BATS:MTUM iShares MSCI USA Momentum Factor ETF (MTUM) Price, Holdings, & News → “Retirement Secret” Showed 995% Gain Last Time We Shared It (From Stansberry Research) (Ad) Free MTUM Stock Alerts $177.43 -0.82 (-0.46%) (As of 04/25/2024 ET) Add Compare Share Share Today's Range$173.92▼$178.0150-Day Range$173.58▼$189.2452-Week Range$81.37▼$113.60Volume1.18 million shsAverage VolumeN/AMarket Capitalization$9.74 billionAssets Under Management$9.66 billionDividend Yield0.80%Net Expense Ratio0.15% Stock AnalysisStock AnalysisChartHeadlinesHoldingsOwnershipRatingsStock AnalysisChartHeadlinesHoldingsOwnershipRatings Get iShares MSCI USA Momentum Factor ETF alerts: Email Address About iShares MSCI USA Momentum Factor ETF (BATS:MTUM)The iShares MSCI USA Momentum Factor ETF (MTUM) is an exchange-traded fund that is based on the MSCI USA Momentum SR Variant index. The fund tracks an index of large- and mid-cap US equities, selected and weighted based on price appreciation over 6- and 12-month periods and low volatility over the past 3 years. MTUM was launched on Apr 16, 2013 and is managed by BlackRock.Read More MTUM Stock Price History View Price History Chart DataSkip Price History Chart 30 days | 90 days | 365 days | Advanced Chart MTUM ETF News HeadlinesApril 21, 2024 | nasdaq.comiShares MSCI USA Momentum Factor Getting Very OversoldApril 17, 2024 | nasdaq.comMTUM, NFLX, ADBE, GE: Large Inflows Detected at ETFApril 26, 2024 | Stansberry Research (Ad)“Retirement Secret” Showed 995% Gain Last Time We Shared ItCentral Banks Buying Gold in Record Numbers Most folks have completely missed the fact that the world's Central Banks have been quietly gobbling up as much gold as they can… Stacking it in their locked vaults on pallets in record numbers.March 9, 2024 | seekingalpha.comMTUM ETF: To Momentum Or To Contrarian?February 23, 2024 | finance.yahoo.comiShares MSCI USA Momentum Factor ETF (MTUM)January 25, 2024 | investing.comAttractive Valuation Could Reignite Interest in Small Caps in 2024 and BeyondJanuary 17, 2024 | msn.comMomentum ETF (MTUM) Hits New 52-Week HighDecember 21, 2023 | msn.comiShares MSCI USA Momentum Factor ETF declares quarterly distribution of $0.3592April 26, 2024 | Stansberry Research (Ad)“Retirement Secret” Showed 995% Gain Last Time We Shared ItCentral Banks Buying Gold in Record Numbers Most folks have completely missed the fact that the world's Central Banks have been quietly gobbling up as much gold as they can… Stacking it in their locked vaults on pallets in record numbers.December 20, 2023 | benzinga.comiShares MSCI USA Momentum Factor ETF (BATS:MTUM), Quotes and News SummarySee More Headlines Receive MTUM Stock News and Ratings via Email Sign-up to receive the latest news and ratings for iShares MSCI USA Momentum Factor ETF and its competitors with MarketBeat's FREE daily newsletter. Email Address Fund Details IssueriShares Fund NameiShares MSCI USA Momentum Factor ETF Tax ClassificationRegulated Investment Company Stock ExchangeBATSCurrent SymbolBATS:MTUM Inception Date4/16/2013 Fund ManagerDiane Hsiung, Jennifer Hsui, Greg Savage, Alan Mason WebN/A PhoneN/AFund Focus Asset ClassEquity BenchmarkMSCI USA Momentum SR Variant Index (USD) CategoryBroad Equity FocusStrategy Development LevelDeveloped Markets RegionNorth America Number of Holdings128 Fund Statistics Assets Under Management$9.66 billion Average Daily Volume$1.04 million Discount/Premium0.06% Administrator, Advisor and Custodian AdministratorCitibank, N.A. AdvisorBlackRock Fund Advisors CustodianCitibank, N.A. DistributorBlackRock Investments, LLC Transfer AgentCitibank, N.A. TrusteeN/A Lead Market MakerVirtu Financial Options OptionableOptionable Options Volume217 Put Options201 Call Options16 Miscellaneous Outstanding Shares54,900,000Beta1.10 Creation Unit50,000 Creation Fee$304.00 7 Stocks That Could Be Bigger Than Tesla, Nvidia, and GoogleGrowth stocks offer a lot of bang for your buck, and we've got the next upcoming superstars to strongly consider for your portfolio.Get This Free Report Ad Stansberry Research“Retirement Secret” Showed 995% Gain Last Time We Shared ItCentral Banks Buying Gold in Record Numbers Most folks have completely missed the fact that the world's Central Banks have been quietly gobbling up as much gold as they can… Stacking it in their locked vaults on pallets in record numbers.Find out why right here (and see what you can do to get in too with just a few dollars). iShares MSCI USA Momentum Factor ETF ExpensesTypeMTUMStrategy ETFsEquity ETFsBATS ETFsAll ETFsManagement Fee0.15%0.46%0.54%0.56%0.51%Other Expenses0.00%0.42%0.54%0.51%0.58%Total Expense0.15%0.61%0.70%0.68%0.70%Fee Waiver0.00%-0.44%-0.55%-0.34%-0.57%Net Expense0.15%0.51%0.60%0.63%0.58% iShares MSCI USA Momentum Factor ETF (MTUM) Holdings & ExposureTop 10 MTUM HoldingsNVIDIA(NASDAQ:NVDA)Holding Weight: 6.56%Broadcom(NASDAQ:AVGO)Holding Weight: 5.83%Meta Platforms(NASDAQ:META)Holding Weight: 5.81%Eli Lilly and Company(NYSE:LLY)Holding Weight: 5.10%Amazon.com(NASDAQ:AMZN)Holding Weight: 4.75%Microsoft(NASDAQ:MSFT)Holding Weight: 4.51%Advanced Micro Devices(NASDAQ:AMD)Holding Weight: 3.15%Costco Wholesale(NASDAQ:COST)Holding Weight: 2.86%Netflix(NASDAQ:NFLX)Holding Weight: 2.58%Salesforce(NYSE:CRM)Holding Weight: 2.55%MTUM Sector ExposureMTUM Industry ExposureFull Holdings Details Similar ETFsiShares MSCI India ETFBATS:INDADimensional U.S. Targeted Value ETFNYSEARCA:DFATDimensional U.S. Equity ETFNYSEARCA:DFUSSPDR Portfolio Emerging Markets ETFNYSEARCA:SPEMVanguard ESG US Stock ETFBATS:ESGVInstitutional OwnershipBogart Wealth LLCBought 65 shares on 4/26/2024Ownership: 0.001%Capital Investment Advisory Services LLCSold 1,355 shares on 4/25/2024Ownership: 0.016%Center For Asset Management LLCSold 523 shares on 4/25/2024Ownership: 0.011%IAG Wealth Partners LLCSold 955 shares on 4/25/2024Ownership: 0.009%Valeo Financial Advisors LLCSold 58 shares on 4/25/2024Ownership: 0.008%View All Institutional Transactions MTUM ETF - Frequently Asked Questions How have MTUM shares performed in 2024? iShares MSCI USA Momentum Factor ETF's stock was trading at $156.89 on January 1st, 2024. Since then, MTUM stock has increased by 13.1% and is now trading at $177.43. View the best growth stocks for 2024 here. What does MTUM invest in? iShares MSCI USA Momentum Factor ETF is a equity fund issued by iShares. MTUM focuses on strategy investments and follows the MSCI USA Momentum SR Variant Index (USD). The fund's investments total to approximately $9.66 billion assets under management. What stocks does iShares MSCI USA Momentum Factor ETF hold? MTUM invests in 128 holdings. Some of the stocks in their portfolio include NVIDIA (NVDA), Broadcom (AVGO), Meta Platforms (META), Eli Lilly and Company (LLY), Amazon.com (AMZN), Microsoft (MSFT), Advanced Micro Devices (AMD), Costco Wholesale (COST), Netflix (NFLX) and Salesforce (CRM). What is the management fee for iShares MSCI USA Momentum Factor ETF? iShares MSCI USA Momentum Factor ETF's management fee is 0.15% and has no other recorded expenses or fee waivers. The net expense ratio for MTUM is 0.15%. What other stocks do shareholders of iShares MSCI USA Momentum Factor ETF own? Based on aggregate information from My MarketBeat watchlists, some companies that other iShares MSCI USA Momentum Factor ETF investors own include NVIDIA (NVDA), AT&T (T), Alibaba Group (BABA), Walt Disney (DIS), Johnson & Johnson (JNJ), SPDR S&P 500 ETF Trust (SPY), Visa (V), Salesforce (CRM), Adobe (ADBE) and Costco Wholesale (COST). Who are iShares MSCI USA Momentum Factor ETF's major shareholders? iShares MSCI USA Momentum Factor ETF's stock is owned by many different institutional and retail investors. Top institutional investors include Raymond James & Associates (4.57%), State of Michigan Retirement System (2.55%), Raymond James Financial Services Advisors Inc. (0.67%), Symmetry Partners LLC (0.53%), Apella Capital LLC (0.51%) and Trilogy Capital Inc. (0.46%). How do I buy shares of iShares MSCI USA Momentum Factor ETF? Shares of MTUM stock can be purchased through any online brokerage account. Popular online brokerages with access to the U.S. stock market include Charles Schwab, E*TRADE, Fidelity, and Vanguard Brokerage Services. Compare Top Brokerages Here. This page (BATS:MTUM) was last updated on 4/26/2024 by MarketBeat.com Staff From Our PartnersConflict In Israel Sends Gold Soaring ???? Here’s How To Get Your ShareColonial MetalsThese AI trades triggered this morning (545% return)Prosper Trading AcademyThe A.I. story nobody is telling you (Read ASAP)TradeSmithDid You Get Your Free Bitcoin Yet?Crypto Swap ProfitsFed launches fourth dollar overhaulStansberry ResearchThe only accurate crypto trading system I know …Weiss RatingsExposed: 10 CENT Crypto to Explode April 20th?True Market InsidersBetter than Bitcoin? The Biotech Stock with 46,751% PotentialBehind the Markets Adding Choose a watchlist: Watchlist Adding You have already added five stocks to your watchlist. Upgrade to MarketBeat All Access to add more stocks to your watchlist. 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