BATS:MTUM iShares MSCI USA Momentum Factor ETF (MTUM) Price, Holdings, & News → At first glance, this chart looks like nonsense… (From The TradingPub) (Ad) Free MTUM Stock Alerts $178.23 -0.84 (-0.47%) (As of 04/24/2024 ET) Add Compare Share Share Today's Range$177.24▼$180.7450-Day Range$173.58▼$189.2452-Week Range$81.37▼$113.60Volume529,106 shsAverage VolumeN/AMarket Capitalization$9.78 billionAssets Under Management$9.71 billionDividend Yield0.80%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 HeadlinesApril 21, 2024 | nasdaq.comiShares MSCI USA Momentum Factor Getting Very OversoldApril 17, 2024 | nasdaq.comMTUM, NFLX, ADBE, GE: Large Inflows Detected at ETFApril 24, 2024 | WealthPress (Ad)The system that called 2023’s top 7 stocks is at it again…Look 2023 kind of sucked from a trading standpoint… Despite the market finishing 24% higher…. Just seven stocks did all of the work… Unless you were holding or actively trading those 7 stocks, your trading year probably wasn’t as fruitful as you had hoped… According to my research, my new trading system would have spotted all seven of the “Magnificent stocks” MONTHS before they reached the highs they are trading at today.March 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 HighDecember 21, 2023 | msn.comiShares MSCI USA Momentum Factor ETF declares quarterly distribution of $0.3592April 24, 2024 | WealthPress (Ad)The system that called 2023’s top 7 stocks is at it again…Look 2023 kind of sucked from a trading standpoint… Despite the market finishing 24% higher…. Just seven stocks did all of the work… Unless you were holding or actively trading those 7 stocks, your trading year probably wasn’t as fruitful as you had hoped… According to my research, my new trading system would have spotted all seven of the “Magnificent stocks” MONTHS before they reached the highs they are trading at today.December 20, 2023 | benzinga.comiShares MSCI USA Momentum Factor ETF (BATS:MTUM), Quotes and News SummarySee 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$9.71 billion Average Daily Volume$1.06 million Discount/Premium-0.02% 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 Volume8,210 Put Options8,178 Call Options32 Miscellaneous Outstanding Shares54,900,000Beta1.10 Creation Unit50,000 Creation Fee$304.00 Beginners Guide To Retirement StocksClick the link below and we'll send you MarketBeat's list of seven best retirement stocks and why they should be in your portfolio. Get This Free Report Ad DTIthe harsh reality of the stock marketOK, you’re not supposed to say this In fact, maverick investor Graham Lindman says it’s become the silent elephant in the room that everyone is pretending isn’t there. But he just said it: Most stocks suck. And he isn’t saying that figuratively or subjectively… You see, 96% of stocks underperform. Just 4% of “Apex Stocks” generate virtually all the wealth.All you have to do is watch here for all the 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: 6.56%Broadcom(NASDAQ:AVGO)Holding Weight: 5.83%Meta Platforms(NASDAQ:META)Holding Weight: 5.81%Eli Lilly and Company(NYSE:LLY)Holding Weight: 5.10%Amazon.com(NASDAQ:AMZN)Holding Weight: 4.75%Microsoft(NASDAQ:MSFT)Holding Weight: 4.51%Advanced Micro Devices(NASDAQ:AMD)Holding Weight: 3.15%Costco Wholesale(NASDAQ:COST)Holding Weight: 2.86%Netflix(NASDAQ:NFLX)Holding Weight: 2.58%Salesforce(NYSE:CRM)Holding Weight: 2.55%MTUM Sector ExposureMTUM Industry ExposureFull Holdings Details Similar ETFsiShares MSCI India ETFBATS:INDADimensional U.S. Targeted Value ETFNYSEARCA:DFATDimensional U.S. Equity ETFNYSEARCA:DFUSSPDR Portfolio Emerging Markets ETFNYSEARCA:SPEMVanguard ESG US Stock ETFBATS:ESGVInstitutional OwnershipSpire Wealth ManagementSold 470 shares on 4/24/2024Ownership: 0.019%Simplicity Wealth LLCBought 8,034 shares on 4/24/2024Ownership: 0.015%Tyche Wealth Partners LLCSold 322 shares on 4/23/2024Ownership: 0.005%Global Retirement Partners LLCBought 373 shares on 4/23/2024Ownership: 0.005%4J Wealth Management LLCSold 349 shares on 4/23/2024Ownership: 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 13.6% and is now trading at $178.23. 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 $9.71 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 variety of institutional and retail investors. Top institutional investors include Raymond James & Associates (4.57%), State of Michigan Retirement System (2.55%), Raymond James Financial Services Advisors Inc. (0.67%), Symmetry Partners LLC (0.53%), Apella Capital LLC (0.51%) and Trilogy Capital Inc. (0.46%). 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 4/24/2024 by MarketBeat.com Staff From Our PartnersDid You Get Your Free Bitcoin Yet?Crypto Swap Profitstop AI stock (it’s not MSFT, GOOGL, AMZN or AAPL)Traders AgencyBitcoin Rockets To Record High But Buy THIS InsteadParadigm PressThe #1 Crypto for 2024InvestorPlaceDon’t Miss Out on the AI Gold Rush That’s Just Getting StartedBanyan Hill PublishingExposed: 10 CENT Crypto to Explode April 20th?True Market InsidersThe Greatest Bull Market in Crypto History…Weiss RatingsUrgent Nvidia WarningAltimetry 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. Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. Export data to Excel for your own analysis. Start Your 30-Day Free Trial Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
