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

iShares MSCI USA Min Vol Factor ETF logo
$93.42 +4.79 (+5.40%)
As of 01:44 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)
$3.47B
Number of
Institutional Sellers
(last 12 months)
733
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
6/27/2025Goldman Sachs Group Inc.40,719$3.81M0.0%-60.0%0.016%
6/10/2025Compass Financial Services Inc486$45K0.0%-26.1%0.000%
6/10/2025Birchbrook Inc.131,480$12.31M6.9%+1.5%0.051%
6/2/2025Modern Wealth Management LLC60,248$5.64M0.2%+2.8%0.023%
5/29/2025Apeiron RIA LLC10,496$983K0.3%+7.6%0.004%
5/28/2025Jones Financial Companies Lllp535,735$49.69M0.0%+48.7%0.207%
5/27/2025Advisors Capital Management LLC2,805$263K0.0%-22.0%0.001%
5/21/2025McAdam LLC2,284$214K0.0%N/A0.001%
5/21/2025Geneos Wealth Management Inc.568,519$53.25M1.8%+2.6%0.219%
5/20/2025Blue Rock Wealth Management LLC10,375$972K0.8%-22.5%0.004%
5/20/2025Focus 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%
5/20/2025Glenview Trust co5,965$559K0.0%+11.9%0.002%
5/19/2025Jane 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%
5/19/2025Advisory Alpha LLC17,667$1.66M0.1%+28.1%0.007%
5/19/2025Client 1ST Advisory Group LLC9,359$877K0.3%-3.5%0.004%
5/19/2025SCS Capital Management LLC3,787$355K0.0%N/A0.001%
5/19/2025Legacy Advisory Services LLC106,270$9.95M8.4%N/A0.041%
5/16/2025Prostatis Group LLC3,242$304K0.1%-72.2%0.001%
5/16/2025Empowered Funds LLC125,986$11.80M0.2%N/A0.049%
5/16/2025Ascent Group LLC25,336$2.37M0.1%+53.7%0.010%
5/16/2025Arete Wealth Advisors LLC5,745$538K0.0%-6.1%0.002%
5/16/2025Strait & Sound Wealth Management LLC10,320$967K0.4%+74.0%0.004%
5/16/2025Signature Estate & Investment Advisors LLC36,712$3.44M0.1%-0.8%0.014%
5/16/2025Everstar Asset Management LLC10,245$960K0.2%N/A0.004%
5/16/2025Ashton Thomas Private Wealth LLC41,272$3.87M0.1%+0.5%0.016%
5/16/2025Goldman Sachs Group Inc.40,719$3.81M0.0%-60.0%0.016%
5/16/2025ROSS JOHNSON & Associates LLC304$28K0.5%N/A0.000%
5/16/2025Jones Financial Companies Lllp4,920$461K0.0%-98.6%0.002%
5/16/2025Tolleson Wealth Management Inc.10,025$939K0.2%-23.9%0.004%
5/16/2025Sheridan Capital Management LLC91,979$8.62M6.3%-0.7%0.035%
5/16/2025Raab & Moskowitz Asset Management LLC2,469$231K0.1%N/A0.001%
5/16/2025Pacific Center for Financial Services241,062$22.58M6.0%+83.4%0.093%
5/16/2025Pinnacle Family Advisors LLC10,257$961K0.5%-2.9%0.004%
5/16/2025NewEdge Advisors LLC516,823$48.41M0.3%+11.1%0.199%
5/16/2025Integrated Wealth Concepts LLC354,835$33.23M0.4%-5.1%0.137%
5/16/2025Alliancebernstein L.P.191,255$17.91M0.0%-9.8%0.074%
5/16/2025AQR Capital Management LLC80,257$7.52M0.0%+111.4%0.031%
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5/16/2025Ancora Advisors LLC96,864$9.07M0.2%+2.5%0.037%
5/15/2025Federation des caisses Desjardins du Quebec111,853$10.48M0.1%+189.6%0.043%
5/15/2025EP Wealth Advisors LLC61,795$5.79M0.0%-5.1%0.024%
5/15/2025GW Henssler & Associates Ltd.8,378$785K0.0%-13.3%0.003%
5/15/2025Focus Partners Advisor Solutions LLC29,002$2.72M0.0%+288.6%0.011%
5/15/2025One Wealth Capital Management LLC3,662$343K0.2%N/A0.001%
5/15/2025Royal Bank of Canada1,728,408$161.88M0.0%+5.6%0.667%
5/15/2025MAI Capital Management502,800$47.09M0.4%-1.8%0.194%
5/15/2025Calton & Associates Inc.7,111$666K0.2%+69.8%0.003%
5/15/2025FRG Family Wealth Advisors LLC10,355$970K0.2%-17.5%0.004%
5/15/2025Baird Financial Group Inc.137,266$12.86M0.0%-4.5%0.053%
5/15/2025Pinnacle Wealth Planning Services Inc.7,868$737K0.1%+5.0%0.003%
5/15/2025Evergreen Capital Management LLC99,166$9.29M0.3%+5.3%0.038%
5/15/2025Vermillion & White Wealth Management Group LLC37,035$3.47M2.5%+121.9%0.014%
5/15/2025WPG Advisers LLC2,572$241K0.2%N/A0.001%
5/15/2025TD Capital Management LLC160,493$15.03M1.5%-2.3%0.062%
5/15/2025Trexquant Investment LP3,754$352K0.0%N/A0.001%
5/15/2025Gerber Kawasaki Wealth & Investment Management122,441$11.47M0.5%-1.3%0.047%
5/15/2025Monterey Private Wealth Inc.48,675$4.56M1.3%-1.2%0.019%
5/14/2025KilterHowling LLC128,587$11.88M7.7%+1.7%0.050%
5/14/2025Ieq Capital LLC2,177$204K0.0%N/A0.001%
5/14/2025CreativeOne Wealth LLC128,125$12M0.4%-4.1%0.049%
5/14/2025Per Stirling Capital Management LLC.86,409$8.09M1.2%+4.0%0.033%
5/14/2025PKS Advisory Services LLC11,452$1.07M0.3%+1.6%0.004%
5/14/2025Caisse DE Depot ET Placement DU Quebec1,395,133$130.67M0.3%N/A0.538%
5/14/2025Apexium Financial LP57,874$5.42M0.3%-1.5%0.022%
5/14/2025Comerica Bank194,925$18.26M0.1%-3.6%0.075%
5/14/2025Synovus Financial Corp5,561$521K0.0%+92.7%0.002%
5/14/2025Jump Financial LLC21,271$1.99M0.0%N/A0.008%
5/14/2025SVB Wealth LLC1,566$147K0.0%N/A0.001%
5/14/2025Smartleaf Asset Management LLC10,912$1.01M0.1%+3.4%0.004%
5/14/2025Northwestern Mutual Wealth Management Co.1,832,687$171.65M0.1%-6.7%0.707%
5/14/2025Haverford Trust Co55,559$5.20M0.1%-0.8%0.021%
5/14/2025Sax Wealth Advisors LLC30,944$2.90M0.2%-3.8%0.012%
5/14/2025Van Hulzen Asset Management LLC89,716$8.40M0.8%-0.3%0.035%
5/14/2025Kestra Advisory Services LLC229,169$21.46M0.1%-28.2%0.088%
5/14/2025Wescott Financial Advisory Group LLC16,497$1.55M0.2%-10.4%0.006%
5/14/2025Compound Planning Inc.15,992$1.50M0.1%-13.8%0.006%
5/14/2025Barnes Wealth Management Group Inc4,927$461K0.3%+4.2%0.002%
5/14/2025Hobbs Group Advisors LLC66,040$6.19M2.4%+83.4%0.025%
5/14/2025Ameriprise Financial Inc.2,440,656$228.65M0.1%+10.7%0.941%
5/14/2025Guidance Point Advisors LLC20,198$1.89M0.5%+84.8%0.008%
5/14/2025Alaska Permanent Fund Corp2,918,749$270.10M3.8%-37.9%1.126%
5/14/2025CW Advisors LLC9,523$892K0.0%+60.6%0.004%
5/14/2025Summit Financial LLC36,894$3.46M0.1%+22.3%0.014%
5/14/2025Flow Traders U.S. LLC31,352$2.94M0.1%-57.6%0.012%
5/14/2025Partners Capital Investment Group LLP29,005$2.72M0.0%N/A0.011%
5/14/2025Elevate Wealth Advisory Inc.18,058$1.69M1.2%+5.8%0.007%
5/14/2025TFB Advisors LLC3,694$346K0.1%-3.7%0.001%
5/14/2025Aspire Growth Partners LLC17,162$1.59M1.4%-3.4%0.007%
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5/14/2025GDS Wealth Management294,094$27.55M2.3%-3.2%0.113%
5/14/2025Capital Analysts LLC23,770$2.23M0.1%+4.3%0.009%
5/14/2025Level Four Advisory Services LLC32,754$3.07M0.1%+0.4%0.013%
5/14/2025Tradition Wealth Management LLC97,436$9.13M0.8%-27.7%0.038%
5/14/2025Vertex Planning Partners LLC6,847$641K0.1%-4.1%0.003%
5/14/2025Venture Visionary Partners LLC4,668$437K0.0%-50.0%0.002%
5/14/2025Crabel Capital Management LLC5,000$468K0.5%N/A0.002%
5/14/2025Legacy Financial Advisors Inc.33,639$3.15M0.5%-55.3%0.013%
5/14/2025Colonial Trust Advisors54,620$5.12M0.5%+51.6%0.021%
5/14/2025Petix & Botte Co46,964$4.40M1.2%-4.7%0.018%
(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 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 1,126 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 ($4.23M), 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 38,532,261 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 733 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 44,467,150 shares in the last 24 months. This volume of shares sold represents approximately $3.99B in transactions.


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This page (BATS:USMV) was last updated on 6/30/2025 by MarketBeat.com Staff
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