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

$86.38

+0.93 (+1.09%)

(As of 07/26/2024 ET)

Stock Analysis Chart Holdings Ownership Ratings

Number of Institutional Buyers (last 12 months): 613
Total Institutional Inflows (last 12 months): $4.76B

Number of Institutional Sellers (last 12 months): 750
Total Institutional Outflows (last 12 months): $3.98B

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USMV Institutional Buying and Selling by Quarter

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

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/26/2024	WealthShield Partners LLC	1,930	$162K	0.0%	-66.8%	0.001%
7/26/2024	Harbour Investments Inc.	22,916	$1.92M	0.1%	-13.3%	0.008%
7/26/2024	LS Investment Advisors LLC	8,759	$735K	0.1%	-17.4%	0.003%
7/26/2024	Eagle Bay Advisors LLC	800	$67K	0.0%	+100.0%	0.000%
7/26/2024	Atomi Financial Group Inc.	19,322	$1.62M	0.1%	-17.2%	0.007%
7/26/2024	Sequent Asset Management LLC	70,953	$5.96M	3.0%	-2.4%	0.024%
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7/26/2024	Signature Estate & Investment Advisors LLC	36,551	$3.07M	0.1%	N/A	0.012%
7/26/2024	SlateStone Wealth LLC	3,846	$323K	0.0%	-18.6%	0.001%
7/26/2024	Verdence Capital Advisors LLC	15,240	$1.28M	0.1%	-8.4%	0.005%
7/26/2024	Bank of New York Mellon Corp	1,002,069	$84.13M	0.0%	-8.8%	0.342%
7/26/2024	Townsend Asset Management Corp NC ADV	20,494	$1.72M	0.7%	-0.8%	0.007%
7/25/2024	Catalyst Capital Advisors LLC	3,658,707	$307.19M	7.1%	+5.2%	1.249%
7/25/2024	First Heartland Consultants Inc.	41,483	$3.48M	0.2%	-9.9%	0.014%
7/25/2024	Cypress Capital Group	2,705	$227K	0.0%	-6.9%	0.001%
7/25/2024	TNF LLC	6,762	$577K	0.2%	-38.8%	0.002%
7/25/2024	Pineridge Advisors LLC	6,863	$576K	0.2%	-98.4%	0.002%
7/25/2024	Capital Advisors Ltd. LLC	262,726	$22.06M	2.9%	-1.3%	0.090%
7/25/2024	EQ LLC	13,955	$1.17M	0.7%	+3.6%	0.005%
7/25/2024	Tempus Wealth Planning LLC	3,510	$295K	0.1%	-26.1%	0.001%
7/25/2024	Adaptive Financial Consulting LLC	226,332	$19.00M	8.2%	+1.4%	0.077%
7/25/2024	Independence Bank of Kentucky	5,252	$441K	0.1%	+2.4%	0.002%
7/25/2024	Bryant Woods Investment Advisors LLC	12,513	$1.05M	0.8%	+41.7%	0.004%
7/25/2024	Aries Wealth Management	40,403	$3.39M	1.1%	+5.9%	0.014%
7/25/2024	Levy Wealth Management Group LLC	24,272	$2.04M	0.5%	-10.4%	0.008%
7/25/2024	Destiny Wealth Partners LLC	11,538	$969K	0.2%	-3.1%	0.004%
7/25/2024	Yeomans Consulting Group Inc.	36,538	$3.07M	1.2%	+0.7%	0.012%
7/25/2024	Tranquility Partners LLC	15,660	$1.32M	0.5%	+2.3%	0.005%
7/25/2024	Institute for Wealth Management LLC.	8,708	$731K	0.1%	-16.4%	0.003%
7/25/2024	Beacon Capital Management LLC	2,914	$245K	0.0%	+26.4%	0.001%
7/24/2024	Colton Groome Financial Advisors LLC	5,629	$473K	0.2%	-22.2%	0.002%
7/24/2024	EdgeRock Capital LLC	63,787	$5.36M	4.1%	-40.4%	0.022%
7/24/2024	EWA LLC	17,588	$1.51M	0.6%	-1.2%	0.006%
7/24/2024	Family Firm Inc.	524	$44K	0.0%	N/A	0.000%
7/24/2024	White Pine Investment CO	151,120	$12.69M	3.7%	-1.2%	0.052%
7/24/2024	ACT Advisors LLC.	27,300	$2.29M	1.2%	-1.5%	0.009%
7/24/2024	Alta Wealth Advisors LLC	9,026	$758K	0.4%	-15.1%	0.003%
7/24/2024	Quotient Wealth Partners LLC	985,076	$82.71M	2.9%	+4.8%	0.336%
7/24/2024	Everhart Financial Group Inc.	6,657	$559K	0.1%	-3.6%	0.002%
7/24/2024	Bowman & Co S.C.	53,128	$4.46M	2.6%	-2.1%	0.018%
7/24/2024	Diversified LLC	29,744	$2.50M	0.3%	+1.4%	0.010%
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7/24/2024	L. Roy Papp & Associates LLP	76,477	$6.42M	0.8%	-2.6%	0.026%
7/24/2024	ShoreHaven Wealth Partners LLC	3,843	$323K	0.2%	-65.6%	0.001%
7/24/2024	Goldstein Advisors LLC	11,601	$974K	0.2%	-6.1%	0.004%
7/24/2024	Leonard Rickey Investment Advisors P.L.L.C.	173,298	$14.55M	3.5%	+0.3%	0.059%
7/24/2024	My Legacy Advisors LLC	5,102	$428K	0.1%	N/A	0.002%
7/24/2024	Arcus Capital Partners LLC	22,123	$1.86M	0.7%	-6.6%	0.008%
7/24/2024	&PARTNERS	30,440	$2.56M	0.1%	+396.0%	0.010%
7/23/2024	Geneos Wealth Management Inc.	545,903	$45.83M	2.0%	+4.7%	0.186%
7/23/2024	All Season Financial Advisors Inc.	14,376	$1.21M	1.1%	N/A	0.005%
7/23/2024	PSI Advisors LLC	12,639	$1.06M	0.3%	-66.0%	0.004%
7/23/2024	Darrow Company Inc.	148,383	$12.46M	8.1%	-0.3%	0.051%
7/23/2024	Traphagen Investment Advisors LLC	7,152	$600K	0.1%	-2.6%	0.002%
7/23/2024	Concourse Financial Group Securities Inc.	31,812	$2.67M	0.2%	-14.4%	0.011%
7/23/2024	Courier Capital LLC	2,817	$237K	0.0%	+9.6%	0.001%
7/23/2024	Horst & Graben Wealth Management LLC	3,732	$313K	0.1%	-40.6%	0.001%
7/23/2024	Security Financial Services INC.	18,641	$1.57M	0.3%	-45.5%	0.006%
7/23/2024	ONE Advisory Partners LLC	8,099	$680K	0.3%	-18.8%	0.003%
7/23/2024	Iowa State Bank	5,362	$450K	0.1%	-41.8%	0.002%
7/23/2024	Fifth Third Wealth Advisors LLC	4,911	$412K	0.0%	-9.4%	0.002%
7/22/2024	Iron Horse Wealth Management LLC	662	$56K	0.0%	+101.2%	0.000%
7/22/2024	Atria Wealth Solutions Inc.	317,266	$26.64M	0.3%	-3.1%	0.108%
7/22/2024	Brickley Wealth Management	108,886	$9.14M	2.0%	-0.5%	0.037%
7/22/2024	Capital Advisory Group Advisory Services LLC	2,446	$205K	0.1%	N/A	0.001%
7/22/2024	Bay Rivers Group	101,045	$8.48M	4.4%	-0.8%	0.034%
7/22/2024	Flagship Private Wealth LLC	114,336	$9.60M	5.7%	+5.7%	0.039%
7/22/2024	Summit Global Investments	147,483	$12.38M	0.8%	-3.6%	0.050%
7/22/2024	GFG Capital LLC	38,913	$3.27M	0.8%	-1.7%	0.013%
7/22/2024	Enzi Wealth	131,095	$11.03M	4.9%	+1.1%	0.045%
7/22/2024	Focus Financial Network Inc.	44,876	$3.90M	0.2%	+3.1%	0.015%
7/22/2024	Hobbs Group Advisors LLC	31,929	$2.68M	1.0%	N/A	0.011%
7/22/2024	SeaCrest Wealth Management LLC	4,445	$373K	0.0%	+39.8%	0.002%
7/22/2024	Pallas Capital Advisors LLC	35,149	$3.03M	0.1%	-2.2%	0.012%
7/22/2024	M3 Advisory Group LLC	3,649	$306K	0.3%	-29.4%	0.001%
7/22/2024	MBE Wealth Management LLC	8,332	$700K	0.4%	-1.8%	0.003%
7/22/2024	Ergawealth Advisors Inc.	22,203	$1.86M	1.0%	-6.3%	0.008%
7/22/2024	Dakota Wealth Management	73,486	$6.17M	0.1%	-62.6%	0.025%
7/20/2024	First Citizens Bank & Trust Co.	51,084	$4.29M	0.1%	-5.3%	0.017%
7/20/2024	First Horizon Advisors Inc.	1,645	$138K	0.0%	-69.1%	0.001%
7/20/2024	Raymond James Financial Services Advisors Inc.	4,243,164	$356.26M	0.5%	-4.3%	1.448%
7/20/2024	Apollon Financial LLC	61,827	$5.19M	1.7%	+0.2%	0.021%
7/20/2024	Milestone Asset Management LLC	5,454	$458K	0.1%	-8.9%	0.002%
7/20/2024	Apollon Wealth Management LLC	68,886	$5.78M	0.2%	-26.2%	0.024%
7/20/2024	Meridian Investment Counsel Inc.	3,284	$276K	0.1%	N/A	0.001%
7/19/2024	OMNI 360 Wealth Inc.	5,273	$443K	0.3%	-8.7%	0.002%
7/19/2024	ADE LLC	57,446	$4.82M	3.3%	-45.9%	0.020%
7/19/2024	MONECO Advisors LLC	105,147	$8.83M	1.3%	-2.6%	0.036%
7/19/2024	Garrett Wealth Advisory Group LLC	117,200	$9.84M	3.6%	-2.6%	0.040%
7/19/2024	Chesley Taft & Associates LLC	5,165	$434K	0.0%	N/A	0.002%
7/19/2024	Raymond James & Associates	16,095,735	$1.35B	0.9%	+0.9%	5.493%
7/19/2024	ARS Wealth Advisors Group LLC	519,610	$43.63M	5.7%	-0.2%	0.177%
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7/19/2024	CAP Partners LLC	4,756	$399K	0.3%	-15.5%	0.002%
7/19/2024	Oakworth Capital Inc.	360	$30K	0.0%	-62.8%	0.000%
7/19/2024	CFM Wealth Partners LLC	51,202	$4.30M	0.8%	-0.4%	0.017%
7/19/2024	Well Done LLC	215,312	$18.08M	3.8%	-1.6%	0.073%
7/19/2024	Intellectus Partners LLC	16,725	$1.40M	0.4%	+6.7%	0.006%
7/19/2024	Erickson Financial Group LLC	3,142	$264K	0.2%	-5.3%	0.001%
7/18/2024	Saxon Interests Inc.	23,527	$1.98M	0.9%	-4.1%	0.008%
7/18/2024	Gradient Investments LLC	498	$42K	0.0%	+49,700.0%	0.000%
7/18/2024	Brookstone Capital Management	1,025,663	$89.02M	1.5%	-5.8%	0.350%
7/18/2024	Baron Silver Stevens Financial Advisors LLC	226,013	$18.98M	3.6%	-1.6%	0.077%

(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, 1,325 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 ($2.99B), FMR LLC ($1.93B), Raymond James & Associates ($1.35B), Envestnet Asset Management Inc. ($1.21B), Morgan Stanley ($1.08B), BlackRock Inc. ($755.80M), and LPL Financial LLC ($548.99M).Learn more on USMV's institutional investors.
Which institutional investors have been buying iShares MSCI USA Min Vol Factor ETF stock?: Of the 1,032 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: FMR LLC ($16.99M), Envestnet Asset Management Inc. ($16.88M), Alaska Permanent Fund Corp ($8.15M), Optiver Holding B.V. ($7.66M), CFS Investment Advisory Services LLC ($7.37M), First Citizens Bank & Trust Co. ($5.46M), and Catalyst Capital Advisors LLC ($3.76M).
How much institutional buying is happening at iShares MSCI USA Min Vol Factor ETF?: Institutional investors have bought a total of 144,560,721 shares in the last 24 months. This purchase volume represents approximately $10.39B in transactions.

Which iShares MSCI USA Min Vol Factor ETF major shareholders have been selling company stock?: Of the 978 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 ($15.94M), Envestnet Asset Management Inc. ($14.53M), CFS Investment Advisory Services LLC ($8.09M), FMR LLC ($7.79M), First Citizens Bank & Trust Co. ($5.37M), Envestnet Portfolio Solutions Inc. ($3.17M), and Allstate Corp ($2.90M).
How much institutional selling is happening at iShares MSCI USA Min Vol Factor ETF?: Institutional investors have sold a total of 117,603,561 shares in the last 24 months. This volume of shares sold represents approximately $8.71B in transactions.