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
2025
Q2 		– Sell
-5,100
Closed -$20.9K – 3903
2025
Q1 		$20.9K Buy
+5,100
New +$1.09M ﹤0.01% 3516
2023
Q1 		– Sell
-4
Closed -$1.14K – 3577
2022
Q4 		$1.14K Buy
+4
New +$580 ﹤0.01% 3279

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.