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

iShares MSCI USA Min Vol Factor ETF logo
$92.34 +3.70 (+4.17%)
Closing price 08/1/2025 03:59 PM Eastern
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$92.34 0.00 (0.00%)
As of 08/1/2025 05:22 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

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

Number of
Institutional Buyers
(last 12 months)
794
Total
Institutional Inflows
(last 12 months)
$3.57B
Number of
Institutional Sellers
(last 12 months)
746
Total
Institutional Outflows
(last 12 months)
$3.98B
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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
8/1/2025PCA Investment Advisory Services Inc.20,318$1.91M0.8%-2.2%0.008%
8/1/2025Milestone Asset Management Group LLC29,344$2.76M2.0%+0.8%0.011%
8/1/2025Austin Private Wealth LLC5,560$522K0.0%-23.8%0.002%
8/1/2025 GGM Financials LLC35,098$3.30M0.6%-5.6%0.014%
8/1/2025Redwood Park Advisors LLC67,075$6.30M4.3%+4.5%0.026%
8/1/2025GWN Securities Inc.3,838$361K0.1%-93.2%0.002%
8/1/2025Advisory Alpha LLC19,761$1.86M0.1%+11.9%0.008%
8/1/2025Facet Wealth Inc.440,141$40.76M0.9%+0.3%0.172%
8/1/2025Liberty Wealth Management LLC10,637$998K0.2%-77.9%0.004%
8/1/2025Y Intercept Hong Kong Ltd6,665$626K0.0%N/A0.003%
8/1/2025Bessemer Group Inc.16,786$1.58M0.0%+22.5%0.007%
8/1/2025Brookwood Investment Group LLC7,891$741K0.1%-3.0%0.003%
8/1/2025Banco Santander S.A.161,696$15.18M0.1%+94.6%0.063%
8/1/2025Ashton Thomas Private Wealth LLC40,372$3.79M0.1%-2.2%0.016%
8/1/2025OVERSEA CHINESE BANKING Corp Ltd180,930$16.98M0.5%N/A0.071%
8/1/2025MorganRosel Wealth Management LLC116,624$10.95M3.0%+14.7%0.046%
8/1/2025Envestnet Asset Management Inc.4,686,964$439.96M0.1%+1.8%1.837%
7/31/2025 Wealthfront Advisers LLC9,831$923K0.0%+46.7%0.004%
7/31/2025 Blake Schutter Theil Wealth Advisors LLC26,301$2.47M2.8%-0.7%0.010%
7/31/2025 Strait & Sound Wealth Management LLC11,418$1.07M0.5%+10.6%0.004%
7/31/2025 Brighton Jones LLC14,783$1.39M0.0%+10.5%0.006%
7/31/2025 Leavell Investment Management Inc.9,334$876K0.0%+18.8%0.004%
7/31/2025 TSA Wealth Managment LLC3,659$343K0.1%-4.6%0.001%
7/31/2025 Sequent Asset Management LLC61,347$5.76M4.6%-4.9%0.024%
7/31/2025 Focus Partners Advisor Solutions LLC40,233$3.78M0.1%+38.7%0.016%
7/31/2025 Curio Wealth LLC545$51K0.0%+54,400.0%0.000%
7/31/2025 Leelyn Smith LLC151,432$14.22M2.3%+0.6%0.059%
7/31/2025 Carrera Capital Advisors172,072$16.15M3.3%-6.0%0.067%
7/31/2025 Moment Partners LLC5,088$478K0.1%-13.1%0.002%
7/31/2025 West Michigan Advisors LLC8,417$790K0.2%+3.6%0.003%
7/31/2025 Kathleen S. Wright Associates Inc.63,897$6.00M2.3%+2.4%0.025%
7/31/2025 Moloney Securities Asset Management LLC74,587$7.00M0.9%+1.0%0.029%
7/31/2025 Trademark Financial Management LLC30,361$2.85M1.7%+936.9%0.012%
7/31/2025 180 Wealth Advisors LLC23,689$2.22M0.3%-7.7%0.009%
7/31/2025 Guardian Asset Advisors LLC4,051$380K0.2%+36.4%0.002%
7/31/2025 Avion Wealth304$28K0.0%+88.8%0.000%
7/30/2025 KPP Advisory Services LLC4,167$391K0.1%+2.9%0.002%
7/30/2025 First Citizens Bank & Trust Co.24,934$2.34M0.0%-35.1%0.010%
7/30/2025 Strategic Blueprint LLC37,859$3.55M0.2%-2.1%0.015%
7/30/2025 Caliber Wealth Management LLC KS53,095$4.98M0.5%+1.7%0.021%
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7/30/2025 BCM Advisors LLC35,455$3.33M0.7%+4.7%0.014%
7/30/2025 Rehmann Capital Advisory Group284,803$26.74M1.6%-1.0%0.112%
7/30/2025 TFB Advisors LLC4,054$381K0.1%+9.7%0.002%
7/30/2025 Brookstone Capital Management927,795$87.09M1.1%-5.6%0.364%
7/30/2025 Phillips Financial Management LLC491$46K0.0%N/A0.000%
7/30/2025 Retirement Planning Group LLC18,860$1.77M0.1%-1.8%0.007%
7/30/2025 D.A. Davidson & CO.135,670$12.74M0.1%-5.0%0.053%
7/30/2025 Pacific Sun Financial Corp2,751$258K0.1%-5.7%0.001%
7/30/2025 DecisionMap Wealth Management LLC24,520$2.30M1.6%+3.4%0.010%
7/30/2025 Divergent Planning LLC8,407$789K0.1%N/A0.003%
7/30/2025 Syntegra Private Wealth Group LLC199,698$18.75M1.9%-4.4%0.078%
7/30/2025 Triton Financial Group Inc3,753$352K0.3%N/A0.001%
7/30/2025 Darrow Company Inc.164,325$15.43M7.8%+2.6%0.064%
7/30/2025 Klingman & Associates LLC374,660$35.17M1.9%-0.9%0.147%
7/30/2025 Securian Asset Management Inc.881,287$82.73M2.4%-14.0%0.345%
7/30/2025 Journey Advisory Group LLC220,613$20.71M1.6%-5.4%0.086%
7/30/2025 Family Capital Trust Co71,877$6.75M2.3%-5.1%0.028%
7/30/2025 WBH Advisory Inc.10,322$969K0.1%+2.4%0.004%
7/29/2025 Stephens Inc. AR19,449$1.83M0.0%-4.1%0.008%
7/29/2025 Financial Advisors LLC1,099,487$103.21M19.2%-0.7%0.431%
7/29/2025 Altus Wealth Group LLC6,827$641K0.3%-3.5%0.003%
7/29/2025 Balboa Wealth Partners2,482$233K0.0%N/A0.001%
7/29/2025 Cidel Asset Management Inc.7,285$684K0.0%-5.5%0.003%
7/29/2025 Forvis Mazars Wealth Advisors LLC21,084$1.98M0.0%+3.0%0.008%
7/29/2025 Chicago Partners Investment Group LLC11,878$1.12M0.0%+1.6%0.005%
7/29/2025 Arcus Capital Partners LLC21,911$2.06M0.9%+4.3%0.009%
7/29/2025 Goldstein Advisors LLC11,691$1.10M0.1%+6.0%0.005%
7/29/2025 Catalyst Capital Advisors LLC3,562,314$334.39M6.8%-5.1%1.396%
7/29/2025 International Assets Investment Management LLC15,132$1.42M0.1%+0.7%0.006%
7/29/2025 Signature Estate & Investment Advisors LLC36,104$3.39M0.1%-1.7%0.014%
7/29/2025 Quotient Wealth Partners LLC1,019,605$95.71M2.8%+2.4%0.400%
7/29/2025 Aspiriant LLC86,569$8.13M0.3%-6.8%0.034%
7/29/2025 Hoese & Co LLP26,472$2.49M2.0%-39.0%0.010%
7/29/2025 Spreng Capital Management Inc.83,381$7.83M3.2%+2.2%0.033%
7/29/2025 Stratos Wealth Partners LTD.240,616$22.59M0.3%-9.0%0.094%
7/29/2025 BXM Wealth LLC15,674$1.47M1.7%-2.2%0.006%
7/29/2025 Private Trust Co. NA17,427$1.64M0.2%-14.0%0.007%
7/29/2025 Straight Path Wealth Management2,185$205K0.1%-19.0%0.001%
7/29/2025 Kraft Davis & Associates LLC2,190$205K0.1%N/A0.001%
7/29/2025 Latitude Advisors LLC4,724$443K0.2%-7.6%0.002%
7/29/2025 Horst & Graben Wealth Management LLC2,516$236K0.0%-6.8%0.001%
7/28/2025 WealthPLAN Partners LLC3,163$297K0.0%N/A0.001%
7/28/2025 WJ Wealth Management LLC2,786$262K0.1%N/A0.001%
7/28/2025 WealthPlan Investment Management LLC5,090$478K0.0%N/A0.002%
7/28/2025 Uptick Partners LLC10,120$950K0.3%+5.9%0.004%
7/28/2025 Rik Saylor Financial Inc.45,636$4.28M3.3%-0.3%0.018%
7/28/2025 Keeler & Nadler Financial Planning & Wealth Management81,697$7.67M3.1%-0.9%0.032%
7/28/2025 Mutual Advisors LLC52,006$4.90M0.1%-14.1%0.020%
7/28/2025 Delap Wealth Advisory LLC4,817$452K0.2%N/A0.002%
7/28/2025 Private Wealth Asset Management LLC885$83K0.0%N/A0.000%
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7/28/2025 Harbour Investments Inc.21,556$2.02M0.1%+1.4%0.008%
7/28/2025 Brown Financial Advisory8,412$790K0.4%+34.9%0.003%
7/28/2025 Aries Wealth Management32,318$3.03M0.8%-17.4%0.013%
7/28/2025 Cypress Wealth Services LLC16,168$1.52M0.3%-2.7%0.006%
7/28/2025 Courier Capital LLC71,519$6.71M0.4%+32.6%0.028%
7/28/2025 Sagespring Wealth Partners LLC313,896$29.47M0.3%-6.0%0.123%
7/28/2025 TD Asset Management Inc2,183$205K0.0%N/A0.001%
7/28/2025 RFG Advisory LLC2,461$231K0.0%-13.6%0.001%
7/28/2025 Perfromance Wealth Partners LLC30,477$2.86M0.1%N/A0.012%
7/28/2025 Axxcess Wealth Management LLC48,745$4.58M0.1%-8.4%0.019%
(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, 1,470 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 ($1.40B), Raymond James Financial Inc. ($1.23B), Morgan Stanley ($1.08B), FMR LLC ($1.04B), Raymond James & Associates ($935.56M), BlackRock Inc. ($755.80M), and Wealth Enhancement Advisory Services LLC ($628.58M).Learn more on iShares MSCI USA Min Vol Factor ETF's institutional investors.

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

Of the 1,107 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. ($13.25M), FMR LLC ($9.06M), Optiver Holding B.V. ($7.66M), Wealth Enhancement Advisory Services LLC ($4.28M), Catalyst Capital Advisors LLC ($3.87M), Envestnet Portfolio Solutions Inc. ($3.48M), and International Assets Investment Management LLC ($2.83M).

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

Institutional investors have bought a total of 39,369,458 shares in the last 24 months. This purchase volume represents approximately $3.57B in transactions.

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

Of the 745 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: Raymond James & Associates ($5.85M), Captrust Financial Advisors ($5.23M), PNC Financial Services Group Inc. ($4.15M), FMR LLC ($2.86M), JPMorgan Chase & Co. ($2.43M), Alaska Permanent Fund Corp ($1.86M), and Envestnet Asset Management Inc. ($1.69M).

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

Institutional investors have sold a total of 44,174,351 shares in the last 24 months. This volume of shares sold represents approximately $3.98B in transactions.



This page (BATS:USMV) was last updated on 8/2/2025 by MarketBeat.com Staff
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