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DOW   31,261.90
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S&P 500   3,901.36
DOW   31,261.90
QQQ   288.68
S&P 500   3,901.36
DOW   31,261.90
QQQ   288.68
S&P 500   3,901.36
DOW   31,261.90
QQQ   288.68

iShares Edge MSCI Min Vol USA ETF Institutional Ownership

+0.46 (+0.66%)
(As of 05/20/2022 04:00 PM ET)
Today's Range
50-Day Range
52-Week Range
4.00 million shs
Average Volume
Market Capitalization
P/E Ratio
Dividend Yield

Institutional Ownership Changes (13F Filings) for iShares Edge MSCI Min Vol USA ETF (BATS:USMV)

Number of
Institutional Buyers
(last 12 months)
Institutional Inflows
(last 12 months)
$3.95 B
Number of
Institutional Sellers
(last 12 months)
Institutional Outflows
(last 12 months)
$5.00 B
Skip Chart & View Institutional Buying and Selling Data

Institutional Buying and Selling by Quarter

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iShares Edge MSCI Min Vol USA ETF (BATS:USMV) Institutional Buying and Selling

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/20/2022Sawtooth Solutions LLC5,448$0.42M0.1%N/A0.000%
5/20/2022EP Wealth Advisors LLC17,685$1.37M0.0%-1.2%0.000%
5/20/2022The Manufacturers Life Insurance Company 482,730$37.45M0.0%-6.1%0.000%
5/20/2022Van Hulzen Asset Management LLC82,832$6.43M0.7%+3.5%0.000%
5/19/2022Golden State Wealth Management LLC70,928$5.50M1.1%-24.6%0.000%
5/19/2022Orion Portfolio Solutions LLC21,136$1.64M0.1%+28.9%0.000%
5/18/2022Wharton Business Group LLC86,270$6.69M0.4%+19.8%0.000%
5/18/2022TD Capital Management LLC233,353$18.10M2.2%-1.6%0.000%
5/18/2022Golden State Equity Partners3,892$0.30M0.1%+5.4%0.000%
5/18/2022Buttonwood Financial Group LLC56,168$4.34M3.2%N/A0.000%
5/18/2022Financial Enhancement Group LLC66,334$5.15M1.0%-25.2%0.000%
5/17/2022Wescott Financial Advisory Group LLC32,891$2.55M0.7%+31.9%0.000%
5/17/2022Continuum Advisory LLC15,986$1.17M0.2%+141.4%0.000%
5/17/2022Jane Street Group LLC47,621$3.69M0.0%+256.6%0.000%
5/17/2022Lido Advisors LLC177,503$13.77M0.2%-5.7%0.000%
5/17/2022Mcmorgan & Co. LLC132,885$10.31M2.2%N/A0.000%
5/17/2022Beacon Pointe Advisors LLC425,841$33.03M0.5%+22.3%0.000%
5/17/2022Quantbot Technologies LP10,870$0.84M0.1%+42.2%0.000%
5/17/2022Royal Bank of Canada2,307,427$178.99M0.0%+0.4%0.000%
5/17/2022Saxon Interests Inc.47,583$3.69M2.0%-0.7%0.000%
5/17/2022Eudaimonia Partners LLC4,699$0.36M0.1%N/A0.000%
5/17/2022First Republic Investment Management Inc.841,074$65.24M0.1%+19.5%0.000%
5/17/2022Fortress Wealth Group LLC8,964$0.70M0.5%-14.1%0.000%
5/17/2022Geneos Wealth Management Inc.460,671$35.73M1.5%-11.0%0.000%
5/17/20221832 Asset Management L.P.127,389$9.88M0.0%+1.6%0.000%
5/16/2022Power Corp of Canada285,788$22.17M1.7%N/A0.000%
5/16/2022Goldman Sachs Group Inc.201,883$15.66M0.0%+296.0%0.000%
5/16/2022S&T Bank PA4,736$0.37M0.1%-42.5%0.000%
5/16/2022True Link Financial Advisors LLC107,038$8.30M1.2%+53.5%0.000%
5/16/2022Captrust Financial Advisors319,320$24.77M0.2%+2.5%0.000%
5/16/2022IHT Wealth Management LLC105,976$8.22M0.6%-4.9%0.000%
5/16/2022Brinker Capital Investments LLC113,327$8.79M0.1%-2.2%0.000%
5/16/2022Greytown Advisors Inc.13,320$1.03M0.5%+251.5%0.000%
5/16/2022Resurgent Financial Advisors LLC2,650$0.21M0.1%N/A0.000%
5/16/2022Lionsbridge Wealth Management LLC48,682$3.78M4.4%-4.0%0.000%
5/16/2022Southern Wealth Management LLP96,732$7.50M2.4%+2.4%0.000%
5/16/2022United Capital Financial Advisers LLC417,976$32.42M0.2%-6.1%0.000%
5/16/2022Cresset Asset Management LLC118,367$9.18M0.1%-8.1%0.000%
5/16/2022Horizon Investments LLC2,504,003$194.24M5.5%+16.9%0.000%
5/16/2022Atria Wealth Solutions Inc.349,728$27.13M0.5%N/A0.000%
5/16/2022Astor Investment Management LLC273,356$21.20M5.0%-4.9%0.000%
5/16/2022Copperleaf Capital LLC8,569$0.67M0.6%+4.4%0.000%
5/16/2022Personal Capital Advisors Corp2,770$0.22M0.0%+6.8%0.000%
5/16/2022Clark Capital Management Group Inc.84,368$6.54M0.1%N/A0.000%
5/16/2022UBS Group AG5,291,813$410.49M0.1%-8.0%0.000%
5/16/2022PFS Investments Inc.1,391,676$107.95M2.0%-7.9%0.000%
5/13/2022Centaurus Financial Inc.46,740$3.63M0.3%-57.2%0.000%
5/13/2022Fort Point Capital Partners LLC24,174$1.88M0.3%-2.2%0.000%
5/13/2022Northern Trust Corp39,984$3.10M0.0%-25.2%0.000%
5/13/2022Client 1ST Advisory Group LLC15,950$1.24M0.6%+18.6%0.000%
5/13/2022Jaffetilchin Investment Partners LLC10,952$0.78M0.1%+4.4%0.000%
5/13/2022Ancora Advisors LLC48,528$3.36M0.1%+24.6%0.000%
5/13/2022Stonebridge Capital Advisors LLC2,090$0.16M0.0%+578.6%0.000%
5/13/2022Snider Financial Group71,957$5.58M2.5%-3.8%0.000%
5/13/2022Signet Financial Management LLC56,187$4.36M0.7%-47.6%0.000%
5/13/2022Mariner LLC1,471,330$114.13M0.4%-2.3%0.000%
5/13/2022Nelson Van Denburg & Campbell Wealth Management Group LLC1,628$0.13M0.0%+89.3%0.000%
5/13/2022Shepherd Financial Partners LLC17,859$1.39M0.2%-8.2%0.000%
5/13/2022Nations Financial Group Inc. IA ADV107,886$8.37M1.0%+3.0%0.000%
5/13/2022Flow Traders U.S. LLC5,198$0.40M0.0%N/A0.000%
5/13/2022West Michigan Advisors LLC12,575$0.98M0.7%+6.1%0.000%
5/13/2022Founders Financial Securities LLC88,779$6.89M1.2%+27.0%0.000%
5/13/2022High Net Worth Advisory Group LLC104,264$8.08M1.6%+4.7%0.000%
5/13/2022AJ Wealth Strategies LLC1,348,690$104.62M5.2%+4.4%0.000%
5/13/2022Symphony Financial Ltd. Co.19,998$1.57M0.4%+12.9%0.000%
5/13/2022Lumature Wealth Partners LLC3,897$0.30M0.1%-20.6%0.000%
5/13/2022Prudential Financial Inc.59,047$4.58M0.0%-1.6%0.000%
5/13/2022Equitable Holdings Inc.292,451$22.69M0.4%-16.3%0.000%
5/13/2022Oxford Financial Group Ltd.8,013$0.62M0.1%+56.2%0.000%
5/13/2022Mackenzie Financial Corp79,028$6.13M0.0%-30.8%0.000%
5/13/2022Tranquilli Financial Advisor LLC54,923$4.26M3.0%-12.5%0.000%
5/13/2022NewEdge Advisors LLC246,365$19.11M0.3%-2.5%0.000%
5/13/2022Merit Financial Group LLC154,411$11.98M0.7%-31.7%0.000%
5/13/2022Mather Group LLC.74,717$5.80M0.1%-17.1%0.000%
5/13/2022Baird Financial Group Inc.235,521$18.27M0.0%-13.9%0.000%
5/13/2022Brighton Jones LLC8,060$0.63M0.0%+12.6%0.000%
5/13/2022Sequoia Financial Advisors LLC3,378$0.26M0.0%-32.3%0.000%
5/13/2022Dakota Wealth Management109,697$8.51M0.7%+4.4%0.000%
5/13/2022Insight Advisors LLC PA4,412$0.34M0.1%+4.0%0.000%
5/13/2022Moors & Cabot Inc.12,462$0.97M0.1%-6.1%0.000%
5/13/2022WJ Wealth Management LLC3,115$0.24M0.2%-24.6%0.000%
5/13/2022Cetera Investment Advisers217,482$16.87M0.2%-5.5%0.000%
5/13/2022Allianz Asset Management GmbH931,500$72.26M0.1%-26.5%0.000%
5/13/2022Karlinski Andrew C81,320$6.31M11.4%-1.4%0.000%
5/13/2022Sei Investments Co.3,137,007$243.41M0.5%+3.5%0.000%
5/13/2022Blair William & Co. IL95,612$7.42M0.0%+1.7%0.000%
5/12/2022Cibc World Market Inc.19,668$1.53M0.0%-19.6%0.000%
5/12/2022Synovus Financial Corp27,533$2.14M0.0%+1.9%0.000%
5/12/2022Bison Wealth LLC7,282$0.57M0.3%+59.0%0.000%
5/12/2022NCM Capital Management LLC9,168$0.71M0.4%+261.1%0.000%
5/12/2022Citizens Financial Group Inc RI315,306$24.46M0.9%-1.7%0.000%
5/12/2022Private Portfolio Partners LLC13,179$1.02M0.3%-13.0%0.000%
5/12/2022Tyler Stone Wealth Management76,623$5.94M3.3%-1.8%0.000%
5/12/2022Pensionmark Financial Group LLC71,790$5.57M1.2%+1.6%0.000%
5/12/2022Compton Financial Group LLC99,498$7.72M3.2%N/A0.000%
5/12/2022Cedar Wealth Management LLC35,981$2.79M1.1%-0.5%0.000%
5/12/2022Capital Analysts LLC87,062$6.75M0.4%-3.8%0.000%
5/12/2022Raleigh Capital Management Inc.9,659$0.75M0.4%-11.7%0.000%
5/12/2022Magnus Financial Group LLC321,832$24.97M4.2%+5.2%0.000%
5/12/2022Gerber Kawasaki Wealth & Investment Management394,029$30.56M2.5%-3.4%0.000%
(Data available from 1/1/2016 forward)

iShares Edge MSCI Min Vol USA ETF (BATS:USMV) Institutional Ownership Frequently Asked Questions

Who are the institutional owners of iShares Edge MSCI Min Vol USA ETF?

During the previous two years, 1,269 institutional investors and hedge funds held shares of iShares Edge MSCI Min Vol USA ETF. The most heavily invested institutionals were Raymond James & Associates ($2.49B), Bank of America Corp DE ($1.74B), Morgan Stanley ($1.14B), Envestnet Asset Management Inc. ($1.02B), BlackRock Inc. ($812.73M), LPL Financial LLC ($626.15M), and Wells Fargo & Company MN ($479.03M).Learn more on USMV's institutional investors.

Which institutional investors have been buying iShares Edge MSCI Min Vol USA ETF stock?

Of the 1,069 institutional investors that purchased iShares Edge MSCI Min Vol USA ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Envestnet Asset Management Inc. ($7.92M), Raymond James & Associates ($6.54M), CWM LLC ($4.02M), Mercer Global Advisors Inc. ADV ($2.38M), Horizon Investments LLC ($2.32M), Allianz Asset Management GmbH ($2.25M), and Brookstone Capital Management ($2.05M).

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

Institutional investors have bought a total of 99,694,791 shares in the last 24 months. This purchase volume represents approximately $7.12B in transactions.

Which iShares Edge MSCI Min Vol USA ETF institutionals have been selling company stock?

Of the 886 institutional investors that sold iShares Edge MSCI Min Vol USA ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Envestnet Asset Management Inc. ($11.28M), Flagship Private Wealth LLC ($9.60M), Wells Fargo & Company MN ($7.75M), LPL Financial LLC ($6.15M), The Manufacturers Life Insurance Company ($6.13M), Advisor Group Holdings Inc. ($5.87M), and Bank of America Corp DE ($5.50M).

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

Institutional investors have sold a total of 167,985,620 shares in the last 24 months. This volume of shares sold represents approximately $11.71B in transactions.

This page was last updated on 5/22/2022 by MarketBeat.com Staff


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