Joel Greenblatt's MTUM Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 5,083 shares of iShares MSCI USA Momentum Factor ETF (MTUM) worth $1.27 M, representing 0.00% of the portfolio. First purchased in 2025-Q2, this short-term holding has been held for 3 quarters.
Based on 13F filings, Joel Greenblatt has maintained this position in MTUM for several quarters, showing initial confidence in the investment. Largest addition occurred in Q4 2025, adding 2,868 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt'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 Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +2,868 | Add 129.48% | 5,083 | $250.31 |
| Q2 2025 | +2,215 | New Buy | 2,215 | $240.32 |
Joel Greenblatt's iShares MSCI USA Momentum Factor ETF Investment FAQs
Joel Greenblatt first purchased iShares MSCI USA Momentum Factor ETF (MTUM) in Q2 2025, acquiring 2,215 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held iShares MSCI USA Momentum Factor ETF (MTUM) for 3 quarters since Q2 2025.
Joel Greenblatt's largest addition to iShares MSCI USA Momentum Factor ETF (MTUM) was in Q4 2025, adding 5,083 shares worth $1.27 M.
According to the latest 13F filing for Q4 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 5,083 shares of iShares MSCI USA Momentum Factor ETF (MTUM), valued at approximately $1.27 M.
As of the Q4 2025 filing, iShares MSCI USA Momentum Factor ETF (MTUM) represents approximately 0.00% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in iShares MSCI USA Momentum Factor ETF (MTUM) was 5,083 shares, as reported at the end of Q4 2025.