Cliff Asness's MTUM Position Overview
Cliff Asness (via Aqr Capital Management LLC) currently holds 37,597 shares of iShares MSCI USA Momentum Factor ETF (MTUM) worth $9.02 M, representing 0.00% of the portfolio. First purchased in 2024-Q2, this short-term holding has been held for 8 quarters.
Based on 13F filings, Cliff Asness has maintained this position in MTUM for several quarters, showing initial confidence in the investment. Largest addition occurred in Q1 2026, adding 9,434 shares. Largest reduction occurred in Q1 2025, reducing 648 shares.
Analysis based on 13F filings available since 2013 Q2
Cliff Asness's iShares MSCI USA Momentum Factor ETF (MTUM) Holding Value Over Time
Track share changes against reported price movement
Quarterly iShares MSCI USA Momentum Factor ETF (MTUM) Trades by Cliff Asness
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +9,434 | Add 33.50% | 37,597 | $239.99 |
| Q4 2025 | +8,611 | Add 44.04% | 28,163 | $250.31 |
| Q3 2025 | +6,610 | Add 51.07% | 19,552 | $256.45 |
| Q2 2025 | +3,521 | Add 37.37% | 12,942 | $240.31 |
| Q1 2025 | -648 | Reduce 6.44% | 9,421 | $202.13 |
| Q4 2024 | +3,098 | Add 44.44% | 10,069 | $206.92 |
| Q3 2024 | +5,674 | Add 437.47% | 6,971 | $202.76 |
| Q2 2024 | +1,297 | New Buy | 1,297 | $194.87 |
Cliff Asness's iShares MSCI USA Momentum Factor ETF Investment FAQs
Cliff Asness first purchased iShares MSCI USA Momentum Factor ETF (MTUM) in Q2 2024, acquiring 1,297 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Cliff Asness has held iShares MSCI USA Momentum Factor ETF (MTUM) for 8 quarters since Q2 2024.
Cliff Asness's largest addition to iShares MSCI USA Momentum Factor ETF (MTUM) was in Q1 2026, adding 37,597 shares worth $9.02 M.
According to the latest 13F filing for Q1 2026, Cliff Asness's firm, Aqr Capital Management LLC, owns 37,597 shares of iShares MSCI USA Momentum Factor ETF (MTUM), valued at approximately $9.02 M.
As of the Q1 2026 filing, iShares MSCI USA Momentum Factor ETF (MTUM) represents approximately 0.00% of Cliff Asness's publicly disclosed stock portfolio, making it one of their key holdings.
Cliff Asness's peak holding in iShares MSCI USA Momentum Factor ETF (MTUM) was 37,597 shares, as reported at the end of Q1 2026.