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

iShares MSCI USA Min Vol Factor ETF logo
$95.40 +6.76 (+7.63%)
Closing price 03:59 PM Eastern
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$95.64 +0.24 (+0.25%)
As of 07:27 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)
$3.74B
Number of
Institutional Sellers
(last 12 months)
757
Total
Institutional Outflows
(last 12 months)
$3.98B
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Skip Chart & View Institutional Buying and Selling Data

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
10/8/2025Retirement Wealth Solutions LLC1,839$175K0.1%-44.3%0.001%
10/8/2025Legacy Private Trust Co.42,815$4.07M0.2%-2.2%0.017%
10/8/2025Kwmg LLC128,013$12.18M1.1%+4.2%0.050%
10/8/2025Wedmont Private Capital2,122$202K0.0%N/A0.001%
10/8/2025Tompkins Financial Corp52,919$5.04M0.4%-0.3%0.021%
10/8/2025Balefire LLC4,256$405K0.1%+5.2%0.002%
10/8/2025McNaughton Wealth Management LLC49,443$4.70M2.0%-0.8%0.019%
10/8/2025Trinity Wealth Management LLC165,659$15.76M5.9%-0.4%0.065%
10/8/2025Carr Financial Group Corp39,662$3.77M1.0%-16.5%0.016%
10/8/2025Bay Rivers Group102,372$9.74M4.1%+1.4%0.040%
10/7/2025 Montecito Bank & Trust51,395$4.89M0.8%N/A0.020%
10/7/2025 StrongBox Wealth LLC8,842$841K0.3%+5.2%0.003%
10/7/2025 GFG Capital LLC19,048$1.81M0.6%-92.5%0.007%
10/7/2025 ST Germain D J Co. Inc.1,048$100K0.0%-9.5%0.000%
10/7/2025 Salem Investment Counselors Inc.20,713$1.97M0.1%+20.0%0.008%
10/7/2025 Thrive Wealth Management LLC2,506$238K0.0%N/A0.001%
10/6/2025 Destiny Wealth Partners LLC11,168$1.06M0.1%-10.0%0.004%
10/6/2025 ARS Wealth Advisors Group LLC393,514$37.44M3.7%-1.9%0.154%
10/6/2025 Fragasso Financial Advisors Inc49,969$4.76M0.3%-1.3%0.020%
10/6/2025 Heartwood Wealth Advisors LLC1,200$114K0.0%N/A0.000%
10/6/2025 Insight Wealth Strategies LLC128,838$12.26M1.4%-7.7%0.050%
10/6/2025 Baring Financial LLC18,160$1.73M1.2%-6.2%0.007%
10/3/2025 First Citizens Financial Corp8,736$831K0.4%-2.3%0.003%
10/2/2025 Capital Asset Advisory Services LLC19,718$1.88M0.1%-59.5%0.008%
10/1/2025 Roxbury Financial LLC4,552$433K0.4%-3.7%0.002%
9/26/2025Corient Private Wealth LLC58,104$5.45M0.0%-7.7%0.023%
9/22/2025GatePass Capital LLC6,250$587K0.4%-10.1%0.002%
9/22/2025Caldwell Trust Co1,595$150K0.0%N/A0.001%
9/19/2025Watts Gwilliam & Co. LLC3,133$293K0.1%-38.6%0.001%
9/11/2025Milestones Private Investment Advisors LLC18,194$1.71M1.3%N/A0.007%
9/10/2025WT Wealth Management25,142$2.36M0.7%+103.7%0.010%
9/9/2025NWF Advisory Services Inc.17,065$1.60M0.2%-1.0%0.007%
9/4/2025Osaic Holdings Inc.1,131,306$106.21M0.2%-20.8%0.443%
8/29/2025Centaurus Financial Inc.12,821$1.20M0.1%+13.2%0.005%
8/28/2025Stark Wealth Management LLC12,200$1.13M1.6%N/A0.005%
8/27/2025Barnes Wealth Management Group Inc5,235$491K0.3%+6.3%0.002%
8/27/2025Orion Porfolio Solutions LLC70,687$6.64M0.1%+2.4%0.028%
8/27/2025Squarepoint Ops LLC40,614$3.81M0.0%N/A0.016%
8/26/2025Thrivent Financial for Lutherans67,532$6.34M0.0%-35.9%0.026%
8/25/2025Silverlake Wealth Management LLC5,904$554K0.2%+12.0%0.002%
8/25/2025Hilltop Partners LLC23,131$2.17M0.7%-0.7%0.009%
8/19/2025B. Riley Wealth Advisors Inc.4,245$398K0.0%N/A0.002%
8/19/2025Advisory Services Network LLC49,446$4.58M0.1%+18.2%0.019%
8/19/2025Delos Wealth Advisors LLC28,894$2.71M2.1%-7.7%0.011%
8/19/2025Asset Dedication LLC9,364$879K0.1%+10.3%0.004%
8/18/2025Old North State Trust LLC10,864$1.02M0.7%+15.5%0.004%
8/18/2025Tyler Stone Wealth Management101,023$9.48M1.5%-3.4%0.040%
8/18/2025Geneos Wealth Management Inc.560,626$52.63M1.3%-1.4%0.220%
8/18/2025Pacific Center for Financial Services239,832$22.51M6.1%-0.5%0.094%
8/18/2025Front Row Advisors LLC3,148$296K0.1%-3.4%0.001%
8/16/2025Evergreen Capital Management LLC112,045$10.52M0.3%+13.0%0.044%
8/15/2025Strategic Investment Advisors MI23,795$2.23M0.2%+9.8%0.009%
8/15/2025High Falls Advisors Inc10,559$991K0.2%+6.8%0.004%
8/15/2025First Heartland Consultants Inc.30,850$2.90M0.3%+0.6%0.012%
8/15/2025Sugar Maple Asset Management LLC36,156$3.39M2.6%-21.8%0.014%
8/15/2025Corient 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%
8/15/2025Equitable Holdings Inc.175,389$16.46M0.1%-8.1%0.069%
8/15/2025Ewing Morris & Co. Investment Partners Ltd.5,600$526K0.2%+12.0%0.002%
8/15/2025Chapman Financial Group LLC310$29K0.0%N/A0.000%
8/15/2025Captrust Financial Advisors765,468$71.85M0.2%-4.7%0.300%
8/15/2025WFA of San Diego LLC6,684$627K0.5%N/A0.003%
8/15/2025Visionary Wealth Advisors29,218$2.74M0.1%-1.8%0.011%
8/15/2025Smartleaf Asset Management LLC15,427$1.44M0.1%+41.4%0.006%
8/15/2025Snowden Capital Advisors LLC98,623$9.26M0.3%+0.8%0.039%
8/15/2025Oxford Financial Group LTD. LLC2,884$271K0.0%-19.6%0.001%
8/15/2025Orion Porfolio Solutions LLC71,419$6.70M0.0%+3.5%0.028%
8/15/2025MML Investors Services LLC576,273$54.10M0.2%+7.5%0.226%
8/15/2025Modern Wealth Management LLC59,749$5.61M0.1%-0.8%0.023%
8/15/2025Houlihan Financial Resource Group Ltd.38,980$3.64M1.5%-1.6%0.015%
8/15/2025IHT Wealth Management LLC99,471$9.34M0.3%-0.7%0.039%
8/15/2025Great Valley Advisor Group Inc.40,196$3.77M0.1%-9.6%0.016%
8/15/2025EP Wealth Advisors LLC60,904$5.72M0.0%-1.4%0.024%
8/15/2025Benjamin Edwards Inc.18,543$1.74M0.0%+64.9%0.007%
8/15/2025BNP Paribas Financial Markets11,326$1.06M0.0%-78.2%0.004%
8/15/2025Blue Capital Inc.4,572$429K0.3%N/A0.002%
8/15/2025Bank of America Corp DE13,696,374$1.29B0.1%-2.7%5.367%
8/15/2025AQR Capital Management LLC105,617$9.91M0.0%+31.6%0.041%
8/15/2025Ameriprise Financial Inc.2,892,840$271.63M0.1%+18.5%1.134%
8/14/2025MGB Wealth Management LLC25,008$2.35M0.8%-1.1%0.010%
8/14/2025Ausdal Financial Partners Inc.13,892$1.30M0.1%+7.8%0.005%
8/14/2025NCM Capital Management LLC3,106$291K0.1%+13.9%0.001%
8/14/2025Raymond James Financial Inc.13,315,040$1.25B0.4%+1.5%5.217%
8/14/2025Quantinno Capital Management LP44,762$4.20M0.0%+51.6%0.018%
8/14/2025Diversify Wealth Management LLC7,817$726K0.0%+20.4%0.003%
8/14/2025Diversify Advisory Services LLC92,492$8.59M0.3%+9.8%0.036%
8/14/2025Alliancebernstein L.P.197,483$18.54M0.0%+3.3%0.077%
8/14/2025Glenview Trust co6,390$600K0.0%+7.1%0.003%
8/14/2025FAS Wealth Partners Inc.74,030$6.95M0.5%+0.2%0.029%
8/14/2025Squarepoint Ops LLC40,614$3.81M0.0%N/A0.016%
8/14/2025Sei Investments Co.1,494,981$140.33M0.2%+2.0%0.586%
8/14/2025NewEdge Advisors LLC497,468$46.70M0.2%-3.7%0.195%
8/14/2025Pecaut & CO.86,268$8.10M2.7%+3.2%0.034%
8/14/2025Qube Research & Technologies Ltd244,764$22.98M0.0%+465.5%0.096%
8/14/2025Sagard Holdings Management Inc.37,714$3.54M9.9%N/A0.015%
8/14/2025Daiwa Securities Group Inc.38,000$3.57M0.0%-4.3%0.015%
8/14/2025Sentinus LLC3,443$323K0.1%-8.0%0.001%
8/14/2025Acorn Wealth Advisors LLC44,038$4.13M1.5%-4.4%0.017%
8/14/2025Gerber Kawasaki Wealth & Investment Management121,516$11.41M0.4%-0.8%0.048%
8/14/2025Transce3nd LLC5,432$510K0.2%-6.6%0.002%
(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, 1,463 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 1,099 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 41,045,282 shares in the last 24 months. This purchase volume represents approximately $3.74B in transactions.

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

Of the 753 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 43,737,690 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 10/8/2025 by MarketBeat.com Staff
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