BATS:MTUM iShares MSCI USA Momentum Factor ETF (MTUM) Price, Holdings, & News → Elon to Transform U.S. Economy? (From Porter & Company) (Ad) Free MTUM Stock Alerts $188.91 +1.51 (+0.81%) (As of 05/20/2024 ET) Add Compare Share Share Today's Range$187.64▼$189.1950-Day Range$173.58▼$189.1852-Week Range$81.37▼$113.60Volume1.20 million shsAverage VolumeN/AMarket Capitalization$10.23 billionAssets Under Management$10.03 billionDividend Yield0.83%Net Expense Ratio0.15% Stock AnalysisStock AnalysisChartHeadlinesHoldingsOwnershipRatingsStock AnalysisChartHeadlinesHoldingsOwnershipRatings 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 ShineApril 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 BeyondJanuary 17, 2024 | msn.comMomentum ETF (MTUM) Hits New 52-Week HighSee More Headlines 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$10.03 billion Average Daily Volume$847,133.00 Discount/Premium0.01% 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 Volume1,069 Put Options1,032 Call Options37 Miscellaneous Outstanding Shares54,150,000Beta1.10 Creation Unit50,000 Creation Fee$304.00 Ad Stansberry ResearchEverybody laughed when he recommended Netflix"This Could be Worth Even More than A.I." Whitney Tilson's nailed many of the most famous stocks of the last 25 years – including Netflix, Amazon, and Apple. Now he's pounding the table on a new technology rolling out across America, which early estimates say could create more wealth than A.I., the personal computer, and the smartphone combined. Click here to see how it could become the No. 1 investment of the next decade. 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%-0.56%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:SPEMJPMorgan BetaBuilders Japan ETFBATS:BBJPInstitutional OwnershipComerica BankBought 2,617 shares on 5/17/2024Ownership: 0.036%Vima LLCBought 968 shares on 5/17/2024Ownership: 0.002%Pineridge Advisors LLCBought 274 shares on 5/17/2024Ownership: 0.001%B. Riley Wealth Advisors Inc.Bought 2,285 shares on 5/16/2024Ownership: 0.015%Interval Partners LPBought 200 shares on 5/16/2024Ownership: 0.000%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 20.4% and is now trading at $188.91. 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 $10.03 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), Costco Wholesale (COST), Advanced Micro Devices (AMD), 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 retail and institutional investors. Top institutional shareholders 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 5/20/2024 by MarketBeat.com Staff From Our PartnersClaim Your Complimentary Bitcoin RewardCrypto Swap ProfitsThe 2024 Gold Rush: Unleashing Market PotentialPriority GoldDoes this make you sick?Allegiance GoldThe ONE AI Stock to own now. (It’s not Nvidia.)Weiss RatingsShocking $16T Elon Musk Crypto LeakCrypto 101 MediaExposed: 10 CENT Crypto to Explode May 20th?True Market InsidersThis Apple-like Innovator is Revolutionizing HealthcareWall Street Star**Breaking News** LIttle Known Biotech Company Does $41 Million In Q1! Huge Alerts Adding Choose a watchlist: Watchlist My Default Watchlist Adding iShares MSCI USA Momentum Factor ETF You have already added five stocks to your watchlist. Upgrade to MarketBeat All Access to add more stocks to your watchlist. Adding Please log in to your account or sign up in order to add this asset to your watchlist. 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