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

iShares MSCI USA Min Vol Factor ETF logo
$96.88 0.00 (0.00%)
As of 05/22/2026 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)
792
Total
Institutional Inflows
(last 12 months)
$2.03B
Number of
Institutional Sellers
(last 12 months)
746
Total
Institutional Outflows
(last 12 months)
$1.93B
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Skip Chart & View Institutional Buying and Selling Data

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
5/22/2026Verus Capital Partners LLC133,131$12.35M0.8%+2.8%0.052%
5/21/2026 Raab & Moskowitz Asset Management LLC10,108$937K0.2%+1.7%0.004%
5/20/2026 Hobbs Group Advisors LLC36,620$3.40M1.0%-3.5%0.014%
5/19/2026 Western Wealth Management LLC75,105$6.97M0.3%+1.2%0.029%
5/19/2026 Bank of America Corp DE12,775,026$1.18B0.1%-1.9%5.006%
5/19/2026 Edgestream Partners L.P.8,863$822K0.0%N/A0.003%
5/19/2026 Centaurus Financial Inc.16,867$1.56M0.1%+8.5%0.007%
5/19/2026 Strategic Investment Advisors MI31,327$2.90M0.2%+32.3%0.012%
5/19/2026 Ashton Thomas Securities LLC9,526$883K0.1%N/A0.004%
5/19/2026 Arkadios Wealth Advisors60,079$5.57M0.1%+2.2%0.024%
5/18/2026 EverSource Wealth Advisors LLC3,101$288K0.0%-12.5%0.001%
5/18/2026 Royal Bank of Canada1,558,899$144.57M0.0%-6.3%0.611%
5/18/2026 Empowered Funds LLC26,286$2.44M0.0%+142.0%0.010%
5/18/2026 Estate Counselors LLC3,400$315K0.0%N/A0.001%
5/16/2026 IMG Wealth Management Inc.1,737$161K0.1%-50.0%0.001%
5/16/2026 Quantinno Capital Management LP97,794$9.07M0.0%+18.7%0.038%
5/16/2026 Family Manage LLC21,694$2.01M0.2%-67.3%0.009%
5/15/2026 Cardiff Park Advisors LLC10,535$977K0.1%-26.7%0.004%
5/15/2026 Gateway Wealth Partners LLC107,296$9.95M0.4%+114.3%0.042%
5/15/2026 Waverly Advisors LLC61,808$5.73M0.0%-4.2%0.024%
5/15/2026 Wealth Alliance LLC5,864$544K0.1%-4.2%0.002%
5/15/2026 Boreal Capital Management LLC265$25K0.0%-94.9%0.000%
5/14/2026 Compound Planning Inc.12,289$1.14M0.0%-7.5%0.005%
5/14/2026 Klingman & Associates LLC361,598$33.54M1.6%-0.4%0.142%
5/14/2026 Modern Wealth Management LLC156,959$14.55M0.2%+0.5%0.062%
5/14/2026 Keebeck Wealth Management20,901$1.94M0.2%-8.4%0.008%
5/14/2026 Sei Investments Co.1,560,042$144.68M0.1%+1.9%0.611%
5/14/2026 Lido Advisors LLC249,200$23.11M0.1%-9.2%0.098%
5/14/2026 Monograph Wealth Advisors LLC2,691$250K0.0%N/A0.001%
5/13/2026 Cetera Investment Advisers2,162,456$200.55M0.2%+1.9%0.847%
5/13/2026 Cambridge Associates LLC MA ADV39,183$3.63M0.1%-50.0%0.015%
5/13/2026 NewEdge Wealth LLC33,667$3.12M0.0%+46.1%0.013%
5/13/2026 First Citizens Bank & Trust Co.20,228$1.88M0.0%-18.0%0.008%
5/13/2026 First Trust Advisors LP93,487$8.67M0.0%+967.4%0.037%
5/12/2026 Bellwether Advisors LLC103,565$9.61M1.6%-0.6%0.041%
5/8/2026 PNC Financial Services Group Inc.4,482,760$415.73M0.2%-4.0%1.757%
5/8/2026 Glenview Trust Co5,088$472K0.0%-9.4%0.002%
5/8/2026 Summit Global Investments18,328$1.70M0.1%N/A0.007%
5/8/2026 Cassaday & Co Wealth Management LLC9,010$836K0.0%+14.5%0.004%
5/8/2026 Alpha Zero LLC3,261$302K0.2%N/A0.001%
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5/8/2026 Johnson Financial Group Inc.32,808$3.04M0.1%-2.4%0.013%
5/7/2026 Carson Advisory Inc.2,744$254K0.1%+13.1%0.001%
5/7/2026 Wells Financial Advisors INC9,502$881K4.0%-74.7%0.004%
5/7/2026 Symphony Financial Services Inc.24,765$2.30M1.2%-3.2%0.010%
5/7/2026 Parallel Advisors LLC71,548$6.64M0.1%-4.4%0.028%
5/7/2026 Vision Retirement LLC3,091$287K0.1%-4.0%0.001%
5/7/2026 Hershey Financial Advisers LLC12,624$1.17M1.0%-29.5%0.005%
5/6/2026 Quadrant Private Wealth Management LLC5,249$487K0.1%-27.8%0.002%
5/6/2026 Bartlett & CO. Wealth Management LLC3,248$306K0.0%-5.5%0.001%
5/6/2026 MTM Investment Management LLC1,373$127K0.0%-40.6%0.001%
5/6/2026 Arcus Capital Partners LLC20,665$1.92M0.7%-2.6%0.008%
5/6/2026 Modera Wealth Management LLC2,534$235K0.0%+10.5%0.001%
5/6/2026 Assetmark Inc.1,343,205$124.57M0.3%-13.6%0.526%
5/6/2026 Main Street Group LTD826$77K0.0%N/A0.000%
5/6/2026 Angeles Wealth Management LLC1,126$104K0.0%N/A0.000%
5/6/2026 Bessemer Group Inc.8,316$771K0.0%+2.2%0.003%
5/6/2026 Adaptive Financial Consulting LLC235,579$21.85M8.4%+5.7%0.092%
5/6/2026 Independent Financial Group LLC57,944$5.37M0.2%N/A0.023%
5/6/2026 Smart Money Group LLC17,365$1.61M0.5%-5.8%0.007%
5/6/2026 BCM Advisors LLC29,264$2.76M0.5%-14.2%0.011%
5/5/2026 BCGM Wealth Management LLC15,592$1.45M0.4%-8.2%0.006%
5/5/2026 Mcmorgan & Co. LLC28,238$2.62M0.4%+0.4%0.011%
5/5/2026 Wealthfront Advisers LLC6,868$637K0.0%-28.0%0.003%
5/5/2026 D.A. Davidson & CO.140,014$12.99M0.1%+0.4%0.055%
5/5/2026 Bank of New York Mellon Corp532,541$49.39M0.0%-0.8%0.209%
5/5/2026 Milestone Investment Advisors LLC48,938$4.54M1.1%+0.5%0.019%
5/5/2026 Journey Advisory Group LLC218,582$20.27M1.7%-1.6%0.086%
5/5/2026 Geneos Wealth Management Inc.1,143,557$106.05M2.5%+99.3%0.448%
5/5/2026 Sanctuary 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%
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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%


USMV Institutional Ownership - Frequently Asked Questions

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 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 1,179 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), 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 21,608,050 shares in the last 24 months. This purchase volume represents approximately $2.03B in transactions.

Of the 746 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), PNC Financial Services Group Inc. ($1.28M), Cerity Partners LLC ($1.06M), Quotient Wealth Partners LLC ($996.89K), Envestnet Asset Management Inc. ($924.80K), Bank of America Corp DE ($630.35K), and US Bancorp DE ($502.93K).

Institutional investors have sold a total of 20,505,628 shares in the last 24 months. This volume of shares sold represents approximately $1.93B in transactions.


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This page (BATS:USMV) was last updated on 5/26/2026 by MarketBeat.com Staff.
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