iShares MSCI USA Min Vol FacUSMVETF
13F holders, Q1 2024 (March 31)1,170holders
4famous investors
$83.55avg. 13F price*
At the end of Q1 2024, 1,170 institutions reported holding iShares MSCI USA Min Vol Fac (USMV) in their 13F filings. The largest holders were Morgan Stanley ($1.9B), Bank of America Corp. ($1.4B) and FMR LLC ($1.4B). 4 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- iShares MSCI USA Min Vol Fac
- CUSIP
- 46429B697
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 59 | $116.7M |
| Exits | 108 | $120.0M |
Ownership 1,170 holders
| Morgan Stanley | 0.15% | Add +26.6% | 22,520,770 | $1.9B |
| Bank of America Corp. | 0.14% | Reduce -49.6% | 17,297,321 | $1.4B |
| FMR LLC | 0.10% | Reduce -16.6% | 17,198,338 | $1.4B |
| Raymond James & Associates | 0.90% | Reduce -0.8% | 15,949,103 | $1.3B |
| PNC Financial Services Group, Inc. | 0.55% | Add +4.5% | 9,508,376 | $794.7M |
| Envestnet Asset Management Inc. | 0.20% | Reduce -58.8% | 6,388,566 | $534.0M |
| BlackRock Inc. | 0.01% | Reduce -29.0% | 5,523,744 | $461.7M |
| LPL Financial LLC | 0.24% | Reduce -10.2% | 5,410,158 | $452.2M |
| Raymond James Financial Services Advisors, Inc. | 0.55% | Reduce -4.8% | 4,435,220 | $370.7M |
| JPMorgan Chase & Co. | 0.03% | Reduce -13.7% | 4,076,361 | $340.7M |
| UBS Group AG | 0.11% | Reduce -2.8% | 4,064,972 | $339.8M |
| Wells Fargo & Company | 0.09% | Reduce -6.2% | 4,031,190 | $336.9M |
| Alaska Permanent Fund Corp | 4.86% | Add +4.4% | 3,947,820 | $330.0M |
| Millburn Ridgefield LLC | 8.05% | Reduce -2.8% | 3,476,657 | $290.6M |
| Catalyst Capital Advisors LLC | 7.00% | Reduce -2.8% | 3,476,657 | $290.6M |
| Wealth Enhancement Advisory Services, LLC | 0.69% | Add +31.3% | 3,170,418 | $265.0M |
| Mercer Global Advisors Inc. | 0.67% | Reduce -64.6% | 2,824,481 | $236.1M |
| Northwestern Mutual Wealth Management Co. | 0.23% | Reduce -3.5% | 2,626,961 | $219.6M |
| Ameriprise Financial Inc. | 0.06% | Reduce -38.1% | 2,620,670 | $219.2M |
| Commonwealth Equity Services, LLC | 0.34% | Reduce -7.0% | 2,420,806 | $202.3M |
| Captrust Financial Advisors | 0.70% | Reduce -0.6% | 2,288,815 | $191.3M |
| Cerity Partners LLC | 0.46% | Reduce -1.8% | 2,093,871 | $175.0M |
| Cetera Investment Advisers | 0.37% | Add +270.9% | 1,895,974 | $158.5M |
| Royal Bank of Canada | 0.04% | Reduce -16.2% | 1,842,123 | $154.0M |
| Assetmark, Inc. | 0.43% | Reduce -3.6% | 1,571,833 | $131.4M |
| US Bancorp \de | 0.16% | Reduce -7.0% | 1,369,106 | $114.4M |
| Sei Investments Co. | 0.16% | Reduce -53.4% | 1,306,193 | $109.2M |
| Mariner, LLC | 0.22% | Reduce -5.0% | 1,268,021 | $106.0M |
| Cambridge Investment Research Advisors, Inc. | 0.40% | Reduce -15.2% | 1,240,289 | $103.7M |
| Securian Asset Management, Inc. | 3.02% | Reduce -4.6% | 1,231,762 | $103.0M |
| Osaic Holdings, Inc. | 0.21% | Reduce -40.6% | 1,141,445 | $95.4M |
| Bank of New York Mellon Corp | 0.02% | Reduce -20.4% | 1,098,813 | $91.8M |
| Cwm, LLC | 0.44% | Reduce -30.8% | 1,091,387 | $91.2M |
| Brookstone Capital Management | 1.63% | Reduce -6.9% | 1,089,145 | $91.0M |
| Financial Advisors, LLC | 18.80% | Add +0.5% | 1,086,843 | $90.8M |
| Johnson Investment Counsel Inc. | 0.95% | Reduce -0.1% | 1,051,251 | $87.9M |
| Dynasty Wealth Management, LLC | 2.65% | — | 993,616 | $83.0M |
| Quotient Wealth Partners, LLC | 2.80% | Add +22.2% | 939,829 | $78.6M |
| Focus Partners Wealth | 0.64% | Add +492.6% | 935,665 | $78.2M |
| Horizon Investments, LLC | 1.95% | Add +8.4% | 887,353 | $74.2M |
| Integrated Wealth Concepts LLC | 1.05% | Reduce -1.0% | 868,334 | $72.6M |
| Capstone Investment Advisors, LLC | 2.49% | Add +38.4% | 860,729 | $71.9M |
| MML Investors Services, LLC | 0.26% | Reduce -29.5% | 753,490 | $63.0M |
| HighTower Advisors, LLC | 0.10% | Reduce -3.4% | 750,427 | $62.8M |
| Barclays PLC | 0.02% | Add +110.5% | 638,466 | $53.4M |
| Private Advisor Group, LLC | 0.37% | Reduce -5.2% | 620,740 | $51.9M |
| Janney Montgomery Scott LLC | 0.15% | Reduce -25.2% | 614,650 | $51.4M |
| Fragasso Financial Advisors Inc | 3.88% | Add +0.1% | 548,948 | $45.9M |
| Steward Partners Investment Advisory, LLC | 0.50% | Reduce -2.9% | 540,721 | $45.2M |
| Geneos Wealth Management Inc. | 2.00% | Add +0.6% | 521,610 | $43.6M |
| ARS Wealth Advisors Group, LLC | 5.87% | Add +1.6% | 520,398 | $43.5M |
| Allianz Asset Management GmbH | 0.07% | Reduce -13.2% | 518,123 | $43.3M |
| Qube Research & Technologies Ltd | 0.08% | Add +992.3% | 511,085 | $42.7M |
| HSBC Holdings PLC | 0.03% | New | 500,000 | $41.8M |
| Teilinger Capital Ltd. | 17.22% | Add +1400.0% | 480,000 | $40.1M |
| FIL Ltd | 0.04% | No change | 463,861 | $38.8M |
| Glenmede Trust Co. NA | 0.19% | Reduce -0.6% | 458,894 | $38.4M |
| Symmetry Partners, LLC | 2.87% | Reduce -46.5% | 438,136 | $36.6M |
| Pineridge Advisors LLC | 12.54% | Reduce -4.5% | 426,539 | $35.7M |
| Keybank National Association | 0.15% | Reduce -5.3% | 424,523 | $35.5M |
| Stifel Financial Corp. | 0.04% | Reduce -13.9% | 420,082 | $35.1M |
| NewEdge Advisors, LLC | 0.30% | Reduce -14.9% | 411,961 | $34.4M |
| Klingman & Associates, LLC | 2.37% | Reduce -4.2% | 393,734 | $32.9M |
| Truist Financial Corp. | 0.05% | Reduce -20.6% | 379,413 | $31.7M |
| Halpern Financial, Inc. | 9.10% | Reduce -3.9% | 379,088 | $31.3M |
| Equitable Holdings, Inc. | 0.35% | Reduce -2.0% | 371,750 | $31.1M |
| Squarepoint Ops LLC | 0.13% | Reduce -20.1% | 358,885 | $30.0M |
| Envestnet Portfolio Solutions, Inc. | 0.11% | Reduce -59.8% | 355,089 | $29.7M |
| High Probability Advisors, LLC | 5.47% | Add +1.2% | 352,813 | $29.5M |
| GDS Wealth Management | 3.39% | Reduce -2.2% | 346,097 | $28.9M |
| NorthCoast Asset Management LLC | 0.36% | New | 336,625 | $28.1M |
| Stratos Wealth Partners, LTD. | 0.47% | Reduce -7.5% | 334,237 | $27.9M |
| Rakuten Investment Management, Inc. | 0.20% | Reduce -0.7% | 332,703 | $27.8M |
| Atria Wealth Solutions, Inc. | 0.31% | Reduce -9.8% | 327,508 | $27.4M |
| Kestra Advisory Services, LLC | 0.18% | Add +5.9% | 326,659 | $27.3M |
| MAI Capital Management | 0.28% | Reduce -0.6% | 326,465 | $27.3M |
| Alliancebernstein L.P. | 0.01% | Reduce -22.7% | 323,051 | $27.0M |
| Sovereign Investment Advisors, LLC | 9.27% | Reduce -0.7% | 321,472 | $26.9M |
| Citigroup Inc. | 0.03% | Add +47.7% | 320,840 | $26.8M |
| Vestcor Inc | 0.88% | Reduce -61.0% | 307,127 | $25.7M |
| Apella Capital, LLC | 1.28% | Reduce -2.7% | 309,367 | $25.5M |
| Insight Wealth Strategies, LLC | 3.63% | Add +0.5% | 295,494 | $24.7M |
| Choreo, LLC | 0.62% | Add +1.0% | 288,587 | $24.1M |
| Allianz SE | 0.76% | — | 288,295 | $24.1M |
| Citizens Financial Group Inc. | 0.79% | Reduce -2.9% | 283,933 | $23.7M |
| Facet Wealth, Inc. | 0.79% | Add +42.0% | 286,617 | $23.4M |
| Rehmann Capital Advisory Group | 1.73% | Reduce -1.4% | 278,349 | $23.3M |
| MA Private Wealth | 4.65% | Add +1.6% | 274,510 | $22.9M |
| MV Capital Management, Inc. | 2.61% | Reduce -3.7% | 272,582 | $22.8M |
| Executive Wealth Management, LLC | 1.99% | Add +5.6% | 272,307 | $22.7M |
| Clark Capital Management Group, Inc. | 0.17% | Add +80.0% | 267,218 | $22.3M |
| Capital Advisors, Ltd. LLC | 2.90% | Reduce -2.2% | 266,227 | $22.3M |
| Cornerstone Wealth Management, LLC | 1.76% | Add +0.7% | 259,689 | $21.7M |
| Lineweaver Wealth Advisors, LLC | 5.15% | Reduce -0.6% | 259,259 | $21.7M |
| Beacon Pointe Advisors, LLC | 0.24% | Reduce -7.4% | 258,142 | $21.6M |
| Summit Wealth Partners, LLC | 4.47% | Reduce -3.9% | 250,648 | $20.9M |
| TD Waterhouse Canada Inc. | 0.16% | Add +10.1% | 240,097 | $20.9M |
| Avantax Advisory Services, Inc. | 0.18% | Reduce -15.2% | 246,439 | $20.6M |
| M&T Bank Corp | 0.07% | Reduce -11.1% | 244,900 | $20.5M |
| Nottingham Advisors, Inc. | 2.50% | Reduce -27.3% | 244,457 | $20.4M |
"% of holder's portfolio" is USMV's weight in each manager's 13F, not the share of iShares MSCI USA Min Vol Fac the manager owns.