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

iShares MSCI USA Min Vol Factor ETF logo
$94.66 +6.02 (+6.79%)
Closing price 03:59 PM Eastern
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$94.68 +0.02 (+0.02%)
As of 06:40 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)
829
Total
Institutional Inflows
(last 12 months)
$3.75B
Number of
Institutional Sellers
(last 12 months)
753
Total
Institutional Outflows
(last 12 months)
$3.49B
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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
10/22/2025MassMutual Private Wealth & Trust FSB973$93K0.0%N/A0.000%
10/22/2025Cerity Partners LLC1,173,137$111.61M0.2%+4.6%0.460%
10/22/2025Capital Planning LLC117,128$11.14M3.2%+1.0%0.046%
10/22/2025Cardinal Strategic Wealth Guidance36,162$3.44M0.9%-10.7%0.014%
10/22/2025Grandview Asset Management LLC6,200$590K0.2%-48.9%0.002%
10/22/2025Cordatus Wealth Management LLC48,078$4.57M1.1%-4.9%0.019%
10/22/2025Kathmere Capital Management LLC14,877$1.42M0.1%+13.9%0.006%
10/22/2025Gladstone Institutional Advisory LLC76,617$7.29M0.3%-2.1%0.030%
10/22/2025Greenleaf Trust5,328$507K0.0%-2.9%0.002%
10/22/2025Geneos Wealth Management Inc.549,626$52.29M1.3%-2.0%0.215%
10/22/2025Nottingham Advisors Inc.7,101$676K0.1%-2.6%0.003%
10/22/2025Milestone Asset Management Group LLC30,352$2.89M1.8%+3.4%0.012%
10/22/2025Gries Financial LLC13,819$1.32M0.2%-1.1%0.005%
10/22/2025RHS Financial LLC43,313$4.12M2.1%-9.2%0.017%
10/22/2025Keystone Wealth Services LLC14,814$1.41M0.3%+0.9%0.006%
10/22/2025Brickley Wealth Management106,470$10.13M1.8%+0.2%0.042%
10/22/2025D.A. Davidson & CO.159,866$15.21M0.1%+17.8%0.063%
10/22/2025Ellis Investment Partners LLC20,005$1.90M0.3%-2.1%0.008%
10/22/2025Oregon Pacific Wealth Management LLC11,019$1.05M0.9%N/A0.004%
10/22/2025Mechanics Bank Trust Department33,077$3.15M0.4%-2.2%0.013%
10/22/2025Spreng Capital Management Inc.74,812$7.12M2.8%-10.3%0.029%
10/22/2025Daymark Wealth Partners LLC4,634$441K0.0%+15.0%0.002%
10/22/2025Cynosure Group LLC42,424$4.04M0.4%+16.8%0.017%
10/22/2025Commonwealth Equity Services LLC2,036,321$193.74M0.3%-7.5%0.798%
10/22/20254J Wealth Management LLC6,300$599K0.4%-6.7%0.002%
10/22/2025WT Wealth Management12,745$1.21M0.3%-49.3%0.005%
10/22/2025Alpine Bank Wealth Management48,873$4.65M0.7%-25.9%0.019%
10/21/2025Fifth Third Wealth Advisors LLC7,610$724K0.0%+21.9%0.003%
10/21/2025Wealth Management Partners LLC27,996$2.66M0.8%-3.5%0.011%
10/21/2025Global Retirement Partners LLC44,005$4.19M0.1%+0.2%0.017%
10/21/2025Altfest L J & Co. Inc.62,933$5.99M0.7%N/A0.025%
10/21/2025C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors2,398$228K0.0%-14.6%0.001%
10/21/2025Summit Wealth Partners LLC203,925$19.40M3.5%+0.1%0.080%
10/21/2025Sterling Investment Counsel LLC3,189$303K0.1%N/A0.001%
10/21/2025Delta Wealth Advisors LLC34,577$3.29M2.6%+3.5%0.014%
10/21/2025Wagner Wealth Management LLC2,705$257K0.1%-66.6%0.001%
10/21/2025Silver Oak Securities Incorporated7,835$745K0.1%+3.7%0.003%
10/21/2025Golden State Equity Partners16,264$1.55M0.3%-1.4%0.006%
10/21/2025Wealth Management Associates Inc.13,147$1.25M0.4%+1.1%0.005%
10/21/2025Salomon & Ludwin LLC2,195$209K0.0%-5.0%0.001%
10/21/2025Strait & Sound Wealth Management LLC12,626$1.20M0.5%+10.6%0.005%
10/21/2025Mather Group LLC.75,597$7.19M0.1%+1.1%0.030%
10/20/2025Mattern Wealth Management LLC12,518$1.19M0.2%-2.8%0.005%
10/20/2025Croban40,260$3.83M2.6%+9.9%0.016%
10/20/2025Balance Wealth LLC5,665$539K0.1%+43.1%0.002%
10/20/2025Accurate Wealth Management LLC3,345$317K0.0%+54.0%0.001%
10/20/2025Miracle Mile Advisors LLC25,784$2.45M0.0%-29.8%0.010%
10/20/2025JB Capital LLC7,039$670K0.0%+20.1%0.003%
10/20/2025Mainstream Capital Management LLC6,258$595K0.4%-5.2%0.002%
10/20/2025Chris Bulman Inc3,585$341K0.2%-5.0%0.001%
10/20/2025Merit Financial Group LLC137,700$13.10M0.1%+0.3%0.054%
10/20/2025TBH Global Asset Management LLC11,586$1.10M0.2%N/A0.005%
10/20/2025Calamos Wealth Management LLC94,871$9.03M0.3%+0.4%0.037%
10/20/2025Sax Wealth Advisors LLC27,730$2.64M0.1%-8.8%0.011%
10/20/2025Sequent Asset Management LLC56,952$5.42M2.6%-7.2%0.022%
10/20/2025Forefront Wealth Partners LLC45,630$4.34M1.1%N/A0.018%
10/20/2025Investment Partners Asset Management Inc.7,805$743K0.5%-19.8%0.003%
10/20/2025Ascent Group LLC111,812$10.64M0.4%-63.7%0.044%
10/20/2025Great Diamond Partners LLC10,777$1.03M0.2%-3.3%0.004%
10/20/2025Ergawealth Advisors Inc.14,641$1.39M0.6%-18.3%0.006%
10/20/2025Armbruster Capital Management Inc.166,362$15.83M2.7%-0.4%0.065%
10/20/2025Wells Financial Advisors INC50,647$4.82M6.4%-7.8%0.020%
10/20/2025Bravias Capital Group LLC12,062$1.15M0.8%-14.8%0.005%
10/20/2025Continuum Advisory LLC2,673$254K0.0%+14.0%0.001%
10/17/2025Austin Private Wealth LLC5,829$555K0.0%+4.8%0.002%
10/17/2025Retireful LLC13,250$1.26M1.2%-6.7%0.005%
10/17/2025Goldstone Financial Group LLC13,488$1.28M0.2%-3.8%0.005%
10/17/2025Trademark Financial Management LLC3,788$360K0.2%-87.5%0.001%
10/17/2025Institute for Wealth Management LLC.9,036$860K0.1%-18.7%0.004%
10/17/20255T Wealth LLC19,366$1.84M0.8%-0.7%0.008%
10/17/2025KW Wealth Management LLC13,444$1.28M2.2%N/A0.005%
10/17/2025Archford Capital Strategies LLC2,237$213K0.0%-71.7%0.001%
10/17/2025Everpar Advisors LLC3,161$301K0.1%+34.7%0.001%
10/17/2025Enzi Wealth141,799$13.23M4.7%+1.1%0.056%
10/17/2025Kaydan Wealth Management Inc.16,272$1.55M0.4%-4.2%0.006%
10/17/2025Perigon Wealth Management LLC68,285$6.50M0.1%-1.2%0.027%
10/17/2025Client 1ST Advisory Group LLC8,363$796K0.3%-6.9%0.003%
10/17/2025Sowell Financial Services LLC106,040$10.09M0.4%-5.3%0.042%
10/17/2025Sapient Capital LLC13,995$1.33M0.0%-24.0%0.005%
10/17/2025Mayflower Financial Advisors LLC74,999$7.14M0.7%-2.7%0.029%
10/17/2025Alterna Wealth Management Inc.8,600$818K0.7%-4.6%0.003%
10/17/2025Apella Capital LLC141,035$13.16M0.3%-15.8%0.055%
10/17/2025Apollon Wealth Management LLC50,258$4.78M0.1%-1.2%0.020%
10/17/2025Apollon Financial LLC56,484$5.37M0.9%-0.5%0.022%
10/16/2025 180 Wealth Advisors LLC22,830$2.17M0.3%-3.6%0.009%
10/16/2025 Wealth Management Resources Inc.136,791$13.01M4.2%+0.5%0.054%
10/16/2025 Columbus Macro LLC5,122$487K0.1%-21.2%0.002%
10/16/2025 Hoese & Co LLP24,395$2.32M1.8%-7.8%0.010%
10/16/2025 Townsend Asset Management Corp NC ADV17,886$1.70M0.6%-2.4%0.007%
10/16/2025 Lowe Wealth Advisors LLC217,277$20.67M7.5%-1.4%0.085%
10/16/2025 Capital Advisors Ltd. LLC246,179$23.42M2.6%-0.9%0.096%
10/16/2025 Custos Family Office LLC99,345$9.45M5.3%-53.5%0.039%
10/16/2025 HBK Sorce Advisory LLC2,651$253K0.0%N/A0.001%
10/16/2025 DecisionMap Wealth Management LLC25,103$2.39M1.5%+2.4%0.010%
10/16/2025 Syntegra Private Wealth Group LLC191,324$18.20M1.7%-4.2%0.075%
10/16/2025 Yeomans Consulting Group Inc.38,879$3.69M1.3%+1.7%0.015%
10/15/2025 CWM LLC784,525$74.64M0.2%+3.1%0.307%
10/15/2025 BSW Wealth Partners2,522$240K0.0%-7.4%0.001%
10/15/2025 Granite Bay Wealth Management LLC6,820$649K0.2%+63.8%0.003%
10/15/2025 Independent Wealth Network Inc.3,352$319K0.1%+4.3%0.001%
(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, 1,454 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 1,100 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 41,211,023 shares in the last 24 months. This purchase volume represents approximately $3.75B in transactions.

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

Of the 752 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: 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), Horizon Investments LLC ($1.20M), and Cerity Partners LLC ($1.10M).

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

Institutional investors have sold a total of 38,345,798 shares in the last 24 months. This volume of shares sold represents approximately $3.49B in transactions.


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This page (BATS:USMV) was last updated on 10/22/2025 by MarketBeat.com Staff
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