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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
RWA
1001
Redhawk Wealth Advisors
Minnesota
$213K +$185K +621 New
NAS
1002
NWF Advisory Services
California
$212K +$185K +619 New
PFA
1003
Pure Financial Advisors
California
$212K +$185K +619 New
WPW
1004
Waldron Private Wealth
Pennsylvania
$212K +$184K +618 New
CWWM
1005
Curry Webb Wealth Management
Indiana
$212K +$184K +618 New
GIM
1006
Goelzer Investment Management
Indiana
$211K +$184K +616 New
SI
1007
Stephens Inc
Arkansas
$211K +$184K +616 New
BHBT
1008
Burke & Herbert Bank & Trust
Virginia
$211K +$184K +615 New
CCWM
1009
Cassaday & Co Wealth Management
Virginia
$210K -$2.39K -8 -1%
MSFS
1010
Main Street Financial Solutions
Pennsylvania
$209K +$182K +611 New
DAS
1011
Daybright Advisory Services
Florida
$209K +$209K +699 New
TWP
1012
Triad Wealth Partners
Kansas
$209K -$71.9K -241 -26%
FBB
1013
Fulton Breakefield Broenniman
Maryland
$209K +$182K +609 New
IIA
1014
IPG Investment Advisors
California
$208K +$181K +608 New
WPC
1015
Wedmont Private Capital
Pennsylvania
$208K +$193K +646 New
TF
1016
TME Financial
California
$207K +$180K +604 New
GFG
1017
Goldstone Financial Group
Illinois
$207K +$180K +603 New
KAS
1018
KPP Advisory Services
Kentucky
$206K +$179K +600 New
LA
1019
Legacy Advisors
Pennsylvania
$206K +$179K +600 New
ONB
1020
Old National Bancorp
Indiana
$206K +$179K +600 New
WWA
1021
Wisconsin Wealth Advisors
Wisconsin
$206K +$179K +600 New
MCM
1022
Morton Capital Management
California
$205K +$178K +598 New
FAT
1023
First American Trust
California
$204K +$178K +595 New
FWCM
1024
Ferguson Wellman Capital Management
Oregon
$204K +$178K +595 New
LP
1025
LGL Partners
Pennsylvania
$204K +$178K +595 New
39 40
41
42 43

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.