MTUM
iShares MSCI USA Momentum Factor ETF · Financial Services · Asset Management - Global
Señales de momentum (gestores comparables):
amplitud de titulares +28.6% ·
flujo de acciones +5.1% ·
nuevas posiciones netas +20.0%
— fórmula
Acumulación amplia — aumento de acciones entre más titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q2 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 80 | +4 | 49.03M | $16.79B | +10 | −6 |
| Q1 2026 | 77 | +6 | 50.73M | $12.17B | +8 | −2 |
| Q4 2025 | 71 | +1 | 51.51M | $12.61B | +1 | — |
| Q3 2025 | 9 | -3 | 11.09M | $2.84B | — | −3 |
| Q2 2025 | 9 | +2 | 4.78M | $1.15B | +3 | −1 |
| Q1 2025 | 4 | 0 | 81.82K | $16.53M | +1 | −1 |
| Q4 2024 | 4 | +1 | 13.89K | $2.87M | +2 | −1 |
| Q3 2024 | 3 | -3 | 17.35K | $3.52M | — | −3 |
| Q2 2024 | 6 | — | 77.38K | $15.08M | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Fidelity (FMR) ✦ | 3.23M | — | $777.03M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Fidelity (FMR) ✦ | 3.23M | — | $777.03M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Fidelity (FMR) ✦ | 3.23M | — | $777.03M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | BlackRock ✦ (pasivo) | 1.23M | — | $296.64M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | BlackRock ✦ (pasivo) | 1.23M | — | $296.64M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | BlackRock ✦ (pasivo) | 1.23M | — | $296.64M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | BlackRock ✦ (pasivo) | 1.23M | — | $296.64M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | BlackRock ✦ (pasivo) | 1.23M | — | $296.64M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | BlackRock ✦ (pasivo) | 1.23M | — | $296.64M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | BlackRock ✦ (pasivo) | 1.23M | — | $296.64M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Two Sigma Investments ✦ | 227.96K | Nuevo | $54.78M | 0.1% | New | 1 | SEC ↗ |
| 12 | D. E. Shaw & Co. ✦ | 43.34K | +97.7% | $10.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Renaissance Technologies ✦ | 24.60K | Nuevo | $5.91M | 0.0% | New | 1 | SEC ↗ |
| 14 | AQR Capital Management ✦ | 12.94K | +37.4% | $3.11M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 15 | Gotham Asset Management ✦ | 2.21K | Nuevo | $532,309 | 0.0% | New | 1 | SEC ↗ |
| 16 | Fisher Asset Management ✦ | 911 | -59.2% | $218,947 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 17 | The Vanguard Group ✦ (pasivo) | 867 | — | $208,334 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | The Vanguard Group ✦ (pasivo) | 867 | — | $208,334 | 0.0% | n/c | 1 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Two Sigma Investments | $54.78M | 0.1% |
| Renaissance Technologies | $5.91M | 0.0% |
| Gotham Asset Management | $532,309 | 0.0% |
Posición cerrada
| Citadel Advisors | $9.75M | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 1,046 tenedores, 71.35M acciones, $16.70B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.