iShares MSCI USA Momentum Factor ETF
MTUM
MTUM
1,040 hedge funds and large institutions have $17.4B invested in iShares MSCI USA Momentum Factor ETF in 2026 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 416 increasing their positions, 343 reducing their positions, and 80 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
less funds holding
Funds holding: →
less capital invested
Capital invested by funds: $ → $
5.16% less ownership
Funds ownership: 90.69% → 85.53% (-5.2%)
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
1,040
Holding in Top 10
45
Calls
$26.8M
Puts
$414M
Top Buyers
| 1 | +$182M | |
| 2 | +$148M | |
| 3 | +$142M | |
| 4 |
Morgan Stanley
New York
|
+$57.1M |
| 5 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$33.4M |
Top Sellers
| 1 | -$494M | |
| 2 | -$94.1M | |
| 3 | -$92.3M | |
| 4 |
AssetMark Inc
Concord,
California
|
-$82.5M |
| 5 |
AI
AdvisorShares Investments
Bethesda,
Maryland
|
-$74.9M |
