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

Jim Simons’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 Q3	–	Sell	-24,600	Closed	-$5.91M	–	3765
2025 Q2	$5.91M	Buy	+24,600	New	+$5.37M	0.01%	1417
2023 Q3	–	Sell	-13,500	Closed	-$1.95M	–	3946
2023 Q2	$1.95M	Sell	13,500 -6,600	-33%	-$928K	﹤0.01%	2012
2023 Q1	$2.79M	Buy	+20,100	New	+$2.84M	﹤0.01%	1816
2022 Q3	–	Sell	-3,200	Closed	-$436K	–	4286
2022 Q2	$436K	Buy	+3,200	New	+$470K	﹤0.01%	3235
2021 Q3	–	Sell	-15,400	Closed	-$2.67M	–	3710
2021 Q2	$2.67M	Buy	+15,400	New	+$2.61M	﹤0.01%	2053

Other funds holding MTUM

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jim Simons's MTUM Position: Q3 2025 in Review

Jim Simons sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q3 2025, closing a stake of 24,600 shares — an estimated $5.91M sold.

Jim Simons first reported a position in MTUM in Q2 2021 and held it in 5 quarters. The position peaked at $5.91M in Q2 2025. 982 funds tracked by Wall St. Rank hold MTUM as of Q3 2025.

Jim Simons reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q3 2025 after selling out during the quarter.
Jim Simons sold 24,600 iShares MSCI USA Momentum Factor ETF shares in Q3 2025, an estimated $5.91M.
Jim Simons first reported a position in iShares MSCI USA Momentum Factor ETF in Q2 2021 and held it in 5 quarters.
Jim Simons's iShares MSCI USA Momentum Factor ETF position peaked at $5.91M in Q2 2025.
982 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q3 2025.

Based on Renaissance Technologies's 13F filing for Q3 2025, filed 13 Nov 2025.