Jefferies Group's MTUM Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 20,203 shares of iShares MSCI USA Momentum Factor ETF (MTUM) worth $5.06 M, representing 0.03% of the portfolio. First purchased in 2025-Q1, this short-term holding has been held for 4 quarters.
Based on 13F filings, Jefferies Group has maintained this position in MTUM for several quarters, showing initial confidence in the investment. Largest addition occurred in Q4 2025, adding 18,061 shares.
Analysis based on 13F filings available since 2013 Q2
Jefferies Group'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 Jefferies Group
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +18,061 | Add 843.18% | 20,203 | $250.31 |
| Q3 2025 | +291 | Add 15.72% | 2,142 | $256.45 |
| Q2 2025 | +336 | Add 22.18% | 1,851 | $240.32 |
| Q1 2025 | +1,515 | New Buy | 1,515 | $202.13 |
Jefferies Group's iShares MSCI USA Momentum Factor ETF Investment FAQs
Jefferies Group first purchased iShares MSCI USA Momentum Factor ETF (MTUM) in Q1 2025, acquiring 1,515 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group has held iShares MSCI USA Momentum Factor ETF (MTUM) for 4 quarters since Q1 2025.
Jefferies Group's largest addition to iShares MSCI USA Momentum Factor ETF (MTUM) was in Q4 2025, adding 20,203 shares worth $5.06 M.
According to the latest 13F filing for Q4 2025, Jefferies Group's firm, Jefferies Financial Group Inc., owns 20,203 shares of iShares MSCI USA Momentum Factor ETF (MTUM), valued at approximately $5.06 M.
As of the Q4 2025 filing, iShares MSCI USA Momentum Factor ETF (MTUM) represents approximately 0.03% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings.
Jefferies Group's peak holding in iShares MSCI USA Momentum Factor ETF (MTUM) was 20,203 shares, as reported at the end of Q4 2025.