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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ClearBridge Investments
New York
|
+$144M |
| 2 |
Citigroup
New York
|
+$115M |
| 3 |
BL
Balentine LLC
Atlanta,
Georgia
|
+$113M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$71.9M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$66.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Corient Private Wealth
Miami,
Florida
|
-$187M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$171M |
| 3 |
Morgan Stanley
New York
|
-$111M |
| 4 |
BlackRock
New York
|
-$111M |
| 5 |
Mercer Global Advisors
Denver,
Colorado
|
-$81M |
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.