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

iShares MSCI USA Min Vol Factor ETF logo
$93.38 +4.75 (+5.35%)
As of 11:58 AM 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)
778
Total
Institutional Inflows
(last 12 months)
$3.47B
Number of
Institutional Sellers
(last 12 months)
736
Total
Institutional Outflows
(last 12 months)
$3.93B
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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
7/21/2025Mirae Asset Global Investments Co. Ltd.189,200$17.76M0.1%+26.1%0.074%
7/21/2025Jmac Enterprises LLC104,874$9.85M2.1%+1.7%0.041%
7/21/2025Syntax Research Inc.14,309$1.34M1.0%+116.4%0.006%
7/18/2025 EWA LLC12,658$1.19M0.4%-10.8%0.005%
7/18/2025 Vicus Capital46,495$4.37M0.4%N/A0.018%
7/18/2025 Pure Financial Advisors LLC2,786$262K0.0%N/A0.001%
7/18/2025 Consolidated Planning Corp74,586$7.00M0.9%-21.5%0.029%
7/18/2025 Clarity Financial LLC2,843$267K0.0%-7.2%0.001%
7/18/2025 BSW Wealth Partners2,725$256K0.0%-11.2%0.001%
7/18/2025 TPG Advisors LLC23,382$2.20M1.6%-0.6%0.009%
7/18/2025 Client 1ST Advisory Group LLC8,982$843K0.3%-4.0%0.004%
7/18/2025 Trilogy Capital Inc.44,802$4.21M0.2%-18.6%0.018%
7/18/2025 Trust Co. of Vermont5,522$518K0.0%+33.8%0.002%
7/18/2025 Marino Stram & Associates LLC33,600$3.15M0.6%-3.9%0.013%
7/18/2025 PFG Investments LLC21,787$2.05M0.1%+3.4%0.009%
7/18/2025 Consolidated Portfolio Review Corp8,137$764K0.1%+5.4%0.003%
7/18/2025 Institute for Wealth Management LLC.11,114$1.04M0.1%-80.9%0.004%
7/18/2025 Brueske Advisory Services LLC15,681$1.47M1.0%-3.7%0.006%
7/18/2025 Wetzel Investment Advisors Inc.14,762$1.39M0.6%-23.4%0.006%
7/18/2025 Truist Financial Corp731,634$68.68M0.1%+147.7%0.287%
7/17/2025 One Wealth Advisors LLC34,429$3.23M0.4%-7.0%0.013%
7/17/2025 Emerald Advisors LLC42,448$3.99M0.5%+5.8%0.017%
7/17/2025 C2C Wealth Management LLC10,165$954K0.9%-2.9%0.004%
7/17/2025 Greenleaf Trust5,488$515K0.0%+3.0%0.002%
7/17/2025 Mattern Wealth Management LLC12,885$1.21M0.3%+2.0%0.005%
7/17/2025 White Pine Investment CO132,198$12.41M3.1%-3.3%0.052%
7/17/2025 HB Wealth Management LLC15,170$1.42M0.0%-23.9%0.006%
7/17/2025 Janney Montgomery Scott LLC658,501$61.81M0.2%+13.9%0.258%
7/17/2025 Baron Silver Stevens Financial Advisors LLC226,798$21.29M3.4%+4.6%0.089%
7/17/2025 Fifth Third Securities Inc.6,198$582K0.0%-3.2%0.002%
7/17/2025 Nova R Wealth Inc.14,169$1.33M0.6%-0.9%0.006%
7/17/2025 Archford Capital Strategies LLC7,915$743K0.1%-19.2%0.003%
7/17/2025 Kelly Financial Services LLC4,579$430K0.1%-11.4%0.002%
7/17/2025 GC Wealth Management RIA LLC4,538$426K0.0%N/A0.002%
7/17/2025 Enclave Advisors LLC5,531$519K0.1%-40.5%0.002%
7/17/2025 Alpine Bank Wealth Management65,988$6.19M0.9%+20.3%0.026%
7/17/2025 Norris Perne & French LLP MI2,388$224K0.0%N/A0.001%
7/17/2025 Capital Insight Partners LLC26,501$2.49M0.4%+266.8%0.010%
7/17/2025 Genesis Private Wealth LLC8,344$783K0.4%-8.5%0.003%
7/17/2025 Independence Bank of Kentucky67,358$6.32M0.9%-0.4%0.026%
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7/17/2025 Symmetry Partners LLC263,164$24.70M3.0%+10.1%0.103%
7/17/2025 Grandview Asset Management LLC12,124$1.14M0.4%+436.7%0.005%
7/17/2025 Beacon Capital Management LLC2,693$253K0.0%-9.7%0.001%
7/17/2025 Patton Albertson Miller Group LLC5,079$477K0.1%-33.5%0.002%
7/17/2025 PMG Wealth Management Inc.11,458$1.08M0.9%-1.2%0.004%
7/17/2025 Tritonpoint Wealth LLC21,560$2.02M0.2%-0.9%0.008%
7/17/2025 Worth Financial Advisory Group LLC5,138$482K0.3%+24.2%0.002%
7/17/2025 Avior Wealth Management LLC22,685$2.13M0.1%+13.3%0.009%
7/17/2025 XY Planning Network Inc.7,226$678K0.2%+56.2%0.003%
7/16/2025 Diversified Enterprises LLC33,983$3.19M0.2%-1.9%0.013%
7/16/2025 Townsend Asset Management Corp NC ADV18,320$1.72M0.6%-8.5%0.007%
7/16/2025 Signaturefd LLC23,671$2.22M0.0%-8.4%0.009%
7/16/2025 MinichMacGregor Wealth Management LLC3,015$283K0.1%N/A0.001%
7/16/2025 Kathmere Capital Management LLC13,067$1.23M0.1%+3.4%0.005%
7/16/2025 Investment Partners Asset Management Inc.9,730$913K0.6%+6.6%0.004%
7/16/2025 Arkansas Financial Group Inc.42,173$3.95M0.6%-4.0%0.017%
7/16/2025 Destiny Wealth Partners LLC12,402$1.16M0.2%-2.2%0.005%
7/16/2025 Beaumont Financial Advisors LLC3,574$335K0.0%-4.8%0.001%
7/16/2025 EdgeRock Capital LLC7,846$737K0.2%-21.4%0.003%
7/16/2025 FORM Wealth Advisors LLC27,911$2.62M0.3%-87.9%0.011%
7/16/2025 CX Institutional35,522$3.33M0.1%-3.4%0.014%
7/16/2025 MBE Wealth Management LLC7,916$743K0.3%-3.2%0.003%
7/16/2025 Colton Groome Financial Advisors LLC3,988$374K0.1%N/A0.002%
7/16/2025 Fortune Financial Advisors LLC126,507$11.88M9.6%+3.0%0.050%
7/16/2025 Essex Financial Services Inc.73,609$6.91M0.5%-1.4%0.029%
7/16/2025 Dakota Wealth Management66,102$6.21M0.1%-2.6%0.026%
7/16/2025 Perigon Wealth Management LLC69,111$6.49M0.2%+8.5%0.027%
7/16/2025 Maridea Wealth Management LLC31,318$2.94M0.8%+4.3%0.012%
7/16/2025 Magnus Financial Group LLC2,173$204K0.0%-18.6%0.001%
7/16/2025 Kennedy Investment Group101,389$9.52M4.0%+5.2%0.040%
7/16/2025 Ironwood Wealth Management Inc.133,055$12.45M5.9%+0.1%0.052%
7/15/2025 Oxinas Partners Wealth Management LLC10,761$1.01M0.5%+6.8%0.004%
7/15/2025 McAdam LLC3,119$293K0.0%+36.6%0.001%
7/15/2025 Cora Capital Advisors LLC37,793$3.55M1.6%-0.9%0.015%
7/15/2025 Well Done LLC244,014$22.91M4.3%-3.2%0.096%
7/15/2025 BostonPremier Wealth LLC8,424$791K0.4%-3.0%0.003%
7/15/2025 Cassia Capital Partners LLC214,064$20.09M12.1%-2.0%0.084%
7/15/2025 Retireful LLC14,199$1.33M0.9%+29.9%0.006%
7/15/2025 Legacy Solutions LLC2,404$226K0.2%-17.9%0.001%
7/15/2025 Carr Financial Group Corp47,480$4.46M1.3%-15.8%0.019%
7/15/2025 Peddock Capital Advisors LLC14,061$1.32M0.3%+13.5%0.006%
7/15/2025 BCS Wealth Management2,938$276K0.1%-51.3%0.001%
7/15/2025 Accurate Wealth Management LLC2,172$203K0.0%N/A0.001%
7/15/2025 Mainstream Capital Management LLC6,602$620K0.5%-3.0%0.003%
7/15/2025 Kelly Financial Group LLC79,083$7.42M1.2%+7.0%0.031%
7/15/2025 Kwmg LLC122,844$11.53M1.1%+1.3%0.048%
7/15/2025 ACT Advisors LLC.24,897$2.34M1.1%-2.2%0.010%
7/15/2025 CGN Advisors LLC38,029$3.57M0.3%-0.9%0.015%
7/14/2025 E&G Advisors LP7,714$724K0.2%-4.9%0.003%
7/14/2025 Leonard Rickey Investment Advisors P.L.L.C.176,982$16.61M3.3%+0.3%0.069%
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7/14/2025 Gries Financial LLC13,973$1.31M0.2%-19.7%0.005%
7/14/2025 Baring Financial LLC19,364$1.82M1.4%-5.6%0.008%
7/14/2025 Golden State Equity Partners16,497$1.55M0.3%-0.8%0.006%
7/14/2025 Brady Martz Wealth Solutions LLC5,664$532K0.1%N/A0.002%
7/14/2025 AdvisorNet Financial Inc5,112$480K0.0%-13.9%0.002%
7/14/2025 Financial Enhancement Group LLC163,904$15.20M2.2%+1.3%0.064%
7/14/2025 Mechanics Bank Trust Department33,810$3.17M0.5%-8.8%0.013%
7/14/2025 Foster Group Inc.34,361$3.23M0.1%+2.0%0.013%
7/14/2025 GAMMA Investing LLC2,529$237K0.0%-6.6%0.001%
7/14/2025 U.S. Capital Wealth Advisors LLC5,304$498K0.0%-2.2%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, 1,465 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 1,107 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), Alaska Permanent Fund Corp ($4.89M), Wealth Enhancement Advisory Services LLC ($4.28M), 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 38,360,109 shares in the last 24 months. This purchase volume represents approximately $3.47B in transactions.

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

Of the 736 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. ($4.15M), FMR LLC ($2.86M), JPMorgan Chase & Co. ($2.43M), Alaska Permanent Fund Corp ($1.86M), and Envestnet Asset Management Inc. ($1.69M).

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

Institutional investors have sold a total of 43,729,553 shares in the last 24 months. This volume of shares sold represents approximately $3.93B in transactions.



This page (BATS:USMV) was last updated on 7/21/2025 by MarketBeat.com Staff
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