MTUM icon

iShares MSCI USA Momentum Factor ETF

201.99 USD
+5.25
2.67%
At close Mar 14, 4:00 PM EDT
After hours
201.30
-0.69
0.34%
1 day
2.67%
5 days
1.04%
1 month
-11.52%
3 months
-6.51%
6 months
2.38%
Year to date
-2.88%
1 year
9.16%
5 years
103.72%
10 years
184.93%
0
Funds holding %
of 7,372 funds
Analysts bullish %

Fund manager confidence

Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)

497% more first-time investments, than exits

New positions opened: 203 | Existing positions closed: 34

78% more capital invested

Capital invested by funds: $9.64B [Q3] → $17.1B (+$7.48B) [Q4]

61% more repeat investments, than reductions

Existing positions increased: 314 | Existing positions reduced: 195

23% more funds holding in top 10

Funds holding in top 10: 35 [Q3] → 43 (+8) [Q4]

22% more funds holding

Funds holding: 694 [Q3] → 844 (+150) [Q4]

4.44% more ownership

Funds ownership: 96.08% [Q3] → 100.52% (+4.44%) [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

Based on 3 articles about MTUM published over the past 30 days

Positive
Seeking Alpha
6 days 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.
MTUM Needs To Be Part Of Your Strategy To Beat The Market
Positive
Seeking Alpha
2 weeks 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.
MTUM Is A Mix Of SPMO And XMMO Factor-Based ETFs, But Less Efficient
Neutral
Morningstar
3 weeks 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.
3 ETFs for a Higher-for-Longer Interest Rate Environm
Positive
Zacks Investment Research
1 month 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.
ETFs to Play on Gaza Truce, Easing Inflation & Solid Bank Earnings
Positive
Zacks Investment Research
2 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.
High Beta & Momentum ETFs to Tap the Santa Claus Rally
Positive
Seeking Alpha
2 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.
MTUM: Right Strategy, Wrong Fund
Positive
Barrons
3 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.
This ETF Has Returned 40% in 2024. Why It Can Beat the S&P 500 Again Next Year.
Positive
Zacks Investment Research
3 months ago
5 Hot U.S. Equity ETFs of Last Week
ETFs pulled in $45 billion in capital last week, with U.S. equity ETFs leading the way.
5 Hot U.S. Equity ETFs of Last Week
Positive
Seeking Alpha
5 months ago
MTUM: Clues Into The November Rebalance With Shares Near All-Time Highs
I maintain a hold rating on MTUM due to its recent performance and ahead of its rebalance in November, despite its current all-time high. iShares MSCI USA Momentum Factor ETF's diverse sector mix includes overweight positions in Financials and Consumer Staples, with potential shifts in mega-cap tech. The ETF's technical chart shows strong performance, but weaker RSI momentum and volatility around key support levels raise mild concerns.
MTUM: Clues Into The November Rebalance With Shares Near All-Time Highs
Positive
Seeking Alpha
5 months ago
MTUM: U.S. Momentum Stocks Are Likely Undervalued
iShares MSCI USA Momentum Factor ETF (MTUM) focuses on mid- and large-cap U.S. stocks with price momentum, boasting a 0.15% expense ratio and $10.16 billion AUM. MTUM has performed well, with a 19.31% annual return, although it has lagged the S&P 500's 21.58% over the same period. The fund's diversified portfolio includes tech, financial services, consumer defensive, and industrials.
MTUM: U.S. Momentum Stocks Are Likely Undervalued
Charts implemented using Lightweight Charts™