BATS:MTUM iShares MSCI USA Momentum Factor ETF (MTUM) Price, Holdings, & News $243.72 +34.73 (+16.62%) As of 04:00 PM Eastern This is a fair market value price provided by Polygon.io. Learn more. Add Compare Share Share Stock Analysis Stock AnalysisChartHeadlinesHoldingsOwnershipRatingsBuy This Stock About iShares MSCI USA Momentum Factor ETF (BATS:MTUM) 30 days 90 days 365 days Advanced Chart View Price History Chart DataSkip Price History Chart Get MTUM alerts:Sign Up Key Stats Today's Range$211.66▼$213.3250-Day Range$230.24▼$247.9552-Week Range$168.49▼$240.99Volume1.28 million shsAverage Volume981,496 shsMarket Capitalization$17.79 billionAssets Under Management$18.34 billionDividend Yield0.90%Net Expense Ratio0.15%Aggregate RatingModerate Buy ETF Overview 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 iShares MSCI USA Momentum Factor ETF ExpensesTypeMTUMStrategy ETFsEquity ETFsBATS ETFsAll ETFsManagement Fee0.15%0.47%0.56%0.57%0.53%Other Expenses0.00%0.49%0.56%0.48%0.56%Total Expense0.15%0.67%0.76%0.71%0.73%Fee Waiver0.00%-0.59%-0.66%-0.46%-0.63%Net Expense0.15%0.53%0.63%0.64%0.60% 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. Submit View SMS TermsBy entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. 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Now they're saying the same thing, but Jeff has uncovered Tesla's next breakthrough.August 29 at 2:00 AM | Brownstone Research (Ad)Momentum Is Still Crushing It This Year For US Equity FactorsJune 4, 2025 | seekingalpha.comMTUM: Current Portfolio Offers Blistering Growth AheadMay 20, 2025 | seekingalpha.comFirst Week of June 20th Options Trading For Ishares Msci USA Momentum Factor Etf (MTUM)April 23, 2025 | nasdaq.comSee More Headlines MTUM ETF - Frequently Asked Questions How have MTUM shares performed this year? iShares MSCI USA Momentum Factor ETF's stock was trading at $206.92 at the start of the year. Since then, MTUM stock has increased by 17.7% and is now trading at $243.60. Who are iShares MSCI USA Momentum Factor ETF's major shareholders? Top institutional investors of iShares MSCI USA Momentum Factor ETF include Envestnet Asset Management Inc. (17.31%), Raymond James Financial Inc. (4.03%), Assetmark Inc. (2.54%) and Ameriprise Financial Inc. (1.69%). 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. What other stocks do shareholders of iShares MSCI USA Momentum Factor ETF own? Based on aggregate information from My MarketBeat watchlists, some other companies that iShares MSCI USA Momentum Factor ETF investors own include Invesco QQQ (QQQ), SPDR S&P 500 ETF Trust (SPY), NVIDIA (NVDA), Meta Platforms (META), SPDR Dow Jones Industrial Average ETF Trust (DIA), Adobe (ADBE) and Broadcom (AVGO). 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 CategoryBroad Equity FocusStrategy Development LevelDeveloped Markets RegionNorth America Number of Holdings129 Fund Statistics Assets Under Management$18.34 billion Average Daily Volume$849.01 thousand 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 Volume27 Put Options18 Call Options9 Miscellaneous Outstanding Shares73,000,000Beta1.02 Creation Unit50,000 Creation Fee$304.00 The Best High-Yield Dividend Stocks for 2025Discover the 10 Best High-Yield Dividend Stocks for 2025 and secure reliable income in uncertain markets. Download the report now to identify top dividend payers and avoid common yield traps.Get This Free Report Top 10 MTUM HoldingsBroadcom (NASDAQ:AVGO)Holding Weight: 6.21%Meta Platforms (NASDAQ:META)Holding Weight: 5.54%Netflix (NASDAQ:NFLX)Holding Weight: 4.67%JPMorgan Chase & Co. (NYSE:JPM)Holding Weight: 4.62%Palantir Technologies (NASDAQ:PLTR)Holding Weight: 4.44%Walmart (NYSE:WMT)Holding Weight: 4.32%Berkshire Hathaway (NYSE:BRK.B)Holding Weight: 4.21%Tesla (NASDAQ:TSLA)Holding Weight: 4.06%Visa (NYSE:V)Holding Weight: 3.97%Philip Morris International (NYSE:PM)Holding Weight: 2.79%Full Holdings DetailsMTUM Sector ExposureMTUM Industry Exposure This page (BATS:MTUM) was last updated on 8/29/2025 by MarketBeat.com Staff From Our PartnersINVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting OffRight now, we’re witnessing a monumental shift in the world.Traders Agency | SponsoredBONUS GUIDE - Ben Stein Prepares For the Next Financial CrisisWith inflation high, debt soaring, and global tensions rising, a financial storm may be brewing. 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