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iShares MSCI USA Momentum Factor ETF
MTUM

1,205 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 232 funds opening new positions, 361 increasing their positions, 440 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

263% more first-time investments, than exits

New positions opened: 232 | Existing positions closed: 64

46% more funds holding in top 10

Funds holding in top 10: 46 → 67 (+21)

40% more capital invested

Capital invested by funds: $17.6B → $24.7B (+$7.06B)

14% more funds holding

Funds holding: 1,057 → 1,205 (+148)

0.88% less ownership

Funds ownership: 86.52% → 85.63% (-0.88%)

18% less repeat investments, than reductions

Existing positions increased: 361 | Existing positions reduced: 440

82% less call options, than puts

Call options by funds: $376M | Put options by funds: $2.11B

Holders
1,205
Holders Change
+148
Holders Change %
+14%
% of All Funds
14.55%
Holding in Top 10
67
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+45.65%
% of All Funds
0.81%
New
232
Increased
361
Reduced
440
Closed
64
Calls
$376M
Puts
$2.11B
Net Calls
-$1.74B
Net Calls Change
-$1.43B

Top Buyers

Rank Fund Capital Flow
1
ClearBridge Investments
ClearBridge Investments
New York
+$144M
2
Citigroup
Citigroup
New York
+$115M
3
BL
Balentine LLC
Georgia
+$113M
4
Wells Fargo
Wells Fargo
California
+$71.9M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$66.4M

Top Sellers

Rank Fund Capital Flow
1
Corient Private Wealth
Corient Private Wealth
Florida
-$187M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$171M
3
Morgan Stanley
Morgan Stanley
New York
-$111M
4
BlackRock
BlackRock
New York
-$111M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$81M
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$168M -$4.9M -16,425 -3%
ClearBridge Investments
27
ClearBridge Investments
New York
$166M +$144M +483,302 New
PNC Financial Services Group
28
PNC Financial Services Group
Pennsylvania
$160M -$4.24M -14,211 -3%
SP
29
Symmetry Partners
Connecticut
$146M -$2.63M -8,808 -2%
SC
30
Savant Capital
Illinois
$141M +$3.63M +12,155 +3%
Goldman Sachs
31
Goldman Sachs
New York
$134M +$10.1M +33,757 +9%
BL
32
Balentine LLC
Georgia
$130M +$113M +380,266 New
CAPTRUST Financial Advisors
33
CAPTRUST Financial Advisors
North Carolina
$128M +$4.11M +13,763 +4%
APSPRSPT
34
Arizona Public Safety Personnel Retirement System (PSPRS) Trust
Arizona
$124M +$114K +382 +0.1%
FIA
35
Foundations Investment Advisors
Arizona
$121M -$26.4M -88,335 -20%
Corient Private Wealth
36
Corient Private Wealth
Florida
$119M -$187M -627,490 -64%
Osaic Holdings
37
Osaic Holdings
Arizona
$118M +$5.92M +19,851 +6%
Bank of New York Mellon
38
Bank of New York Mellon
New York
$117M -$24.7M -82,803 -19%
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$116M -$14M -46,857 -12%
Stifel Financial
40
Stifel Financial
Missouri
$115M +$740K +2,480 +0.7%
OIA
41
OneDigital Investment Advisors
Kansas
$113M -$28M -93,956 -22%
HPA
42
High Probability Advisors
New York
$110M +$2.3M +7,701 +2%
NA
43
NewEdge Advisors
Louisiana
$109M -$24.1M -80,871 -20%
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$103M -$12.4M -41,427 -12%
FG
45
Foster Group
Iowa
$98.6M -$9M -30,153 -9%
MFG
46
Merit Financial Group
Georgia
$94.1M -$21.1M -70,869 -21%
Jones Financial Companies
47
Jones Financial Companies
Missouri
$75.1M +$8.09M +27,108 +13%
JC
48
JB Capital
Connecticut
$72.7M -$22M -73,886 -26%
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$71.8M -$4.73M -15,859 -7%
ACM
50
Armbruster Capital Management
New York
$70.7M -$1.87M -6,258 -3%
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MTUM Hedge Fund Activity: Q2 2026 in Review

1,205 of the 8,279 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 40% from $17.6B a quarter earlier.

Buyers outnumbered sellers: 232 funds opened new MTUM positions and 64 closed out — a net gain of 168 holders — while 361 added to existing stakes and 440 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.

  • 1,205 institutional investors held iShares MSCI USA Momentum Factor ETF (MTUM) as of Q2 2026, up from 1,057 in Q1 2026.
  • Funds reported $24.7B of iShares MSCI USA Momentum Factor ETF stock for Q2 2026, up 40% quarter-over-quarter.
  • 232 funds opened new iShares MSCI USA Momentum Factor ETF positions in Q2 2026 and 64 closed out, a net change of +168 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.