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

iShares MSCI USA Min Vol Factor ETF logo
$92.40 +3.76 (+4.25%)
Closing price 03:59 PM Eastern
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$92.40 -0.01 (-0.01%)
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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)
559
Total
Institutional Inflows
(last 12 months)
$1.98B
Number of
Institutional Sellers
(last 12 months)
695
Total
Institutional Outflows
(last 12 months)
$4.29B
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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
1/30/2025Opes Wealth Management LLC10,346$919K0.2%+283.2%0.004%
1/30/2025Valmark Advisers Inc.226,996$20.16M0.3%+3.2%0.077%
1/30/2025Csenge Advisory Group65,710$5.83M0.3%+2.2%0.022%
1/30/2025 Strategic Financial Concepts LLC3,446$306K0.0%N/A0.001%
1/30/2025Allworth Financial LP60,208$5.46M0.0%+1.3%0.021%
1/30/2025Principal Securities Inc.91,082$8.09M0.2%-4.9%0.031%
1/30/2025Ellis Investment Partners LLC27,957$2.48M0.5%-16.1%0.010%
1/30/2025Tanglewood Legacy Advisors LLC29,801$2.65M1.1%-1.1%0.010%
1/30/2025Roxbury Financial LLC3,910$370K0.4%N/A0.001%
1/30/2025Aveo Capital Partners LLC3,598$319K0.0%+3.7%0.001%
1/30/2025Nations Financial Group Inc. IA ADV104,637$9.29M0.7%+0.4%0.036%
1/30/2025Maryland Capital Advisors Inc.1,866$166K0.1%N/A0.001%
1/30/2025Quadrant Private Wealth Management LLC3,456$307K0.1%-10.9%0.001%
1/30/2025Valeo Financial Advisors LLC2,418$215K0.0%-13.3%0.001%
1/30/2025 Blue Trust Inc.411$37K0.0%-25.1%0.000%
1/30/2025Roman Butler Fullerton & Co.16,995$1.56M0.4%-2.5%0.006%
1/30/2025GFG Capital LLC23,602$2.10M0.5%-0.5%0.008%
1/30/2025Arcus Capital Partners LLC23,691$1.98M0.7%+7.1%0.008%
1/30/2025Intelligence Driven Advisers LLC3,048$271K0.1%-53.9%0.001%
1/30/2025Investment Partners Asset Management Inc.9,309$827K0.6%+1.5%0.003%
1/29/2025 Kickstand Ventures LLC.4,268$379K0.1%-7.2%0.001%
1/29/2025 Tranquility Partners LLC13,537$1.22M0.5%-13.6%0.005%
1/29/2025 Consolidated Planning Corp22,313$1.98M0.3%+5.3%0.008%
1/29/2025 Lester Murray Antman dba SimplyRich188,264$16.72M4.8%-0.7%0.064%
1/29/2025 Jmac Enterprises LLC100,470$8.92M1.4%+5.8%0.034%
1/29/2025 Avidian Wealth Enterprises LLC7,333$651K0.0%-95.8%0.003%
1/29/2025 Gladstone Institutional Advisory LLC87,675$7.79M0.4%-7.1%0.030%
1/29/2025 L. Roy Papp & Associates LLP80,264$7.13M0.8%+5.7%0.027%
1/29/2025 Hibernia Wealth Partners LLC37,405$3.32M2.2%-49.8%0.013%
1/29/2025 Leavell Investment Management Inc.4,709$418K0.0%+40.0%0.002%
1/29/2025 Quent Capital LLC632$56K0.0%+96.3%0.000%
1/29/2025 Cardinal Strategic Wealth Guidance43,301$3.85M1.2%-14.0%0.015%
1/29/2025 Latitude Advisors LLC4,960$440K0.2%-22.4%0.002%
1/29/2025 Sovran Advisors LLC7,562$670K0.1%N/A0.003%
1/29/2025 Stonebridge Financial Group LLC312$28K0.0%N/A0.000%
1/29/2025 Essex Financial Services Inc.72,120$6.40M0.5%-1.7%0.025%
1/29/2025 BostonPremier Wealth LLC9,047$803K0.5%N/A0.003%
1/29/2025 Focus Financial Network Inc.45,464$4.04M0.2%+0.3%0.016%
1/29/2025 Sapient Capital LLC22,006$1.95M0.0%+25.2%0.008%
1/29/2025 Pineridge Advisors LLC5,392$479K0.2%-19.6%0.002%
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1/29/2025 Ocean Park Asset Management LLC243,266$21.60M0.7%-62.9%0.083%
1/29/2025 Soltis Investment Advisors LLC9,235$820K0.1%-2.3%0.003%
1/29/2025 Comprehensive Financial Planning Inc. PA1,706$151K0.1%N/A0.001%
1/29/2025 GGM Financials LLC38,040$3.38M3.6%+1.0%0.013%
1/29/2025 Savant Capital LLC95,921$8.52M0.1%-46.5%0.033%
1/28/2025 Compass Financial Services Inc658$58K0.0%N/A0.000%
1/28/2025 Kestra Private Wealth Services LLC15,078$1.34M0.0%-4.3%0.005%
1/28/2025 Financial Life Advisors15,069$1.34M0.5%-16.9%0.005%
1/28/2025 Stephens Inc. AR20,265$1.80M0.0%+9.7%0.007%
1/28/2025 Family Capital Trust Co80,316$7.13M2.4%-5.3%0.027%
1/28/2025 Quotient Wealth Partners LLC1,013,519$89.99M2.9%+1.3%0.346%
1/28/2025 AlphaStar Capital Management LLC5,142$457K0.0%-7.4%0.002%
1/28/2025 Thompson Investment Management Inc.3,911$347K0.0%N/A0.001%
1/28/2025 Moloney Securities Asset Management LLC73,228$6.50M0.9%+0.6%0.025%
1/28/2025 Hobart Private Capital LLC3,959$352K0.1%-2.8%0.001%
1/28/2025 Advisors Preferred LLC4,944$438K0.1%N/A0.002%
1/28/2025 Kingsview Wealth Management LLC26,543$2.36M0.0%-56.5%0.009%
1/28/2025 Apollon Wealth Management LLC58,590$5.20M0.1%-0.8%0.020%
1/28/2025 Apollon Financial LLC62,141$5.52M1.4%+0.2%0.021%
1/28/2025 Shepherd Financial Partners LLC22,764$2.02M0.2%-3.4%0.008%
1/28/2025 Appleton Partners Inc. MA2,314$205K0.0%-14.7%0.001%
1/28/2025 Realta Investment Advisors1,208$108K0.0%N/A0.000%
1/28/2025 Barrett & Company Inc.149,741$13.30M5.6%+2.6%0.051%
1/28/2025 Golden State Wealth Management LLC17,218$1.53M0.2%N/A0.006%
1/28/2025 Lodestar Private Asset Management LLC30,383$2.70M0.3%-1.0%0.010%
1/28/2025 Keystone Financial Group Inc.9,321$828K0.7%N/A0.003%
1/28/2025 Darrow Company Inc.154,918$13.76M8.0%+0.8%0.053%
1/28/2025 Spectrum Asset Management Inc. NB CA 112,435$9.98M4.5%-5.2%0.038%
1/28/2025 Strategic Financial Concepts LLC190,462$16.91M0.0%N/A0.065%
1/28/2025 1900 Wealth Management LLC76,914$6.83M0.6%-1.9%0.026%
1/27/2025 Consolidated Portfolio Review Corp7,185$638K0.1%N/A0.002%
1/27/2025 Rik Saylor Financial Inc.45,222$4.02M3.7%N/A0.015%
1/27/2025 Silver Oak Securities Incorporated6,697$594K0.1%-78.7%0.002%
1/27/2025 Financial Advocates Investment Management68,894$6.16M0.4%-21.1%0.024%
1/27/2025 Beacon Financial Advisory LLC11,502$1.02M0.3%+2.2%0.004%
1/27/2025 Brandywine Oak Private Wealth LLC39,675$3.52M0.3%-2.8%0.014%
1/27/2025 Insight Advisors LLC PA2,832$251K0.0%-5.4%0.001%
1/27/2025 Trilogy Capital Inc.281,808$25.02M1.3%-1.2%0.096%
1/27/2025 Schmidt P J Investment Management Inc.5,173$459K0.1%-11.2%0.002%
1/27/2025 Robertson Stephens Wealth Management LLC22,035$1.96M0.1%-2.2%0.008%
1/27/2025 John W. Brooker & Co. CPAs31,205$2.77M1.2%-2.5%0.011%
1/27/2025 Summit Wealth Partners LLC199,907$17.75M3.6%-9.1%0.068%
1/27/2025 Syntegra Private Wealth Group LLC209,628$18.61M2.1%+0.7%0.072%
1/27/2025 Foguth Wealth Management LLC.5,267$479K0.1%+54.2%0.002%
1/27/2025 Choreo LLC291,701$25.90M0.4%-1.4%0.100%
1/27/2025 Money Concepts Capital Corp122,614$10.89M0.8%+0.4%0.042%
1/27/2025 Confluence Wealth Services Inc.3,915$356K0.0%-90.3%0.001%
1/27/2025 Lion Street Advisors LLC2,383$212K0.1%-10.3%0.001%
1/27/2025 Mirae Asset Global Investments Co. Ltd.150,000$13.31M0.1%-11.8%0.051%
1/27/2025 Lockheed Martin Investment Management Co.707,300$62.80M2.5%N/A0.241%
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1/27/2025 Win Advisors Inc.96,724$8.59M4.2%N/A0.033%
1/27/2025 Stratos Wealth Advisors LLC4,090$363K0.0%-19.9%0.001%
1/27/2025 Stratos Wealth Partners LTD.281,467$24.99M0.4%-3.1%0.096%
1/27/2025 Silverlake Wealth Management LLC4,821$428K0.2%-3.5%0.002%
1/27/2025 Guidance Capital Inc.6,863$624K0.2%N/A0.002%
1/27/2025 Cassia Capital Partners LLC225,505$20.02M12.8%-2.2%0.077%
1/27/2025 Tranquilli Financial Advisor LLC12,414$1.10M0.7%-55.8%0.004%
1/27/2025 Mather Group LLC.74,568$6.62M0.1%+0.2%0.025%
1/27/2025 Newton One Investments LLC750$67K0.0%N/A0.000%
1/27/2025 Kathleen S. Wright Associates Inc.62,289$5.53M2.2%+3.0%0.021%
(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, 1,347 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 1,025 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 ($2.85M).

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

Institutional investors have bought a total of 98,902,394 shares in the last 24 months. This purchase volume represents approximately $7.47B in transactions.

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

Of the 978 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. ($5.39M), 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 118,848,833 shares in the last 24 months. This volume of shares sold represents approximately $9.28B in transactions.


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This page (BATS:USMV) was last updated on 1/30/2025 by MarketBeat.com Staff
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