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

iShares MSCI USA Min Vol Factor ETF logo
$93.58 +4.94 (+5.57%)
As of 03:50 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares MSCI USA Min Vol Factor ETF (BATS:USMV)

Number of
Institutional Buyers
(last 12 months)
826
Total
Institutional Inflows
(last 12 months)
$3.76B
Number of
Institutional Sellers
(last 12 months)
756
Total
Institutional Outflows
(last 12 months)
$3.98B
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USMV Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/11/2025 Milestones Private Investment Advisors LLC18,194$1.71M1.3%N/A0.007%
9/10/2025 WT Wealth Management25,142$2.36M0.7%+103.7%0.010%
9/9/2025 NWF Advisory Services Inc.17,065$1.60M0.2%-1.0%0.007%
9/4/2025 Osaic Holdings Inc.1,131,306$106.21M0.2%-20.8%0.443%
8/29/2025 Centaurus Financial Inc.12,821$1.20M0.1%+13.2%0.005%
8/28/2025 Stark Wealth Management LLC12,200$1.13M1.6%N/A0.005%
8/27/2025 Barnes Wealth Management Group Inc5,235$491K0.3%+6.3%0.002%
8/27/2025 Orion Porfolio Solutions LLC70,687$6.64M0.1%+2.4%0.028%
8/27/2025 Squarepoint Ops LLC40,614$3.81M0.0%N/A0.016%
8/26/2025 Thrivent Financial for Lutherans67,532$6.34M0.0%-35.9%0.026%
8/25/2025 Silverlake Wealth Management LLC5,904$554K0.2%+12.0%0.002%
8/25/2025 Hilltop Partners LLC23,131$2.17M0.7%-0.7%0.009%
8/19/2025 B. Riley Wealth Advisors Inc.4,245$398K0.0%N/A0.002%
8/19/2025 Advisory Services Network LLC49,446$4.58M0.1%+18.2%0.019%
8/19/2025 Delos Wealth Advisors LLC28,894$2.71M2.1%-7.7%0.011%
8/19/2025 Asset Dedication LLC9,364$879K0.1%+10.3%0.004%
8/18/2025 Old North State Trust LLC10,864$1.02M0.7%+15.5%0.004%
8/18/2025 Tyler Stone Wealth Management101,023$9.48M1.5%-3.4%0.040%
8/18/2025 Geneos Wealth Management Inc.560,626$52.63M1.3%-1.4%0.220%
8/18/2025 Pacific Center for Financial Services239,832$22.51M6.1%-0.5%0.094%
8/18/2025 Front Row Advisors LLC3,148$296K0.1%-3.4%0.001%
8/16/2025 Evergreen Capital Management LLC112,045$10.52M0.3%+13.0%0.044%
8/15/2025 Strategic Investment Advisors MI23,795$2.23M0.2%+9.8%0.009%
8/15/2025 High Falls Advisors Inc10,559$991K0.2%+6.8%0.004%
8/15/2025 First Heartland Consultants Inc.30,850$2.90M0.3%+0.6%0.012%
8/15/2025 Sugar Maple Asset Management LLC36,156$3.39M2.6%-21.8%0.014%
8/15/2025 Corient Private Wealth LLC61,645$5.79M0.0%-2.1%0.024%
8/15/2025 Puff Wealth Management LLC3,225$303K0.1%-49.1%0.001%
8/15/2025 Equitable Holdings Inc.175,389$16.46M0.1%-8.1%0.069%
8/15/2025 Ewing Morris & Co. Investment Partners Ltd.5,600$526K0.2%+12.0%0.002%
8/15/2025 Chapman Financial Group LLC310$29K0.0%N/A0.000%
8/15/2025 Captrust Financial Advisors765,468$71.85M0.2%-4.7%0.300%
8/15/2025 WFA of San Diego LLC6,684$627K0.5%N/A0.003%
8/15/2025 Visionary Wealth Advisors29,218$2.74M0.1%-1.8%0.011%
8/15/2025 Smartleaf Asset Management LLC15,427$1.44M0.1%+41.4%0.006%
8/15/2025 Snowden Capital Advisors LLC98,623$9.26M0.3%+0.8%0.039%
8/15/2025 Oxford Financial Group LTD. LLC2,884$271K0.0%-19.6%0.001%
8/15/2025 Orion Porfolio Solutions LLC71,419$6.70M0.0%+3.5%0.028%
8/15/2025 MML Investors Services LLC576,273$54.10M0.2%+7.5%0.226%
8/15/2025 Modern Wealth Management LLC59,749$5.61M0.1%-0.8%0.023%
8/15/2025 Houlihan Financial Resource Group Ltd.38,980$3.64M1.5%-1.6%0.015%
8/15/2025 IHT Wealth Management LLC99,471$9.34M0.3%-0.7%0.039%
8/15/2025 Great Valley Advisor Group Inc.40,196$3.77M0.1%-9.6%0.016%
8/15/2025 EP Wealth Advisors LLC60,904$5.72M0.0%-1.4%0.024%
8/15/2025 Benjamin Edwards Inc.18,543$1.74M0.0%+64.9%0.007%
8/15/2025 BNP Paribas Financial Markets11,326$1.06M0.0%-78.2%0.004%
8/15/2025 Blue Capital Inc.4,572$429K0.3%N/A0.002%
8/15/2025 Bank of America Corp DE13,696,374$1.29B0.1%-2.7%5.367%
8/15/2025 AQR Capital Management LLC105,617$9.91M0.0%+31.6%0.041%
8/15/2025 Ameriprise Financial Inc.2,892,840$271.63M0.1%+18.5%1.134%
8/14/2025 MGB Wealth Management LLC25,008$2.35M0.8%-1.1%0.010%
8/14/2025 Ausdal Financial Partners Inc.13,892$1.30M0.1%+7.8%0.005%
8/14/2025 NCM Capital Management LLC3,106$291K0.1%+13.9%0.001%
8/14/2025 Raymond James Financial Inc.13,315,040$1.25B0.4%+1.5%5.217%
8/14/2025 Quantinno Capital Management LP44,762$4.20M0.0%+51.6%0.018%
8/14/2025 Diversify Wealth Management LLC7,817$726K0.0%+20.4%0.003%
8/14/2025 Diversify Advisory Services LLC92,492$8.59M0.3%+9.8%0.036%
8/14/2025 Alliancebernstein L.P.197,483$18.54M0.0%+3.3%0.077%
8/14/2025 Glenview Trust co6,390$600K0.0%+7.1%0.003%
8/14/2025 FAS Wealth Partners Inc.74,030$6.95M0.5%+0.2%0.029%
8/14/2025 Squarepoint Ops LLC40,614$3.81M0.0%N/A0.016%
8/14/2025 Sei Investments Co.1,494,981$140.33M0.2%+2.0%0.586%
8/14/2025 NewEdge Advisors LLC497,468$46.70M0.2%-3.7%0.195%
8/14/2025 Pecaut & CO.86,268$8.10M2.7%+3.2%0.034%
8/14/2025 Qube Research & Technologies Ltd244,764$22.98M0.0%+465.5%0.096%
8/14/2025 Sagard Holdings Management Inc.37,714$3.54M9.9%N/A0.015%
8/14/2025 Daiwa Securities Group Inc.38,000$3.57M0.0%-4.3%0.015%
8/14/2025 Sentinus LLC3,443$323K0.1%-8.0%0.001%
8/14/2025 Acorn Wealth Advisors LLC44,038$4.13M1.5%-4.4%0.017%
8/14/2025 Gerber Kawasaki Wealth & Investment Management121,516$11.41M0.4%-0.8%0.048%
8/14/2025 Transce3nd LLC5,432$510K0.2%-6.6%0.002%
8/14/2025 Vertex Planning Partners LLC6,322$593K0.1%-7.7%0.002%
8/14/2025 Balance Wealth LLC3,960$372K0.2%-41.9%0.002%
8/14/2025 Cary Street Partners Financial LLC28,887$2.71M0.1%+2.6%0.011%
8/14/2025 Cerity Partners LLC1,121,739$105.30M0.2%-48.6%0.440%
8/13/2025 Per Stirling Capital Management LLC.87,984$8.26M1.1%+1.8%0.034%
8/13/2025 Victory Financial Group LLC2,680$252K0.0%-74.6%0.001%
8/13/2025 Shepherd Financial Partners LLC20,790$1.95M0.2%-12.9%0.008%
8/13/2025 StoneX Group Inc.7,488$703K0.0%-25.0%0.003%
8/13/2025 Flow Traders U.S. LLC16,447$1.54M0.1%-47.5%0.006%
8/13/2025 SageView Advisory Group LLC79,513$7.43M0.3%-2.1%0.031%
8/13/2025 Cresset Asset Management LLC126,102$11.84M0.1%+0.3%0.049%
8/13/2025 Gateway Wealth Partners LLC50,930$4.78M0.9%+4.0%0.020%
8/13/2025 Brown Advisory Inc.15,979$1.50M0.0%-5.7%0.006%
8/13/2025 SCS Capital Management LLC9,577$899K0.0%+152.9%0.004%
8/13/2025 M Holdings Securities Inc.19,023$1.77M0.3%N/A0.007%
8/13/2025 Great Diamond Partners LLC11,143$1.05M0.2%-3.9%0.004%
8/13/2025 Baird Financial Group Inc.145,748$13.68M0.0%+6.2%0.057%
8/13/2025 First Trust Advisors LP7,845$736K0.0%+39.0%0.003%
8/13/2025 Raab & Moskowitz Asset Management LLC3,031$285K0.1%+22.8%0.001%
8/13/2025 Trek Financial LLC7,524$706K0.0%+13.2%0.003%
8/13/2025 CW Advisors LLC20,408$1.92M0.0%+114.3%0.008%
8/13/2025 KilterHowling LLC130,675$12.27M7.3%+1.6%0.051%
8/13/2025 Beacon Pointe Advisors LLC217,893$20.45M0.2%+0.7%0.085%
8/13/2025 M&T Bank Corp132,924$12.48M0.0%-6.3%0.052%
8/13/2025 Portfolio Design Labs LLC369,354$34.67M6.8%N/A0.145%
8/13/2025 Van Hulzen Asset Management LLC91,573$8.60M0.7%+2.1%0.036%
8/13/2025 Fisher Asset Management LLC3,828$359K0.0%-12.1%0.002%
8/13/2025 Edgestream Partners L.P.2,763$259K0.0%-25.0%0.001%
8/13/2025 Smith Moore & CO.18,906$1.78M0.1%-8.0%0.007%
(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, 1,459 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 ($1.29B), Raymond James Financial Inc. ($1.25B), Morgan Stanley ($1.08B), FMR LLC ($1.04B), Raymond James & Associates ($935.56M), Wealth Enhancement Advisory Services LLC ($628.58M), and LPL Financial LLC ($550.40M).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 1,097 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. ($13.44M), 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 41,267,269 shares in the last 24 months. This purchase volume represents approximately $3.76B in transactions.

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

Of the 756 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 ($5.27M), PNC Financial Services Group Inc. ($4.45M), FMR LLC ($2.86M), JPMorgan Chase & Co. ($2.84M), 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 43,669,726 shares in the last 24 months. This volume of shares sold represents approximately $3.98B in transactions.


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This page (BATS:USMV) was last updated on 9/17/2025 by MarketBeat.com Staff
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