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

iShares MSCI USA Min Vol Factor ETF logo
$101.95 +1.32 (+1.31%)
As of 09:30 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)
680
Total
Institutional Inflows
(last 12 months)
$1.58B
Number of
Institutional Sellers
(last 12 months)
667
Total
Institutional Outflows
(last 12 months)
$1.47B
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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
10/16/2026BostonPremier Wealth LLC6,987$681K0.3%+2.3%0.003%
10/16/2026Sherman Wealth Management LLC30,141$2.94M2.1%+5.3%0.012%
10/16/2026Patriot Investment Management Group Inc.28,892$2.82M0.2%+0.6%0.011%
10/16/2026Goldstein Advisors LLC11,286$1.10M0.1%-4.4%0.004%
10/16/2026Milestone Asset Management LLC4,696$458K0.1%-7.2%0.002%
10/16/2026NFSG Corp366$36K0.0%+134.6%0.000%
10/16/2026Detalus Advisors LLC15,726$1.53M0.3%-25.0%0.006%
10/16/2026White Pine Investment CO130,257$12.69M2.5%+0.4%0.051%
10/15/2026Comprehensive Financial Consultants Institutional Inc.15,575$1.52M0.4%+1.2%0.006%
10/15/2026Fortitude Advisory Group L.L.C.3,815$372K0.1%-5.4%0.001%
10/15/2026AdvisorNet Financial Inc4,461$449K0.0%-93.6%0.002%
10/15/2026Community Financial Services Group LLC1,196$117K0.0%N/A0.000%
10/15/2026Cherry Tree Wealth Management LLC12,354$1.20M0.2%-2.4%0.005%
10/15/2026WealthPlan Investment Management LLC8,981$875K0.0%-1.8%0.004%
10/15/2026C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors3,598$351K0.0%+4.9%0.001%
10/15/2026Financial Life Advisors4,219$411K0.1%-11.9%0.002%
10/15/2026Birchbrook Inc.69,769$6.80M3.1%-1.1%0.027%
10/15/2026Mather Group LLC.77,204$7.52M0.1%N/A0.030%
10/15/2026West Wealth Group LLC3,432$334K0.0%-80.5%0.001%
10/15/2026Ironwood Wealth Management Inc.141,996$14.20M6.0%+0.4%0.056%
10/15/2026Strategy Asset Managers LLC20,853$2.03M0.3%N/A0.008%
10/15/2026Meridian Investment Counsel Inc.3,284$320K0.1%N/A0.001%
10/14/2026Baker Ellis Asset Management LLC2,125$207K0.0%-99.4%0.001%
10/14/2026Shore Point Advisors LLC69,397$6.76M1.7%-1.4%0.027%
10/14/2026First Citizens Bank & Trust Co.16,722$1.63M0.0%N/A0.007%
10/14/2026Focus Financial Network Inc.43,690$4.26M0.1%+2.9%0.017%
10/14/2026Enclave Advisors LLC2,268$221K0.0%-31.6%0.001%
10/14/2026XY Planning Network Inc.26,604$2.59M0.3%+33.5%0.010%
10/14/2026Wetzel Investment Advisors Inc.12,421$1.21M0.4%-3.0%0.005%
10/14/2026Signal Advisors Wealth LLC10,609$1.03M0.0%+38.7%0.004%
10/14/2026GEM Asset Management LLC6,194$604K0.2%+5.6%0.002%
10/14/2026Foster Group Inc.33,316$3.25M0.1%-2.0%0.013%
10/14/2026B. Riley Wealth Advisors Inc.12,998$1.27M0.0%N/A0.005%
10/14/2026Krilogy Financial LLC6,602$665K0.0%-24.7%0.003%
10/14/2026RHS Financial LLC51,131$4.98M1.5%+2.4%0.020%
10/14/2026Trinity Wealth Management LLC155,276$15.13M4.8%+0.5%0.061%
10/13/2026Mechanics Bank Trust Department24,178$2.36M0.3%N/A0.009%
10/13/2026Lineweaver Wealth Advisors LLC334,770$32.62M3.8%+1.1%0.131%
10/13/2026Forvis Mazars Wealth Advisors LLC17,207$1.68M0.0%N/A0.007%
10/13/2026Sage Capital Advisors llc4,486$437K0.1%-12.1%0.002%
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10/13/2026Steel Grove Capital Advisors LLC2,509$244K0.0%N/A0.001%
10/13/2026Sax Wealth Advisors LLC30,012$2.92M0.1%-1.2%0.012%
10/13/2026Fragasso Financial Advisors Inc40,962$4.12M0.2%-18.1%0.016%
10/13/2026Fermata Advisors LLC2,649$258K0.0%-26.1%0.001%
10/13/2026NorthCrest Asset Manangement LLC13,219$1.32M0.0%+6.2%0.005%
10/13/2026Avior Wealth Management LLC17,153$1.67M0.0%-96.5%0.007%
10/10/2026Capital Planning LLC107,659$10.49M2.9%-0.5%0.042%
10/9/2026Balefire LLC4,446$433K0.1%-14.0%0.002%
10/9/2026Delta Wealth Advisors LLC38,441$3.75M2.6%-0.3%0.015%
10/9/2026Koenig Investment Advisory LLC148,040$14.43M9.9%-1.4%0.058%
10/9/2026Aventus Investment Advisors Inc.5,602$546K0.4%-3.4%0.002%
10/9/2026McNaughton Wealth Management LLC39,565$3.86M1.4%-3.1%0.016%
10/9/2026First Heartland Consultants Inc.39,196$3.82M0.3%N/A0.015%
10/8/2026Horrell Capital Management Inc.340$33K0.0%-91.4%0.000%
10/8/2026Financial Enhancement Group LLC92,840$9.24M1.1%+0.5%0.036%
10/8/2026Invariant Investment Management52,585$5.16M3.0%+1.4%0.021%
10/8/2026Farther Finance Advisors LLC34,447$3.36M0.0%-13.4%0.013%
10/8/2026Sapient Capital LLC12,242$1.19M0.0%-7.6%0.005%
10/8/2026CoreCap Advisors LLC21,693$2.11M0.1%-86.5%0.009%
10/8/2026Apeiron RIA LLC3,860$378K0.1%N/A0.002%
10/8/2026Apella Capital LLC97,265$9.68M0.1%-5.9%0.038%
10/8/2026Avidian Wealth Enterprises LLC11,333$1.10M0.0%N/A0.004%
10/8/2026Kaydan Wealth Management Inc.13,838$1.35M0.5%-4.9%0.005%
10/7/2026Venture Visionary Partners LLC4,734$461K0.0%-3.4%0.002%
10/7/2026Retirement Wealth Solutions LLC5,543$540K0.3%+36.0%0.002%
10/7/2026Wealth Enhancement Trust Services Inc.44,937$4.38M0.5%+30.7%0.018%
10/7/2026North Point Portfolio Managers Corp OH889$87K0.0%N/A0.000%
10/7/2026Kwmg LLC153,852$14.99M1.1%+6.5%0.060%
10/6/2026Bangor Savings Bank1,129$110K0.0%N/A0.000%
10/6/2026Colton Groome Financial Advisors LLC3,091$301K0.1%-3.2%0.001%
10/6/2026Legacy Private Trust Co.30,259$2.95M0.2%N/A0.012%
10/5/2026Rosenberg Matthew Hamilton2,550$248K0.0%-5.6%0.001%
10/5/2026Ridgewood Investments LLC9,441$920K0.3%-10.6%0.004%
10/5/2026Ballew Advisors Inc15,579$1.53M0.7%-2.2%0.006%
10/5/2026Tompkins Financial Corp48,414$4.72M0.3%N/A0.019%
10/5/2026Baker Tilly Wealth Management LLC2,727$266K0.1%N/A0.001%
10/5/2026Collective Family Office LLC5,190$506K0.1%-9.6%0.002%
10/2/2026 CX Institutional32,577$3.17M0.1%-0.8%0.013%
10/2/2026 Planning Strategies Inc.6,561$639K0.4%-15.6%0.003%
10/2/2026 Private Client Services LLC3,883$378K0.1%N/A0.002%
10/1/2026 Noble Wealth Management PBC2,734$266K0.1%-8.1%0.001%
9/23/2026QRG Capital Management Inc.6,389$616K0.0%+25.8%0.003%
9/23/2026Envestnet Portfolio Solutions Inc.90,916$8.77M0.0%-9.4%0.036%
9/23/2026Envestnet Asset Management Inc.3,763,692$363.02M0.1%-5.6%1.475%
9/15/2026Anchor Investment Management LLC2,357$227K0.0%+18.1%0.001%
9/15/2026Cherry Tree Wealth Management LLC12,656$1.22M0.2%-4.0%0.005%
9/9/2026The Manufacturers Life Insurance Company77,277$7.45M0.0%N/A0.030%
9/9/2026Tortoise Investment Management LLC2,147$207K0.0%N/A0.001%
9/9/2026Sequoia Financial Advisors LLC150,253$14.49M0.1%-0.5%0.059%
9/9/2026Van Hulzen Asset Management LLC76,015$7.33M0.5%-23.2%0.030%
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9/9/2026Arlington Capital Management Inc.153,471$14.80M8.7%N/A0.060%
9/9/2026Archford Capital Strategies LLC2,143$207K0.0%N/A0.001%
9/9/2026NorthRock Partners LLC26,580$2.56M0.0%-11.8%0.010%
9/9/2026Integrated Wealth Concepts LLC427,816$41.27M0.2%+0.3%0.168%
9/9/2026RFG Advisory LLC6,538$631K0.0%+9.5%0.003%
9/9/2026NewEdge Advisors LLC706,584$68.15M0.2%+14.3%0.277%
9/9/2026IFP Advisors Inc62,515$5.73M0.1%-55.5%0.024%
9/9/2026Squarepoint Ops LLC56,141$5.42M0.0%+299.2%0.022%
9/9/2026Baird Financial Group Inc.86,684$8.36M0.0%-0.5%0.034%
9/9/2026XY Planning Network Inc.19,935$1.92M0.2%-9.4%0.008%


USMV Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,461 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), Raymond James Financial Inc. ($1.30B), Bank of America Corp DE ($1.18B), 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.

Of the 1,162 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 ($3.80M), Caisse DE Depot ET Placement DU Quebec ($1.40M), Focus Partners Wealth ($909.78K), Junto Capital Management LP ($894.55K), LPL Financial LLC ($865.39K), and Ritholtz Wealth Management ($800.50K).

Institutional investors have bought a total of 16,729,594 shares in the last 24 months. This purchase volume represents approximately $1.58B in transactions.

Of the 666 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. ($2.00M), Envestnet Asset Management Inc. ($1.15M), Quotient Wealth Partners LLC ($996.89K), PNC Financial Services Group Inc. ($977.06K), Avior Wealth Management LLC ($476.91K), Assetmark Inc. ($403.06K), and Truist Financial Corp ($394.46K).

Institutional investors have sold a total of 15,507,960 shares in the last 24 months. This volume of shares sold represents approximately $1.47B in transactions.


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Institutional ownership data for BATS:USMV is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/16/2026. New 13F filings are added each quarter as they're published.
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