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

iShares MSCI USA Min Vol Factor ETF logo
$98.50 +0.61 (+0.62%)
As of 02:24 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)
796
Total
Institutional Inflows
(last 12 months)
$2.03B
Number of
Institutional Sellers
(last 12 months)
744
Total
Institutional Outflows
(last 12 months)
$1.92B
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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
7/7/2026Ridgeline Wealth LLC2,218$214K0.1%-6.3%0.001%
7/7/2026CoreCap Advisors LLC22,151$2.14M0.1%+2.3%0.009%
7/7/2026Anderson Hoagland & Co.213,114$20.56M1.6%+1.4%0.084%
7/7/2026Howard Financial Services LTD.3,789$365K0.0%N/A0.001%
7/6/2026Bangor Savings Bank1,164$112K0.0%-16.7%0.000%
7/6/2026Hobart Private Capital LLC4,325$417K0.1%+3.6%0.002%
7/6/2026Stonebridge Financial Group LLC2,511$242K0.0%N/A0.001%
7/6/2026Trilogy Capital Inc.42,197$4.07M0.2%+12.7%0.017%
7/2/2026 MassMutual Private Wealth & Trust FSB274$26K0.0%-42.9%0.000%
7/2/2026 Diesslin Group Inc.2,337$225K0.1%N/A0.001%
7/2/2026 KERR FINANCIAL PLANNING Corp6,686$645K0.7%-2.9%0.003%
7/2/2026 CX Institutional32,841$3.17M0.1%-2.6%0.013%
6/23/2026MTM Financial Group LLC6,227$577K0.3%-3.5%0.002%
6/10/2026Curry Webb Wealth Management LLC2,171$201K0.1%N/A0.001%
6/10/2026FAS Wealth Partners Inc.72,399$6.71M0.4%-2.9%0.028%
6/3/2026Parallel Advisors LLC71,548$6.64M0.1%-4.4%0.028%
6/3/2026NewEdge Advisors LLC618,327$57.34M0.2%+30.0%0.242%
5/28/2026Cozad Asset Management Inc.43,070$3.99M0.3%-2.0%0.017%
5/28/2026Maripau Wealth Management LLC3,879$360K0.2%-8.4%0.002%
5/27/2026Alpha Capital Advisors Inc. ADV98,148$9.10M8.7%+0.1%0.038%
5/27/2026Security Financial Services INC.6,700$621K0.1%-24.5%0.003%
5/26/2026Glenmede Trust Co. NA404,160$37.48M0.2%-5.0%0.158%
5/22/2026Verus Capital Partners LLC133,131$12.35M0.8%+2.8%0.052%
5/21/2026Raab & Moskowitz Asset Management LLC10,108$937K0.2%+1.7%0.004%
5/20/2026Hobbs Group Advisors LLC36,620$3.40M1.0%-3.5%0.014%
5/19/2026Western Wealth Management LLC75,105$6.97M0.3%+1.2%0.029%
5/19/2026Bank of America Corp DE12,775,026$1.18B0.1%-1.9%5.006%
5/19/2026Edgestream Partners L.P.8,863$822K0.0%N/A0.003%
5/19/2026Centaurus Financial Inc.16,867$1.56M0.1%+8.5%0.007%
5/19/2026Strategic Investment Advisors MI31,327$2.90M0.2%+32.3%0.012%
5/19/2026Ashton Thomas Securities LLC9,526$883K0.1%N/A0.004%
5/19/2026Arkadios Wealth Advisors60,079$5.57M0.1%+2.2%0.024%
5/18/2026EverSource Wealth Advisors LLC3,101$288K0.0%-12.5%0.001%
5/18/2026Royal Bank of Canada1,558,899$144.57M0.0%-6.3%0.611%
5/18/2026Empowered Funds LLC26,286$2.44M0.0%+142.0%0.010%
5/18/2026Estate Counselors LLC3,400$315K0.0%N/A0.001%
5/16/2026IMG Wealth Management Inc.1,737$161K0.1%-50.0%0.001%
5/16/2026Quantinno Capital Management LP97,794$9.07M0.0%+18.7%0.038%
5/16/2026Family Manage LLC21,694$2.01M0.2%-67.3%0.009%
5/15/2026Cardiff Park Advisors LLC10,535$977K0.1%-26.7%0.004%
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5/15/2026Gateway Wealth Partners LLC107,296$9.95M0.4%+114.3%0.042%
5/15/2026Waverly Advisors LLC61,808$5.73M0.0%-4.2%0.024%
5/15/2026Wealth Alliance LLC5,864$544K0.1%-4.2%0.002%
5/15/2026Boreal Capital Management LLC265$25K0.0%-94.9%0.000%
5/14/2026Compound Planning Inc.12,289$1.14M0.0%-7.5%0.005%
5/14/2026Klingman & Associates LLC361,598$33.54M1.6%-0.4%0.142%
5/14/2026Modern Wealth Management LLC156,959$14.55M0.2%+0.5%0.062%
5/14/2026Keebeck Wealth Management20,901$1.94M0.2%-8.4%0.008%
5/14/2026Sei Investments Co.1,560,042$144.68M0.1%+1.9%0.611%
5/14/2026Lido Advisors LLC249,200$23.11M0.1%-9.2%0.098%
5/14/2026Monograph Wealth Advisors LLC2,691$250K0.0%N/A0.001%
5/13/2026Cetera Investment Advisers2,162,456$200.55M0.2%+1.9%0.847%
5/13/2026Cambridge Associates LLC MA ADV39,183$3.63M0.1%-50.0%0.015%
5/13/2026NewEdge Wealth LLC33,667$3.12M0.0%+46.1%0.013%
5/13/2026First Citizens Bank & Trust Co.20,228$1.88M0.0%-18.0%0.008%
5/13/2026First Trust Advisors LP93,487$8.67M0.0%+967.4%0.037%
5/12/2026Bellwether Advisors LLC103,565$9.61M1.6%-0.6%0.041%
5/8/2026PNC Financial Services Group Inc.4,482,760$415.73M0.2%-4.0%1.757%
5/8/2026Glenview Trust Co5,088$472K0.0%-9.4%0.002%
5/8/2026Summit Global Investments18,328$1.70M0.1%N/A0.007%
5/8/2026Cassaday & Co Wealth Management LLC9,010$836K0.0%+14.5%0.004%
5/8/2026Alpha Zero LLC3,261$302K0.2%N/A0.001%
5/8/2026Johnson Financial Group Inc.32,808$3.04M0.1%-2.4%0.013%
5/7/2026Carson Advisory Inc.2,744$254K0.1%+13.1%0.001%
5/7/2026Wells Financial Advisors INC9,502$881K4.0%-74.7%0.004%
5/7/2026Symphony Financial Services Inc.24,765$2.30M1.2%-3.2%0.010%
5/7/2026Parallel Advisors LLC71,548$6.64M0.1%-4.4%0.028%
5/7/2026Vision Retirement LLC3,091$287K0.1%-4.0%0.001%
5/7/2026Hershey Financial Advisers LLC12,624$1.17M1.0%-29.5%0.005%
5/6/2026Quadrant Private Wealth Management LLC5,249$487K0.1%-27.8%0.002%
5/6/2026Bartlett & CO. Wealth Management LLC3,248$306K0.0%-5.5%0.001%
5/6/2026MTM Investment Management LLC1,373$127K0.0%-40.6%0.001%
5/6/2026Arcus Capital Partners LLC20,665$1.92M0.7%-2.6%0.008%
5/6/2026Modera Wealth Management LLC2,534$235K0.0%+10.5%0.001%
5/6/2026Assetmark Inc.1,343,205$124.57M0.3%-13.6%0.526%
5/6/2026Main Street Group LTD826$77K0.0%N/A0.000%
5/6/2026Angeles Wealth Management LLC1,126$104K0.0%N/A0.000%
5/6/2026Bessemer Group Inc.8,316$771K0.0%+2.2%0.003%
5/6/2026Adaptive Financial Consulting LLC235,579$21.85M8.4%+5.7%0.092%
5/6/2026Independent Financial Group LLC57,944$5.37M0.2%N/A0.023%
5/6/2026Smart Money Group LLC17,365$1.61M0.5%-5.8%0.007%
5/6/2026BCM Advisors LLC29,264$2.76M0.5%-14.2%0.011%
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%
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5/5/2026Sanctuary Advisors LLC215,810$20.01M0.1%-4.7%0.085%
5/5/2026Sigma Planning Corp156,526$14.52M0.4%+4.0%0.061%
5/5/2026Camden National Bank57,778$5.36M0.7%+2.1%0.023%
5/5/20261ST Source Bank4,455$413K0.0%+19.6%0.002%
5/5/2026Nwam LLC21,524$2.00M0.1%-16.4%0.008%
5/4/2026Milestones Private Investment Advisors LLC8,610$798K0.7%-47.4%0.003%
5/4/2026Calamos Wealth Management LLC92,811$8.61M0.3%-2.5%0.036%
5/4/2026Calamos Advisors LLC92,811$8.61M0.0%N/A0.036%
5/4/2026Bryn Mawr Trust Advisors LLC2,198$204K0.0%N/A0.001%
5/4/2026NWF Advisory Services Inc.15,633$1.45M0.2%+10.7%0.006%


USMV Institutional Ownership - Frequently Asked Questions

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), 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 1,182 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 21,572,754 shares in the last 24 months. This purchase volume represents approximately $2.03B in transactions.

Of the 742 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 20,460,580 shares in the last 24 months. This volume of shares sold represents approximately $1.92B in transactions.


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This page (BATS:USMV) was last updated on 7/7/2026 by MarketBeat.com Staff.
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