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

Ken Griffin’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 		$4.58M Sell
19,100
-5,900
-24% -$1.48M ﹤0.01% 4485
2025
Q4 		$6.26M Sell
25,000
-83,800
-77% -$21M ﹤0.01% 3945
2025
Q3 		$27.9M Buy
108,800
+65,500
+151% +$16M ﹤0.01% 1944
2025
Q2 		$10.4M Sell
43,300
-48,000
-53% -$10.5M ﹤0.01% 2967
2025
Q1 		$18.5M Buy
91,300
+21,900
+32% +$4.68M ﹤0.01% 2136
2024
Q4 		$14.4M Buy
69,400
+57,900
+503% +$12.1M ﹤0.01% 2548
2024
Q3 		$2.33M Buy
11,500
+6,200
+117% +$1.2M ﹤0.01% 5245
2024
Q2 		$1.03M Sell
5,300
-37,300
-88% -$6.96M ﹤0.01% 6515
2024
Q1 		$7.98M Buy
42,600
+39,100
+1,117% +$6.82M ﹤0.01% 3250
2023
Q4 		$549K Sell
3,500
-5,400
-61% -$793K ﹤0.01% 7900
2023
Q3 		$1.24M Buy
8,900
+2,800
+46% +$404K ﹤0.01% 6124
2023
Q2 		$880K Sell
6,100
-7,900
-56% -$1.11M ﹤0.01% 6726
2023
Q1 		$1.95M Sell
14,000
-359,800
-96% -$50.8M ﹤0.01% 5439
2022
Q4 		$54.5M Buy
373,800
+350,200
+1,484% +$50.8M 0.01% 1059
2022
Q3 		$3.1M Sell
23,600
-25,200
-52% -$3.53M ﹤0.01% 4752
2022
Q2 		$6.66M Buy
48,800
+26,200
+116% +$3.85M ﹤0.01% 3293
2022
Q1 		$3.8M Sell
22,600
-15,900
-41% -$2.62M ﹤0.01% 4701
2021
Q4 		$7M Buy
38,500
+24,000
+166% +$4.42M ﹤0.01% 3719
2021
Q3 		$2.55M Sell
14,500
-1,400
-9% -$249K ﹤0.01% 5763
2021
Q2 		$2.76M Sell
15,900
-20,000
-56% -$3.39M ﹤0.01% 5807
2021
Q1 		$5.78M Buy
35,900
+15,500
+76% +$2.56M ﹤0.01% 3959
2020
Q4 		$3.29M Buy
20,400
+12,600
+162% +$1.93M ﹤0.01% 4430
2020
Q3 		$1.15M Buy
+7,800
New +$1.11M ﹤0.01% 5779

Other funds holding MTUM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 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 $445B AUM 25.58% 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 $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Ken Griffin's MTUM Position: Q1 2026 in Review

Ken Griffin increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 110% in Q1 2026, buying an estimated $7.19M and bringing the position to 54,548 shares worth $13.1M. The position accounts for ﹤0.01% of the portfolio, ranked #2869.

Ken Griffin first reported a position in MTUM in Q4 2014 and has held it in 30 quarters since. The position peaked at $22.5M in Q1 2024. 1,055 funds tracked by Wall St. Rank hold MTUM as of Q1 2026.

  • Ken Griffin held 54,548 shares of iShares MSCI USA Momentum Factor ETF worth $13.1M as of Q1 2026.
  • Ken Griffin bought 28,601 iShares MSCI USA Momentum Factor ETF shares in Q1 2026, an estimated $7.19M.
  • iShares MSCI USA Momentum Factor ETF made up ﹤0.01% of Ken Griffin's portfolio in Q1 2026, its #2869 holding.
  • Ken Griffin first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2014 and has held it in 30 quarters since.
  • Ken Griffin's iShares MSCI USA Momentum Factor ETF position peaked at $22.5M in Q1 2024.
  • 1,055 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.