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iShares Edge MSCI USA Momentum Factor ETF (MTUM)

BATS: MTUM · IEX Real-Time Price · USD
183.94 2.07 (1.14%)
Oct 15, 2021 4:00 PM EDT - Market closed
Assets$16.04B
NAV$181.84
Expense Ratio0.15%
PE Ratio31.36
Shares Out88.20M
Dividend (ttm)$0.86
Dividend Yield0.47%
Ex-Dividend DateSep 24, 2021
1-Year Return
-
Volume597,437
Open183.34
Previous Close181.87
Day's Range182.90 - 184.40
52-Week Low139.15
52-Week High184.40
Beta0.91
Holdings129
Inception DateApr 16, 2013

About MTUM

The investment seeks to track the investment results of the MSCI USA Momentum SR Variant Index. The fund generally will invest at least 90% of its assets in the component securities of the underlying index and may invest up to 10% of its assets in certain futures, options and swap contracts, cash and cash equivalents. The index consists of stocks exhibiting relatively higher momentum characteristics from the traditional market capitalization-weighted parent index, the MSCI USA Index, as determined by MSCI Inc.

Asset ClassPortfolio-Multi Asset
SectorManaged ETFs
RegionNorth America
IssuerBlackRock iShares
Stock ExchangeBATS
Ticker SymbolMTUM
Index TrackedMSCI USA Momentum Index

Top 10 Holdings

38.96% of assets
NameSymbolWeight
TeslaTSLA6.30%
JPMorgan ChaseJPM4.78%
Berkshire HathawayBRK.B4.34%
DisneyDIS4.32%
Bank of America BAC4.32%
PayPalPYPL3.47%
Wells FargoWFC3.12%
AlphabetGOOG2.88%
AlphabetGOOGL2.74%
Applied MaterialsAMAT2.70%
View More Holdings

Dividends

Ex-DividendAmountPay Date
Sep 24, 2021$0.3341Sep 30, 2021
Jun 10, 2021$0.12601Jun 16, 2021
Mar 25, 2021$0.09204Mar 31, 2021
Dec 14, 2020$0.30982Dec 18, 2020
Sep 23, 2020$0.23949Sep 29, 2020
Jun 15, 2020$0.34612Jun 19, 2020
Full Dividend History

News

Tap the Current Market Momentum With These ETF Strategies

Here we discuss certain ETF strategies to help investors gain from optimism surrounding the recovering U.S. economy from the pandemic-led slump despite surging delta variant cases.

2 months ago - Zacks Investment Research

Here's Why Momentum ETFs Are Looking Good Buys

Wall Street is expected to continue gaining on optimism surrounding new economic data releases, which point to recovery from the pandemic-induced slowdown.

Other symbols:ONEOPDPULVMXMMO
2 months ago - Zacks Investment Research

Fed Less Likely to Taper Soon on Delta Concerns: ETFs to Buy

The Fed chief Powell has said that the central bank wants to see "substantial further progress" in terms of maximum employment and stability in price inflation before it would mull over lowering the bon...

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2 months ago - Zacks Investment Research

ETF Offers Momentum Twist On Large Cap Growth

ProShares' new ETF offers a momentum take on the stocks of the Nasdaq-100.

Other symbols:QQQA
2 months ago - ETFcom

These ETFs saw the heaviest volume during Monday's sell-off

ETF Trends CEO Tom Lydon tracks the exchange-traded funds seeing the highest volume during a sharp sell-off. With CNBC's Bob Pisani.

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2 months ago - CNBC Television

ETF Strategies to Cheer the Dovish Fed Minutes

Here we discuss certain ETF strategies to help investors gain from optimism surrounding the Fed's dovish stance amid recovering U.S. economy from the pandemic-led slump.

3 months ago - Zacks Investment Research

Try These ETF Strategies to Play the Market Optimism for 2H21

Here we discuss certain ETF strategies to help investors gain from the optimism surrounding the expectations of a strong Wall Street run in the second half of 2021.

3 months ago - Zacks Investment Research

Momentum ETFs & Stocks to Buy Now

Momentum investing would be a winning strategy for those seeking higher returns in a short spell.

3 months ago - Zacks Investment Research

Fed Likely to Remain Dovish: ETFs to Buy

The Federal Reserve is likely to maintain its dovish stance in the upcoming meeting and also likely to take the same stand for at least the rest of this year, per a CNBC article.

Other symbols:KBESPYVBK
4 months ago - Zacks Investment Research

Artificial Intelligence Ranks MTUM Best US Momentum Smart Beta ETF

Q.ai's deep learning algorithms have identified several ETFs based on fund flows over the last 90-days, 30-days, and 7-days, including MTUM and QMOM.

4 months ago - Forbes

ETF Strategies to Play the Drop in New US COVID-19 Cases

Here we discuss some ETF strategies that investors can play amid the upbeat outlook for the U.S. market.

4 months ago - Zacks Investment Research

The Top Momentum ETF Struck a Value Pose as Expected

Key Takeaways iShares Edge MSCI USA Momentum ETF (MTUM) was just reconstituted in late May based on updated 6- and 12-month performance data. As sentiment shifted from growth to value, turnover occurred...

Other symbols:AAPLMSFT
4 months ago - ETF Trends

Momentum ETFs: Keeping Up with the Times

The iShares Edge MSCI USA Momentum Factor ETF (MTUM) is already up over 40% the past year, but more strength could be ahead as it shifts its focus to energy and financials exposure. MTUM seeks to track ...

5 months ago - ETF Trends

ETF Areas That Investors Can Consider for May

Considering the current market environment, we highlight some ETF areas for investors to bet on in May.

5 months ago - Zacks Investment Research

Momentum ETF could add financials, energy in rebalancing, market analyst says

A popular momentum-focused fund by iShares could add financial and energy stocks to its holdings at the end of the month, CFRA's Todd Rosenbluth says.

5 months ago - CNBC

Top 3 Reasons Why You Should Bet on Momentum ETFs Now

Investors who want to gain from the steadily recovering U.S. economy can consider momentum ETFs.

Other symbols:ONEOPDPULVMXMMO
5 months ago - Zacks Investment Research

Popular factor ETFs head for rebalancing. What to make of the move

Blackrock iShares' Armando Senra, CFRA's Todd Rosenbluth and IndexIQ's Salvatore Bruno dig into an upcoming factor ETF rebalancing. With CNBC's Bob Pisani.

Other symbols:VLUE
5 months ago - CNBC Television

Top Momentum ETF Taking Value Turn?

An iShares momentum ETF is likely to undergo some major changes.

Other symbols:QUALSIZEVLUE
5 months ago - ETFcom

ETF Strategies to Play the US Market Optimism

Here we discuss some ETF strategies that investors can play amid the upbeat outlook for the U.S. market.

5 months ago - Zacks Investment Research

ETF Areas That Are Looking Attractive in April

Let's take a look at some ETF areas that are presenting some great investment opportunities for April considering the current market scenario.

6 months ago - Zacks Investment Research

Ride the Latest Fed Minutes Optimism With These ETFs

Here we highlight some ETFs for investors to gain from the optimism surrounding the minutes from the two-day Federal Open Market Committee (FOMC) meeting.

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6 months ago - Zacks Investment Research

Why Avoiding Alpha A Good ETF Play

What active ARK ETFs and smart beta have in common.

Other symbols:ARKGARKKRSPSPLV
7 months ago - ETFcom

Momentum ETFs to Gain From the New Stimulus Optimism

Here we highlight some momentum ETFs that are lucrative investment picks keeping in mind the optimism surrounding Wall Street.

Other symbols:JNJMRKONEOPDPULVMXMMO
7 months ago - Zacks Investment Research

ETF Strategies to Gain From the Stimulus & Vaccine Optimism

Let's look at some ETF strategies to help investors gain from optimism surrounding another trench of coronavirus-aid package and coronavirus vaccine development.

7 months ago - Zacks Investment Research

Take a Look at These 5 ETFs to Ride the Market Bulls

It is being believed that the chances of another trench of coronavirus-aid package and improved coronavirus vaccine rollout are making a strong case in favor of faster U.S. economic recovery in 2021.

Other symbols:FMATSPYGVIOOXLY
7 months ago - Zacks Investment Research