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SIG Brokerage’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

SIG Brokerage’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 		$3.99M Buy
16,639
+4,826
+41% +$1.21M 0.11% 162
2025
Q4 		$2.96M Hold
11,813
– – 0.09% 174
2025
Q3 		$3.03M Buy
11,813
+600
+5% +$147K 0.09% 187
2025
Q2 		$2.69M Hold
11,213
– – 0.07% 187
2025
Q1 		$2.27M Buy
+11,213
New +$2.4M 0.11% 154

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 $8.74B AUM 14.62% 1-Year Est. Return

SIG Brokerage's MTUM Position: Q1 2026 in Review

SIG Brokerage increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 41% in Q1 2026, buying an estimated $1.21M and bringing the position to 16,639 shares worth $3.99M. The position accounts for 0.11% of the portfolio, ranked #162.

SIG Brokerage first reported a position in MTUM in Q1 2025 and has held it in 5 quarters since. 1,051 funds tracked by Wall St. Rank hold MTUM as of Q1 2026.

  • SIG Brokerage held 16,639 shares of iShares MSCI USA Momentum Factor ETF worth $3.99M as of Q1 2026.
  • SIG Brokerage bought 4,826 iShares MSCI USA Momentum Factor ETF shares in Q1 2026, an estimated $1.21M.
  • iShares MSCI USA Momentum Factor ETF made up 0.11% of SIG Brokerage's portfolio in Q1 2026, its #162 holding.
  • SIG Brokerage first reported a position in iShares MSCI USA Momentum Factor ETF in Q1 2025 and has held it in 5 quarters since.
  • 1,051 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2026.

Based on SIG Brokerage's 13F filing for Q1 2026, filed 15 May 2026.