iShares MSCI USA Momentum Factor ETF
MTUM
1,057 hedge funds and large institutions have $17.6B invested in iShares MSCI USA Momentum Factor ETF in 2026 Q1 according to their latest regulatory filings, with 104 funds opening new positions, 422 increasing their positions, 348 reducing their positions, and 78 closing their positions.
33% more first-time investments, than exits
New positions opened: 104 | Existing positions closed: 78
21% more repeat investments, than reductions
Existing positions increased: 422 | Existing positions reduced: 348
1% more funds holding
Funds holding: 1,050 → 1,057 (+7)
4% less capital invested
Capital invested by funds: $18.3B → $17.6B (-$746M)
4.33% less ownership
Funds ownership: 90.85% → 86.52% (-4.3%)
8% less funds holding in top 10
Funds holding in top 10: 50 → 46 (-4)
92% less call options, than puts
Call options by funds: $26.8M | Put options by funds: $327M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 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 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Corient Private Wealth
Miami,
Florida
|
-$494M |
| 2 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$92.3M |
| 3 |
AssetMark Inc
Concord,
California
|
-$82.5M |
| 4 |
AI
AdvisorShares Investments
Bethesda,
Maryland
|
-$74.9M |
| 5 |
BNP Paribas Financial Markets
Paris,
France
|
-$73.8M |
MTUM Hedge Fund Activity: Q1 2026 in Review
1,057 of the 8,177 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Momentum Factor ETF (MTUM) for Q1 2026, worth a combined $17.6B — down 4.1% from $18.3B a quarter earlier.
Buyers outnumbered sellers: 104 funds opened new MTUM positions and 78 closed out — a net gain of 26 holders — while 422 added to existing stakes and 348 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $182M. The largest seller was Corient Private Wealth, cutting an estimated $494M.
- 1,057 institutional investors held iShares MSCI USA Momentum Factor ETF (MTUM) as of Q1 2026, up from 1,050 in Q4 2025.
- Funds reported $17.6B of iShares MSCI USA Momentum Factor ETF stock for Q1 2026, down 4.1% quarter-over-quarter.
- 104 funds opened new iShares MSCI USA Momentum Factor ETF positions in Q1 2026 and 78 closed out, a net change of +26 holders.
- The largest iShares MSCI USA Momentum Factor ETF buyer in Q1 2026 was Fidelity Investments, an estimated $182M added.
- The largest iShares MSCI USA Momentum Factor ETF seller in Q1 2026 was Corient Private Wealth, an estimated $494M sold.
Based on aggregated 13F filings for Q1 2026.