MML Investors Services
MTUM icon

MML Investors Services’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

MML Investors Services’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 		$285M Buy
830,205
+204,198
+33% +$60.9M 0.58% 26
2026
Q1 		$150M Sell
626,007
-68,442
-10% -$17.2M 0.42% 44
2025
Q4 		$174M Buy
694,449
+63,584
+10% +$16M 0.42% 42
2025
Q3 		$162M Buy
630,865
+201,691
+47% +$49.4M 0.43% 40
2025
Q2 		$103M Buy
429,174
+57,560
+15% +$12.6M 0.3% 68
2025
Q1 		$75.1M Sell
371,614
-17,914
-5% -$3.83M 0.25% 80
2024
Q4 		$80.6M Buy
389,528
+338,577
+665% +$70.9M 0.28% 68
2024
Q3 		$10.3M Sell
50,951
-7,462
-13% -$1.45M 0.04% 413
2024
Q2 		$11.4M Sell
58,413
-10,463
-15% -$1.95M 0.05% 366
2024
Q1 		$12.9M Buy
68,876
+5,595
+9% +$977K 0.05% 340
2023
Q4 		$9.93M Sell
63,281
-4,908
-7% -$720K 0.05% 374
2023
Q3 		$9.53M Sell
68,189
-11,295
-14% -$1.63M 0.05% 338
2023
Q2 		$11.5M Sell
79,484
-55,158
-41% -$7.76M 0.06% 299
2023
Q1 		$18.7M Sell
134,642
-167,202
-55% -$23.6M 0.13% 175
2022
Q4 		$44M Buy
301,844
+221,246
+275% +$32.1M 0.29% 68
2022
Q3 		$10.6M Sell
80,598
-1,970
-2% -$276K 0.08% 254
2022
Q2 		$11.3M Sell
82,568
-8,326
-9% -$1.22M 0.09% 243
2022
Q1 		$15.3M Buy
90,894
+90
+0.1% +$14.8K 0.11% 201
2021
Q4 		$16.5M Sell
90,804
-11,888
-12% -$2.19M 0.12% 192
2021
Q3 		$18M Sell
102,692
-133,402
-57% -$23.7M 0.14% 159
2021
Q2 		$40.9M Sell
236,094
-2,956
-1% -$501K 0.34% 53
2021
Q1 		$38.5M Buy
239,050
+118,355
+98% +$19.6M 0.37% 51
2020
Q4 		$19.5M Buy
120,695
+5,358
+5% +$821K 0.21% 114
2020
Q3 		$17M Sell
115,337
-3,500
-3% -$500K 0.21% 109
2020
Q2 		$15.6M Sell
118,837
-21,753
-15% -$2.63M 0.21% 112
2020
Q1 		$15M Sell
140,590
-39,213
-22% -$4.85M 0.26% 96
2019
Q4 		$22.6M Sell
179,803
-370,315
-67% -$44.9M 0.32% 70
2019
Q3 		$65.6M Buy
550,118
+28,485
+5% +$3.43M 1.06% 12
2019
Q2 		$61.9M Buy
521,633
+40,891
+9% +$4.68M 0.89% 16
2019
Q1 		$53.9M Sell
480,742
-61,897
-11% -$6.65M 0.83% 18
2018
Q4 		$54.4M Buy
542,639
+139,676
+35% +$15M 0.98% 13
2018
Q3 		$48M Buy
402,963
+66,362
+20% +$7.63M 0.81% 16
2018
Q2 		$36.9M Buy
336,601
+146,972
+78% +$16.1M 0.8% 22
2018
Q1 		$20.1M Sell
189,629
-61,263
-24% -$6.68M 0.42% 57
2017
Q4 		$25.9M Sell
250,892
-67,886
-21% -$6.84M 0.49% 49
2017
Q3 		$30.5M Buy
318,778
+289,045
+972% +$26.7M 0.63% 36
2017
Q2 		$2.64M Buy
+29,733
New +$2.57M 0.05% 270

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

MML Investors Services's MTUM Position: Q2 2026 in Review

MML Investors Services increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 33% in Q2 2026, buying an estimated $60.9M and bringing the position to 830,205 shares worth $285M. The position accounts for 0.58% of the portfolio, ranked #26.

MML Investors Services first reported a position in MTUM in Q2 2017 and has held it in 37 quarters since. 1,209 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • MML Investors Services held 830,205 shares of iShares MSCI USA Momentum Factor ETF worth $285M as of Q2 2026.
  • MML Investors Services bought 204,198 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $60.9M.
  • iShares MSCI USA Momentum Factor ETF made up 0.58% of MML Investors Services's portfolio in Q2 2026, its #26 holding.
  • MML Investors Services first reported a position in iShares MSCI USA Momentum Factor ETF in Q2 2017 and has held it in 37 quarters since.
  • 1,209 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.