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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
Q2 		$2.93M Sell
8,561
-8,078
-49% -$2.41M 0.06% 260
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

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

SIG Brokerage's MTUM Position: Q2 2026 in Review

SIG Brokerage reduced its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 49% in Q2 2026, selling an estimated $2.41M and leaving 8,561 shares worth $2.93M. The position accounts for 0.06% of the portfolio, ranked #260.

SIG Brokerage first reported a position in MTUM in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.99M in Q1 2026. 1,209 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • SIG Brokerage held 8,561 shares of iShares MSCI USA Momentum Factor ETF worth $2.93M as of Q2 2026.
  • SIG Brokerage sold 8,078 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $2.41M.
  • iShares MSCI USA Momentum Factor ETF made up 0.06% of SIG Brokerage's portfolio in Q2 2026, its #260 holding.
  • SIG Brokerage first reported a position in iShares MSCI USA Momentum Factor ETF in Q1 2025 and has held it in 6 quarters since.
  • SIG Brokerage's iShares MSCI USA Momentum Factor ETF position peaked at $3.99M in Q1 2026.
  • 1,209 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on SIG Brokerage's 13F filing for Q2 2026, filed 14 Aug 2026.