Who Owns USMV?
iShares MSCI USA Min Vol Factor ETF — Institutional Ownership & 13F Holdings
$93.71
-0.37 (-0.39%)
Market Cap
$23.6B
Shares Outstanding
238,116,301
Institutional Holders
1,273
Total Inst. Value
$14.3B
% of Float Held
—
QoQ Holder Change
+618
Institutional data as of Q1 2025
New Positions
398
Closed Positions
79
Increased
311
Decreased
393
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | MORGAN STANLEY | $1.6B | 17,509,357 |
| 2 | BANK OF AMERICA CORP /DE/ | $1.3B | 14,078,288 |
| 3 | RAYMOND JAMES FINANCIAL INC | $1.2B | 13,123,587 |
| 4 | FMR LLC | $1.0B | 11,070,790 |
| 5 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $620.4M | 6,624,202 |
| 6 | BlackRock, Inc. | $440.4M | 4,701,699 |
| 7 | JPMORGAN CHASE & CO | $360.2M | 3,846,029 |
| 8 | WELLS FARGO & COMPANY/MN | $358.1M | 3,823,522 |
| 9 | Catalyst Capital Advisors LLC | $351.7M | 3,755,502 |
| 10 | Millburn Ridgefield LLC /DE/ | $351.7M | 3,755,502 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| MORGAN STANLEY | +787K | $1.6B |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | +3.4M | $620.4M |
| JPMORGAN CHASE & CO | +569K | $360.2M |
| WELLS FARGO & COMPANY/MN | +127K | $358.1M |
| Catalyst Capital Advisors LLC | +104K | $351.7M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Alaska Permanent Fund Corp | -1.8M | $270.1M |
| BANK OF AMERICA CORP /DE/ | -1.7M | $1.3B |
| FMR LLC | -601K | $1.0B |
| PNC FINANCIAL SERVICES GROUP, INC. | -417K | $1.7M |
| Fragasso Financial Advisors Inc | -356K | $9.7M |
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Frequently Asked Questions
How many institutional investors hold USMV?
As of Q1 2025, 1273 institutional investors report holding USMV (iShares MSCI USA Min Vol Factor ETF) in their 13F filings.
Which hedge fund owns the most USMV?
The largest institutional holder of USMV is MORGAN STANLEY with $1.6B in shares.
Are institutions buying or selling USMV?
This quarter, 398 institutions opened new positions in USMV and 79 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.