iShares MSCI USA Momentum Factor ETF
MTUM
1,207 hedge funds and large institutions have $24.7B invested in iShares MSCI USA Momentum Factor ETF in 2026 Q2 according to their latest regulatory filings, with 231 funds opening new positions, 363 increasing their positions, 441 reducing their positions, and 65 closing their positions.
255% more first-time investments, than exits
New positions opened: 231 | Existing positions closed: 65
48% more funds holding in top 10
Funds holding in top 10: 46 → 68 (+22)
41% more capital invested
Capital invested by funds: $17.6B → $24.7B (+$7.13B)
14% more funds holding
Funds holding: 1,060 → 1,207 (+147)
0.64% less ownership
Funds ownership: 86.53% → 85.89% (-0.64%)
18% less repeat investments, than reductions
Existing positions increased: 363 | Existing positions reduced: 441
82% less call options, than puts
Call options by funds: $376M | Put options by funds: $2.11B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ClearBridge Investments
New York
|
+$144M |
| 2 |
Citigroup
New York
|
+$115M |
| 3 |
BL
Balentine LLC
Atlanta,
Georgia
|
+$113M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$71.9M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$66.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Corient Private Wealth
Miami,
Florida
|
-$187M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$171M |
| 3 |
Morgan Stanley
New York
|
-$111M |
| 4 |
BlackRock
New York
|
-$111M |
| 5 |
Mercer Global Advisors
Denver,
Colorado
|
-$81M |
MTUM Hedge Fund Activity: Q2 2026 in Review
1,207 of the 8,305 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Momentum Factor ETF (MTUM) for Q2 2026, worth a combined $24.7B — up 41% from $17.6B a quarter earlier.
Buyers outnumbered sellers: 231 funds opened new MTUM positions and 65 closed out — a net gain of 166 holders — while 363 added to existing stakes and 441 trimmed.
The largest buyer was ClearBridge Investments, opening a new position worth an estimated $144M. The largest seller was Corient Private Wealth, cutting an estimated $187M.
- 1,207 institutional investors held iShares MSCI USA Momentum Factor ETF (MTUM) as of Q2 2026, up from 1,060 in Q1 2026.
- Funds reported $24.7B of iShares MSCI USA Momentum Factor ETF stock for Q2 2026, up 41% quarter-over-quarter.
- 231 funds opened new iShares MSCI USA Momentum Factor ETF positions in Q2 2026 and 65 closed out, a net change of +166 holders.
- The largest iShares MSCI USA Momentum Factor ETF buyer in Q2 2026 was ClearBridge Investments, an estimated $144M added.
- The largest iShares MSCI USA Momentum Factor ETF seller in Q2 2026 was Corient Private Wealth, an estimated $187M sold.
Based on aggregated 13F filings for Q2 2026.