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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
RIAS
1201
Rachor Investment Advisory Services
Michigan
$688 – – –
CSB
1202
City State Bank
Iowa
$686 +$597 +2 New
PEAK6
1203
PEAK6
Illinois
$595 +$597 +2 New
BH
1204
Burk Holdings
Oklahoma
$490 – – –
NSG
1205
Nalls Sherbakoff Group
Tennessee
$365 – – –
SOAMC
1206
Spirit of America Management Corp
New York
$136 +$13.3M +44,453 +26,304%
Two Sigma Investments
1207
Two Sigma Investments
New York
– -$30M -125,199 Closed
Tudor Investment Corp
1208
Tudor Investment Corp
Connecticut
– -$15.4M -51,658 Closed
Point72 Asset Management
1209
Point72 Asset Management
Connecticut
– -$11.7M -39,152 Closed
HF
1210
HRT Financial
New York
– -$8.06M -33,587 Closed
DWA
1211
Dorsey Wright & Associates
California
– -$7.01M -29,213 Closed
AIA
1212
Arrow Investment Advisors
Maryland
– -$3.53M -14,705 Closed
FTUS
1213
Flow Traders U.S.
New York
– -$3.45M -14,390 Closed
GSEP
1214
Golden State Equity Partners
California
– -$3.08M -12,833 Closed
ATS
1215
Ashton Thomas Securities
New York
– -$1.95M -8,126 Closed
XT
1216
XTX Topco
Cayman Islands
– -$1.54M -6,412 Closed
TWA
1217
Talisman Wealth Advisors
New Jersey
– -$1.27M -5,297 Closed
CAM
1218
Capital Asset Management
Colorado
– -$1.12M -4,662 Closed
GSC
1219
G&S Capital
Colorado
– -$1.06M -4,397 Closed
RIS
1220
Richmond Investment Services
Wisconsin
– -$987K -4,112 Closed
EFG
1221
Ethos Financial Group
Pennsylvania
– -$926K -3,857 Closed
PCMH
1222
Polymer Capital Management (HK)
Hong Kong
– -$600K -2,500 Closed
BJF
1223
Blue Jean Financial
New York
– -$581K -2,421 Closed
OPAM
1224
Ocean Park Asset Management
California
– -$552K -2,301 Closed
HFA
1225
Hershey Financial Advisers
Pennsylvania
– -$534K -2,225 Closed
47 48
49
50 51

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.