iShares MSCI USA Momentum Factor ETFMTUM
MTUM
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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