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

iShares MSCI USA Min Vol Factor ETF logo
$93.46 +0.50 (+0.54%)
(As of 11/22/2024 ET)
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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)
536
Total
Institutional Inflows
(last 12 months)
$2.13B
Number of
Institutional Sellers
(last 12 months)
719
Total
Institutional Outflows
(last 12 months)
$4.30B
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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
11/21/2024 Anchor Investment Management LLC1,983$181K0.0%+6.0%0.001%
11/20/2024 Westside Investment Management Inc.3,208$290K0.1%-16.4%0.001%
11/19/2024 M&T Bank Corp189,896$17.34M0.1%-8.6%0.065%
11/18/2024 Rehmann Capital Advisory Group276,121$25.23M1.6%-1.4%0.094%
11/18/2024 Hobbs Group Advisors LLC77,685$7.09M2.5%+143.3%0.027%
11/18/2024 Arete Wealth Advisors LLC6,483$590K0.0%-4.3%0.002%
11/18/2024 Sunbelt Securities Inc.6,306$576K0.1%-13.4%0.002%
11/18/2024 Coldstream Capital Management Inc.3,967$362K0.0%-14.4%0.001%
11/18/2024 Strait & Sound Wealth Management LLC5,735$524K0.3%N/A0.002%
11/18/2024 FRG Family Wealth Advisors LLC13,800$1.26M0.2%-2.4%0.005%
11/15/2024 Brophy Wealth Management LLC27,767$2.54M0.9%N/A0.009%
11/15/2024 Vestcor Inc12,290$1.12M0.0%-89.1%0.004%
11/15/2024 High Falls Advisors Inc7,503$685K0.2%-4.5%0.003%
11/15/2024 M&T Bank Corp189,896$17.34M0.0%-8.6%0.065%
11/15/2024 Executive Wealth Management LLC314,228$28.69M2.3%+21.8%0.107%
11/15/2024 Barclays PLC373,146$34.07M0.0%-42.4%0.127%
11/15/2024 EWA LLC17,289$1.59M0.6%-1.7%0.006%
11/15/2024 Nomura Asset Management Co. Ltd.27,600$2.52M0.0%N/A0.009%
11/15/2024 MML Investors Services LLC646,650$59.05M0.2%-3.1%0.221%
11/15/2024 Montchanin Asset Management LLC2,327$212K0.2%N/A0.001%
11/15/2024 Pacific Center for Financial Services130,466$11.91M3.1%-0.3%0.045%
11/15/2024 Dunhill Financial LLC1,024$94K0.0%+1,948.0%0.000%
11/15/2024 Delos Wealth Advisors LLC27,693$2.53M2.2%+14.5%0.009%
11/15/2024 Orion Portfolio Solutions LLC51,543$4.71M0.1%-9.1%0.018%
11/15/2024 World Investment Advisors LLC224,878$20.53M0.1%+343.1%0.077%
11/15/2024 National Bank of Canada FI25,732$2.35M0.0%-5.2%0.009%
11/15/2024 EP Wealth Advisors LLC76,807$7.01M0.1%+12.6%0.026%
11/15/2024 Insigneo Advisory Services LLC3,985$364K0.0%+21.2%0.001%
11/15/2024 Kovitz Investment Group Partners LLC153,106$13.95M0.1%-52.3%0.052%
11/15/2024 Weaver Consulting Group36,017$3.29M1.0%-0.8%0.012%
11/15/2024 Two Sigma Advisers LP131,200$11.98M0.0%N/A0.045%
11/15/2024 Stifel Financial Corp420,790$38.42M0.0%+2.8%0.144%
11/15/2024 SYM FINANCIAL Corp2,809$256K0.0%-7.4%0.001%
11/15/2024 SageView Advisory Group LLC88,047$8.04M0.4%-10.2%0.030%
11/15/2024 Quantinno Capital Management LP6,366$581K0.0%+149.9%0.002%
11/15/2024 Pinnacle Family Advisors LLC5,597$511K0.3%-48.7%0.002%
11/15/2024 IHT Wealth Management LLC123,940$11.31M0.3%+40.7%0.042%
11/15/2024 Integrated Wealth Concepts LLC634,509$57.94M0.7%+7.4%0.217%
11/15/2024 HighTower Advisors LLC739,768$67.51M0.1%-1.0%0.252%
11/15/2024 Hilltop Holdings Inc.5,564$508K0.0%-5.4%0.002%
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11/15/2024 Community Bank N.A.2,867$262K0.0%-65.4%0.001%
11/15/2024 Arrowroot Family Office LLC14,409$1.32M0.8%-70.6%0.005%
11/15/2024 Ascent Group LLC20,057$1.83M0.1%-5.0%0.007%
11/15/2024 Benjamin Edwards Inc.8,583$784K0.0%+301.4%0.003%
11/14/2024 Tradition Wealth Management LLC133,097$12.15M1.1%+3.5%0.045%
11/14/2024 Edgestream Partners L.P.3,327$304K0.0%-71.4%0.001%
11/14/2024 TRUE Private Wealth Advisors3,643$333K0.0%-11.1%0.001%
11/14/2024 Flow Traders U.S. LLC65,857$6.01M0.3%+194.5%0.022%
11/14/2024 Captrust Financial Advisors911,396$83.22M0.2%-84.8%0.311%
11/14/2024 Icon Wealth Advisors LLC7,995$730K0.1%-23.7%0.003%
11/14/2024 Capstone Investment Advisors LLC300,000$27.39M0.1%-45.2%0.102%
11/14/2024 Rockefeller Capital Management L.P.187,402$17.07M0.0%+0.3%0.064%
11/14/2024 Northwest & Ethical Investments L.P.109,700$10.02M0.3%+104.3%0.037%
11/14/2024 Financial Counselors Inc.6,449$589K0.0%-27.7%0.002%
11/14/2024 Fiduciary Trust Co49,159$4.49M0.1%-7.2%0.017%
11/14/2024 WFA of San Diego LLC4,677$427K0.4%+7.4%0.002%
11/14/2024 Bell Investment Advisors Inc38,509$3.52M0.6%+42.2%0.013%
11/14/2024 RPg Family Wealth Advisory LLC1,467$134K0.0%N/A0.001%
11/14/2024 CreativeOne Wealth LLC137,050$12.51M0.4%-4.3%0.047%
11/13/2024 Glenmede Trust Co. NA449,459$41.04M0.2%-2.1%0.153%
11/13/2024 Townsquare Capital LLC56,003$5.11M0.1%-4.3%0.019%
11/13/2024 Cadence Bank2,849$260K0.0%-9.8%0.001%
11/13/2024 BNP Paribas Financial Markets5,017$458K0.0%+5.1%0.002%
11/13/2024 D.A. Davidson & CO.131,331$11.99M0.1%+1.8%0.045%
11/13/2024 FMR LLC14,153,452$1.29B0.1%-2.6%4.831%
11/13/2024 Patton Albertson Miller Group LLC11,317$1.03M0.1%+3.7%0.004%
11/13/2024 Bank of Montreal Can32,012$2.92M0.0%-87.2%0.011%
11/13/2024 Acorn Wealth Advisors LLC51,344$4.69M2.0%+2.8%0.018%
11/13/2024 Private Trust Co. NA18,306$1.67M0.2%-10.1%0.006%
11/13/2024 Diversified LLC30,240$2.76M0.3%+1.7%0.010%
11/13/2024Fisher Asset Management LLC9,887$903K0.0%-13.0%0.003%
11/13/2024 Daiwa Securities Group Inc.40,650$3.71M0.0%-1.9%0.014%
11/12/2024 Summit Trail Advisors LLC25,907$2.37M0.1%-4.0%0.009%
11/12/2024 Cahill Financial Advisors Inc.3,754$343K0.0%+10.6%0.001%
11/12/2024 Centaurus Financial Inc.9,236$843K0.1%-36.1%0.003%
11/12/2024 Journey Advisory Group LLC234,153$19.66M2.3%-1.7%0.080%
11/12/2024Larson Financial Group LLC3,270$299K0.0%+147.2%0.001%
11/12/2024 MGB Wealth Management LLC25,297$2.31M0.8%-2.6%0.009%
11/12/2024 Wescott Financial Advisory Group LLC19,422$1.77M0.2%-3.1%0.007%
11/12/2024 StoneX Group Inc.10,060$919K0.1%-2.0%0.003%
11/12/2024 Jim Saulnier & Associates LLC2,424$221K0.2%N/A0.001%
11/12/2024 Kingsview Wealth Management LLC60,996$5.57M0.1%+117.8%0.021%
11/12/2024 Cerity Partners LLC2,134,175$194.87M0.4%+0.8%0.728%
11/12/2024 Optivise Advisory Services LLC5,467$499K0.3%N/A0.002%
11/12/2024 Great Valley Advisor Group Inc.45,388$4.15M0.1%-0.4%0.015%
11/12/2024 Leelyn Smith LLC165,484$15.11M2.7%-6.0%0.056%
11/12/2024 Camden National Bank58,556$5.35M0.8%-10.8%0.020%
11/12/2024 Stonebrook Private Inc.4,749$434K0.1%-73.7%0.002%
11/12/2024 Meridian Wealth Management LLC6,308$576K0.0%+4.3%0.002%
11/12/2024 Nwam LLC30,523$2.79M0.2%N/A0.010%
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11/12/2024 Icon Wealth Advisors LLC11,976$1.09M0.0%+14.3%0.004%
11/12/2024 CFS Investment Advisory Services LLC20,322$1.86M0.2%-1.2%0.007%
11/12/2024 Citigroup Inc.265,224$24.22M0.0%-18.6%0.091%
11/12/2024 Banco Santander S.A.100,623$9.19M0.1%+1.4%0.034%
11/12/2024 Running Point Capital Advisors LLC99,584$9.09M3.5%-5.1%0.034%
11/9/2024 LPL Financial LLC5,357,623$489.21M0.2%+6.9%1.829%
11/9/2024 Cypress Capital Group2,555$233K0.0%-5.5%0.001%
11/8/2024 Citizens Financial Group Inc. RI279,541$25.53M0.5%-1.1%0.095%
11/8/2024 Stonebridge Financial Planning Group LLC5,790$529K0.3%-6.1%0.002%
11/8/2024 Bellwether Advisors LLC103,257$9.43M1.8%+0.2%0.035%
(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, 1,327 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 ($2.99B), FMR LLC ($1.29B), Morgan Stanley ($1.08B), Raymond James & Associates ($935.56M), PNC Financial Services Group Inc. ($904.43M), BlackRock Inc. ($755.80M), and LPL Financial LLC ($489.21M).Learn more on USMV's institutional investors.

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

Of the 1,009 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: FMR LLC ($9.06M), Alaska Permanent Fund Corp ($8.15M), Optiver Holding B.V. ($7.66M), Envestnet Asset Management Inc. ($4.56M), Catalyst Capital Advisors LLC ($3.76M), Envestnet Portfolio Solutions Inc. ($3.41M), and International Assets Investment Management LLC ($2.86M).

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

Institutional investors have bought a total of 99,816,560 shares in the last 24 months. This purchase volume represents approximately $7.49B in transactions.

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

Of the 966 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 ($21.79M), Envestnet Asset Management Inc. ($15.51M), FMR LLC ($8.16M), First Citizens Bank & Trust Co. ($5.38M), Captrust Financial Advisors ($5.10M), Envestnet Portfolio Solutions Inc. ($3.17M), and CWM LLC ($2.58M).

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

Institutional investors have sold a total of 115,898,358 shares in the last 24 months. This volume of shares sold represents approximately $8.99B in transactions.


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This page (BATS:USMV) was last updated on 11/23/2024 by MarketBeat.com Staff
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