Two Sigma Investments
MTUM icon

Two Sigma Investments’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Two Sigma Investments’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 		– Sell
-125,199
Closed -$30M – 5307
2026
Q1 		$30M Buy
+125,199
New +$31.5M 0.02% 728
2025
Q3 		– Sell
-227,959
Closed -$54.8M – 3823
2025
Q2 		$54.8M Buy
+227,959
New +$49.7M 0.1% 268
2024
Q3 		– Sell
-33,700
Closed -$6.57M – 3262
2024
Q2 		$6.57M Buy
+33,700
New +$6.29M 0.02% 886
2024
Q1 		– Sell
-59,300
Closed -$9.3M – 3249
2023
Q4 		$9.3M Sell
59,300
-67,800
-53% -$9.95M 0.02% 713
2023
Q3 		$17.8M Buy
127,100
+110,200
+652% +$15.9M 0.05% 420
2023
Q2 		$2.44M Buy
16,900
+10,200
+152% +$1.43M 0.01% 1304
2023
Q1 		$932K Sell
6,700
-38,500
-85% -$5.43M ﹤0.01% 1908
2022
Q4 		$6.6M Buy
+45,200
New +$6.56M 0.02% 727

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

Two Sigma Investments's MTUM Position: Q2 2026 in Review

Two Sigma Investments sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q2 2026, closing a stake of 125,199 shares — an estimated $30M sold.

Two Sigma Investments first reported a position in MTUM in Q4 2022 and held it in 8 quarters. The position peaked at $54.8M in Q2 2025. 1,205 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • Two Sigma Investments reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q2 2026 after selling out during the quarter.
  • Two Sigma Investments sold 125,199 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $30M.
  • Two Sigma Investments first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2022 and held it in 8 quarters.
  • Two Sigma Investments's iShares MSCI USA Momentum Factor ETF position peaked at $54.8M in Q2 2025.
  • 1,205 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.