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iShares MSCI USA Momentum Factor ETF
MTUM
MTUM
1,050 hedge funds and large institutions have $17.5B invested in iShares MSCI USA Momentum Factor ETF in 2026 Q1 according to their latest regulatory filings, with 104 funds opening new positions, 420 increasing their positions, 346 reducing their positions, and 80 closing their positions.
New
Increased
Maintained
Reduced
Closed
30% more first-time investments, than exits
New positions opened: 104 | Existing positions closed: 80
21% more repeat investments, than reductions
Existing positions increased: 420 | Existing positions reduced: 346
0% more funds holding
Funds holding: 1,047 → 1,050 (+3)
5% less capital invested
Capital invested by funds: $18.3B → $17.5B (-$837M)
4.78% less ownership
Funds ownership: 90.84% → 86.06% (-4.8%)
10% less funds holding in top 10
Funds holding in top 10: 50 → 45 (-5)
94% less call options, than puts
Call options by funds: $26.8M | Put options by funds: $414M
Holders
1,050
Holders Change
+3
Holders Change %
+0.29%
% of All Funds
12.93%
Holding in Top 10
45
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-10%
% of All Funds
0.55%
New
104
Increased
420
Reduced
346
Closed
80
Calls
$26.8M
Puts
$414M
Net Calls
-$387M
Net Calls Change
-$320M
Top Buyers
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$182M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$148M |
| 3 |
Mercer Global Advisors
Denver,
Colorado
|
+$142M |
| 4 |
Morgan Stanley
New York
|
+$57.1M |
| 5 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$33.4M |
