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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
CI
1051
CX Institutional
Indiana
$139K -$45.4K -152 -27%
AWM
1052
Angeles Wealth Management
California
$135K -$3.28K -11 -3%
WCM
1053
Winthrop Capital Management
Indiana
$135K +$298 +1 +0.3%
SRCM
1054
Signature Resources Capital Management
California
$134K – – –
BIAS
1055
Beacon Investment Advisory Services
New Jersey
$133K – – –
PAI
1056
Pittenger & Anderson Inc
Nebraska
$128K +$10.1K +34 +10%
CFB
1057
Cullen/Frost Bankers
Texas
$127K +$68.3K +229 +161%
RFG
1058
REAP Financial Group
Texas
$125K – – –
WSC
1059
Wellington Shields & Co
New York
$124K – – –
WIM
1060
Westside Investment Management
California
$119K – – –
Q1WB
1061
Quest 10 Wealth Builders
Virginia
$118K +$3.28K +11 +3%
CFM
1062
Compass Financial Management
Florida
$117K +$103K +344 New
PB
1063
Prosperity Bancshares
Texas
$116K – – –
WFA
1064
Wells Financial Advisors
Massachusetts
$115K +$298 +1 +0.3%
GKWIM
1065
Gerber Kawasaki Wealth & Investment Management
California
$115K +$99.7K +334 New
SGK
1066
Steigerwald Gordon & Koch
Virginia
$113K – – –
GI
1067
GAMMA Investing
California
$112K +$5.37K +18 +6%
RIL
1068
Rothschild Investment LLC
Illinois
$101K – – –
YDMI
1069
Y.D. More Investments
Israel
$98.7K +$35.8K +120 +71%
SEP
1070
Signature Equity Partners
Ohio
$98.4K +$58.5K +196 +215%
AWM
1071
Abound Wealth Management
Tennessee
$97.1K +$5.07K +17 +6%
RWM
1072
RMG Wealth Management
Wisconsin
$96K +$91K +305 New
APFP
1073
Action Point Financial Planning
Michigan
$95.7K +$83.3K +279 New
TWC
1074
TD Waterhouse Canada
Ontario, Canada
$91.5K – – –
CB
1075
CNB Bank
Pennsylvania
$90.2K – – –
41 42
43
44 45

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.