Free Trial
Claim MarketBeat All Access New Year Sale New Year's Sale Claim Sale

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

iShares MSCI USA Min Vol Factor ETF logo
$90.11 +0.04 (+0.04%)
(As of 12/26/2024 ET)
Compare

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)
722
Total
Institutional Outflows
(last 12 months)
$4.50B
Get USMV Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares MSCI USA Min Vol Factor ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

USMV Institutional Buying and Selling by Quarter

iShares MSCI USA Min Vol Factor ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
12/26/2024 JPMorgan Chase & Co.3,486,561$318.36M0.0%-38.9%1.190%
12/13/2024 B. Riley Wealth Advisors Inc.33,128$3.02M0.1%-6.7%0.011%
12/12/2024 Brass Tax Wealth Management Inc.38,068$3.48M1.3%-6.7%0.013%
11/29/2024 Old North State Trust LLC11,028$1.01M0.8%-13.8%0.004%
11/27/2024 Franklin Resources Inc.62,141$5.76M0.0%-1.2%0.021%
11/26/2024 Asset Advisors Investment Management LLC146,127$13.34M1.4%+5.9%0.050%
11/25/2024 Synovus Financial Corp2,739$250K0.0%-10.3%0.001%
11/25/2024 Wilmington Savings Fund Society FSB3,593$328K0.0%N/A0.001%
11/25/2024 World Investment Advisors LLC191,915$17.52M0.4%+278.2%0.066%
11/25/2024 Sanctuary Advisors LLC218,074$20.38M0.1%-4.2%0.074%
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%
Media Humiliated: Demo of Elon’s Tech Proves They’re Wrong (Ad)

Elon Musk believes his new AI product will be worth an incredible $9 trillion. But the mainstream media is not buying it.

Click here to watch this demo and decide for yourself.
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%
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%
Your chance to get on the next “60-Second Trade” (Ad)

Ever heard of the “60-Second Trade”? It’s a unique cash flow strategy that lets regular traders target anywhere from $100 to a couple of thousand in extra cash flow in as little as 7 days… In on Monday, out on Friday!

Just head over here!
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%
(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, 1,330 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 1,011 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 99,743,728 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 968 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 118,126,489 shares in the last 24 months. This volume of shares sold represents approximately $9.20B in transactions.


Related Companies

This page (BATS:USMV) was last updated on 12/27/2024 by MarketBeat.com Staff
From Our Partners
Amazon coin set to soar 25X – starting December 16th?
This tiny 3-cent crypto just partnered with one of the biggest companies in the world… Amazon. And one team...
True Market Insiders | Sponsored
Did You See Trump’s Bombshell Exec. Order 001?
Biden broke it... Now Trump is going to fix it. Starting with "Exec. Order 001."
Banyan Hill Publishing | Sponsored
$2 Trillion Disappears Because of Fed's Secretive New Move
$2 trillion has disappeared from the US government's books. The reason why is a new, secretive move being c...
Stansberry Research | Sponsored
“Fed Proof” Your Bank Account with THESE 4 Simple Steps
Starting as soon as a few months from now, the United States government will make a sweeping change to bank ac...
Weiss Ratings | Sponsored
Collect $7k per month from Tesla’s SECRET dividend
Tesla doesn't pay a traditional dividend.... But I just discovered a secret backdoor to collect a secret 69...
Investors Alley | Sponsored
Musk’s new company could top a trillion?
The investment legend who predicted the rise of Bitcoin, Facebook and streaming services like Netflix… Just...
Paradigm Press | Sponsored
Vladimir Lenin was right…
The Magnificent 7 could be in for a world of pain… And the insiders know it. It’s why Jeff Bezos just sold ...
Porter & Company | Sponsored
Elon Musk’s chilling warning for humanity
The 'invasion' I've discovered has nothing to do with the border crisis. What's happening at our southern bord...
The Freeport Society | Sponsored