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

iShares MSCI USA Min Vol Factor ETF logo
$93.84 +5.20 (+5.87%)
Closing price 03/7/2025 03:59 PM Eastern
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$93.86 +0.01 (+0.01%)
As of 03/7/2025 05:34 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.
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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)
634
Total
Institutional Inflows
(last 12 months)
$2.76B
Number of
Institutional Sellers
(last 12 months)
709
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
3/6/2025 TFR Capital LLC.5,441$483K0.2%N/A0.002%
3/5/2025 Castle Rock Wealth Management LLC6,976$648K0.2%-25.9%0.003%
2/28/2025 BridgePort Financial Solutions LLC81,512$7.61M3.5%N/A0.032%
2/28/2025 Brooklyn FI LLC31,296$2.87M0.5%N/A0.012%
2/27/2025 Pinnacle Wealth Planning Services Inc.7,494$665K0.1%N/A0.003%
2/26/2025 Capital A Wealth Management LLC2,372$211K0.4%N/A0.001%
2/26/2025 LM Advisors LLC5,035$447K0.1%N/A0.002%
2/26/2025 Advisor Resource Council25,411$2.26M1.6%N/A0.010%
2/25/2025 Heck Capital Advisors LLC114,308$10.15M0.6%N/A0.045%
2/25/2025 B. Riley Wealth Advisors Inc.22,184$1.97M0.1%-33.0%0.009%
2/25/2025 Shufro Rose & Co. LLC19,380$1.72M0.1%-9.1%0.008%
2/25/2025 Integrated Advisors Network LLC16,566$1.47M0.1%+10.3%0.007%
2/25/2025 Chokshi & Queen Wealth Advisors Inc2,564$228K0.1%N/A0.001%
2/24/2025 Great Valley Advisor Group Inc.45,893$4.08M0.1%+1.1%0.016%
2/24/2025 Ameriflex Group Inc.1,120$103K0.0%N/A0.000%
2/24/2025 United Advisor Group LLC5,021$446K0.1%-28.9%0.002%
2/21/2025 Ascent Group LLC16,485$1.46M0.1%-17.8%0.006%
2/20/2025 Ball & Co Wealth Management Inc.364,161$32.33M25.7%N/A0.124%
2/19/2025 Richmond Investment Services LLC4,810$427K0.2%N/A0.002%
2/19/2025 Parr Mcknight Wealth Management Group LLC3,706$329K0.0%N/A0.001%
2/18/2025 Strait & Sound Wealth Management LLC5,930$527K0.2%+3.4%0.002%
2/18/2025 GTS Securities LLC66,687$5.92M0.3%+638.8%0.023%
2/18/2025 Stonebridge Financial Planning Group LLC6,250$555K0.2%+7.9%0.002%
2/18/2025 Vise Technologies Inc.4,014$356K0.0%N/A0.001%
2/18/2025 Retirement Planning Group LLC19,569$1.74M0.1%+0.9%0.007%
2/18/2025 JT Stratford LLC6,452$573K0.1%-1.9%0.002%
2/18/2025 Pacific Center for Financial Services131,406$11.67M3.0%+0.7%0.045%
2/18/2025 Mosaic Family Wealth Partners LLC20,890$1.86M0.3%+1.6%0.007%
2/18/2025 Orion Capital Management LLC700$62K0.0%N/A0.000%
2/18/2025 10Elms LLP34,591$3.07M3.2%N/A0.012%
2/18/2025 Focus Partners Advisor Solutions LLC7,463$663K0.0%+36.3%0.003%
2/18/2025 First Heartland Consultants Inc.30,308$2.69M0.3%-1.3%0.010%
2/17/2025 Waverly Advisors LLC32,886$2.92M0.0%+46.9%0.011%
2/17/2025 Vermillion & White Wealth Management Group LLC16,689$1.48M1.1%-67.3%0.006%
2/17/2025 Visionary Wealth Advisors30,364$2.70M0.2%-2.1%0.010%
2/17/2025 Squarepoint Ops LLC65,856$5.85M0.0%+187.4%0.022%
2/17/2025 Tolleson Wealth Management Inc.13,175$1.17M0.2%-40.3%0.004%
2/17/2025 Stonebrook Private Inc.3,553$315K0.1%-25.2%0.001%
2/17/2025 Safeguard Investment Advisory Group LLC19,026$1.69M0.5%-13.8%0.006%
2/17/2025 Sentinus LLC3,789$336K0.1%-92.8%0.001%
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2/17/2025 Snowden Capital Advisors LLC98,251$8.72M0.3%-1.0%0.034%
2/17/2025 Shepherd Kaplan Krochuk LLC68,529$6.09M5.1%-15.4%0.023%
2/17/2025 Royal Bank of Canada1,637,223$145.37M0.0%-3.3%0.559%
2/17/2025 Quantinno Capital Management LP18,097$1.61M0.0%+184.3%0.006%
2/17/2025 NorthRock Partners LLC15,969$1.42M0.0%N/A0.005%
2/17/2025 Minot DeBlois Advisors LLC1,358$121K0.1%N/A0.000%
2/17/2025 Millennium Management LLC12,150$1.08M0.0%+76.8%0.004%
2/17/2025 Guardian Wealth Advisors LLC NC34,606$3.07M0.2%+4,815.6%0.012%
2/17/2025 Focus Partners Wealth1,119,087$99.36M0.3%+261.0%0.382%
2/17/2025 Forefront Analytics LLC45,308$4.02M1.9%+284.4%0.015%
2/17/2025 Ewing Morris & Co. Investment Partners Ltd.5,000$444K0.2%N/A0.002%
2/17/2025 Fiduciary Trust Co48,666$4.32M0.1%-1.0%0.017%
2/17/2025 Family Management Corp17,725$1.57M0.3%-62.3%0.006%
2/17/2025 D. E. Shaw & Co. Inc.18,315$1.63M0.0%N/A0.006%
2/17/2025 EP Wealth Advisors LLC65,116$5.78M0.0%-15.2%0.022%
2/17/2025 CoreCap Advisors LLC20,178$1.79M0.1%-14.5%0.007%
2/17/2025 Cresset Asset Management LLC140,105$12.44M0.1%-14.8%0.048%
2/17/2025 Cubist Systematic Strategies LLC3,427$304K0.0%N/A0.001%
2/17/2025 Capital Advantage Inc.3,036$270K0.0%N/A0.001%
2/17/2025 Cetera Investment Advisers1,720,784$152.79M0.3%-5.7%0.587%
2/17/2025 BOKF NA639$56K0.0%-72.9%0.000%
2/17/2025 Capstone Investment Advisors LLC170,045$15.10M0.0%-43.3%0.058%
2/17/2025 Captrust Financial Advisors768,634$68.25M0.2%-15.7%0.262%
2/17/2025 Cary Street Partners Financial LLC28,788$2.56M0.1%N/A0.010%
2/17/2025 Chapman Financial Group LLC310$28K0.0%N/A0.000%
2/17/2025 Brown Wealth Management LLC36,594$3.25M1.2%-11.5%0.012%
2/17/2025 Baird Financial Group Inc.143,755$12.76M0.0%+3.9%0.049%
2/17/2025 Baker Avenue Asset Management LP2,330$207K0.0%N/A0.001%
2/17/2025 Bank of America Corp DE15,809,681$1.40B0.1%-2.8%5.396%
2/17/2025 Benjamin Edwards Inc.10,096$897K0.0%+17.6%0.003%
2/17/2025 BNP Paribas Financial Markets480$43K0.0%-90.4%0.000%
2/17/2025 Ameriprise Financial Inc.2,205,539$195.88M0.1%-4.5%0.753%
2/17/2025 Ancora Advisors LLC94,460$8.39M0.2%-8.8%0.032%
2/17/2025 Aptus Capital Advisors LLC89,751$7.97M0.1%+60.0%0.031%
2/17/2025 Apex Wealth Management LLC4,188$372K0.3%N/A0.001%
2/17/2025 Arrowroot Family Office LLC11,789$1.05M0.5%-18.2%0.004%
2/17/2025 Aspire Growth Partners LLC17,761$1.58M1.5%N/A0.006%
2/17/2025 Accredited Wealth Management LLC688$61K0.1%N/A0.000%
2/17/2025 Advocacy Wealth Management Services LLC3,157$280K0.0%-81.1%0.001%
2/14/2025 Blue Rock Wealth Management LLC13,395$1.19M1.2%N/A0.005%
2/14/2025 ArborFi Advisors LLC4,121$366K0.4%N/A0.001%
2/14/2025 Mercer Global Advisors Inc. ADV1,697,997$150.77M0.4%-11.7%0.580%
2/14/2025 FAS Wealth Partners Inc.72,153$6.41M0.5%+0.6%0.025%
2/14/2025 Jane Street Group LLC7,608$676K0.0%N/A0.003%
2/14/2025 Rehmann Capital Advisory Group263,792$23.39M1.5%-4.5%0.090%
2/14/2025 Comerica Bank202,155$17.95M0.1%-3.2%0.069%
2/14/2025 Lido Advisors LLC114,356$10.15M0.0%-8.5%0.039%
2/14/2025 Northern Trust Corp22,568$2.00M0.0%-34.8%0.008%
2/14/2025 Bellwether Advisors LLC102,754$9.12M1.6%-0.5%0.035%
2/14/2025 Beacon Pointe Advisors LLC217,641$19.32M0.2%-9.2%0.074%
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2/14/2025 Marshall & Sterling Wealth Advisors Inc.2,872$255K0.2%N/A0.001%
2/14/2025 Berger Financial Group Inc7,537$669K0.0%-50.4%0.003%
2/14/2025 Gerber Kawasaki Wealth & Investment Management124,079$11.02M0.5%-1.6%0.042%
2/14/2025 Johnson Financial Group Inc.32,394$2.98M0.1%-3.0%0.011%
2/14/2025 Coldstream Capital Management Inc.5,187$461K0.0%+30.8%0.002%
2/14/2025 Capital Analysts LLC22,794$2.02M0.1%-29.5%0.008%
2/14/2025 Two Sigma Securities LLC28,988$2.57M0.3%+866.9%0.010%
2/14/2025 Kovitz Investment Group Partners LLC146,357$13.00M0.0%-4.4%0.050%
2/14/2025 Hancock Whitney Corp3,910$347K0.0%N/A0.001%
2/14/2025 Integrated Wealth Concepts LLC373,870$33.20M0.4%-41.1%0.128%
(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, 1,418 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 1,085 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 104,987,882 shares in the last 24 months. This purchase volume represents approximately $8.20B in transactions.

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

Of the 987 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 123,203,464 shares in the last 24 months. This volume of shares sold represents approximately $9.80B in transactions.


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This page (BATS:USMV) was last updated on 3/8/2025 by MarketBeat.com Staff
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