iShares MSCI USA Momentum Factor ETFMTUM
MTUM
0
Funds holding %
of 7,323 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
162% more call options, than puts
Call options by funds: $279M | Put options by funds: $106M
60% more first-time investments, than exits
New positions opened: 85 | Existing positions closed: 53
19% more repeat investments, than reductions
Existing positions increased: 348 | Existing positions reduced: 292
1% more funds holding
Funds holding: 859 [Q4 2024] → 864 (+5) [Q1 2025]
3% less capital invested
Capital invested by funds: $13.4B [Q4 2024] → $13.1B (-$356M) [Q1 2025]
6.74% less ownership
Funds ownership: 101.24% [Q4 2024] → 94.49% (-6.74%) [Q1 2025]
9% less funds holding in top 10
Funds holding in top 10: 46 [Q4 2024] → 42 (-4) [Q1 2025]
Research analyst outlook
We haven’t received any recent analyst ratings for MTUM.
Financial journalist opinion
Positive
Seeking Alpha
17 hours ago
VFMO: Momentum Investing Is Flourishing, But Consider SPMO Or MTUM
Momentum investing is well-positioned for strong returns as the S&P 500 uptrend continues, supported by earnings growth and expected rate cuts. Vanguard U.S. Momentum Factor ETF is too diversified, limiting its upside and underperforming both the S&P 500 and peer momentum ETFs. SPMO and MTUM are better momentum ETF options, with higher concentration in mega-cap growth stocks and superior recent performance and risk profiles.
Positive
ETF Trends
2 days ago
Momentum ETFs Climb Higher in 2025
In the one-year period ended June 2025, the S&P 500 Momentum Index rose 30%, essentially double the gain of the S&P 500. Momentum was the best-performing factor of the widely tracked benchmark, ahead of growth, free cash flow, and even high beta slices.
Positive
ETF Trends
1 month ago
Momentum ETFs Regaining Mojo
Markets may be fretting over Federal Reserve policy and economic soft landings, but a handful of momentum ETFs have quietly been stealing the show. Across the array of factor funds, momentum has performed best this year.
Neutral
CNBC Television
1 month ago
Enough “momentum” to carry through uncertainty?
Jay Jacobs, BlackRock head of U.S. equity ETFs, joins CNBC's Dom Chu on ‘ETF Edge' to debate the momentum trade and if it is insulated from the tariff and economic uncertainty. Nate Geraci, ETF Store president, also joins the convo.
Positive
Zacks Investment Research
2 months ago
Court Ruling Lifts Markets: High Beta, Momentum ETFs in Focus
Court ruling halts Trump-era tariffs, boosting stocks and spotlighting high-beta, momentum ETFs like SPHB, MTUM, XMMO, SPMO and XSMO.
Positive
Zacks Investment Research
2 months ago
Time to Capitalize on Market Moves With Momentum ETFs?
Momentum investing is likely to be a winning strategy for those seeking higher returns in a short spell.
Positive
Zacks Investment Research
2 months ago
Momentum ETF (MTUM) Hits New 52-Week High
For investors seeking momentum, iShares MSCI USA Momentum Factor ETF MTUM is probably on the radar. The fund just hit a 52-week high and is up about 37% from its 52-week low price of $168.49/share.
Positive
Seeking Alpha
2 months ago
MTUM: Peeking Into The May Rebalance With Shares At Highs (Rating Upgrade)
I'm upgrading MTUM to a buy as momentum outperforms and bullish seasonality supports further gains ahead of the semi-annual rebalance. MTUM's sector allocation—underweight tech, overweight industrials and financials—has driven alpha in 2025, with more upside likely post-rebalance. Technical indicators, including a new all-time high and strong RSI, suggest continued bullish momentum, with a potential price target of $290.
Positive
Seeking Alpha
2 months ago
MTUM: Current Portfolio Offers Blistering Growth Ahead
I rate MTUM a buy due to its robust portfolio of high-momentum, financially strong companies, offering strong upside potential. MTUM has outperformed the S&P 500 year-to-date, driven by leading positions in technology and financials. Top holdings like Broadcom, Netflix, Meta, Walmart, and JPMorgan have delivered impressive earnings growth, supporting continued price momentum for the ETF.
Positive
Zacks Investment Research
3 months ago
High-Beta & Momentum ETFs to Play on Hints of Easing Trade Tensions?
Trump signals steep China tariffs may drop, boosting hopes for trade de-escalation.
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