How have MTUM shares performed in 2024?

iShares MSCI USA Momentum Factor ETF's stock was trading at $156.89 on January 1st, 2024. Since then, MTUM shares have increased by 15.2% and is now trading at $180.78. 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 $10.01 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) , Advanced Micro Devices (AMD) , Costco Wholesale (COST) , 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 a number of institutional and retail investors. Top institutional shareholders include Symmetry Partners LLC (0.53%), Apella Capital LLC (0.51%), Kathmere Capital Management LLC (0.32%), Stonehearth Capital Management LLC (0.27%), Insight Wealth Strategies LLC (0.21%) and Foster Group Inc. (0.12%).

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 .

BATS:MTUM

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

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$181.63

+0.85 (+0.47%)

(As of 04/16/2024 ET)

Compare

Today's Range: $180.37
▼
$182.60
50-Day Range: $172.56
▼
$189.24
52-Week Range: $81.37
▼
$113.60

Volume: 1.70 million shs
Average Volume: N/A
Market Capitalization: $9.97 billion

Assets Under Management: $10.01 billion
Dividend Yield: 0.80%
Net Expense Ratio: 0.15%

Stock Analysis Chart Headlines Holdings Ownership Ratings

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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

30 days | 90 days | 365 days | Advanced Chart

MTUM ETF News Headlines

April 10, 2024 | americanbankingnews.com

iShares MSCI USA Momentum Factor ETF Target of Unusually Large Options Trading (BATS:MTUM)

March 9, 2024 | seekingalpha.com

MTUM ETF: To Momentum Or To Contrarian?

April 16, 2024 | Manward Press (Ad)

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February 23, 2024 | finance.yahoo.com

iShares MSCI USA Momentum Factor ETF (MTUM)

January 25, 2024 | investing.com

Attractive Valuation Could Reignite Interest in Small Caps in 2024 and Beyond

January 17, 2024 | msn.com

Momentum ETF (MTUM) Hits New 52-Week High

December 21, 2023 | msn.com

iShares MSCI USA Momentum Factor ETF declares quarterly distribution of $0.3592

December 20, 2023 | benzinga.com

iShares MSCI USA Momentum Factor ETF (BATS:MTUM), Quotes and News Summary

April 16, 2024 | Manward Press (Ad)

Can't believe it's happening again

December 11, 2023 | msn.com

Top 10 exchange traded fund outflow leaders in 2023

See More Headlines

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Fund Details

Issuer: iShares
Fund Name: iShares MSCI USA Momentum Factor ETF
Tax Classification: Regulated Investment Company
Stock Exchange: BATS
Current Symbol: BATS:MTUM
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: $10.01 billion
Average Daily Volume: $885,419.10
Discount/Premium: 0.03%

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: 10,711
Put Options: 10,677
Call Options: 34

Miscellaneous

Outstanding Shares: 54,900,000
Beta: 1.10
Creation Unit: 50,000
Creation Fee: $304.00

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iShares MSCI USA Momentum Factor ETF Expenses

Type	MTUM	Strategy ETFs	Equity ETFs	BATS ETFs	All ETFs
Management Fee	0.15%	0.46%	0.54%	0.56%	0.51%
Other Expenses	0.00%	0.42%	0.54%	0.51%	0.58%
Total Expense	0.15%	0.61%	0.70%	0.68%	0.70%
Fee Waiver	0.00%	-0.44%	-0.55%	-0.34%	-0.57%
Net Expense	0.15%	0.51%	0.60%	0.63%	0.58%

iShares MSCI USA Momentum Factor ETF (MTUM) Holdings & Exposure

Top 10 MTUM Holdings

MTUM Sector Exposure

MTUM Industry Exposure

Full Holdings Details

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Institutional Ownership

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 on January 1st, 2024. Since then, MTUM shares have increased by 15.2% and is now trading at $180.78.
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 $10.01 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), Advanced Micro Devices (AMD), Costco Wholesale (COST), 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 a number of institutional and retail investors. Top institutional shareholders include Symmetry Partners LLC (0.53%), Apella Capital LLC (0.51%), Kathmere Capital Management LLC (0.32%), Stonehearth Capital Management LLC (0.27%), Insight Wealth Strategies LLC (0.21%) and Foster Group Inc. (0.12%).
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 4/16/2024 by MarketBeat.com Staff

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