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

iShares MSCI USA Min Vol Factor ETF logo
$88.61 -0.03 (-0.03%)
Closing price 03:59 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)
638
Total
Institutional Inflows
(last 12 months)
$2.78B
Number of
Institutional Sellers
(last 12 months)
712
Total
Institutional Outflows
(last 12 months)
$4.06B
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USMV Institutional Buying and Selling by Quarter

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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
4/10/2025Secure Asset Management LLC4,013$376K0.1%+4.3%0.002%
4/10/2025Granite Bay Wealth Management LLC3,222$302K0.1%+10.3%0.001%
4/10/2025Apella Capital LLC198,936$17.88M0.6%-24.8%0.078%
4/10/2025CGN Advisors LLC38,356$3.59M0.4%-2.6%0.015%
4/9/2025Kwmg LLC121,274$11.36M1.2%+1.4%0.047%
4/9/2025RFG Advisory LLC2,850$267K0.0%+14.5%0.001%
4/9/2025Capital Asset Advisory Services LLC52,505$4.92M0.3%-19.8%0.021%
4/9/2025Fulton Bank N.A.3,609$338K0.0%+4.5%0.001%
4/9/2025Merit Financial Group LLC97,585$9.14M0.1%+27.0%0.038%
4/9/2025Roxbury Financial LLC4,417$418K0.4%+13.0%0.002%
4/9/2025Flagstar Advisors Inc.6,289$589K0.2%+2.1%0.002%
4/9/2025High Net Worth Advisory Group LLC60,365$5.65M1.6%-15.5%0.024%
4/9/2025McNaughton Wealth Management LLC51,244$4.80M2.3%-1.4%0.020%
4/9/2025Sweeney & Michel LLC18,082$1.55M0.6%N/A0.007%
4/9/2025Fragasso Financial Advisors Inc103,879$9.73M0.7%-77.4%0.041%
4/9/2025NBC Securities Inc.15,358$1.44M0.1%+102,286.7%0.006%
4/9/2025Fiduciary Alliance LLC3,612$338K0.0%+36.7%0.001%
4/9/2025American National Bank & Trust821$77K0.0%N/A0.000%
4/9/2025180 Wealth Advisors LLC25,665$2.40M0.4%-4.3%0.010%
4/9/2025Mechanics Bank Trust Department37,087$3.47M0.5%-6.2%0.014%
4/9/2025Castle Rock Wealth Management LLC6,705$626K0.2%-3.9%0.003%
4/8/2025 Bowman & Co S.C.30,574$2.86M1.4%-31.4%0.012%
4/8/2025 Fifth Third Wealth Advisors LLC6,000$562K0.0%+3.8%0.002%
4/8/2025 Atlas Brown Inc.4,231$396K0.1%-2.9%0.002%
4/8/2025 Retirement Wealth Solutions LLC3,300$309K0.2%+11,685.7%0.001%
4/8/2025 Legacy Solutions LLC2,928$274K0.3%-6.3%0.001%
4/8/2025 Parallel Advisors LLC85,808$8.04M0.2%-8.5%0.034%
4/8/2025 Lowe Wealth Advisors LLC218,979$20.51M8.7%-3.4%0.086%
4/7/2025 Summit Global Investments192,909$18.07M1.3%+37.5%0.075%
4/7/2025 Tompkins Financial Corp54,557$5.11M0.5%+0.8%0.021%
4/7/2025 GAMMA Investing LLC253,631$23.76M0.0%+12,729.1%0.099%
4/4/2025 Baring Financial LLC20,515$1.92M1.6%-9.1%0.008%
4/3/2025 First Citizens Financial Corp8,725$817K0.5%-6.3%0.003%
4/3/2025 Insight Wealth Strategies LLC140,419$13.15M1.8%-59.1%0.055%
4/2/2025 Marcum Wealth LLC16,968$1.59M0.1%-1.5%0.007%
4/1/2025 Trust Co of the South8,533$799K0.2%N/A0.003%
4/1/2025 Modus Advisors LLC109,748$10.28M3.4%-0.9%0.043%
4/1/2025 Stonehearth Capital Management LLC7,141$669K0.3%-17.6%0.003%
3/28/2025Berkeley Inc6,615$587K0.3%-49.9%0.003%
3/27/2025Milestone Asset Management Group LLC27,698$2.46M2.2%N/A0.011%
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3/25/2025Higgins & Schmidt Wealth Strategies LLC7,320$650K0.4%-16.2%0.003%
3/21/2025Prostatis Group LLC11,665$1.04M0.3%-21.7%0.004%
3/19/2025Chancellor Financial Group WB LP4,156$369K0.3%N/A0.002%
3/17/2025Wealth Enhancement Advisory Services LLC3,271,611$290.49M0.6%+2.1%1.253%
3/12/2025Centaurus Financial Inc.8,929$793K0.0%-3.3%0.004%
3/11/2025Anchor Pointe Wealth Management LLC3,927$348K0.5%N/A0.002%
3/10/2025Old North State Trust LLC9,405$835K0.5%-14.7%0.004%
3/6/2025TFR Capital LLC.5,441$483K0.2%N/A0.002%
3/5/2025Castle Rock Wealth Management LLC6,976$648K0.2%-25.9%0.003%
2/28/2025BridgePort Financial Solutions LLC81,512$7.61M3.5%N/A0.032%
2/28/2025Brooklyn FI LLC31,296$2.87M0.5%N/A0.012%
2/27/2025Pinnacle Wealth Planning Services Inc.7,494$665K0.1%N/A0.003%
2/26/2025Capital A Wealth Management LLC2,372$211K0.4%N/A0.001%
2/26/2025LM Advisors LLC5,035$447K0.1%N/A0.002%
2/26/2025Advisor Resource Council25,411$2.26M1.6%N/A0.010%
2/25/2025Heck Capital Advisors LLC114,308$10.15M0.6%N/A0.045%
2/25/2025B. Riley Wealth Advisors Inc.22,184$1.97M0.1%-33.0%0.009%
2/25/2025Shufro Rose & Co. LLC19,380$1.72M0.1%-9.1%0.008%
2/25/2025Integrated Advisors Network LLC16,566$1.47M0.1%+10.3%0.007%
2/25/2025Chokshi & Queen Wealth Advisors Inc2,564$228K0.1%N/A0.001%
2/24/2025Great Valley Advisor Group Inc.45,893$4.08M0.1%+1.1%0.016%
2/24/2025Ameriflex Group Inc.1,120$103K0.0%N/A0.000%
2/24/2025United Advisor Group LLC5,021$446K0.1%-28.9%0.002%
2/21/2025Ascent Group LLC16,485$1.46M0.1%-17.8%0.006%
2/20/2025Ball & Co Wealth Management Inc.364,161$32.33M25.7%N/A0.124%
2/19/2025Richmond Investment Services LLC4,810$427K0.2%N/A0.002%
2/19/2025Parr Mcknight Wealth Management Group LLC3,706$329K0.0%N/A0.001%
2/18/2025Strait & Sound Wealth Management LLC5,930$527K0.2%+3.4%0.002%
2/18/2025GTS Securities LLC66,687$5.92M0.3%+638.8%0.023%
2/18/2025Stonebridge Financial Planning Group LLC6,250$555K0.2%+7.9%0.002%
2/18/2025Vise Technologies Inc.4,014$356K0.0%N/A0.001%
2/18/2025Retirement Planning Group LLC19,569$1.74M0.1%+0.9%0.007%
2/18/2025JT Stratford LLC6,452$573K0.1%-1.9%0.002%
2/18/2025Pacific Center for Financial Services131,406$11.67M3.0%+0.7%0.045%
2/18/2025Mosaic Family Wealth Partners LLC20,890$1.86M0.3%+1.6%0.007%
2/18/2025Orion Capital Management LLC700$62K0.0%N/A0.000%
2/18/202510Elms LLP34,591$3.07M3.2%N/A0.012%
2/18/2025Focus Partners Advisor Solutions LLC7,463$663K0.0%+36.3%0.003%
2/18/2025First Heartland Consultants Inc.30,308$2.69M0.3%-1.3%0.010%
2/17/2025Waverly Advisors LLC32,886$2.92M0.0%+46.9%0.011%
2/17/2025Vermillion & White Wealth Management Group LLC16,689$1.48M1.1%-67.3%0.006%
2/17/2025Visionary Wealth Advisors30,364$2.70M0.2%-2.1%0.010%
2/17/2025Squarepoint Ops LLC65,856$5.85M0.0%+187.4%0.022%
2/17/2025Tolleson Wealth Management Inc.13,175$1.17M0.2%-40.3%0.004%
2/17/2025Stonebrook Private Inc.3,553$315K0.1%-25.2%0.001%
2/17/2025Safeguard Investment Advisory Group LLC19,026$1.69M0.5%-13.8%0.006%
2/17/2025Sentinus LLC3,789$336K0.1%-92.8%0.001%
2/17/2025Snowden Capital Advisors LLC98,251$8.72M0.3%-1.0%0.034%
2/17/2025Shepherd Kaplan Krochuk LLC68,529$6.09M5.1%-15.4%0.023%
2/17/2025Royal Bank of Canada1,637,223$145.37M0.0%-3.3%0.559%
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2/17/2025Quantinno Capital Management LP18,097$1.61M0.0%+184.3%0.006%
2/17/2025NorthRock Partners LLC15,969$1.42M0.0%N/A0.005%
2/17/2025Minot DeBlois Advisors LLC1,358$121K0.1%N/A0.000%
2/17/2025Millennium Management LLC12,150$1.08M0.0%+76.8%0.004%
2/17/2025Guardian Wealth Advisors LLC NC34,606$3.07M0.2%+4,815.6%0.012%
2/17/2025Focus Partners Wealth1,119,087$99.36M0.3%+261.0%0.382%
2/17/2025Forefront Analytics LLC45,308$4.02M1.9%+284.4%0.015%
2/17/2025Ewing Morris & Co. Investment Partners Ltd.5,000$444K0.2%N/A0.002%
2/17/2025Fiduciary Trust Co48,666$4.32M0.1%-1.0%0.017%
2/17/2025Family Management Corp17,725$1.57M0.3%-62.3%0.006%
(Data available from 1/1/2016 forward)

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USMV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of USMV shares?

During the previous two years, 1,426 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. ($1.18B), Morgan Stanley ($1.08B), FMR LLC ($1.04B), Raymond James & Associates ($935.56M), BlackRock Inc. ($755.80M), and PNC Financial Services Group Inc. ($548.36M).Learn more on USMV's institutional investors.

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

Of the 1,088 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: Raymond James Financial Inc. ($13.25M), FMR LLC ($9.06M), Optiver Holding B.V. ($7.66M), Alaska Permanent Fund Corp ($4.89M), Envestnet Asset Management Inc. ($4.56M), Catalyst Capital Advisors LLC ($3.76M), and Envestnet Portfolio Solutions Inc. ($3.41M).

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

Institutional investors have bought a total of 105,083,951 shares in the last 24 months. This purchase volume represents approximately $8.22B in transactions.

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

Of the 993 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 ($21.33M), Envestnet Asset Management Inc. ($13.40M), FMR LLC ($10.64M), First Citizens Bank & Trust Co. ($5.39M), Captrust Financial Advisors ($5.25M), PNC Financial Services Group Inc. ($4.00M), and Envestnet Portfolio Solutions Inc. ($3.22M).

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

Institutional investors have sold a total of 123,779,953 shares in the last 24 months. This volume of shares sold represents approximately $9.86B in transactions.


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This page (BATS:USMV) was last updated on 4/10/2025 by MarketBeat.com Staff
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