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S&P 500   4,320.06
DOW   33,963.84
QQQ   357.91
High-speed rail was touted as a game-changer in Britain. Costs are making the government think twice
66,000% upside on tiny biotech? (Ad)
Stock market today: Asian world shares mostly lower after Wall St has its worst week in 6 months
Oil prices have risen. That's making gas more expensive for US drivers and helping Russia's war
66,000% upside on tiny biotech? (Ad)
Writers Guild and Hollywood studios reach tentative agreement to end strike. No deal yet for actors
AI is on the world's mind. Is the UN the place to figure out what to do about it?
ATTENTION: Digital Dollar Could Send this $0.25 Play Skyrocketing (Ad)
Canadian autoworkers ratify new labor agreement with Ford
Facial recognition technology jailed a man for days. His lawsuit joins others from Black plaintiffs
S&P 500   4,320.06
DOW   33,963.84
QQQ   357.91
High-speed rail was touted as a game-changer in Britain. Costs are making the government think twice
66,000% upside on tiny biotech? (Ad)
Stock market today: Asian world shares mostly lower after Wall St has its worst week in 6 months
Oil prices have risen. That's making gas more expensive for US drivers and helping Russia's war
66,000% upside on tiny biotech? (Ad)
Writers Guild and Hollywood studios reach tentative agreement to end strike. No deal yet for actors
AI is on the world's mind. Is the UN the place to figure out what to do about it?
ATTENTION: Digital Dollar Could Send this $0.25 Play Skyrocketing (Ad)
Canadian autoworkers ratify new labor agreement with Ford
Facial recognition technology jailed a man for days. His lawsuit joins others from Black plaintiffs
S&P 500   4,320.06
DOW   33,963.84
QQQ   357.91
High-speed rail was touted as a game-changer in Britain. Costs are making the government think twice
66,000% upside on tiny biotech? (Ad)
Stock market today: Asian world shares mostly lower after Wall St has its worst week in 6 months
Oil prices have risen. That's making gas more expensive for US drivers and helping Russia's war
66,000% upside on tiny biotech? (Ad)
Writers Guild and Hollywood studios reach tentative agreement to end strike. No deal yet for actors
AI is on the world's mind. Is the UN the place to figure out what to do about it?
ATTENTION: Digital Dollar Could Send this $0.25 Play Skyrocketing (Ad)
Canadian autoworkers ratify new labor agreement with Ford
Facial recognition technology jailed a man for days. His lawsuit joins others from Black plaintiffs
BATS:MTUM

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

$140.41
+0.30 (+0.21%)
(As of 09/22/2023 ET)
Compare
Today's Range
$140.30
▼
$141.41
50-Day Range
$140.16
▼
$147.32
52-Week Range
$81.37
▼
$113.60
Volume
398,431 shs
Average Volume
N/A
Market Capitalization
$8.73 billion
Assets Under Management
$8.32 billion
Dividend Yield
2.22%
Net Expense Ratio
0.15%
ProfileChartHeadlinesHoldingsOptions ChainRatings
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.

MTUM Price History

MTUM ETF News Headlines

August 22, 2023 | baystreet.ca
Ride the Momentum With This ETF
August 21, 2023 | msn.com
MTUM: Weak Relative Returns Persist Amid Mega-Caps' Underperformance
September 25, 2023 | Chaikin Analytics (Ad)
Buy This Stock for AI Tidal Wave (not NVDA)
The internet boom made more millionaires than any tech  - Microsoft’s CEO says AI has even more potential. Here’s the #1 stock to buy.
August 15, 2023 | finance.yahoo.com
Quant-Momentum ETF Is Getting Crushed Even as Stocks Shoot Up
July 20, 2023 | investing.com
iShares MSCI USA Islamic UCITS (ISUS)
June 7, 2023 | msn.com
MTUM: Lacks Momentum Much Of The Time
June 1, 2023 | msn.com
MTUM's Rebalance Unveiled: Nvidia Now The Top Holding
April 28, 2023 | nasdaq.com
Bullish Two Hundred Day Moving Average Cross - MTUM
September 25, 2023 | Chaikin Analytics (Ad)
Buy This Stock for AI Tidal Wave (not NVDA)
The internet boom made more millionaires than any tech  - Microsoft’s CEO says AI has even more potential. Here’s the #1 stock to buy.
April 1, 2023 | nasdaq.com
MTUM, LLY, MCD, COP: Large Outflows Detected at ETF
See More Headlines
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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
Strategy
Development Level
Developed Markets
Region
North America
Number of Holdings
128

Fund Statistics

Assets Under Management
$8.32 billion
Average Daily Volume
$577,840.80
Discount/Premium
-0.04%

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
4
Put Options
6
Call Options
4

Miscellaneous

Outstanding Shares
62,200,000
Beta
0.91
Creation Unit
50,000
Creation Fee
$304.00
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iShares MSCI USA Momentum Factor ETF Expenses

TypeMTUMStrategy ETFsEquity ETFsBATS ETFsAll ETFs
Management Fee0.15%0.45%0.53%0.54%0.50%
Other Expenses0.00%0.35%0.52%0.49%0.57%
Total Expense0.15%0.57%0.69%0.66%0.69%
Fee Waiver0.00%-0.38%-0.55%-0.36%-0.59%
Net Expense0.15%0.50%0.59%0.60%0.57%

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 at the beginning of the year. Since then, MTUM stock has decreased by 3.8% and is now trading at $140.41.
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 strategy investments and follows the MSCI USA Momentum SR Variant Index (USD). The fund's investments total to approximately $8.32 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), Meta Platforms (META), Microsoft (MSFT), Broadcom (AVGO), Exxon Mobil (XOM), Eli Lilly and Company (LLY), Merck & Co., Inc. (MRK), General Electric (GE), Netflix (NFLX) and Oracle (ORCL).

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 retail and institutional investors. Top institutional shareholders include Envestnet Asset Management Inc. (10.67%), Mercer Global Advisors Inc. ADV (10.01%), Raymond James & Associates (4.27%), Wealth Enhancement Advisory Services LLC (3.23%), Captrust Financial Advisors (3.37%) and State of Michigan Retirement System (2.66%).

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 $140.41.

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

iShares MSCI USA Momentum Factor ETF (BATS:MTUM) has a market capitalization of $8.73 billion.

This page (BATS:MTUM) was last updated on 9/25/2023 by MarketBeat.com Staff

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