iShares MSCI USA Momentum Factor ETFMTUM
MTUM
0
Funds holding %
of 7,407 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
512% more first-time investments, than exits
New positions opened: 208 | Existing positions closed: 34
79% more capital invested
Capital invested by funds: $9.57B [Q3] → $17.2B (+$7.6B) [Q4]
60% more repeat investments, than reductions
Existing positions increased: 313 | Existing positions reduced: 196
25% more funds holding in top 10
Funds holding in top 10: 36 [Q3] → 45 (+9) [Q4]
22% more funds holding
Funds holding: 695 [Q3] → 850 (+155) [Q4]
5.36% more ownership
Funds ownership: 95.37% [Q3] → 100.73% (+5.36%) [Q4]
93% less call options, than puts
Call options by funds: $41.9M | Put options by funds: $644M
Research analyst outlook
We haven’t received any recent analyst ratings for MTUM.
Financial journalist opinion
Neutral
Zacks Investment Research
4 days ago
Is the Wall Street Rally Sustainable? ETFs in Focus
Although Wall Street is off to a good start this week amid hopes of an administrative windfall for some sectors, volatility will persist.
Positive
Zacks Investment Research
1 week ago
Buy High Beta & High Momentum ETFs for Near-Term Gains
In a surprising development in the tariff saga, Trump announced a temporary drop in tariff rates for most countries to 10% for 90 days, triggering a historic stock market surge.
Neutral
Market Watch
1 month ago
How to win the high-momentum stock game
Momentum stocks have historically beaten the stock market by a large margin — until recently.
Positive
Seeking Alpha
1 month ago
MTUM Needs To Be Part Of Your Strategy To Beat The Market
I recommend the iShares MSCI USA Momentum Factor ETF for its strong performance and risk management, outperforming the S&P 500 by 140 basis points annually. MTUM uses a robust methodology, including z-scores and market cap weighting, with quarterly rebalancing and a 0.15% expense ratio. Combining MTUM with Invesco's S&P 500 Quality ETF offers superior large-cap allocation, outperforming the S&P 500 in all market conditions.
Positive
Seeking Alpha
1 month ago
MTUM Is A Mix Of SPMO And XMMO Factor-Based ETFs, But Less Efficient
MTUM, a momentum strategy-based ETF from BlackRock, invests in the top 125 large and mid-cap U.S. stocks with quarterly adjustments and additional filters. MTUM selects stocks from both large caps and mid caps, making it a more comprehensive solution compared to the traditional SPMO and XMMO. However, compared to SPMO and XMMO, MTUM has lower performance and a risk level that isn't significantly lower, making it less efficient.
Neutral
Morningstar
1 month ago
3 ETFs for a Higher-for-Longer Interest Rate Environm
Predicting the path of interest rates is hard. Finding good ETFs doesn't have to be.
Positive
Zacks Investment Research
3 months ago
ETFs to Play on Gaza Truce, Easing Inflation & Solid Bank Earnings
High beta and high momentum ETFs should win amid the Gaza truce, cooling inflation and solid bank earnings.
Positive
Zacks Investment Research
3 months ago
High Beta & Momentum ETFs to Tap the Santa Claus Rally
High-beta and high-momentum products are expected to outperform as investors are bracing for a Santa Claus rally.
Positive
Seeking Alpha
3 months ago
MTUM: Right Strategy, Wrong Fund
Momentum strategies have excelled in 2024, driven by mega-cap stock rallies and unusual market conditions, though 2025 may see narrower outperformance. The iShares MSCI USA Momentum Factor ETF underperformed despite favorable conditions due to its methodology and stock selection criteria. MTUM's methodology includes mid-caps and uses a risk-adjusted momentum score, contrasting with the more concentrated and S&P 500-focused Invesco S&P 500 Momentum ETF.
Positive
Barrons
4 months ago
This ETF Has Returned 40% in 2024. Why It Can Beat the S&P 500 Again Next Year.
It's been a big year for the iShares MSCI USA Momentum Factor ETF.
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