iShares MSCI USA Min Vol Factor ETF (USMV) Institutional Ownership

$84.07
+0.19 (+0.23%)
(As of 05/17/2024 ET)

Institutional Ownership Changes (13F Filings) for iShares MSCI USA Min Vol Factor ETF (BATS:USMV)

Number of
Institutional Buyers
(last 12 months)
653
Total
Institutional Inflows
(last 12 months)
$4.68B
Number of
Institutional Sellers
(last 12 months)
749
Total
Institutional Outflows
(last 12 months)
$4.68B
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USMV Institutional Buying and Selling by Quarter

iShares MSCI USA Min Vol Factor ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/17/2024 Citizens Financial Group Inc. RI283,933$23.73M0.8%-2.9%0.097%
5/17/2024 Beacon Capital Management LLC2,306$193K0.0%-24.5%0.001%
5/17/2024 Semmax Financial Advisors Inc.2,242$186K0.1%-22.9%0.001%
5/17/2024 Pineridge Advisors LLC426,539$35.65M12.5%-4.5%0.146%
5/17/2024 Comerica Bank222,552$18.60M0.1%-35.2%0.076%
5/17/2024 Creekmur Asset Management LLC15,291$1.28M0.4%-26.9%0.005%
5/16/2024 Sugar Maple Asset Management LLC44,183$3.69M3.6%N/A0.015%
5/16/2024 B. Riley Wealth Advisors Inc.139,929$11.70M0.3%+150.0%0.048%
5/16/2024 Ancora Advisors LLC123,845$10.35M0.2%-3.9%0.042%
5/16/2024 Dynasty Wealth Management LLC993,616$83.05M2.6%N/A0.339%
5/16/2024 High Falls Advisors Inc12,088$1.01M0.3%-61.0%0.004%
5/16/2024 Sweeney & Michel LLC16,699$1.39M0.6%N/A0.006%
5/16/2024 Kraft Davis & Associates LLC4,941$408K0.1%-7.4%0.002%
5/16/2024 Waverly Advisors LLC20,165$1.69M0.0%+607.5%0.007%
5/16/2024 Silvercrest Asset Management Group LLC3,853$322K0.0%-41.3%0.001%
5/16/2024 Captrust Financial Advisors2,288,815$191.28M0.6%-0.6%0.781%
5/15/2024 Ascent Group LLC32,165$2.69M0.2%-3.2%0.011%
5/15/2024 SVB Wealth LLC6,360$532K0.0%-38.1%0.002%
5/15/2024 Flow Traders U.S. LLC55,168$4.61M0.2%N/A0.019%
5/15/2024 Mount Yale Investment Advisors LLC17,306$1.45M0.1%-33.8%0.006%
5/15/2024 Kestra Advisory Services LLC326,659$27.30M0.2%+5.9%0.111%
5/15/2024 Steel Grove Capital Advisors LLC2,414$202K0.0%N/A0.001%
5/15/2024 1832 Asset Management L.P.33,820$2.83M0.0%-66.5%0.012%
5/14/2024 Cadence Bank3,554$297K0.0%-18.7%0.001%
5/14/2024 Axxcess Wealth Management LLC145,091$12.13M0.3%-4.3%0.050%
5/14/2024 EP Wealth Advisors LLC69,092$5.78M0.1%+0.2%0.024%
5/14/2024 CreativeOne Wealth LLC152,894$12.78M0.5%+14.8%0.052%
5/14/2024 Sax Wealth Advisors LLC38,536$3.22M0.4%-5.4%0.013%
5/14/2024 Mattern Wealth Management LLC15,981$1.34M0.3%-3.8%0.005%
5/14/2024 Leelyn Smith LLC195,620$16.35M3.3%-41.7%0.067%
5/14/2024 Evermay Wealth Management LLC5,334$446K0.1%-2.3%0.002%
5/14/2024 InterOcean Capital Group LLC118,834$9.93M0.2%+0.6%0.041%
5/14/2024 Oxford Financial Group LTD. LLC3,589$300K0.0%-14.1%0.001%
5/13/2024 Safeguard Investment Advisory Group LLC26,576$2.22M0.8%-11.8%0.009%
5/13/2024 O Shaughnessy Asset Management LLC4,883$408K0.0%+26.8%0.002%
5/13/2024 Rockport Wealth LLC3,390$283K0.1%N/A0.001%
5/11/2024 Lcnb Corp5,400$451K0.2%-8.5%0.002%
5/11/2024 Trustmark National Bank Trust Department25,392$2.12M0.2%-18.9%0.009%
5/11/2024 ESL Trust Services LLC614$51K0.0%N/A0.000%
5/11/2024 Orion Capital Management LLC3,464$290K0.2%-55.9%0.001%
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5/10/2024 Osaic Holdings Inc.1,141,445$95.42M0.2%-40.6%0.390%
5/10/2024 TIAA Trust National Association10,158$849K0.0%-3.5%0.003%
5/10/2024 Vanguard Group Inc.20,570$1.72M0.0%-6.3%0.007%
5/10/2024 Banco Santander S.A.97,999$8.19M0.1%+27.6%0.033%
5/10/2024 Truepoint Inc.6,583$550K0.0%+112.5%0.002%
5/10/2024 Nwam LLC21,744$1.79M0.1%-37.5%0.007%
5/9/2024 Delos Wealth Advisors LLC18,488$1.55M1.7%+10,839.6%0.006%
5/9/2024 ProVise Management Group LLC10,644$890K0.1%-25.9%0.004%
5/9/2024 Orion Portfolio Solutions LLC72,445$6.06M0.1%-27.8%0.025%
5/9/2024 Kingsview Wealth Management LLC30,067$2.51M0.1%-1.6%0.010%
5/9/2024 Planning Directions Inc.6,150$514K0.4%-2.5%0.002%
5/9/2024 TBH Global Asset Management LLC19,226$1.61M0.3%-22.3%0.007%
5/9/2024 Koshinski Asset Management Inc.4,344$363K0.0%-14.7%0.001%
5/8/2024 Cozad Asset Management Inc.50,417$4.21M0.4%-2.5%0.017%
5/8/2024 Bell Investment Advisors Inc27,295$2.28M0.4%-9.3%0.009%
5/8/2024 MAI Capital Management326,465$27.29M0.3%-0.6%0.111%
5/8/2024 West Wealth Group LLC13,401$1.12M0.4%-70.3%0.005%
5/8/2024 Bleakley Financial Group LLC5,471$457K0.0%-10.1%0.002%
5/8/2024 Avantax Advisory Services Inc.246,439$20.60M0.2%-15.2%0.084%
5/8/2024 US Bancorp DE1,369,106$114.43M0.2%-7.0%0.467%
5/8/2024 QRG Capital Management Inc.3,482$291K0.0%N/A0.001%
5/8/2024 Trademark Financial Management LLC3,666$306K0.3%-11.6%0.001%
5/8/2024 New Republic Capital LLC5,892$492K0.3%-7.2%0.002%
5/8/2024 Inspire Advisors LLC53,705$4.49M0.6%+1,554.0%0.018%
5/8/2024 Thoroughbred Financial Services LLC15,582$1.30M0.1%-6.2%0.005%
5/7/2024 Verus Capital Partners LLC117,502$9.82M1.1%-0.6%0.040%
5/7/2024 Choate Investment Advisors68,947$5.76M0.2%+396.3%0.024%
5/7/2024 Sei Investments Co.1,306,193$109.17M0.2%-53.4%0.446%
5/7/2024 GW Henssler & Associates Ltd.10,850$907K0.1%+1.3%0.004%
5/7/2024 Stonebrook Private Inc.33,815$2.83M0.8%-9.3%0.012%
5/7/2024 Concurrent Investment Advisors LLC32,292$2.70M0.1%-13.3%0.011%
5/7/2024 Atomi Financial Group Inc.23,336$1.95M0.2%-22.0%0.008%
5/7/2024 WealthPLAN Partners LLC3,447$288K0.0%-57.3%0.001%
5/7/2024 Facet Wealth Inc.286,617$23.39M0.8%+42.0%0.098%
5/7/2024 Bernardo Wealth Planning LLC29,626$2.48M0.7%-3.2%0.010%
5/7/2024 Shared Vision Wealth Group LLC4,024$336K0.2%-61.4%0.001%
5/7/2024 EQ LLC13,466$1.13M0.7%-46.3%0.005%
5/7/2024 Adaptive Financial Consulting LLC223,098$18.65M8.3%+1.4%0.076%
5/7/2024 LPF Advisors LLC6,117$511K0.5%-7.6%0.002%
5/7/2024 PFG Advisors18,296$1.53M0.1%-7.7%0.006%
5/7/2024 Wealthspire Advisors LLC6,080$508K0.0%-5.7%0.002%
5/7/2024 SG Americas Securities LLC57,256$4.79M0.0%+292.2%0.020%
5/7/2024 Houlihan Financial Resource Group Ltd.40,493$3.38M1.5%-2.5%0.014%
5/7/2024 Stokes Family Office LLC5,411$452K0.1%-92.4%0.002%
5/6/2024 Quantbot Technologies LP3,986$333K0.0%-63.6%0.001%
5/6/2024 Envestnet Portfolio Solutions Inc.355,089$29.68M0.1%-59.8%0.121%
5/6/2024 CFO4Life Group LLC13,247$1.11M0.2%-4.3%0.005%
5/6/2024 Custos Family Office LLC144,340$12.06M6.2%+0.9%0.049%
5/6/2024 MGB Wealth Management LLC26,572$2.22M0.9%-1.7%0.009%
5/6/2024 VitalStone Financial LLC30,521$2.55M1.9%+30,118.8%0.010%
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5/6/2024 Advisory Services Network LLC43,977$3.68M0.1%-15.9%0.015%
5/6/2024 W.H. Cornerstone Investments Inc.4,660$389K0.3%-27.1%0.002%
5/6/2024 Advisory Alpha LLC10,648$890K0.0%-1.7%0.004%
5/4/2024 Geneos Wealth Management Inc.521,610$43.60M2.0%+0.6%0.178%
5/4/2024 Buck Wealth Strategies LLC5,908$494K0.2%N/A0.002%
5/4/2024 Csenge Advisory Group67,991$5.68M0.3%-9.0%0.023%
5/4/2024 Richardson Financial Services Inc.7,074$591K0.4%-17.2%0.002%
5/3/2024 Signaturefd LLC32,293$2.70M0.1%-2.8%0.011%
5/3/2024 FDx Advisors Inc.71,971$6.02M0.9%-37.0%0.025%
5/3/2024 Avidian Wealth Solutions LLC7,820$654K0.0%-47.9%0.003%
(Data available from 1/1/2016 forward)

USMV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of USMV shares?

During the previous two years, 1,324 institutional investors and hedge funds held shares of iShares MSCI USA Min Vol Factor ETF. The most heavily invested institutionals were Bank of America Corp DE ($2.99B), FMR LLC ($1.93B), Raymond James & Associates ($1.33B), Envestnet Asset Management Inc. ($1.21B), Morgan Stanley ($1.08B), BlackRock Inc. ($755.80M), and LPL Financial LLC ($548.99M).Learn more on USMV's institutional investors.

Which institutional investors have been buying iShares MSCI USA Min Vol Factor ETF stock?

Of the 1,027 institutional investors that purchased iShares MSCI USA Min Vol Factor ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: FMR LLC ($16.99M), Envestnet Asset Management Inc. ($16.88M), CFS Investment Advisory Services LLC ($15.41M), Alaska Permanent Fund Corp ($8.15M), Optiver Holding B.V. ($7.66M), First Citizens Bank & Trust Co. ($5.46M), and Captrust Financial Advisors ($3.65M).

How much institutional buying is happening at iShares MSCI USA Min Vol Factor ETF?

Institutional investors have bought a total of 150,453,178 shares in the last 24 months. This purchase volume represents approximately $10.82B in transactions.

Which iShares MSCI USA Min Vol Factor ETF major shareholders have been selling company stock?

Of the 976 institutional investors that sold iShares MSCI USA Min Vol Factor ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Raymond James & Associates ($15.94M), Envestnet Asset Management Inc. ($14.53M), CFS Investment Advisory Services LLC ($8.09M), FMR LLC ($7.79M), First Citizens Bank & Trust Co. ($5.37M), Envestnet Portfolio Solutions Inc. ($3.06M), and Allstate Corp ($2.90M).

How much institutional selling is happening at iShares MSCI USA Min Vol Factor ETF?

Institutional investors have sold a total of 118,564,414 shares in the last 24 months. This volume of shares sold represents approximately $8.76B in transactions.


This page (BATS:USMV) was last updated on 5/19/2024 by MarketBeat.com Staff

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