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

iShares MSCI USA Min Vol Factor ETF logo
$94.08 +5.44 (+6.14%)
As of 05/20/2025 02:31 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)
776
Total
Institutional Inflows
(last 12 months)
$3.57B
Number of
Institutional Sellers
(last 12 months)
735
Total
Institutional Outflows
(last 12 months)
$3.99B
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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
5/20/2025Blue Rock Wealth Management LLC10,375$972K0.8%-22.5%0.004%
5/20/2025 Focus Partners Wealth1,116,698$104.59M0.3%-0.2%0.431%
5/20/2025Flaharty Asset Management LLC325$30K0.0%N/A0.000%
5/20/2025Integrity Alliance LLC.23,286$2.18M0.1%+326.2%0.009%
5/20/2025 Glenview Trust co5,965$559K0.0%+11.9%0.002%
5/19/2025 Jane Street Group LLC35,476$3.32M0.0%+366.3%0.014%
5/19/2025SageView Advisory Group LLC81,198$7.61M0.3%-2.3%0.031%
5/19/2025 Advisory Alpha LLC17,667$1.66M0.1%+28.1%0.007%
5/19/2025Client 1ST Advisory Group LLC9,359$877K0.3%-3.5%0.004%
5/19/2025 SCS Capital Management LLC3,787$355K0.0%N/A0.001%
5/19/2025Legacy Advisory Services LLC106,270$9.95M8.4%N/A0.041%
5/16/2025 Prostatis Group LLC3,242$304K0.1%-72.2%0.001%
5/16/2025 Empowered Funds LLC125,986$11.80M0.2%N/A0.049%
5/16/2025 Ascent Group LLC25,336$2.37M0.1%+53.7%0.010%
5/16/2025 Arete Wealth Advisors LLC5,745$538K0.0%-6.1%0.002%
5/16/2025 Strait & Sound Wealth Management LLC10,320$967K0.4%+74.0%0.004%
5/16/2025 Signature Estate & Investment Advisors LLC36,712$3.44M0.1%-0.8%0.014%
5/16/2025 Everstar Asset Management LLC10,245$960K0.2%N/A0.004%
5/16/2025 Ashton Thomas Private Wealth LLC41,272$3.87M0.1%+0.5%0.016%
5/16/2025 Goldman Sachs Group Inc.40,719$3.81M0.0%-60.0%0.016%
5/16/2025 ROSS JOHNSON & Associates LLC304$28K0.5%N/A0.000%
5/16/2025 Jones Financial Companies Lllp4,920$461K0.0%-98.6%0.002%
5/16/2025 Tolleson Wealth Management Inc.10,025$939K0.2%-23.9%0.004%
5/16/2025 Sheridan Capital Management LLC91,979$8.62M6.3%-0.7%0.035%
5/16/2025 Raab & Moskowitz Asset Management LLC2,469$231K0.1%N/A0.001%
5/16/2025 Pacific Center for Financial Services241,062$22.58M6.0%+83.4%0.093%
5/16/2025 Pinnacle Family Advisors LLC10,257$961K0.5%-2.9%0.004%
5/16/2025 NewEdge Advisors LLC516,823$48.41M0.3%+11.1%0.199%
5/16/2025 Integrated Wealth Concepts LLC354,835$33.23M0.4%-5.1%0.137%
5/16/2025 Alliancebernstein L.P.191,255$17.91M0.0%-9.8%0.074%
5/16/2025 AQR Capital Management LLC80,257$7.52M0.0%+111.4%0.031%
5/16/2025 Ancora Advisors LLC96,864$9.07M0.2%+2.5%0.037%
5/15/2025 Federation des caisses Desjardins du Quebec111,853$10.48M0.1%+189.6%0.043%
5/15/2025 EP Wealth Advisors LLC61,795$5.79M0.0%-5.1%0.024%
5/15/2025 GW Henssler & Associates Ltd.8,378$785K0.0%-13.3%0.003%
5/15/2025 Focus Partners Advisor Solutions LLC29,002$2.72M0.0%+288.6%0.011%
5/15/2025 One Wealth Capital Management LLC3,662$343K0.2%N/A0.001%
5/15/2025 Royal Bank of Canada1,728,408$161.88M0.0%+5.6%0.667%
5/15/2025 MAI Capital Management502,800$47.09M0.4%-1.8%0.194%
5/15/2025 Calton & Associates Inc.7,111$666K0.2%+69.8%0.003%
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5/15/2025 FRG Family Wealth Advisors LLC10,355$970K0.2%-17.5%0.004%
5/15/2025 Baird Financial Group Inc.137,266$12.86M0.0%-4.5%0.053%
5/15/2025 Pinnacle Wealth Planning Services Inc.7,868$737K0.1%+5.0%0.003%
5/15/2025 Evergreen Capital Management LLC99,166$9.29M0.3%+5.3%0.038%
5/15/2025 Vermillion & White Wealth Management Group LLC37,035$3.47M2.5%+121.9%0.014%
5/15/2025 WPG Advisers LLC2,572$241K0.2%N/A0.001%
5/15/2025 TD Capital Management LLC160,493$15.03M1.5%-2.3%0.062%
5/15/2025 Trexquant Investment LP3,754$352K0.0%N/A0.001%
5/15/2025 Gerber Kawasaki Wealth & Investment Management122,441$11.47M0.5%-1.3%0.047%
5/15/2025 Monterey Private Wealth Inc.48,675$4.56M1.3%-1.2%0.019%
5/14/2025 KilterHowling LLC128,587$11.88M7.7%+1.7%0.050%
5/14/2025 Ieq Capital LLC2,177$204K0.0%N/A0.001%
5/14/2025 CreativeOne Wealth LLC128,125$12M0.4%-4.1%0.049%
5/14/2025 Per Stirling Capital Management LLC.86,409$8.09M1.2%+4.0%0.033%
5/14/2025 PKS Advisory Services LLC11,452$1.07M0.3%+1.6%0.004%
5/14/2025 Caisse DE Depot ET Placement DU Quebec1,395,133$130.67M0.3%N/A0.538%
5/14/2025 Apexium Financial LP57,874$5.42M0.3%-1.5%0.022%
5/14/2025 Comerica Bank194,925$18.26M0.1%-3.6%0.075%
5/14/2025 Synovus Financial Corp5,561$521K0.0%+92.7%0.002%
5/14/2025 Jump Financial LLC21,271$1.99M0.0%N/A0.008%
5/14/2025 SVB Wealth LLC1,566$147K0.0%N/A0.001%
5/14/2025 Smartleaf Asset Management LLC10,912$1.01M0.1%+3.4%0.004%
5/14/2025 Northwestern Mutual Wealth Management Co.1,832,687$171.65M0.1%-6.7%0.707%
5/14/2025 Haverford Trust Co55,559$5.20M0.1%-0.8%0.021%
5/14/2025 Sax Wealth Advisors LLC30,944$2.90M0.2%-3.8%0.012%
5/14/2025 Van Hulzen Asset Management LLC89,716$8.40M0.8%-0.3%0.035%
5/14/2025 Kestra Advisory Services LLC229,169$21.46M0.1%-28.2%0.088%
5/14/2025 Wescott Financial Advisory Group LLC16,497$1.55M0.2%-10.4%0.006%
5/14/2025 Compound Planning Inc.15,992$1.50M0.1%-13.8%0.006%
5/14/2025 Barnes Wealth Management Group Inc4,927$461K0.3%+4.2%0.002%
5/14/2025 Hobbs Group Advisors LLC66,040$6.19M2.4%+83.4%0.025%
5/14/2025 Ameriprise Financial Inc.2,440,656$228.65M0.1%+10.7%0.941%
5/14/2025 Guidance Point Advisors LLC20,198$1.89M0.5%+84.8%0.008%
5/14/2025 Alaska Permanent Fund Corp2,918,749$270.10M3.8%-37.9%1.126%
5/14/2025 CW Advisors LLC9,523$892K0.0%+60.6%0.004%
5/14/2025 Summit Financial LLC36,894$3.46M0.1%+22.3%0.014%
5/14/2025 Flow Traders U.S. LLC31,352$2.94M0.1%-57.6%0.012%
5/14/2025 Partners Capital Investment Group LLP29,005$2.72M0.0%N/A0.011%
5/14/2025 Elevate Wealth Advisory Inc.18,058$1.69M1.2%+5.8%0.007%
5/14/2025 TFB Advisors LLC3,694$346K0.1%-3.7%0.001%
5/14/2025 Aspire Growth Partners LLC17,162$1.59M1.4%-3.4%0.007%
5/14/2025 GDS Wealth Management294,094$27.55M2.3%-3.2%0.113%
5/14/2025 Capital Analysts LLC23,770$2.23M0.1%+4.3%0.009%
5/14/2025 Level Four Advisory Services LLC32,754$3.07M0.1%+0.4%0.013%
5/14/2025 Tradition Wealth Management LLC97,436$9.13M0.8%-27.7%0.038%
5/14/2025 Vertex Planning Partners LLC6,847$641K0.1%-4.1%0.003%
5/14/2025 Venture Visionary Partners LLC4,668$437K0.0%-50.0%0.002%
5/14/2025 Crabel Capital Management LLC5,000$468K0.5%N/A0.002%
5/14/2025 Legacy Financial Advisors Inc.33,639$3.15M0.5%-55.3%0.013%
5/14/2025 Colonial Trust Advisors54,620$5.12M0.5%+51.6%0.021%
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5/14/2025 Petix & Botte Co46,964$4.40M1.2%-4.7%0.018%
5/14/2025 RWA Wealth Partners LLC125,957$11.80M0.1%N/A0.049%
5/14/2025 Sensible Money LLC8,839$828K0.4%+1.3%0.003%
5/13/2025 Aptus Capital Advisors LLC75,643$7.09M0.1%-15.7%0.029%
5/13/2025 Watts Gwilliam & Co. LLC5,100$478K0.1%+17.3%0.002%
5/13/2025 Spreng Capital Management Inc.81,603$7.64M3.5%N/A0.031%
5/13/2025 Ethos Financial Group LLC2,198$206K0.0%N/A0.001%
5/13/2025 Moment Partners LLC5,855$548K0.1%-3.7%0.002%
5/13/2025 Steward Partners Investment Advisory LLC649,460$60.83M0.5%+2.7%0.250%
5/13/2025 Tyler Stone Wealth Management104,620$9.80M1.8%-1.9%0.040%
(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, 1,468 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 ($620.42M).Learn more on USMV's institutional investors.

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

Of the 1,130 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: Raymond James Financial Inc. ($13.25M), FMR LLC ($9.06M), Optiver Holding B.V. ($7.66M), Alaska Permanent Fund Corp ($4.89M), Wealth Enhancement Advisory Services LLC ($4.23M), Catalyst Capital Advisors LLC ($3.87M), and Envestnet Portfolio Solutions Inc. ($3.46M).

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

Institutional investors have bought a total of 102,135,049 shares in the last 24 months. This purchase volume represents approximately $8.24B in transactions.

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

Of the 1,016 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 ($13.67M), Envestnet Asset Management Inc. ($13.40M), Captrust Financial Advisors ($5.25M), PNC Financial Services Group Inc. ($4.41M), Envestnet Portfolio Solutions Inc. ($3.22M), First Citizens Bank & Trust Co. ($3.17M), and FMR LLC ($2.86M).

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

Institutional investors have sold a total of 105,924,189 shares in the last 24 months. This volume of shares sold represents approximately $8.67B in transactions.


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This page (BATS:USMV) was last updated on 5/21/2025 by MarketBeat.com Staff
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