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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
TP
976
Tranquility Partners
Tennessee
$239K +$208K +698 New
HIF
977
Hill Island Financial
Michigan
$239K +$208K +697 New
AA
978
Alesco Advisors
New York
$238K +$207K +694 New
PB
979
Pinnacle Bancorp
Nebraska
$237K -$3.58K -12 -2%
FA
980
Faithward Advisors
Pennsylvania
$236K +$205K +688 New
ACP
981
Arcus Capital Partners
Georgia
$234K +$204K +682 New
TPWM
982
Torrey-Payne Wealth Management
California
$232K +$202K +678 New
AV
983
Aspiring Ventures
Ohio
$230K +$200K +671 New
BF
984
Brogan Financial
Tennessee
$229K +$200K +669 New
IWM
985
IMG Wealth Management
Florida
$228K +$8.95K +30 +5%
IAIM
986
International Assets Investment Management
Florida
$228K +$5.67K +19 +3%
PCM
987
Poehling Capital Management
Wisconsin
$227K -$94.3K -316 -32%
BHWM
988
Beaird Harris Wealth Management
Texas
$226K +$40.3K +135 +26%
CPL
989
CAP Partners LLC
Tennessee
$223K +$195K +652 New
BWL
990
Bogart Wealth LLC
Virginia
$223K +$1.19K +4 +0.6%
PWG
991
Portside Wealth Group
Utah
$222K -$137K -460 -42%
JFG
992
JDM Financial Group
Texas
$221K – – –
TPWA
993
TRUE Private Wealth Advisors
Oregon
$219K +$191K +639 New
HIP
994
HUB Investment Partners
Texas
$219K +$190K +638 New
CCAL
995
City Center Advisors LLC
Michigan
$218K +$190K +636 New
TWM
996
TSA Wealth Management
Texas
$216K +$188K +629 New
AMG
997
APS Management Group
California
$213K +$186K +622 New
AWM
998
Ariadne Wealth Management
California
$213K +$186K +622 New
LCWP
999
Legacy Capital Wealth Partners
Arkansas
$213K +$186K +622 New
E
1000
Entelevest
Florida
$213K +$186K +622 New
38 39
40
41 42

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.