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

iShares MSCI USA Min Vol Factor ETF logo
$92.82 +4.19 (+4.72%)
Closing price 08/8/2025 03:59 PM Eastern
Extended Trading
$92.84 +0.02 (+0.02%)
As of 08/8/2025 04:20 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

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

Number of
Institutional Buyers
(last 12 months)
802
Total
Institutional Inflows
(last 12 months)
$3.67B
Number of
Institutional Sellers
(last 12 months)
745
Total
Institutional Outflows
(last 12 months)
$3.89B
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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
8/8/2025 Financial Gravity Companies Inc.701$66K0.0%N/A0.000%
8/8/2025 KM Capital Management Ltd.10,384$975K0.5%-34.2%0.004%
8/8/2025 Rockefeller Capital Management L.P.185,090$17.38M0.0%+0.8%0.073%
8/8/2025 Kingsview Wealth Management LLC26,766$2.51M0.0%+1.4%0.010%
8/8/2025 Citizens Financial Group Inc. RI255,666$24.00M0.4%-4.4%0.100%
8/8/2025 Avantax Advisory Services Inc.237,558$22.30M0.1%+2.0%0.093%
8/8/2025 Thoroughbred Financial Services LLC14,798$1.39M0.1%-9.1%0.006%
8/8/2025 Cetera Investment Advisers2,142,277$201.10M0.3%+26.3%0.839%
8/8/2025 Creative Planning266,538$25.02M0.0%+4.2%0.104%
8/8/2025 Empower Advisory Group LLC2,435$229K0.0%-15.4%0.001%
8/8/2025 Security Financial Services INC.10,173$955K0.2%+6.0%0.004%
8/8/2025 Foundations Investment Advisors LLC61,445$5.77M0.1%+5.8%0.024%
8/8/2025 Advisors Capital Management LLC2,462$231K0.0%-12.2%0.001%
8/8/2025 Hibernia Wealth Partners LLC76,157$7.15M2.3%+103.3%0.030%
8/8/2025 Avalon Trust Co6,350$596K0.0%+56.8%0.002%
8/8/2025 Good Life Advisors LLC75,807$7.12M0.4%+833.8%0.030%
8/8/2025 Petix & Botte Co46,339$4.35M1.1%-1.3%0.018%
8/8/2025 MV Capital Management Inc.215,522$20.23M2.1%-2.0%0.084%
8/8/2025 Symphony Financial Services Inc.20,864$1.96M1.2%+7.6%0.008%
8/8/2025 PNC Financial Services Group Inc.5,459,821$512.51M0.3%-5.2%2.139%
8/8/2025 Comprehensive Financial Planning Inc. PA628$59K0.0%N/A0.000%
8/8/2025 Wealth Alliance LLC5,335$501K0.1%+4.2%0.002%
8/8/2025 Brickley Wealth Management106,225$9.97M2.0%-0.3%0.042%
8/7/2025 Verus Capital Partners LLC119,540$11.22M0.9%+5.6%0.047%
8/7/2025 New England Private Wealth Advisors LLC104,561$9.76M1.4%-0.9%0.041%
8/7/2025 CENTRAL TRUST Co7,640$717K0.0%-3.4%0.003%
8/7/2025 Nwam LLC30,566$2.86M0.2%-3.1%0.012%
8/7/2025 Ibex Wealth Advisors84,804$7.96M0.8%+37.3%0.033%
8/7/2025 Vise Technologies Inc.48,449$4.55M0.2%N/A0.019%
8/7/2025 Mosaic Financial Group LLC3,373$317K0.2%-7.6%0.001%
8/7/2025 Allworth Financial LP78,585$7.38M0.0%+30.1%0.031%
8/7/2025 Fidelis Capital Partners LLC42,440$3.95M0.4%+8.0%0.017%
8/7/2025 Shared Vision Wealth Group LLC2,488$230K0.1%-12.9%0.001%
8/7/2025 Joseph Group Capital Management5,358$503K0.2%-3.7%0.002%
8/7/2025 Summit X LLC12,243$1.15M0.2%-4.5%0.005%
8/7/2025 PFG Advisors17,892$1.68M0.1%-1.3%0.007%
8/7/2025 Winthrop Capital Management LLC111,557$10.47M2.6%-4.1%0.044%
8/7/2025 Midwest Trust Co7,814$734K0.0%N/A0.003%
8/7/2025 Sound View Wealth Advisors Group LLC10,373$974K0.1%-1.2%0.004%
8/6/2025 Prospera Financial Services Inc80,682$7.58M0.1%-1.7%0.032%
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8/6/2025 RWA Wealth Partners LLC6,212$583K0.0%-95.1%0.002%
8/6/2025 AE Wealth Management LLC63,573$5.97M0.0%-51.3%0.025%
8/6/2025 Stokes Family Office LLC4,036$379K0.0%+50.0%0.002%
8/6/2025 Quadrant Private Wealth Management LLC7,572$711K0.1%+104.2%0.003%
8/6/2025 Chancellor Financial Group WB LP3,931$369K0.3%-5.4%0.002%
8/6/2025 Vestmark Advisory Solutions Inc.6,701$629K0.0%-51.6%0.003%
8/6/2025 Ipsen Advisor Group LLC2,178$204K0.2%-10.3%0.001%
8/6/2025 Bryn Mawr Trust Advisors LLC2,374$223K0.0%N/A0.001%
8/6/2025 ETF Store Inc.27,644$2.60M3.0%-6.5%0.011%
8/6/2025 Smart Money Group LLC8,474$795K0.2%-10.1%0.003%
8/6/2025 Atlas Legacy Advisors LLC13,153$1.24M0.3%-1.8%0.005%
8/6/2025 Savant Capital LLC89,225$8.38M0.1%-2.3%0.035%
8/6/2025 Modera Wealth Management LLC2,723$256K0.0%+15.3%0.001%
8/6/2025 Soltis Investment Advisors LLC10,092$947K0.1%+9.9%0.004%
8/6/2025 Flagship Private Wealth LLC176,082$16.53M7.0%-9.9%0.069%
8/6/2025 Golden State Wealth Management LLC29,657$2.78M0.3%+56.7%0.012%
8/6/2025 Commonwealth Equity Services LLC2,202,341$206.73M0.3%+0.8%0.863%
8/6/2025 Horan Securities Inc.7,301$685K0.2%+18.9%0.003%
8/6/2025 Stone House Investment Management LLC3,948$371K0.1%+32.9%0.002%
8/6/2025 Able Wealth Management LLC71,516$6.71M3.4%+1.7%0.028%
8/6/2025 Atlantic Union Bankshares Corp895$84K0.0%N/A0.000%
8/6/2025 First Horizon Advisors Inc.4,154$390K0.0%+18.7%0.002%
8/6/2025 Csenge Advisory Group66,350$6.20M0.3%-1.8%0.026%
8/6/2025 Stonebridge Financial Planning Group LLC5,650$530K0.2%-9.6%0.002%
8/6/2025 Moors & Cabot Inc.12,658$1.19M0.1%+7.1%0.005%
8/5/2025 Arrowroot Family Office LLC10,225$960K0.4%N/A0.004%
8/5/2025 GPS Wealth Strategies Group LLC36,218$3.40M0.4%-6.0%0.014%
8/5/2025 Crestwood Advisors Group LLC47,355$4.44M0.1%-1.9%0.019%
8/5/2025 Claro Advisors LLC14,978$1.41M0.2%+3.1%0.006%
8/5/2025 Sheridan Capital Management LLC91,785$8.62M5.9%-0.2%0.036%
8/5/2025 Magnolia Capital Advisors LLC68,723$6.45M1.6%-38.2%0.027%
8/5/2025 Optivise Advisory Services LLC7,780$730K0.4%+42.6%0.003%
8/5/2025 Bank of New York Mellon Corp1,207,864$113.38M0.0%+22.8%0.473%
8/5/2025 Freestone Capital Holdings LLC6,549$615K0.0%-10.3%0.003%
8/5/2025 Tsfg LLC3,910$367K0.1%-6.1%0.002%
8/5/2025 Westside Investment Management Inc.2,508$236K0.0%-5.0%0.001%
8/5/2025 Bank of Montreal Can44,819$4.21M0.0%+9.9%0.018%
8/5/2025 Snider Financial Group10,164$954K0.3%+4.7%0.004%
8/5/2025 Sigma Planning Corp160,927$15.11M0.5%-1.8%0.063%
8/5/2025 AAF Wealth Management LLC180,124$16.91M7.7%N/A0.071%
8/5/2025 5T Wealth LLC19,494$1.83M0.9%-0.7%0.008%
8/5/2025 TIAA Trust National Association12,169$1.14M0.0%+3.9%0.005%
8/5/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors2,809$264K0.0%N/A0.001%
8/5/2025 Strategic Financial Concepts LLC2,429$228K0.0%-29.5%0.001%
8/5/2025 Atlas Private Wealth Advisors24,085$2.26M0.3%+35.2%0.009%
8/5/2025 Lifeworks Advisors LLC6,372$598K0.1%N/A0.002%
8/5/2025 Dravo Bay LLC8,945$840K0.4%+3.3%0.004%
8/4/2025 Center for Financial Planning Inc.293$28K0.0%-32.0%0.000%
8/4/2025 Syverson Strege & Co34,935$3.28M0.8%+11.8%0.014%
8/4/2025 Mccarter Private Wealth Services LLC3,123$293K0.2%N/A0.001%
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8/4/2025 AlphaStar Capital Management LLC4,751$446K0.0%-7.6%0.002%
8/4/2025 4J Wealth Management LLC6,750$634K0.4%-7.1%0.003%
8/4/2025 Integrity Alliance LLC.11,733$1.10M0.1%-49.6%0.005%
8/4/2025 Creative Financial Designs Inc. ADV1,045$98K0.0%+37.5%0.000%
8/4/2025 Bay Colony Advisory Group Inc d b a Bay Colony Advisors13,395$1.26M0.2%+5.5%0.005%
8/4/2025 Creekmur Asset Management LLC9,821$922K0.2%-6.6%0.004%
8/4/2025 Hicks Capital Management LLC23,525$2.21M3.5%-0.8%0.009%
8/4/2025 IFG Advisory LLC41,385$3.89M0.2%-1.0%0.016%
8/4/2025 Ledyard National Bank3,561$334K0.0%+7.6%0.001%
8/4/2025 Atria Investments Inc61,350$5.76M0.1%+1.1%0.024%
(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, 1,457 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 ($1.40B), Raymond James Financial Inc. ($1.23B), Morgan Stanley ($1.08B), FMR LLC ($1.04B), Raymond James & Associates ($935.56M), BlackRock Inc. ($755.80M), and Wealth Enhancement Advisory Services LLC ($628.58M).Learn more on iShares MSCI USA Min Vol Factor ETF's institutional investors.

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

Of the 1,093 institutional investors that purchased iShares MSCI USA Min Vol Factor ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($13.25M), FMR LLC ($9.06M), Optiver Holding B.V. ($7.66M), Wealth Enhancement Advisory Services LLC ($4.28M), Catalyst Capital Advisors LLC ($3.87M), Envestnet Portfolio Solutions Inc. ($3.48M), and International Assets Investment Management LLC ($2.83M).

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

Institutional investors have bought a total of 40,502,265 shares in the last 24 months. This purchase volume represents approximately $3.67B in transactions.

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

Of the 745 institutional investors that sold iShares MSCI USA Min Vol Factor ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Raymond James & Associates ($5.85M), Captrust Financial Advisors ($5.23M), PNC Financial Services Group Inc. ($4.45M), FMR LLC ($2.86M), JPMorgan Chase & Co. ($2.43M), Alaska Permanent Fund Corp ($1.86M), and Horizon Investments LLC ($1.20M).

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

Institutional investors have sold a total of 42,923,467 shares in the last 24 months. This volume of shares sold represents approximately $3.89B in transactions.



This page (BATS:USMV) was last updated on 8/11/2025 by MarketBeat.com Staff
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