has held it in 39 quarters since. The position peaked at $29.3M in Q3 2021. 1,051 funds tracked by Wall St. Rank hold MTUM as of Q1 2026.

  • HighTower Advisors held 102,208 shares of iShares MSCI USA Momentum Factor ETF worth $24.5M as of Q1 2026.
  • HighTower Advisors bought 66,433 iShares MSCI USA Momentum Factor ETF shares in Q1 2026, an estimated $16.7M.
  • iShares MSCI USA Momentum Factor ETF made up 0.03% of HighTower Advisors's portfolio in Q1 2026, its #548 holding.
  • HighTower Advisors first reported a position in iShares MSCI USA Momentum Factor ETF in Q3 2015 and has held it in 39 quarters since.
  • HighTower Advisors's iShares MSCI USA Momentum Factor ETF position peaked at $29.3M in Q3 2021.
  • 1,051 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.