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

iShares MSCI USA Min Vol Factor ETF logo
$97.55 +0.60 (+0.62%)
As of 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)
746
Total
Institutional Inflows
(last 12 months)
$1.84B
Number of
Institutional Sellers
(last 12 months)
708
Total
Institutional Outflows
(last 12 months)
$1.79B
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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
7/10/2026 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%
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%
7/8/2026 Archer Investment Management LLC11,857$1.14M0.4%+19.1%0.005%
7/7/2026 180 Wealth Advisors LLC19,828$1.91M0.2%-9.7%0.008%
7/7/2026 First Citizens Financial Corp9,904$955K0.4%+6.4%0.004%
7/7/2026 Post Resch Tallon Group Inc.8,038$775K0.5%+1.9%0.003%
7/7/2026 Foster Group Inc.34,007$3.28M0.1%+1.2%0.013%
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7/7/2026 Mechanics Bank Trust Department24,984$2.41M0.3%-8.2%0.010%
7/7/2026 Trinity Wealth Management LLC154,469$14.90M4.7%-7.8%0.061%
7/7/2026 Balefire LLC5,168$499K0.1%+20.2%0.002%
7/7/2026 McNaughton Wealth Management LLC40,843$3.94M1.4%-12.7%0.016%
7/7/2026 Graves Light Lenhart Wealth Inc.10,017$966K0.1%-6.5%0.004%
7/7/2026 Avior Wealth Management LLC18,117$1.75M0.0%-11.2%0.007%
7/7/2026 Value Investment Professionals LLC3,762$363K0.3%N/A0.001%
7/7/2026 Canandaigua National Bank & Trust Co.4,249$410K0.0%N/A0.002%
7/7/2026 Arlington Trust Co LLC350$34K0.0%-48.4%0.000%
7/7/2026 Financial Enhancement Group LLC92,415$8.91M1.1%+1.5%0.036%
7/7/2026 Ridgeline Wealth LLC2,218$214K0.1%-6.3%0.001%
7/7/2026 CoreCap Advisors LLC22,151$2.14M0.1%+2.3%0.009%
7/7/2026 Anderson Hoagland & Co.213,114$20.56M1.6%+1.4%0.084%
7/7/2026 Howard Financial Services LTD.3,789$365K0.0%N/A0.001%
7/6/2026 Bangor Savings Bank1,164$112K0.0%-16.7%0.000%
7/6/2026 Hobart Private Capital LLC4,325$417K0.1%+3.6%0.002%
7/6/2026 Stonebridge Financial Group LLC2,511$242K0.0%N/A0.001%
7/6/2026 Trilogy 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%
5/27/2026 Security 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%


USMV Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,460 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 1,168 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 19,559,027 shares in the last 24 months. This purchase volume represents approximately $1.84B in transactions.

Of the 708 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 JPMorgan Chase & Co. ($501.74K).

Institutional investors have sold a total of 18,973,144 shares in the last 24 months. This volume of shares sold represents approximately $1.79B in transactions.


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This page (BATS:USMV) was last updated on 7/27/2026 by MarketBeat.com Staff.
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