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

iShares MSCI USA Min Vol Factor ETF logo
$94.46 +0.10 (+0.11%)
As of 05/5/2026 04:10 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)
835
Total
Institutional Inflows
(last 12 months)
$2.48B
Number of
Institutional Sellers
(last 12 months)
770
Total
Institutional Outflows
(last 12 months)
$2.24B
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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
5/5/2026BCGM Wealth Management LLC15,592$1.45M0.4%-8.2%0.006%
5/5/2026Mcmorgan & Co. LLC28,238$2.62M0.4%+0.4%0.011%
5/5/2026Wealthfront Advisers LLC6,868$637K0.0%-28.0%0.003%
5/5/2026D.A. Davidson & CO.140,014$12.99M0.1%+0.4%0.055%
5/5/2026Bank of New York Mellon Corp532,541$49.39M0.0%-0.8%0.209%
5/5/2026Milestone Investment Advisors LLC48,938$4.54M1.1%+0.5%0.019%
5/5/2026Journey Advisory Group LLC218,582$20.27M1.7%-1.6%0.086%
5/5/2026Geneos Wealth Management Inc.1,143,557$106.05M2.5%+99.3%0.448%
5/5/2026Sanctuary Advisors LLC215,810$20.01M0.1%-4.7%0.085%
5/5/2026 Sigma Planning Corp156,526$14.52M0.4%+4.0%0.061%
5/5/2026 Camden National Bank57,778$5.36M0.7%+2.1%0.023%
5/5/2026 1ST Source Bank4,455$413K0.0%+19.6%0.002%
5/5/2026 Nwam LLC21,524$2.00M0.1%-16.4%0.008%
5/4/2026 Milestones Private Investment Advisors LLC8,610$798K0.7%-47.4%0.003%
5/4/2026 Calamos Wealth Management LLC92,811$8.61M0.3%-2.5%0.036%
5/4/2026 Calamos Advisors LLC92,811$8.61M0.0%N/A0.036%
5/4/2026 Bryn Mawr Trust Advisors LLC2,198$204K0.0%N/A0.001%
5/4/2026 NWF Advisory Services Inc.15,633$1.45M0.2%+10.7%0.006%
5/4/2026 Chicago Partners Investment Group LLC7,678$722K0.0%-3.8%0.003%
5/4/2026 Uptick Partners LLC7,822$725K0.1%-5.2%0.003%
5/4/2026 Hibernia Wealth Partners LLC53,106$4.93M1.5%-16.2%0.021%
5/2/2026 International Assets Investment Management LLC13,385$1.24M0.0%-6.0%0.005%
5/2/2026 Associated Banc Corp3,912$363K0.0%-36.6%0.002%
5/2/2026 Diversify Wealth Management LLC113,676$10.67M0.2%+583.2%0.045%
5/2/2026 Valmark Advisers Inc.181,946$16.87M0.2%-15.3%0.071%
5/1/2026 180 Wealth Advisors LLC21,950$2.04M0.2%-1.1%0.009%
5/1/2026 Lincoln Capital LLC11,129$1.03M0.2%+4.5%0.004%
5/1/2026 Citizens Financial Group Inc. RI234,954$21.79M0.3%-0.7%0.092%
5/1/2026 Midwest Trust Co7,031$652K0.0%-4.6%0.003%
5/1/2026 Fifth Third Bancorp164,703$15.28M0.0%+1,799.9%0.065%
5/1/2026 Sovran Advisors LLC9,535$902K0.1%+5.1%0.004%
5/1/2026 Signature Resources Capital Management LLC1,421$132K0.1%-15.2%0.001%
5/1/2026 TSA Wealth Managment LLC4,115$382K0.1%+15.6%0.002%
5/1/2026 Granite Bay Wealth Management LLC8,949$830K0.2%+5.6%0.004%
5/1/2026 Simplicity Wealth LLC5,888$546K0.0%-11.7%0.002%
5/1/2026 Petix & Botte Co35,310$3.28M0.7%-4.4%0.014%
5/1/2026 Sequoia Financial Advisors LLC151,073$14.01M0.1%-3.4%0.059%
5/1/2026 Independence Bank of Kentucky63,517$5.89M0.7%-2.0%0.025%
5/1/2026 Mascoma Wealth Management LLC76,590$7.10M1.5%+213.8%0.030%
5/1/2026 Walled Lake Planning & Wealth Management LLC172,101$15.96M4.7%-0.6%0.067%
4/30/2026 Mosaic Family Wealth Partners LLC16,960$1.57M0.2%-17.1%0.007%
4/30/2026 Ibex Wealth Advisors75,860$7.04M0.7%-8.8%0.030%
4/30/2026 Kestra Advisory Services LLC329,668$30.57M0.1%+17.6%0.129%
4/30/2026 Money Concepts Capital Corp128,484$11.92M0.7%+3.9%0.050%
4/30/2026 Beam Wealth Advisors Inc.15,848$1.47M0.4%N/A0.006%
4/30/2026 Capital Planning LLC114,795$10.65M3.5%-1.4%0.045%
4/30/2026 CFS Investment Advisory Services LLC14,194$1.35M0.1%-4.6%0.006%
4/29/2026 Cvfg LLC2,767$257K0.0%N/A0.001%
4/29/2026 Saxon Interests Inc.16,013$1.49M0.5%-6.0%0.006%
4/29/2026 Marino Stram & Associates LLC32,572$3.02M0.5%-1.8%0.013%
4/29/2026 Flatrock Wealth Partners LLC26,616$2.47M1.1%N/A0.010%
4/29/2026 KERR FINANCIAL PLANNING Corp6,885$646K0.8%-45.7%0.003%
4/29/2026 Addison Capital Co17,147$1.59M0.3%N/A0.007%
4/29/2026 Horst & Graben Wealth Management LLC2,316$217K0.0%-4.8%0.001%
4/29/2026 Unified Investment Management2,578$239K0.2%+15.7%0.001%
4/29/2026 Integrated Advisors Network LLC12,931$1.20M0.1%-19.1%0.005%
4/29/2026 Beacon Bank & Trust151,232$14.03M2.9%+2.9%0.059%
4/28/2026 Kathmere Capital Management LLC17,014$1.58M0.1%+9.4%0.007%
4/28/2026 Fortitude Advisory Group L.L.C.3,342$310K0.1%N/A0.001%
4/28/2026 Ascentis Independent Advisors32,429$3.01M0.2%+104.5%0.013%
4/28/2026 Stephens Inc. AR19,616$1.82M0.0%-0.7%0.008%
4/28/2026 Bryant Woods Investment Advisors LLC8,134$754K0.3%-2.5%0.003%
4/28/2026 NBT Bank N A NY2,983$277K0.0%+57.5%0.001%
4/28/2026 Tanglewood Legacy Advisors LLC20,391$1.89M0.7%-1.5%0.008%
4/28/2026 WBH Advisory Inc.6,747$625K0.0%-8.3%0.003%
4/28/2026 Level Wealth Management LLC5,944$551K0.3%N/A0.002%
4/27/2026 Apeiron RIA LLC4,318$400K0.1%-45.9%0.002%
4/27/2026 Arcadia Wealth Management LLC2,178$202K0.1%-25.2%0.001%
4/27/2026 Capital Financial Group Inc. Co. ADV131,293$12.18M6.7%+0.8%0.051%
4/27/2026 Integrity Wealth Partners LLC5,574$517K0.5%N/A0.002%
4/27/2026 Syntegra Private Wealth Group LLC155,157$14.39M1.4%-16.8%0.061%
4/27/2026 HB Wealth Management LLC20,867$1.94M0.0%+10.5%0.008%
4/27/2026 Altus Wealth Group LLC2,419$224K0.1%-57.9%0.001%
4/27/2026 IRON Financial LLC11,238$1.04M0.5%-22.2%0.004%
4/27/2026 Leelyn Smith LLC164,336$15.24M2.1%+4.6%0.064%
4/27/2026 PFG Investments LLC7,744$718K0.0%-63.9%0.003%
4/27/2026 World Investment Advisors65,710$6.09M0.1%-4.0%0.026%
4/27/2026 Lodestar Private Asset Management LLC24,019$2.23M0.2%-12.6%0.009%
4/27/2026 River S Edge Wealth Management LLC27,167$2.56M2.4%+1.0%0.011%
4/27/2026 Turtle Creek Wealth Advisors LLC1,334$124K0.0%N/A0.001%
4/27/2026 Private Advisor Group LLC492,726$45.70M0.2%-2.1%0.193%
4/27/2026 Trademark Financial Management LLC3,198$297K0.1%-12.0%0.001%
4/27/2026 Elevation Point Wealth Partners LLC16,996$1.58M0.0%-34.3%0.007%
4/27/2026 Sound Income Strategies LLC2,542$236K0.0%-13.2%0.001%
4/27/2026 Prasad Wealth Partners LLC8,242$764K0.2%+2.9%0.003%
4/25/2026 Patten Group Inc.4,744$440K0.1%-11.4%0.002%
4/25/2026 Keybank National Association OH301,021$27.92M0.1%-6.5%0.118%
4/25/2026 Physician Wealth Advisors Inc.14,244$1.32M0.2%+8.0%0.006%
4/25/2026 Able Wealth Management LLC81,559$7.56M2.0%+8.9%0.032%
4/24/2026 Horizon Wealth Management LLC5,027$466K0.1%-22.7%0.002%
4/24/2026 Capital Asset Advisory Services LLC16,999$1.61M0.1%-11.3%0.007%
4/24/2026 Cassia Capital Partners LLC239,019$22.17M11.4%+5.1%0.094%
4/24/2026 Syntax Research Inc.30,354$2.82M1.8%+87.0%0.012%
4/24/2026 Flagship Private Wealth LLC103,595$9.61M3.9%+1.8%0.041%
4/24/2026 Bayban4,797$445K0.4%+2.6%0.002%
4/24/2026 Key Financial Inc1,539$143K0.0%-14.9%0.001%
4/24/2026 Strategic Point Investment Advisors LLC40,730$3.78M0.5%-4.7%0.016%
4/23/2026 Summit Investment Advisory Services LLC23,437$2.17M0.8%-2.7%0.009%
4/23/2026 Caliber Wealth Management LLC KS50,838$4.72M0.5%-2.6%0.020%
4/23/2026 Mayflower Financial Advisors LLC74,220$6.88M0.7%+0.4%0.029%


USMV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of USMV shares?

During the previous two years, 1,470 institutional investors and hedge funds held shares of iShares MSCI USA Min Vol Factor ETF. The most heavily invested institutionals were Morgan Stanley ($1.43B), Bank of America Corp DE ($1.31B), Raymond James Financial Inc. ($1.30B), FMR LLC ($1.04B), Raymond James & Associates ($935.56M), Wealth Enhancement Advisory Services LLC ($659.75M), and LPL Financial LLC ($592.14M).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 1,178 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. ($13.90M), Wealth Enhancement Advisory Services LLC ($3.83M), Cetera Investment Advisers ($1.88M), Caisse DE Depot ET Placement DU Quebec ($1.40M), Dynasty Wealth Management LLC ($1.17M), Focus Partners Wealth ($909.78K), and Junto Capital Management LP ($894.55K).

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

Institutional investors have bought a total of 26,365,262 shares in the last 24 months. This purchase volume represents approximately $2.48B in transactions.

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

Of the 768 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: Northwestern Mutual Wealth Management Co. ($2.13M), Alaska Permanent Fund Corp ($1.78M), PNC Financial Services Group Inc. ($1.51M), Cerity Partners LLC ($1.06M), Quotient Wealth Partners LLC ($996.89K), Envestnet Asset Management Inc. ($924.80K), and US Bancorp DE ($504.90K).

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

Institutional investors have sold a total of 23,852,498 shares in the last 24 months. This volume of shares sold represents approximately $2.24B in transactions.


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This page (BATS:USMV) was last updated on 5/6/2026 by MarketBeat.com Staff.
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