MTUM · Insider trading · 13F holders · Congress trades
iShares MSCI USA Momentum Factor ETF (MTUM)
Who is buying and selling MTUM: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 315
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 1
MTUM at a glance
- No open-market insider purchases or sales of MTUM were filed in the last 90 days.
- 315 13F filers hold MTUM among their 50 largest positions, worth $11.6B combined. The biggest bets by portfolio weight are Mullooly Asset Management, Inc. (14.1%), Stonehearth Capital Management, LLC (12.5%) and High Probability Advisors, LLC (11.8%). In their latest 13Fs, 6 managers opened a new position and 52 added to one.
- Members of Congress have disclosed 3 MTUM trades since 2016, 1 purchase and 0 sales in the past year; the latest was Tommy Tuberville (R-AL), buying $15K–50K on Jul 16, 2021.
- MTUM last closed at $286.02 on Oct 30, 2026.
MTUM insider trading
No open-market insider purchases or sales of MTUM were filed in the last 90 days.
Who owns MTUM? Hedge funds and superinvestors
315 13F filers hold MTUM among their 50 largest positions, worth $11.6B combined. The biggest bets by portfolio weight are Mullooly Asset Management, Inc. (14.1%), Stonehearth Capital Management, LLC (12.5%) and High Probability Advisors, LLC (11.8%). In their latest 13Fs, 6 managers opened a new position and 52 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Mercer Global Advisors Inc /advInvestment manager | 3.4% | $2.8B | 8,117,410 | -3.2% shares | Q2 2026 |
| Envestnet Asset Management IncWealth manager | 0.6% | $2.7B | 7,899,452 | -6.8% shares | Q2 2026 |
| State of Michigan Retirement SystemPension fund | 1.9% | $418.3M | 1,317,990 | +1.2% shares | Q3 2026 |
| Cerity Partners LLCWealth manager | 0.5% | $377.0M | 1,099,673 | -7.0% shares | Q2 2026 |
| Blue Trust, Inc.Investment manager | 3.7% | $354.2M | 1,116,001 | -20.8% shares | Q3 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth ManagementWealth manager | 4.0% | $295.3M | 930,403 | -0.1% shares | Q3 2026 |
| Mml Investors Services, LLCWealth manager | 0.6% | $284.6M | 830,205 | +32.6% shares | Q2 2026 |
| Cwm, LLCWealth manager | 0.7% | $275.8M | 1,149,067 | +0.7% shares | Q1 2026 |
| Orgel Wealth Management, LLCWealth manager | 5.1% | $271.1M | 854,260 | +27.0% shares | Q3 2026 |
| Assetmark, IncWealth manager | 0.4% | $242.1M | 762,847 | -33.1% shares | Q3 2026 |
| Envestnet Portfolio Solutions, Inc.Wealth manager | 0.9% | $188.1M | 548,612 | -22.3% shares | Q2 2026 |
| Savant Capital, LLCWealth manager | 0.4% | $141.1M | 413,948 | +3.0% shares | Q2 2026 |
| Symmetry Partners, LLCWealth manager | 7.0% | $136.6M | 430,311 | +0.8% shares | Q3 2026 |
| Balentine LLCWealth manager | 4.6% | $130.4M | 380,266 | — | Q2 2026 |
| Arizona PSPRS TrustInvestment manager | 4.6% | $124.0M | 361,757 | +0.1% shares | Q2 2026 |
| Foundations Investment Advisors, LLCWealth manager | 1.2% | $120.7M | 352,034 | -20.1% shares | Q2 2026 |
| OneDigital Investment Advisors LLCInstitutional asset manager | 0.9% | $112.5M | 328,191 | -22.3% shares | Q2 2026 |
| High Probability Advisors, LLCWealth manager | 11.8% | $105.2M | 331,536 | +3.0% shares | Q3 2026 |
| Merit Financial Group, LLCWealth manager | 0.6% | $94.1M | 274,471 | -20.5% shares | Q2 2026 |
| Foster Group, Inc.Wealth manager | 2.5% | $91.8M | 289,385 | +0.6% shares | Q3 2026 |
| Strategic Financial Services, Inc.Wealth manager | 3.1% | $70.9M | 206,900 | -8.3% shares | Q2 2026 |
| AdvisorShares Investments LLCMutual fund manager | 8.1% | $66.7M | 194,494 | — | Q2 2026 |
| Ameritas Advisory Services, LLCWealth manager | 1.3% | $65.9M | 192,185 | +51.2% shares | Q2 2026 |
| Armbruster Capital Management, Inc.Wealth manager | 9.8% | $65.1M | 205,082 | -0.6% shares | Q3 2026 |
| Kathmere Capital Management, LLCWealth manager | 3.1% | $62.9M | 198,256 | +9.2% shares | Q3 2026 |
| New York Life Investment Management LLCMutual fund manager | 0.4% | $62.4M | 181,964 | — | Q2 2026 |
| Sanchez Wealth Management GroupWealth manager | 9.6% | $54.6M | 159,211 | +2.4% shares | Q2 2026 |
| Advocacy Wealth Management, LLCWealth manager | 1.9% | $51.7M | 150,686 | -25.2% shares | Q2 2026 |
| Mullooly Asset Management, Inc.Wealth manager | 14.1% | $46.0M | 134,087 | -2.5% shares | Q2 2026 |
| Acropolis Investment Management, LLCWealth manager | 1.8% | $44.2M | 139,272 | +1.1% shares | Q3 2026 |
The 30 largest of 315 positions, by value. Each manager counts with its latest 13F (Q3 2026: 127, Q2 2026: 181, Q1 2026: 7). Screen MTUM in the grand portfolio →
MTUM stock trades by members of Congress
Members of Congress have disclosed 3 MTUM trades since 2016, 1 purchase and 0 sales in the past year; the latest was Tommy Tuberville (R-AL), buying $15K–50K on Jul 16, 2021.
| Filed | Member | Trade | Amount | Traded | Since |
|---|---|---|---|---|---|
| Aug 13, 2021 | Tommy TubervilleR-AL · Senate | Buy | $15K–50K | Jul 16, 2021 | +68.9% |
| Dec 19, 2019 | John KennedyR-LA · Senate | Buy | $1K–15K | Oct 11, 2018 | +164.7% |
| Jun 16, 2016 | Patrick J. ToomeyR-PA · Senate | Sale | $15K–50K | May 2, 2016 | +288.8% |
3 members have traded MTUM: Tommy Tuberville, John Kennedy, Patrick J. Toomey.
MTUM questions and answers
Are insiders buying MTUM stock?
No open-market insider purchases or sales of MTUM were filed in the last 90 days.
Which hedge funds own MTUM?
315 13F filers hold MTUM among their 50 largest positions, worth $11.6B combined. The biggest bets by portfolio weight are Mullooly Asset Management, Inc. (14.1%), Stonehearth Capital Management, LLC (12.5%) and High Probability Advisors, LLC (11.8%). In their latest 13Fs, 6 managers opened a new position and 52 added to one.
Has Congress traded MTUM?
Members of Congress have disclosed 3 MTUM trades since 2016, 1 purchase and 0 sales in the past year; the latest was Tommy Tuberville (R-AL), buying $15K–50K on Jul 16, 2021.
Who is the largest holder of MTUM?
Among 13F filers, Mercer Global Advisors Inc /adv reports the largest MTUM position, $2.8B (8,117,410 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Mullooly Asset Management, Inc.'s: 14.1% of its portfolio.
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