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

Squarepoint’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
Q3 		$1.14M Buy
+14,400
New +$1.11M ﹤0.01% 2660
2025
Q4 		– Sell
-36,800
Closed -$2.36M – 4661
2025
Q3 		$2.36M Sell
36,800
-6,000
-14% -$367K ﹤0.01% 1963
2025
Q2 		$2.57M Sell
42,800
-190,400
-82% -$10.4M ﹤0.01% 1908
2025
Q1 		$11.8M Buy
+233,200
New +$12.5M 0.01% 946

Other funds holding MTUM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State of Michigan Retirement System
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 32.98% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Squarepoint's MTUM Position: Q3 2026 in Review

Squarepoint opened a new position in iShares MSCI USA Momentum Factor ETF (MTUM) in Q3 2026: 53,572 shares worth $4.25M. The stake represents ﹤0.01% of the portfolio and ranks #1563 among its holdings. This is a return to the name: Squarepoint previously reported a position in MTUM as recently as Q4 2024.

Squarepoint first reported a position in MTUM in Q3 2019 and has held it in 16 quarters since. The position peaked at $10.1M in Q1 2021. 840 funds tracked by Wall St. Rank hold MTUM as of Q3 2026.

  • Squarepoint held 53,572 shares of iShares MSCI USA Momentum Factor ETF worth $4.25M as of Q3 2026.
  • iShares MSCI USA Momentum Factor ETF was a new Squarepoint position in Q3 2026.
  • iShares MSCI USA Momentum Factor ETF made up ﹤0.01% of Squarepoint's portfolio in Q3 2026, its #1563 holding.
  • Squarepoint first reported a position in iShares MSCI USA Momentum Factor ETF in Q3 2019 and has held it in 16 quarters since.
  • Squarepoint's iShares MSCI USA Momentum Factor ETF position peaked at $10.1M in Q1 2021.
  • 840 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q3 2026.

Based on Squarepoint's 13F filing for Q3 2026, filed 9 Nov 2026.