BATS:MTUM

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

$180.10
+2.89 (+1.63%)
(As of 05/3/2024 ET)
Today's Range
$179.01
$180.54
50-Day Range
$173.58
$189.24
52-Week Range
$81.37
$113.60
Volume
949,531 shs
Average Volume
N/A
Market Capitalization
$9.75 billion
Assets Under Management
$9.66 billion
Dividend Yield
0.83%
Net Expense Ratio
0.15%
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 Stock Price History

MTUM ETF News Headlines

Never use this word on your phone (FBI could be watching)
This report sent a chill down my spine. Turns out, as part of their Jan. 6th investigation, the Feds are flagging Americans who typed these ordinary words as part of their banking transactions...
MTUM ETF: To Momentum Or To Contrarian?
iShares MSCI USA Momentum Factor ETF (MTUM)
Never use this word on your phone (FBI could be watching)
This report sent a chill down my spine. Turns out, as part of their Jan. 6th investigation, the Feds are flagging Americans who typed these ordinary words as part of their banking transactions...
Momentum ETF (MTUM) Hits New 52-Week High
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
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
$9.66 billion
Average Daily Volume
$966,715.00
Discount/Premium
-0.05%

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
9,115
Put Options
8,275
Call Options
840

Miscellaneous

Beta
1.10
Creation Unit
50,000
Creation Fee
$304.00
7 AI Stocks to Invest In: An Introduction to AI Investing For Self-Directed Investors Cover

As the AI market heats up, investors who have a vision for artificial intelligence have the potential to see real returns. Learn about the industry as a whole as well as seven companies that are getting work done with the power of AI.

Get This Free Report

iShares MSCI USA Momentum Factor ETF Expenses

TypeMTUMStrategy ETFsEquity ETFsBATS ETFsAll ETFs
Management 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%-0.45%-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 & Exposure

MTUM Sector Exposure

MTUM Industry Exposure


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 start of the year. Since then, MTUM stock has increased by 14.8% and is now trading at $180.10.
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 $9.66 billion assets under management.

What stocks does iShares MSCI USA Momentum Factor ETF hold?
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 number of institutional and retail investors. Top institutional investors include Raymond James & Associates (4.57%), State of Michigan Retirement System (2.55%), Blue Trust Inc. (2.29%), Raymond James Financial Services Advisors Inc. (0.67%), Symmetry Partners LLC (0.53%) and Apella Capital LLC (0.51%).

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 5/5/2024 by MarketBeat.com Staff

From Our Partners