S&P 500   4,967.23
DOW   37,986.40
QQQ   414.65
Tesla cuts US prices for 3 of its electric vehicle models after a difficult week
A coffee roastery in Finland has launched an AI-generated blend. The results were surprising
Autoworkers union celebrates breakthrough win in Tennessee and takes aim at more plants in the South
New York lawmakers pass $237 billion budget with policies to jump-start housing market
The House votes for possible TikTok ban in the US, but don't expect the app to go away anytime soon
Biden sees a $35 price cap for insulin as a pivotal campaign issue. It’s not that clear-cut
Hawaii lawmakers take aim at vacation rentals after Lahaina wildfire amplifies Maui housing crisis
S&P 500   4,967.23
DOW   37,986.40
QQQ   414.65
Tesla cuts US prices for 3 of its electric vehicle models after a difficult week
A coffee roastery in Finland has launched an AI-generated blend. The results were surprising
Autoworkers union celebrates breakthrough win in Tennessee and takes aim at more plants in the South
New York lawmakers pass $237 billion budget with policies to jump-start housing market
The House votes for possible TikTok ban in the US, but don't expect the app to go away anytime soon
Biden sees a $35 price cap for insulin as a pivotal campaign issue. It’s not that clear-cut
Hawaii lawmakers take aim at vacation rentals after Lahaina wildfire amplifies Maui housing crisis
S&P 500   4,967.23
DOW   37,986.40
QQQ   414.65
Tesla cuts US prices for 3 of its electric vehicle models after a difficult week
A coffee roastery in Finland has launched an AI-generated blend. The results were surprising
Autoworkers union celebrates breakthrough win in Tennessee and takes aim at more plants in the South
New York lawmakers pass $237 billion budget with policies to jump-start housing market
The House votes for possible TikTok ban in the US, but don't expect the app to go away anytime soon
Biden sees a $35 price cap for insulin as a pivotal campaign issue. It’s not that clear-cut
Hawaii lawmakers take aim at vacation rentals after Lahaina wildfire amplifies Maui housing crisis
S&P 500   4,967.23
DOW   37,986.40
QQQ   414.65
Tesla cuts US prices for 3 of its electric vehicle models after a difficult week
A coffee roastery in Finland has launched an AI-generated blend. The results were surprising
Autoworkers union celebrates breakthrough win in Tennessee and takes aim at more plants in the South
New York lawmakers pass $237 billion budget with policies to jump-start housing market
The House votes for possible TikTok ban in the US, but don't expect the app to go away anytime soon
Biden sees a $35 price cap for insulin as a pivotal campaign issue. It’s not that clear-cut
Hawaii lawmakers take aim at vacation rentals after Lahaina wildfire amplifies Maui housing crisis

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

$80.50
+0.50 (+0.63%)
(As of 04/19/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
764
Total
Institutional Inflows
(last 12 months)
$6.10B
Number of
Institutional Sellers
(last 12 months)
782
Total
Institutional Outflows
(last 12 months)
$5.56B
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USMV Institutional Buying and Selling by Quarter

iShares MSCI USA Min Vol Factor ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/19/2024FORVIS Wealth Advisors LLC21,790$1.82M0.0%-1.5%0.007%
4/19/2024GenTrust LLC3,774$315K0.0%-10.7%0.001%
4/19/2024Teamwork Financial Advisors LLC4,600$384K0.1%N/A0.002%
4/19/2024New Century Financial Group LLC15,131$1.27M0.9%+4.4%0.005%
4/19/2024Financial Perspectives Inc808$67K0.0%+50.2%0.000%
4/19/2024Veery Capital LLC8,888$743K0.3%-18.0%0.003%
4/19/2024Wealth Management Resources Inc.185,496$15.50M6.7%+1.5%0.063%
4/19/2024Tempus Wealth Planning LLC4,748$397K0.2%-8.7%0.002%
4/19/2024First Trust Direct Indexing L.P.10,207$853K0.1%N/A0.003%
4/19/2024Cornerstone Wealth Management LLC259,689$21.71M1.8%+0.7%0.089%
4/19/2024Advisor Resource Council13,972$1.16M0.5%+130.3%0.005%
4/19/2024Financial Sense Advisors Inc.10,076$842K0.3%-12.1%0.003%
4/19/2024Arcus Capital Partners LLC23,691$1.98M0.6%-9.1%0.008%
4/19/2024Westside Investment Management Inc.3,585$300K0.1%-51.7%0.001%
4/19/2024Bourgeon Capital Management LLC3,900$326K0.1%N/A0.001%
4/19/2024OMNI 360 Wealth Inc.5,774$483K0.4%-29.7%0.002%
4/19/2024Santori & Peters Inc.64,496$5.39M2.3%-0.8%0.022%
4/18/2024Silverlake Wealth Management LLC5,629$470K0.2%-26.2%0.002%
4/18/2024Summit Investment Advisory Services LLC26,900$2.25M1.3%-1.0%0.009%
4/18/2024SeaCrest Wealth Management LLC3,179$266K0.0%N/A0.001%
4/18/2024Saxon Interests Inc.24,531$2.05M1.0%-16.2%0.008%
4/18/2024Requisite Capital Management LLC7,091$593K0.1%N/A0.002%
4/18/2024CAP Partners LLC5,631$471K0.4%-37.4%0.002%
4/18/2024Shira Ridge Wealth Management2,436$204K0.1%-45.8%0.001%
4/18/2024InTrack Investment Management Inc3,585$300K0.2%-7.7%0.001%
4/18/2024MV Capital Management Inc.272,582$22.78M2.6%-3.7%0.093%
4/18/2024Capital Advisors Ltd. LLC266,227$22.25M2.9%-2.2%0.091%
4/18/2024Woodmont Investment Counsel LLC966$81K0.0%N/A0.000%
4/18/2024Leonard Rickey Investment Advisors P.L.L.C.172,715$14.44M3.7%+1.0%0.059%
4/18/2024Colton Groome Financial Advisors LLC7,236$605K0.2%-14.3%0.002%
4/18/2024Claro Advisors LLC6,227$520K0.1%+14.3%0.002%
4/18/2024Financial Life Advisors62,627$5.23M2.2%-4.6%0.021%
4/18/2024Diversified Trust Co23,785$1.99M0.1%-1.8%0.008%
4/18/2024RHS Financial LLC60,401$5.05M2.9%-5.7%0.021%
4/18/2024Skyline Advisors Inc.4,293$359K0.2%-6.7%0.001%
4/18/2024MorganRosel Wealth Management LLC100,559$8.41M3.0%-2.5%0.034%
4/18/2024ADE LLC106,131$8.87M5.9%+2.6%0.036%
4/17/2024Trilogy Capital Inc.220,482$18.43M1.1%-6.2%0.075%
4/17/2024Physician Wealth Advisors Inc.15,005$1.20M0.3%-65.9%0.005%
4/17/2024Founders Financial Securities LLC105,182$8.79M0.9%+298.3%0.036%
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4/17/2024Foguth Wealth Management LLC.7,876$658K0.4%N/A0.003%
4/17/2024Kathleen S. Wright Associates Inc.65,250$5.45M2.5%-2.6%0.022%
4/17/2024Symphony Financial Ltd. Co.3,993$334K0.1%-19.3%0.001%
4/17/2024Vicus Capital3,022$253K0.0%-6.5%0.001%
4/17/2024Ridgecrest Wealth Partners LLC6,182$517K0.3%-4.6%0.002%
4/17/2024First Bank & Trust5,873$491K0.1%N/A0.002%
4/16/2024Weaver Consulting Group36,702$3.07M1.1%-3.3%0.013%
4/16/2024Independence Bank of Kentucky5,127$429K0.1%+28.7%0.002%
4/16/2024Enzi Wealth129,643$10.37M4.9%-4.1%0.044%
4/16/2024Tsfg LLC5,279$441K0.1%-62.9%0.002%
4/16/2024LongView Wealth Management12,175$1.02M0.4%-7.9%0.004%
4/16/2024Register Financial Advisors LLC3,659$306K0.2%-8.6%0.001%
4/16/2024Capital Asset Advisory Services LLC145,356$11.97M0.7%-1.4%0.050%
4/16/2024Indiana Trust & Investment Management CO811$68K0.0%+377.1%0.000%
4/16/2024Hengehold Capital Management LLC2,405$201K0.0%N/A0.001%
4/16/2024Cypress Wealth Services LLC26,791$2.24M0.5%-44.6%0.009%
4/16/2024Dohj LLC21,809$1.82M0.5%-1.1%0.007%
4/16/2024180 Wealth Advisors LLC29,272$2.45M0.4%-4.4%0.010%
4/16/2024Lincoln Capital LLC10,811$904K0.2%-1.7%0.004%
4/16/2024Wealth Enhancement Advisory Services LLC3,170,418$264.98M0.7%+31.3%1.084%
4/16/2024Arkansas Financial Group Inc.72,359$6.05M1.1%-3.9%0.025%
4/16/2024Mosley Wealth Management10,616$887K0.8%-1.2%0.004%
4/16/2024Advocacy Wealth Management Services LLC24,807$2.07M0.2%-83.1%0.008%
4/15/2024Signet Financial Management LLC21,878$1.83M0.3%-0.6%0.007%
4/15/2024Wealthcare Advisory Partners LLC12,373$1.03M0.0%-11.2%0.004%
4/15/2024Ellis Investment Partners LLC37,114$3.10M0.7%-1.9%0.013%
4/15/2024Aspiriant LLC106,056$8.86M0.4%-3.1%0.036%
4/15/2024Bowman & Co S.C.54,264$4.54M2.7%-4.5%0.019%
4/15/2024Sovereign Financial Group Inc.11,173$934K0.2%-23.4%0.004%
4/15/2024Future Financial Wealth Managment LLC2,198$184K0.1%N/A0.001%
4/15/2024Brookstone Capital Management1,089,145$91.03M1.6%-6.9%0.372%
4/15/2024Ehrlich Financial Group4,686$392K0.3%-77.5%0.002%
4/15/2024CFM Wealth Partners LLC51,404$4.30M0.9%-1.0%0.018%
4/15/2024Flagstar Advisors Inc.6,211$519K0.1%+9.2%0.002%
4/15/2024Kingswood Wealth Advisors LLC50,196$4.20M0.5%-16.5%0.017%
4/15/2024Sound Income Strategies LLC1,566$131K0.0%+23.6%0.001%
4/15/2024Arkfeld Wealth Strategies L.L.C.4,806$392K0.2%+13.2%0.002%
4/15/2024Kwmg LLC116,174$9.71M1.1%+1.2%0.040%
4/13/2024 Retirement Planning Group LLC14,803$1.24M0.1%-5.5%0.004%
4/12/2024 Fermata Advisors LLC6,239$521K0.1%+5.5%0.002%
4/12/2024 Mechanics Bank Trust Department45,115$3.77M0.6%-10.3%0.012%
4/12/2024 Gilman Hill Asset Management LLC2,510$210K0.0%N/A0.001%
4/12/2024 Keystone Wealth Services LLC15,470$1.29M0.4%-1.7%0.004%
4/12/2024 Wealth Management Partners LLC36,825$3.08M1.6%-3.0%0.010%
4/12/2024 McNaughton Wealth Management LLC50,554$4.23M2.3%-3.0%0.013%
4/12/2024 Austin Private Wealth LLC9,603$794K0.1%-86.8%0.003%
4/12/2024 CGN Advisors LLC37,945$3.17M0.4%+5.1%0.010%
4/12/2024 Ironwood Wealth Management Inc.200,180$16.28M8.5%-0.2%0.052%
4/12/2024 Kaydan Wealth Management Inc.20,020$1.67M0.6%-2.5%0.005%
4/12/2024 Capital Planning LLC115,202$9.63M3.1%+10.3%0.030%
SHOCKING Crypto Leak… (Ad)

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4/12/2024 Global Assets Advisory LLC80,365$6.72M0.0%N/A0.021%
4/12/2024 Southland Equity Partners LLC15,709$1.31M0.4%-1.0%0.004%
4/12/2024 AdvisorNet Financial Inc6,042$505K0.0%-72.2%0.002%
4/12/2024 Global Trust Asset Management LLC1,095$92K0.0%+217.4%0.000%
4/12/2024 Anderson Hoagland & Co.140,610$11.46M1.3%+0.9%0.037%
4/12/2024 High Net Worth Advisory Group LLC78,750$6.58M2.1%-2.3%0.021%
4/11/2024 Ballentine Partners LLC3,662$306K0.0%N/A0.001%
4/11/2024 Market Street Wealth Management Advisors LLC11,555$966K0.2%-22.8%0.003%
4/11/2024 Security Financial Services INC.34,225$2.86M0.6%-66.0%0.009%
4/11/2024 Salem Investment Counselors Inc.1,953$163K0.0%+30.5%0.001%
(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, 1,371 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 ($2.99B), FMR LLC ($1.93B), Graham Capital Wealth Management LLC ($1.45B), Raymond James & Associates ($1.25B), Envestnet Asset Management Inc. ($1.21B), Morgan Stanley ($1.08B), and BlackRock Inc. ($755.80M).Learn more on USMV's institutional investors.

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

Of the 1,108 institutional investors that purchased iShares MSCI USA Min Vol Factor ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: FMR LLC ($16.99M), Envestnet Asset Management Inc. ($16.88M), CFS Investment Advisory Services LLC ($15.41M), Moneta Group Investment Advisors LLC ($10.96M), Alaska Permanent Fund Corp ($8.15M), Optiver Holding B.V. ($7.66M), and PNC Financial Services Group Inc. ($5.67M).

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

Institutional investors have bought a total of 182,144,506 shares in the last 24 months. This purchase volume represents approximately $13.15B in transactions.

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

Of the 1,008 institutional investors that sold iShares MSCI USA Min Vol Factor ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Raymond James & Associates ($15.81M), Envestnet Asset Management Inc. ($15.28M), CFS Investment Advisory Services LLC ($8.09M), FMR LLC ($7.79M), First Citizens Bank & Trust Co. ($5.38M), BlackRock Inc. ($3.27M), and Allstate Corp ($2.90M).

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

Institutional investors have sold a total of 129,086,256 shares in the last 24 months. This volume of shares sold represents approximately $9.52B in transactions.


This page (BATS:USMV) was last updated on 4/21/2024 by MarketBeat.com Staff

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