S&P 500   4,205.45
DOW   33,093.34
QQQ   348.40
China's 1st domestically made passenger plane completes maiden commercial flight
World-Renowned Brazilian Restaurant Debuts in Canada (Ad)
In Nigeria’s hard-hit north, families seek justice as armed groups seek control
Biden and GOP rush to complete debt ceiling deal, shore up support to prevent default
World-Renowned Brazilian Restaurant Debuts in Canada (Ad)
EgyptAir flight from Cairo blows tire during landing in Saudi Arabia
Russia launched 'largest drone attack' on Ukrainian capital before Kyiv Day; 1 killed
Highly Profitable Restaurant Brand Expands to Canada (Ad)
'Succession' fans brace for series finale of Emmy-winning hit drama
Turkey's Erdogan wins another term as president, extends rule into 3rd decade
S&P 500   4,205.45
DOW   33,093.34
QQQ   348.40
China's 1st domestically made passenger plane completes maiden commercial flight
World-Renowned Brazilian Restaurant Debuts in Canada (Ad)
In Nigeria’s hard-hit north, families seek justice as armed groups seek control
Biden and GOP rush to complete debt ceiling deal, shore up support to prevent default
World-Renowned Brazilian Restaurant Debuts in Canada (Ad)
EgyptAir flight from Cairo blows tire during landing in Saudi Arabia
Russia launched 'largest drone attack' on Ukrainian capital before Kyiv Day; 1 killed
Highly Profitable Restaurant Brand Expands to Canada (Ad)
'Succession' fans brace for series finale of Emmy-winning hit drama
Turkey's Erdogan wins another term as president, extends rule into 3rd decade
S&P 500   4,205.45
DOW   33,093.34
QQQ   348.40
China's 1st domestically made passenger plane completes maiden commercial flight
World-Renowned Brazilian Restaurant Debuts in Canada (Ad)
In Nigeria’s hard-hit north, families seek justice as armed groups seek control
Biden and GOP rush to complete debt ceiling deal, shore up support to prevent default
World-Renowned Brazilian Restaurant Debuts in Canada (Ad)
EgyptAir flight from Cairo blows tire during landing in Saudi Arabia
Russia launched 'largest drone attack' on Ukrainian capital before Kyiv Day; 1 killed
Highly Profitable Restaurant Brand Expands to Canada (Ad)
'Succession' fans brace for series finale of Emmy-winning hit drama
Turkey's Erdogan wins another term as president, extends rule into 3rd decade
S&P 500   4,205.45
DOW   33,093.34
QQQ   348.40
China's 1st domestically made passenger plane completes maiden commercial flight
World-Renowned Brazilian Restaurant Debuts in Canada (Ad)
In Nigeria’s hard-hit north, families seek justice as armed groups seek control
Biden and GOP rush to complete debt ceiling deal, shore up support to prevent default
World-Renowned Brazilian Restaurant Debuts in Canada (Ad)
EgyptAir flight from Cairo blows tire during landing in Saudi Arabia
Russia launched 'largest drone attack' on Ukrainian capital before Kyiv Day; 1 killed
Highly Profitable Restaurant Brand Expands to Canada (Ad)
'Succession' fans brace for series finale of Emmy-winning hit drama
Turkey's Erdogan wins another term as president, extends rule into 3rd decade
BATS:MTUM

iShares MSCI USA Momentum Factor ETF (MTUM) Price, Holdings, & News

$136.70
-0.18 (-0.13%)
(As of 05/26/2023 04:00 PM ET)
Compare
Today's Range
$136.43
▼
$137.67
50-Day Range
$133.33
▼
$144.47
52-Week Range
$81.37
▼
$113.60
Volume
409,297 shs
Average Volume
N/A
Market Capitalization
$9.58 billion
Assets Under Management
$8.98 billion
Dividend Yield
2.14%
Net Expense Ratio
0.15%
ProfileChartHeadlinesHoldingsOptions Chain
MTUM stock logo

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.

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.

MTUM ETF News Headlines

April 28, 2023 | nasdaq.com
Bullish Two Hundred Day Moving Average Cross - MTUM
April 1, 2023 | nasdaq.com
MTUM, LLY, MCD, COP: Large Outflows Detected at ETF
May 28, 2023 | Legacy Research (Affiliate) (Ad)
Sell every Stock except ONE
Markets are down...But Jeff Clark couldn't care less because he ignores almost every stock in the market except ONE. He lives financially free trading this One Stock Once per month...
March 29, 2023 | americanbankingnews.com
iShares MSCI USA Momentum Factor ETF (BATS:MTUM) Reaches New 12-Month High at $134.85
November 22, 2022 | seekingalpha.com
QMOM: The Best Momentum Play We've Seen
November 21, 2022 | seekingalpha.com
QMOM: A Close Look At The Methodology
November 15, 2022 | finance.yahoo.com
iShares Momentum ETF Sees $2.3B Inflow
September 25, 2022 | theglobeandmail.com
Ishares Edge MSCI USA Momnt Fctr ETF stock gained on Friday.
May 28, 2023 | Legacy Research (Affiliate) (Ad)
Sell every Stock except ONE
Markets are down...But Jeff Clark couldn't care less because he ignores almost every stock in the market except ONE. He lives financially free trading this One Stock Once per month...
August 18, 2022 | nasdaq.com
10.6% of MTUM Holdings Seeing Recent Insider Buys
See 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.

Fund Details

Issuer
iShares
Fund Name
iShares MSCI USA Momentum Factor ETF
Tax Classification
Regulated Investment Company
Stock Exchange
BATS
Current Symbol
BATS:MTUM
Inception Date
4/16/2013
Fund Manager
Diane Hsiung, Jennifer Hsui, Greg Savage, Alan Mason
Web
N/A
Phone
N/A

Fund Focus

Asset Class
Equity
Benchmark
MSCI USA Momentum SR Variant Index (USD)
Category
Broad Equity
Focus
Broad Equity
Development Level
Developed Markets
Region
North America
Number of Holdings
129

Fund Statistics

Assets Under Management
$8.98 billion
Average Daily Volume
$577,840.80
Discount/Premium
4.38%

Administrator, Advisor and Custodian

Administrator
Citibank, N.A.
Advisor
BlackRock Fund Advisors
Custodian
Citibank, N.A.
Distributor
BlackRock Investments, LLC
Transfer Agent
Citibank, N.A.
Trustee
N/A
Lead Market Maker
Virtu Financial

Options

Optionable
Optionable
Options Volume
11,017
Put Options
6
Call Options
11,011

Miscellaneous

Outstanding Shares
70,050,000
Beta
0.91
Creation Unit
50,000
Creation Fee
$304.00


iShares MSCI USA Momentum Factor ETF Expenses

TypeMTUMBroad Equity ETFsEquity ETFsBATS ETFsAll ETFs
Management Fee0.15%0.48%0.52%0.52%0.49%
Other Expenses0.00%0.42%0.48%0.48%0.51%
Total Expense0.15%0.61%0.67%0.64%0.66%
Fee Waiver0.00%-0.45%-0.49%-0.37%-0.52%
Net Expense0.15%0.52%0.58%0.59%0.55%

iShares MSCI USA Momentum Factor ETF (MTUM) Holdings & Exposure

Top 10 MTUM Holdings

MTUM Sector Exposure

MTUM Industry Exposure

Full Holdings Details













MTUM ETF - Frequently Asked Questions

How have MTUM shares performed in 2023?

iShares MSCI USA Momentum Factor ETF's stock was trading at $145.93 on January 1st, 2023. Since then, MTUM stock has decreased by 6.3% and is now trading at $136.70.
View the best growth stocks for 2023 here.

What does MTUM invest in?

iShares MSCI USA Momentum Factor ETF is a equity fund issued by iShares. MTUM focuses on broad equity investments and follows the MSCI USA Momentum SR Variant Index (USD). The fund's investments total to approximately $8.98 billion assets under management.

What stocks does iShares MSCI USA Momentum Factor ETF hold?

MTUM invests in 129 holdings. Some of the stocks in their portfolio include Exxon Mobil (XOM), Eli Lilly and (LLY), UnitedHealth Group (UNH), Chevron (CVX), Merck & Co., Inc. (MRK), AbbVie (ABBV), PepsiCo (PEP), McDonald's (MCD), ConocoPhillips (COP) and Amgen (AMGN).

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).

What is iShares MSCI USA Momentum Factor ETF's stock symbol?

iShares MSCI USA Momentum Factor ETF trades on the BATS under the ticker symbol "MTUM."

Who are iShares MSCI USA Momentum Factor ETF's major shareholders?

iShares MSCI USA Momentum Factor ETF's stock is owned by a variety of institutional and retail investors. Top institutional investors include Summit Wealth Group LLC (15.46%), Envestnet Asset Management Inc. (9.67%), Mercer Global Advisors Inc. ADV (8.24%), Raymond James & Associates (3.36%), FMR LLC (3.43%) and Wealth Enhancement Advisory Services LLC (3.06%).

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 WeBull, Vanguard Brokerage Services, TD Ameritrade, E*TRADE, Robinhood, Fidelity, and Charles Schwab.
Compare Top Brokerages Here.

What is iShares MSCI USA Momentum Factor ETF's stock price today?

One share of MTUM stock can currently be purchased for approximately $136.70.

How much money does iShares MSCI USA Momentum Factor ETF make?

iShares MSCI USA Momentum Factor ETF (BATS:MTUM) has a market capitalization of $9.58 billion.

This page (BATS:MTUM) was last updated on 5/28/2023 by MarketBeat.com Staff

My Account -