MTUM
ISHARES MSCI USA MOMENTUM FAData as of 2026 Q2 (06-30) · 13F snapshot
Summary
ISHARES MSCI USA MOMENTUM FA (MTUM) is held as common stock by 3 tracked hedge-fund managers, with a combined reported value of ~$6.99M; the largest are Ken Griffin, Joel Greenblatt, Izzy Englander. 4 tracked managers also disclosed PUT or CALL positions, reported separately below. This quarter: 1 new, 1 trimmed, 2 closed. 3 public STOCK Act / OGE trade disclosures are on record. Data as of 2026 Q2, from public SEC 13F filings, delayed up to ~45 days.
Attention · LowThis quarter · Cooling
Common-stock holders34 also report options
Congress trades3
Price$315.59vs quarter-end-7.95%
Sectors0
This quarter's moves
Top holderNew1
Added0
Trimmed / sold3
Ken GriffinCommon-stock positions
PUT and CALL disclosures are excluded from these holder counts and values.
Joel GreenblattHold
Value $1.90M0.0% of portfolio5,5442026 Q2
| Investor | Value | % of portfolio | Action |
|---|---|---|---|
| Joel Greenblatt | $1.90M | 0.0% | Hold |
PUT / CALL disclosures
Reported separately: 13F option values are not common-stock ownership and do not reveal the full strategy or economic exposure.
Value $138.54M— of portfolio404,1002026 Q2
Value $63.77M— of portfolio186,0002026 Q2
Value $59.82M— of portfolio174,5002026 Q2
Value $11.14M— of portfolio32,5002026 Q2
Value $5.97M— of portfolio17,4002026 Q2
Value $3.39M— of portfolio9,9002026 Q2
Value $240.0K— of portfolio7002026 Q2
| Investor | Value | % of portfolio | Action |
|---|---|---|---|
| Ken GriffinPUT | $138.54M | — | — |
| Ken GriffinCALL | $63.77M | — | — |
| Izzy EnglanderPUT | $59.82M | — | — |
| Paul Tudor JonesPUT | $11.14M | — | — |
| Steven CohenPUT | $5.97M | — | — |
| Steven CohenCALL | $3.39M | — | — |
| Izzy EnglanderCALL | $240.0K | — | — |
Public SEC 13F filings may appear up to 45 days after quarter-end; STOCK Act / OGE trade filings are generally due within 45 days but may be late. Partial data only — research, not investment advice.