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

iShares MSCI USA Min Vol Factor ETF logo
$100.80 -1.01 (-0.99%)
As of 09/4/2026 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)
665
Total
Institutional Inflows
(last 12 months)
$1.54B
Number of
Institutional Sellers
(last 12 months)
663
Total
Institutional Outflows
(last 12 months)
$1.39B
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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
9/2/2026 MLG Wealth Management DBA Pine Grove Financial Group2,599$249K0.0%-3.8%0.001%
9/2/2026 Capital & Planning LLC108,209$10.44M5.4%-5.7%0.042%
8/27/2026 Corient Private Wealth LP54,816$5.29M0.0%-7.9%0.021%
8/26/2026 HORAN Wealth LLC6,812$657K0.1%-9.9%0.003%
8/25/2026 Advus Financial Partners LLC12,999$1.25M0.3%+56.0%0.005%
8/23/2026 Ameritas Advisory Services LLC50,888$4.91M0.1%+75.0%0.020%
8/23/2026 Guardian Wealth Advisors LLC NC32,037$3.09M0.2%-0.7%0.013%
8/23/2026 Straight Path Wealth Management2,100$203K0.0%N/A0.001%
8/23/2026 Wedmont Private Capital4,111$402K0.0%+15.1%0.002%
8/23/2026 Kintra Wealth LLC6,753$685K0.0%+18.5%0.003%
8/23/2026 Sovereign Investment Advisors LLC149,994$14.47M2.7%-6.6%0.059%
8/23/2026 Yarger Wealth Strategies LLC13,525$1.32M0.5%+1.3%0.005%
8/23/2026 Insight Inv LLC15,596$1.50M0.7%-10.9%0.006%
8/23/2026 HB Wealth Management LLC27,892$2.69M0.0%+33.7%0.011%
8/23/2026 Fortitude Advisory Group L.L.C.4,033$389K0.1%+20.7%0.002%
8/23/2026 Ridgeline Wealth LLC2,218$214K0.1%-6.3%0.001%
8/23/2026 Kaydan Wealth Management Inc.14,547$1.40M0.4%-5.7%0.006%
8/23/2026 Chokshi & Queen Wealth Advisors Inc2,216$214K0.1%-13.6%0.001%
8/22/2026 Advisory Solutions Group LLC2,320$224K0.1%N/A0.001%
8/22/2026 Compass Financial Management LLC845$84K0.0%N/A0.000%
8/22/2026 Highland Investment Advisors LLC1,066$103K0.0%N/A0.000%
8/22/2026 Invested Advisors4,504$434K0.4%+7.1%0.002%
8/22/2026 Aventus Investment Advisors Inc.5,802$560K0.4%-9.5%0.002%
8/22/2026 Aureum Wealth Management LLC50,047$4.83M3.0%+12.6%0.020%
8/22/2026 Mann Financial Group Inc.61,723$5.95M5.0%-6.4%0.024%
8/22/2026 K2 Financial Inc.11,721$1.15M0.8%-1.8%0.005%
8/22/2026 SMART Wealth LLC5,669$547K0.1%N/A0.002%
8/22/2026 Retirement Wealth Solutions LLC4,075$393K0.2%+73.4%0.002%
8/22/2026 Rik Saylor Financial Inc.42,714$4.12M2.6%-1.4%0.017%
8/22/2026 NWF Advisory Services Inc.15,394$1.49M0.1%-1.5%0.006%
8/22/2026 TD Waterhouse Canada Inc.35,218$3.40M0.0%+19.1%0.014%
8/22/2026 Syntax Research Inc.113,288$10.93M8.0%+273.2%0.044%
8/22/2026 United Community Bank1,475$142K0.0%-42.7%0.001%
8/22/2026 Kickstand Ventures LLC.2,904$280K0.1%+8.1%0.001%
8/22/2026 Concurrent Investment Advisors LLC122,383$11.81M0.1%+40.0%0.048%
8/22/2026 Exchange Bank6,000$579K0.4%-1.6%0.002%
8/21/2026 High Net Worth Advisory Group LLC55,252$5.33M1.1%-1.4%0.022%
8/21/2026 Beacon Capital Management LLC3,057$295K0.0%+6.4%0.001%
8/21/2026 Continuum Advisory LLC2,297$222K0.0%-28.1%0.001%
8/21/2026 Safeguard Investment Advisory Group LLC14,050$1.36M0.3%+4.8%0.006%
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8/21/2026 Ewing Morris & Co. Investment Partners Ltd.7,340$708K0.4%+2.2%0.003%
8/21/2026 Round Rock Advisors LLC44,307$4.27M0.6%-2.7%0.017%
8/21/2026 Tranquilli Financial Advisor LLC16,956$1.64M0.9%-20.3%0.007%
8/21/2026 Beacon Financial Advisory LLC8,139$785K0.2%+3.5%0.003%
8/21/2026 Tsfg LLC3,500$338K0.0%+13.7%0.001%
8/21/2026 First Citizens Financial Corp9,904$955K0.4%+6.4%0.004%
8/21/2026 Symphony Financial Ltd. Co.5,513$530K0.1%+55.3%0.002%
8/21/2026 Secure Asset Management LLC3,174$306K0.0%-16.4%0.001%
8/21/2026 Independence Bank of Kentucky63,882$6.16M0.7%+0.6%0.025%
8/21/2026 Acorn Wealth Advisors LLC37,670$3.63M0.8%-4.0%0.015%
8/21/2026 Solstein Capital LLC13,390$1.29M0.4%N/A0.005%
8/21/2026 Legacy Financial Advisors Inc.10,797$1.04M0.1%-2.3%0.004%
8/21/2026 Financial Life Advisors4,787$462K0.1%-14.5%0.002%
8/20/2026 Avant Capital LLC70,218$6.77M4.3%-2.5%0.028%
8/20/2026 Proficio Capital Partners LLC7,743$747K0.0%+176.5%0.003%
8/20/2026 Nwam LLC71,981$6.94M0.3%+234.4%0.028%
8/20/2026 Piedmont Capital Management LLC204,778$19.75M10.1%N/A0.080%
8/20/2026 Rehmann Capital Advisory Group257,439$24.84M1.0%-21.6%0.101%
8/20/2026 Advocacy Wealth Management LLC98,597$9.51M0.1%N/A0.039%
8/20/2026 M Holdings Securities Inc.48,793$4.57M0.6%+5.3%0.019%
8/20/2026 Headlands Technologies LLC2,754$266K0.0%-31.3%0.001%
8/20/2026 Quantitative Investment Management LLC38,474$1.96M0.2%N/A0.015%
8/12/2026 Compass Financial Management LLC845$84K0.0%N/A0.000%
8/7/2026 Trust Co. of Vermont4,015$387K0.0%N/A0.002%
8/3/2026 Beacon Bank & Trust153,496$14.81M1.7%+1.5%0.060%
7/10/2026 Insight Wealth Strategies LLC17,885$1.73M0.2%-8.2%0.007%
7/10/2026 FORM Wealth Advisors LLC3,607$348K0.0%-64.0%0.001%
7/10/2026 JFS Wealth Advisors LLC1,645$159K0.0%-31.5%0.001%
7/10/2026 Fiduciary Financial Group LLC13,470$1.30M0.1%-40.4%0.005%
7/10/2026 KWB Wealth63,578$6.13M0.5%N/A0.025%
7/10/2026 Sherman Wealth Management LLC28,618$2.76M2.1%-7.8%0.011%
7/10/2026 Bay Colony Advisory Group Inc d b a Bay Colony Advisors11,698$1.13M0.1%-2.6%0.005%
7/10/2026 Community Financial Services Group LLC1,196$116K0.0%N/A0.000%
7/10/2026 Wealthcare Advisory Partners LLC23,197$2.24M0.0%-9.5%0.009%
7/9/2026 First Bank & Trust4,680$451K0.1%-3.5%0.002%
7/9/2026 Centurion Wealth Management LLC18,219$1.76M0.4%-20.9%0.007%
7/9/2026 Bay Rivers Group107,471$10.37M3.5%+1.8%0.042%
7/9/2026 Veery Capital LLC9,007$869K0.2%+15.0%0.004%
7/9/2026 Sapient Capital LLC13,253$1.28M0.0%-5.3%0.005%
7/9/2026 Professional Financial Advisors LLC7,007$676K0.1%+2.4%0.003%
7/9/2026 Focus Financial Network Inc.42,476$4.10M0.1%-5.6%0.017%
7/9/2026 Kastel Capital Advisors LLC12,922$1.20M0.7%-58.2%0.005%
7/9/2026 Birchbrook Inc.70,524$6.80M3.2%-2.5%0.028%
7/9/2026 Sax Wealth Advisors LLC30,362$2.82M0.1%+9.7%0.012%
7/9/2026 Everpar Advisors LLC5,616$542K0.2%+21.8%0.002%
7/9/2026 Lexington Hill Partners LLC11,563$1.12M0.5%-39.1%0.005%
7/9/2026 Breakwater Capital Group2,179$210K0.0%-7.6%0.001%
7/9/2026 Strategic Point Investment Advisors LLC39,618$3.82M0.5%-2.7%0.016%
7/9/2026 Agate Pass Investment Management LLC5,432$524K0.2%-6.9%0.002%
7/8/2026 Beaird Harris Wealth Management LLC909$88K0.0%+143.7%0.000%
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7/8/2026 Beacon Bank & Trust153,496$14.81M2.9%+1.5%0.060%
7/8/2026 Baring Financial LLC18,012$1.74M1.0%-4.6%0.007%
7/8/2026 Invariant Investment Management51,863$5.08M3.0%N/A0.020%
7/8/2026 Beacon Financial Strategies CORP430$42K0.0%N/A0.000%
7/8/2026 First Heartland Consultants Inc.38,426$3.71M0.2%+2.1%0.015%
7/8/2026 Kwmg LLC144,434$13.93M1.0%+5.3%0.057%
7/8/2026 LifeGoal Investments LLC5,420$523K0.2%N/A0.002%
7/8/2026 Castle Rock Wealth Management LLC5,464$529K0.1%-3.3%0.002%
7/8/2026 Apella Capital LLC103,342$10.16M0.1%-5.4%0.040%
7/8/2026 Lincoln Capital LLC10,988$1.06M0.2%-1.3%0.004%


USMV Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,458 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 1,159 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 16,297,290 shares in the last 24 months. This purchase volume represents approximately $1.54B in transactions.

Of the 663 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), Quotient Wealth Partners LLC ($996.89K), PNC Financial Services Group Inc. ($977.06K), Envestnet Asset Management Inc. ($924.80K), Assetmark Inc. ($403.06K), Truist Financial Corp ($394.46K), and Sovereign Investment Advisors LLC ($371.38K).

Institutional investors have sold a total of 14,774,304 shares in the last 24 months. This volume of shares sold represents approximately $1.39B 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 9/2/2026. New 13F filings are added each quarter as they're published.
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