BATS:MTUM iShares MSCI USA Momentum Factor ETF (MTUM) Price, Holdings, & News $246.39 +37.40 (+17.90%) Closing price 03:59 PM EasternExtended Trading$246.81 +0.42 (+0.17%) As of 07:53 PM Eastern Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more. Add Compare Share Share Stock Analysis Stock AnalysisChartHeadlinesHoldingsOwnershipRatingsBuy This Stock About iShares MSCI USA Momentum Factor ETF (BATS:MTUM) 30 days 90 days 365 days Advanced Chart View Price History Chart DataSkip Price History Chart Get MTUM alerts:Sign Up Key Stats Today's Range$211.66▼$213.3250-Day Range$230.24▼$247.9552-Week Range$168.49▼$240.99Volume1.28 million shsAverage Volume981,496 shsMarket Capitalization$17.99 billionAssets Under Management$18.18 billionDividend Yield0.89%Net Expense Ratio0.15%Aggregate RatingModerate Buy ETF Overview 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 iShares MSCI USA Momentum Factor ETF ExpensesTypeMTUMStrategy ETFsEquity ETFsBATS ETFsAll ETFsManagement Fee0.15%0.47%0.56%0.57%0.53%Other Expenses0.00%0.49%0.56%0.48%0.56%Total Expense0.15%0.67%0.76%0.71%0.73%Fee Waiver0.00%-0.59%-0.66%-0.46%-0.63%Net Expense0.15%0.53%0.63%0.64%0.60% 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. Submit View SMS TermsBy entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy. MTUM ETF News HeadlinesMTUM: Capturing U.S. MomentumAugust 1, 2025 | seekingalpha.comMomentum Is Still 2025's Top Performer For Equity Risk FactorsJuly 10, 2025 | seekingalpha.comCapital Gains Tax Strategies for SeniorsCapital gains taxes can take a bite out of your retirement income—unless you have a smart strategy. From holding investments longer to using tax-advantaged accounts and strategic loss offsetting, there are ways to reduce your exposure. SmartAsset outlines three capital gains tax strategies for seniors and offers a free tool to connect you with vetted fiduciary financial advisors who can help tailor these tactics to your situation.August 28 at 2:00 AM | SmartAsset (Ad)Momentum Is Still Crushing It This Year For US Equity FactorsJune 4, 2025 | seekingalpha.comMTUM: Current Portfolio Offers Blistering Growth AheadMay 20, 2025 | seekingalpha.comFirst Week of June 20th Options Trading For Ishares Msci USA Momentum Factor Etf (MTUM)April 23, 2025 | nasdaq.comSee More Headlines MTUM ETF - Frequently Asked Questions How have MTUM shares performed this year? iShares MSCI USA Momentum Factor ETF's stock was trading at $206.92 at the beginning of the year. Since then, MTUM shares have increased by 19.1% and is now trading at $246.3940. Who are iShares MSCI USA Momentum Factor ETF's major shareholders? Top institutional shareholders of iShares MSCI USA Momentum Factor ETF include Envestnet Asset Management Inc. (17.31%), Raymond James Financial Inc. (4.03%), Assetmark Inc. (2.54%) and Ameriprise Financial Inc. (1.69%). 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. What other stocks do shareholders of iShares MSCI USA Momentum Factor ETF own? Based on aggregate information from My MarketBeat watchlists, some other companies that iShares MSCI USA Momentum Factor ETF investors own include Invesco QQQ (QQQ), SPDR S&P 500 ETF Trust (SPY), NVIDIA (NVDA), Meta Platforms (META), SPDR Dow Jones Industrial Average ETF Trust (DIA), Adobe (ADBE) and Broadcom (AVGO). 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 CategoryBroad Equity FocusStrategy Development LevelDeveloped Markets RegionNorth America Number of Holdings129 Fund Statistics Assets Under Management$18.18 billion Average Daily Volume$884.88 thousand Discount/Premium0.05% 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 Volume1,688 Put Options1,675 Call Options13 Miscellaneous Outstanding Shares73,000,000Beta1.02 Creation Unit50,000 Creation Fee$304.00 Elon Musk's Next MoveExplore Elon Musk’s boldest ventures yet—from AI and autonomy to space colonization—and find out how investors can ride the next wave of innovation.Get This Free Report Top 10 MTUM HoldingsBroadcom (NASDAQ:AVGO)Holding Weight: 6.21%Meta Platforms (NASDAQ:META)Holding Weight: 5.54%Netflix (NASDAQ:NFLX)Holding Weight: 4.67%JPMorgan Chase & Co. (NYSE:JPM)Holding Weight: 4.62%Palantir Technologies (NASDAQ:PLTR)Holding Weight: 4.44%Walmart (NYSE:WMT)Holding Weight: 4.32%Berkshire Hathaway (NYSE:BRK.B)Holding Weight: 4.21%Tesla (NASDAQ:TSLA)Holding Weight: 4.06%Visa (NYSE:V)Holding Weight: 3.97%Philip Morris International (NYSE:PM)Holding Weight: 2.79%Full Holdings DetailsMTUM Sector ExposureMTUM Industry Exposure This page (BATS:MTUM) was last updated on 8/28/2025 by MarketBeat.com Staff From Our PartnersMarket Panic: Trump Just Dropped a Bomb on Your Stockstock Market Panic: Trump Just Dropped a Bomb on Your Stocks The market is in freefall—and Trump's new tarif...American Alternative | SponsoredA New Way to Double Your Retirement Income?Bloomberg reports that a new class of investments is “entering a golden era,” with yields fueling a retail boo...Investors Alley | SponsoredINVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting OffRight now, we’re witnessing a monumental shift in the world.Traders Agency | SponsoredEveryone’s watching Nvidia right now. 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