BATS:MTUM iShares MSCI USA Momentum Factor ETF (MTUM) Price, Holdings, & News → Bigger Than NVIDIA? (From Behind the Markets) (Ad) Free MTUM Stock Alerts $197.34 +2.66 (+1.37%) (As of 06/17/2024 ET) Add Compare Share Share Today's Range$194.43▼$197.9150-Day Range$173.58▼$197.3352-Week Range$81.37▼$113.60Volume552,937 shsAverage VolumeN/AMarket Capitalization$10.69 billionAssets Under Management$10.58 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 ShineJune 18, 2024 | Weiss Ratings (Ad)Reclusive millionaire’s final warning about AmericaThis crisis that's likly to begin in this country — before the election — could be bigger and more destructive than any crisis I've ever seen. That's why, no matter what you do, make sure you watch my short video and learn the three steps you need to take right now.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 BeyondJune 18, 2024 | Weiss Ratings (Ad)Reclusive millionaire’s final warning about AmericaThis crisis that's likly to begin in this country — before the election — could be bigger and more destructive than any crisis I've ever seen. That's why, no matter what you do, make sure you watch my short video and learn the three steps you need to take right now.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$10.42 billion Average Daily Volume$669,100.10 Discount/Premium0.06% 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 Volume188 Put Options179 Call Options9 Miscellaneous Outstanding Shares54,150,000Beta1.10 Creation Unit50,000 Creation Fee$304.00 12 Stocks Corporate Insiders are AbandoningIf a company's CEO, COO, and CFO were all selling shares of their stock, would you want to know?Get This Free Report Ad Weiss Ratings[Urgent] Your ESG score is hereDid you know you probably already have an ESG score? As we speak, the powers that be are building a full-scale social credit system … And soon, it could be used to control the way you live your life.Click here to watch it before it’s too late. iShares MSCI USA Momentum Factor ETF ExpensesTypeMTUMStrategy ETFsEquity ETFsBATS ETFsAll ETFsManagement Fee0.15%0.46%0.54%0.56%0.51%Other Expenses0.00%0.39%0.50%0.49%0.54%Total Expense0.15%0.62%0.70%0.70%0.71%Fee Waiver0.00%-0.42%-0.55%-0.37%-0.60%Net Expense0.15%0.52%0.60%0.64%0.58% iShares MSCI USA Momentum Factor ETF (MTUM) Holdings & ExposureTop 10 MTUM HoldingsNVIDIA(NASDAQ:NVDA)Holding Weight: 6.78%Eli Lilly and Company(NYSE:LLY)Holding Weight: 5.60%Broadcom(NASDAQ:AVGO)Holding Weight: 5.31%Meta Platforms(NASDAQ:META)Holding Weight: 5.31%JPMorgan Chase & Co.(NYSE:JPM)Holding Weight: 4.59%Amazon.com(NASDAQ:AMZN)Holding Weight: 4.42%Costco Wholesale(NASDAQ:COST)Holding Weight: 3.19%General Electric(NYSE:GE)Holding Weight: 3.05%Advanced Micro Devices(NASDAQ:AMD)Holding Weight: 2.88%Netflix(NASDAQ:NFLX)Holding Weight: 2.41%MTUM Sector ExposureMTUM Industry ExposureFull Holdings Details Similar ETFsDimensional U.S. Targeted Value ETFNYSEARCA:DFATiShares MSCI India ETFBATS:INDADimensional U.S. Equity ETFNYSEARCA:DFUSBlackRock U.S. Equity Factor Rotation ETFNYSEARCA:DYNFSPDR Portfolio Emerging Markets ETFNYSEARCA:SPEMInstitutional OwnershipTactive Advisors LLCBought 5,881 shares on 6/4/2024Ownership: 0.011%First Citizens Financial CorpBought 94 shares on 5/31/2024Ownership: 0.009%Cetera Advisor Networks LLCBought 10,257 shares on 5/24/2024Ownership: 0.234%Invst LLCBought 1,696 shares on 5/24/2024Ownership: 0.223%Cetera Advisors LLCBought 14,851 shares on 5/24/2024Ownership: 0.047%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 shares have increased by 25.8% and is now trading at $197.34. 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 $10.58 billion assets under management. What stocks does iShares MSCI USA Momentum Factor ETF hold? MTUM invests in 129 holdings. Some of the stocks in their portfolio include NVIDIA (NVDA), Eli Lilly and Company (LLY), Broadcom (AVGO), Meta Platforms (META), JPMorgan Chase & Co. (JPM), Amazon.com (AMZN), Costco Wholesale (COST), General Electric (GE), Advanced Micro Devices (AMD) 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 6/18/2024 by MarketBeat.com Staff From Our PartnersAI's Next Magnificent SevenThe Original Magnificent Seven Produced 16,894% Average Returns Over 20 Years.The Oxford Club | SponsoredBigger Than NVIDIA?With NVIDIA flying high, everyone is looking for the next breakout stock. But right now... There's only ...Behind the Markets | SponsoredBeta testers blew this thing upThis AI trading tool is probably unlike anything you've ever seen before… It scans the entire market and fi...Prosper Trading Academy | SponsoredThe #1 Crypto That You Don’t Own… YetThere’s all kinds of “signals” to follow when investing in cryptos. 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