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

iShares MSCI USA Min Vol Factor ETF logo
$94.51 +5.87 (+6.62%)
Closing price 10/24/2025 03:59 PM Eastern
Extended Trading
$94.54 +0.03 (+0.03%)
As of 10/24/2025 07:19 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)
836
Total
Institutional Inflows
(last 12 months)
$3.74B
Number of
Institutional Sellers
(last 12 months)
752
Total
Institutional Outflows
(last 12 months)
$3.50B
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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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/24/2025MGO One Seven LLC114,261$10.87M0.3%+31.2%0.045%
10/24/2025Elevate Wealth Advisory Inc.20,196$1.92M1.4%+1.7%0.008%
10/24/2025Citizens Financial Group Inc. RI239,934$22.83M0.3%-6.2%0.094%
10/24/2025Sovereign Investment Advisors LLC450,059$42.82M11.7%-12.6%0.176%
10/24/2025MorganRosel Wealth Management LLC105,804$10.07M2.6%-9.3%0.041%
10/24/2025Shore Point Advisors LLC75,289$7.16M3.2%+12.1%0.030%
10/24/2025Aspiriant LLC85,448$8.13M0.2%-1.3%0.033%
10/24/2025IRON Financial LLC14,479$1.38M0.7%-1.4%0.006%
10/24/2025Arkansas Financial Group Inc.41,977$3.99M0.6%-0.5%0.016%
10/24/2025Beacon Bank & Trust135,943$12.93M2.8%+6.5%0.053%
10/24/2025Trilogy Capital Inc.42,199$4.02M0.2%-5.8%0.017%
10/24/2025Ball & Co Wealth Management Inc.71,424$6.80M4.5%-67.3%0.028%
10/24/2025Legacy Trust4,265$406K0.1%N/A0.002%
10/24/2025Clearview Wealth Advisors LLC2,757$262K0.2%-5.6%0.001%
10/24/2025Sonoma Allocations LLC2,356$220K0.1%N/A0.001%
10/24/2025World Equity Group Inc.2,209$210K0.0%N/A0.001%
10/24/2025Heck Capital Advisors LLC7,328$697K0.1%-33.7%0.003%
10/24/2025Valmark Advisers Inc.216,971$20.64M0.3%-1.4%0.085%
10/23/2025 Capital Investment Advisors LLC2,819$268K0.0%+28.8%0.001%
10/23/2025 Family Capital Trust Co67,931$6.46M2.2%-5.5%0.027%
10/23/2025 Joseph Group Capital Management4,750$452K0.1%-11.3%0.002%
10/23/2025 Webster Bank N. A.6,067$577K0.1%+3.1%0.002%
10/23/2025 Guidance Point Advisors LLC10,919$1.04M0.3%-3.8%0.004%
10/23/2025 Steigerwald Gordon & Koch Inc.510$48K0.0%N/A0.000%
10/23/2025 Spectrum Asset Management Inc. NB CA 123,164$11.72M4.1%+2.8%0.048%
10/23/2025 Baker Ellis Asset Management LLC2,125$202K0.0%N/A0.001%
10/23/2025 Beaumont Financial Advisors LLC3,881$369K0.0%+8.6%0.002%
10/23/2025 Kingswood Wealth Advisors LLC80,685$7.68M0.5%+2.2%0.032%
10/23/2025 Sarver Vrooman Wealth Advisors32,980$3.14M2.0%+4.9%0.013%
10/23/2025 Venturi Wealth Management LLC6,122$582K0.0%+1.8%0.002%
10/23/2025 Benjamin Edwards Inc.19,388$1.85M0.0%+4.6%0.008%
10/23/2025 ShoreHaven Wealth Partners LLC12,784$1.22M0.4%-5.0%0.005%
10/23/2025 HB Wealth Management LLC20,286$1.93M0.0%+33.7%0.008%
10/23/2025 Spire Wealth Management20,644$1.96M0.1%-62.9%0.008%
10/23/2025 Realta Investment Advisors2,808$267K0.1%+11.1%0.001%
10/23/2025 CX Institutional36,162$3.44M0.1%+1.8%0.014%
10/23/2025 Strategic Blueprint LLC36,812$3.50M0.2%-2.8%0.014%
10/23/2025 Park Avenue Securities LLC331,718$31.56M0.2%-30.3%0.130%
10/23/2025 Asset Advisors Investment Management LLC169,564$16.13M1.5%+2.1%0.066%
10/23/2025 Securian Asset Management Inc.907,287$86.32M2.3%+3.0%0.356%
10/22/2025 New Century Financial Group LLC6,228$593K1.1%-51.2%0.002%
10/22/2025 Kelly Financial Group LLC85,464$8.13M1.2%+8.1%0.033%
10/22/2025 MassMutual Private Wealth & Trust FSB973$93K0.0%N/A0.000%
10/22/2025 Cerity Partners LLC1,173,137$111.61M0.2%+4.6%0.460%
10/22/2025 Capital Planning LLC117,128$11.14M3.2%+1.0%0.046%
10/22/2025 Cardinal Strategic Wealth Guidance36,162$3.44M0.9%-10.7%0.014%
10/22/2025 Grandview Asset Management LLC6,200$590K0.2%-48.9%0.002%
10/22/2025 Cordatus Wealth Management LLC48,078$4.57M1.1%-4.9%0.019%
10/22/2025 Kathmere Capital Management LLC14,877$1.42M0.1%+13.9%0.006%
10/22/2025 Gladstone Institutional Advisory LLC76,617$7.29M0.3%-2.1%0.030%
10/22/2025 Greenleaf Trust5,328$507K0.0%-2.9%0.002%
10/22/2025 Geneos Wealth Management Inc.549,626$52.29M1.3%-2.0%0.215%
10/22/2025 Nottingham Advisors Inc.7,101$676K0.1%-2.6%0.003%
10/22/2025 Milestone Asset Management Group LLC30,352$2.89M1.8%+3.4%0.012%
10/22/2025 Gries Financial LLC13,819$1.32M0.2%-1.1%0.005%
10/22/2025 RHS Financial LLC43,313$4.12M2.1%-9.2%0.017%
10/22/2025 Keystone Wealth Services LLC14,814$1.41M0.3%+0.9%0.006%
10/22/2025 Brickley Wealth Management106,470$10.13M1.8%+0.2%0.042%
10/22/2025 D.A. Davidson & CO.159,866$15.21M0.1%+17.8%0.063%
10/22/2025 Ellis Investment Partners LLC20,005$1.90M0.3%-2.1%0.008%
10/22/2025 Oregon Pacific Wealth Management LLC11,019$1.05M0.9%N/A0.004%
10/22/2025 Mechanics Bank Trust Department33,077$3.15M0.4%-2.2%0.013%
10/22/2025 Spreng Capital Management Inc.74,812$7.12M2.8%-10.3%0.029%
10/22/2025 Daymark Wealth Partners LLC4,634$441K0.0%+15.0%0.002%
10/22/2025 Cynosure Group LLC42,424$4.04M0.4%+16.8%0.017%
10/22/2025 Commonwealth Equity Services LLC2,036,321$193.74M0.3%-7.5%0.798%
10/22/2025 4J Wealth Management LLC6,300$599K0.4%-6.7%0.002%
10/22/2025 WT Wealth Management12,745$1.21M0.3%-49.3%0.005%
10/22/2025 Alpine Bank Wealth Management48,873$4.65M0.7%-25.9%0.019%
10/21/2025 Fifth Third Wealth Advisors LLC7,610$724K0.0%+21.9%0.003%
10/21/2025 Wealth Management Partners LLC27,996$2.66M0.8%-3.5%0.011%
10/21/2025 Global Retirement Partners LLC44,005$4.19M0.1%+0.2%0.017%
10/21/2025 Altfest L J & Co. Inc.62,933$5.99M0.7%N/A0.025%
10/21/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors2,398$228K0.0%-14.6%0.001%
10/21/2025 Summit Wealth Partners LLC203,925$19.40M3.5%+0.1%0.080%
10/21/2025 Sterling Investment Counsel LLC3,189$303K0.1%N/A0.001%
10/21/2025 Delta Wealth Advisors LLC34,577$3.29M2.6%+3.5%0.014%
10/21/2025 Wagner Wealth Management LLC2,705$257K0.1%-66.6%0.001%
10/21/2025 Silver Oak Securities Incorporated7,835$745K0.1%+3.7%0.003%
10/21/2025 Golden State Equity Partners16,264$1.55M0.3%-1.4%0.006%
10/21/2025 Wealth Management Associates Inc.13,147$1.25M0.4%+1.1%0.005%
10/21/2025 Salomon & Ludwin LLC2,195$209K0.0%-5.0%0.001%
10/21/2025 Strait & Sound Wealth Management LLC12,626$1.20M0.5%+10.6%0.005%
10/21/2025 Mather Group LLC.75,597$7.19M0.1%+1.1%0.030%
10/20/2025 Mattern Wealth Management LLC12,518$1.19M0.2%-2.8%0.005%
10/20/2025 Croban40,260$3.83M2.6%+9.9%0.016%
10/20/2025 Balance Wealth LLC5,665$539K0.1%+43.1%0.002%
10/20/2025 Accurate Wealth Management LLC3,345$317K0.0%+54.0%0.001%
10/20/2025 Miracle Mile Advisors LLC25,784$2.45M0.0%-29.8%0.010%
10/20/2025 JB Capital LLC7,039$670K0.0%+20.1%0.003%
10/20/2025 Mainstream Capital Management LLC6,258$595K0.4%-5.2%0.002%
10/20/2025 Chris Bulman Inc3,585$341K0.2%-5.0%0.001%
10/20/2025 Merit Financial Group LLC137,700$13.10M0.1%+0.3%0.054%
10/20/2025 TBH Global Asset Management LLC11,586$1.10M0.2%N/A0.005%
10/20/2025 Calamos Wealth Management LLC94,871$9.03M0.3%+0.4%0.037%
10/20/2025 Sax Wealth Advisors LLC27,730$2.64M0.1%-8.8%0.011%
10/20/2025 Sequent Asset Management LLC56,952$5.42M2.6%-7.2%0.022%
10/20/2025 Forefront Wealth Partners LLC45,630$4.34M1.1%N/A0.018%
10/20/2025 Investment Partners Asset Management Inc.7,805$743K0.5%-19.8%0.003%
10/20/2025 Ascent Group LLC111,812$10.64M0.4%-63.7%0.044%
(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, 1,452 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 ($1.29B), Raymond James Financial Inc. ($1.25B), Morgan Stanley ($1.08B), FMR LLC ($1.04B), Raymond James & Associates ($935.56M), Wealth Enhancement Advisory Services LLC ($628.58M), and LPL Financial LLC ($550.40M).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 1,103 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. ($13.44M), 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 41,063,863 shares in the last 24 months. This purchase volume represents approximately $3.74B in transactions.

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

Of the 752 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: Captrust Financial Advisors ($5.27M), PNC Financial Services Group Inc. ($4.45M), FMR LLC ($2.86M), JPMorgan Chase & Co. ($2.84M), Alaska Permanent Fund Corp ($1.78M), Horizon Investments LLC ($1.20M), and Cerity Partners LLC ($1.10M).

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

Institutional investors have sold a total of 38,389,539 shares in the last 24 months. This volume of shares sold represents approximately $3.50B in transactions.


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This page (BATS:USMV) was last updated on 10/25/2025 by MarketBeat.com Staff
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