iShares MSCI USA Momentum Factor ETF (MTUM): Ownership & Insider Activity
Hedge funds and institutional managers reporting a position in MTUM. Based on the most recent 13F filing from each holder, sourced from SEC EDGAR.
Reported Holders
11
13F filers
Aggregate Value
$290.0M
Across holders
Last Price
$300.59
2026-08-24
Sector
—
GICS
Quarterly fund activity8 increased2 reduced3 exited
| Manager⇅ | Type⇅ | Shares⇅ | Market Value▼ | % of Total⇅ | % of Portfolio⇅ | Action⇅ | QoQ Change⇅ | Quarter⇅ |
|---|---|---|---|---|---|---|---|---|
| Clearbridge Investments, LLC CIK 0001348883 | Hedge Fund | 483K | $165.7M | 57.1% | 0.1% | Added | — | Q2 2026 |
| Rockefeller Capital Management L.P. CIK 0001739439 | Hedge Fund | 162K | $55.7M | 19.2% | 0.1% | Added | $-104.8M | Q2 2026 |
| MARSHALL WACE, LLP CIK 0001318757 | Hedge Fund | 100K | $34.2M | 11.8% | 0.0% | Added | — | Q2 2026 |
| AQR CAPITAL MANAGEMENT LLC CIK 0001167557 | Hedge Fund | 47K | $16.1M | 5.5% | 0.0% | Added | $-9.5M | Q2 2026 |
| Parallax Volatility Advisers, L.P. CIK 0001521001 | Hedge Fund | 21K | $7.2M | 2.5% | 0.0% | Added | — | Q2 2026 |
| CITADEL ADVISORS LLC CIK 0001423053 | Hedge Fund | 12K | $4.1M | 1.4% | 0.0% | Reduced | $-14.6M | Q2 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC CIK 0001426196 | Hedge Fund | 6K | $2.1M | 0.7% | 0.0% | Added | +$1.7M | Q2 2026 |
| Gotham Asset Management, LLC CIK 0001510387 | Hedge Fund | 6K | $1.9M | 0.7% | 0.0% | Unchanged | +$0 | Q2 2026 |
| Qube Research & Technologies Ltd CIK 0001729829 | Hedge Fund | 3K | $1.2M | 0.4% | 0.0% | Reduced | $-891K | Q2 2026 |
| MILLENNIUM MANAGEMENT LLC CIK 0001273087 | Hedge Fund | 3K | $1.0M | 0.4% | 0.0% | Added | — | Q2 2026 |
Added
Hedge Fund
$165.7M· 57.1% of total· 0.1% port· 483K sh· — QoQ· Q2 2026
Added
Hedge Fund
$55.7M· 19.2% of total· 0.1% port· 162K sh· $-104.8M QoQ· Q2 2026
Added
Hedge Fund
$34.2M· 11.8% of total· 0.0% port· 100K sh· — QoQ· Q2 2026
Added
Hedge Fund
$16.1M· 5.5% of total· 0.0% port· 47K sh· $-9.5M QoQ· Q2 2026
Added
Hedge Fund
$7.2M· 2.5% of total· 0.0% port· 21K sh· — QoQ· Q2 2026
Reduced
Hedge Fund
$4.1M· 1.4% of total· 0.0% port· 12K sh· $-14.6M QoQ· Q2 2026
Added
Hedge Fund
$2.1M· 0.7% of total· 0.0% port· 6K sh· +$1.7M QoQ· Q2 2026
Unchanged
Hedge Fund
$1.9M· 0.7% of total· 0.0% port· 6K sh· +$0 QoQ· Q2 2026
Reduced
Hedge Fund
$1.2M· 0.4% of total· 0.0% port· 3K sh· $-891K QoQ· Q2 2026
Added
Hedge Fund
$1.0M· 0.4% of total· 0.0% port· 3K sh· — QoQ· Q2 2026
Added
Institutional Manager
$946K· 0.3% of total· 0.0% port· 3K sh· +$445K QoQ· Q2 2026
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