BATS:MTUM iShares MSCI USA Momentum Factor ETF (MTUM) Price, Holdings, & News → Trump’s “Tax Free” Retirement Strategy (From Gold Safe Exchange) (Ad) Buy MTUM with Qtrade Free MTUM Stock Alerts $184.29 +0.38 (+0.21%) (As of 05/9/2024 ET) Add Compare Share Share Today's Range$183.10▼$184.5450-Day Range$173.58▼$189.2452-Week Range$81.37▼$113.60Volume471,799 shsAverage VolumeN/AMarket Capitalization$9.98 billionAssets Under Management$9.91 billionDividend Yield0.83%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 HeadlinesMay 2, 2024 | msn.comAnticipation of delayed Fed rate cuts positive for status quo momentum trade - Wells FargoApril 27, 2024 | seekingalpha.comEquity Factor Report - Q1 2024: Momentum Strategies ShineMay 10, 2024 | InvestorPlace (Ad)Proof that the Musk/Bezos rivalry is about to hit a new levelElon Musk Humiliated Since Jeff Bezos and Elon Musk first met in 2004 — they've been involved in a bitter feud… from rockets, to electric vehicles to who's the world richest person…for going on two decades these two have been at each others throats…April 21, 2024 | nasdaq.comiShares MSCI USA Momentum Factor Getting Very OversoldApril 17, 2024 | nasdaq.comMTUM, NFLX, ADBE, GE: Large Inflows Detected at ETFMarch 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 BeyondMay 10, 2024 | InvestorPlace (Ad)Proof that the Musk/Bezos rivalry is about to hit a new levelElon Musk Humiliated Since Jeff Bezos and Elon Musk first met in 2004 — they've been involved in a bitter feud… from rockets, to electric vehicles to who's the world richest person…for going on two decades these two have been at each others throats…January 17, 2024 | msn.comMomentum ETF (MTUM) Hits New 52-Week HighSee 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$9.91 billion Average Daily Volume$950,726.70 Discount/Premium0.02% Administrator, Advisor and Custodian AdministratorCitibank, N.A. AdvisorBlackRock Fund Advisors CustodianCitibank, N.A. DistributorBlackRock Investments, LLC Transfer AgentCitibank, N.A. 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Nvidia’s CEO said it will be, “flat out, the biggest [tech] revolution ever.”Click on Adam's shiny forehead for more details. 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: 6.61%Broadcom(NASDAQ:AVGO)Holding Weight: 5.88%Eli Lilly and Company(NYSE:LLY)Holding Weight: 5.16%Meta Platforms(NASDAQ:META)Holding Weight: 5.00%Amazon.com(NASDAQ:AMZN)Holding Weight: 4.74%Microsoft(NASDAQ:MSFT)Holding Weight: 4.42%Advanced Micro Devices(NASDAQ:AMD)Holding Weight: 3.08%Costco Wholesale(NASDAQ:COST)Holding Weight: 2.95%Salesforce(NYSE:CRM)Holding Weight: 2.45%Netflix(NASDAQ:NFLX)Holding Weight: 2.39%MTUM Sector ExposureMTUM Industry ExposureFull Holdings Details Similar ETFsDimensional U.S. Targeted Value ETFNYSEARCA:DFATiShares MSCI India ETFBATS:INDADimensional U.S. Equity ETFNYSEARCA:DFUSSPDR Portfolio Emerging Markets ETFNYSEARCA:SPEMVanguard ESG US Stock ETFBATS:ESGVInstitutional OwnershipNwam LLCBought 1,138 shares on 5/10/2024Ownership: 0.002%Orion Portfolio Solutions LLCBought 68,728 shares on 5/9/2024Ownership: 0.184%Blair William & Co. ILBought 571 shares on 5/9/2024Ownership: 0.015%ProVise Management Group LLCSold 310 shares on 5/9/2024Ownership: 0.003%JBR Co Financial Management IncBought 1,158 shares on 5/9/2024Ownership: 0.002%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 at the beginning of 2024. Since then, MTUM stock has increased by 17.5% and is now trading at $184.29. 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 $9.91 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), Eli Lilly and Company (LLY), Meta Platforms (META), Amazon.com (AMZN), Microsoft (MSFT), Advanced Micro Devices (AMD), Costco Wholesale (COST), Salesforce (CRM) and Netflix (NFLX). 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 a variety of retail and institutional investors. Top institutional investors include Raymond James & Associates (4.57%), State of Michigan Retirement System (2.55%), Blue Trust Inc. (2.29%), Empirical Financial Services LLC d.b.a. Empirical Wealth Management (1.52%), Raymond James Financial Services Advisors Inc. (0.67%) and Symmetry Partners LLC (0.53%). 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 5/10/2024 by MarketBeat.com Staff From Our PartnersTech GIANT’s Plans to Revolutionize Crypto…Crypto 101 MediaForget AI, Imperium Is Expected to Grow 320,00% in 3 YearsBanyan Hill PublishingShocking: One AI startup's revenue could surge 4,735%Manward PressHe Is Giving Away BitcoinCrypto Swap Profits[URGENT] DO NOT Touch These AI Stocks!Weiss RatingsCharles Payne Demystifies OptionsUnstoppable ProsperityBiden Nomination CANCELED?The Freeport SocietyMissed NVDA? Buy this AI stock NOWChaikin Analytics 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. Adding iShares MSCI USA Momentum Factor ETF Please log in to your account or sign up in order to add this asset to your watchlist. 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