iShares MSCI USA Momentum Factor ETFMTUM
MTUM
0
Funds holding %
of 6,809 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
8% more first-time investments, than exits
New positions opened: 77 | Existing positions closed: 71
1% more funds holding
Funds holding: 685 [Q2] → 691 (+6) [Q3]
4.16% less ownership
Funds ownership: 99.46% [Q2] → 95.3% (-4.16%) [Q3]
7% less capital invested
Capital invested by funds: $10.3B [Q2] → $9.56B (-$757M) [Q3]
20% less funds holding in top 10
Funds holding in top 10: 44 [Q2] → 35 (-9) [Q3]
34% less repeat investments, than reductions
Existing positions increased: 187 | Existing positions reduced: 284
66% less call options, than puts
Call options by funds: $54M | Put options by funds: $158M
Research analyst outlook
We haven’t received any recent analyst ratings for MTUM.
Financial journalist opinion
Positive
Seeking Alpha
2 days 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
3 weeks 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.
Positive
Zacks Investment Research
1 month 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.
Positive
Seeking Alpha
2 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.
Positive
Seeking Alpha
2 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.
Positive
MarketBeat
3 months ago
Leverage Proven Stock Factors With These Top 3 Smart Beta ETFs
While tracking the market or looking for stocks with disruptive business models can be legitimate ways to invest, another strategy takes advantage of research by individuals often regarded as pioneers in finance. Eugene Fama and Kenneth French are two professors who fundamentally shaped our modern conception of finance.
Positive
ETF Trends
3 months ago
This Momentum ETF Has New Friends
Finally, someone believes the trend in the S&P 500 is their friend. In mid-August, the Invesco S&P 500 Momentum ETF (SPMO) had its 2024 net inflows nearly double.
Positive
Zacks Investment Research
4 months ago
Time for Momentum ETFs?
On Monday, U.S. stocks closed at session highs, continuing their rally from last week's strong performance.
Positive
Zacks Investment Research
4 months ago
Momentum ETFs to Play as Wall Street Rallies?
Stocks surged higher on Thursday as retail sales showed gains and Fed cues of interest rate cuts.
Positive
Seeking Alpha
5 months ago
MTUM: There Are Better MOMO Strategies Than This Momentum ETF
The iShares MSCI USA Momentum Factor ETF has had a strong year, with shares +23.5% YTD and +30.1% over the past year. The ETF tracks an index of leading American momentum stocks, with top holdings, including Nvidia, Broadcom, and Eli Lilly. Despite its recent performance, MTUM's long-term track record does not significantly outperform the S&P 500, and it severely lags the performance of the Nasdaq-100.
Charts implemented using Lightweight Charts™