iShares MSCI USA Min Vol FacUSMVETF
13F holders, Q2 2024 (June 30)1,166holders −4
65new positions
85sold out
6famous investors
$84.01avg. 13F price*
At the end of Q2 2024, 1,166 institutions reported holding iShares MSCI USA Min Vol Fac (USMV) in their 13F filings, down 4 from Q1 2024. 65 opened new positions and 85 sold out. The largest holders were Morgan Stanley ($1.8B), Raymond James & Associates ($1.4B) and Bank of America Corp. ($1.3B). 6 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 65 | $64.8M |
| Exits | 85 | $126.3M |
All 13F filers, Q1 2024 → Q2 2024: 10,444,385 shares bought and 17,423,014 shares sold, net −6,978,629 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,166 holders
| Morgan Stanley | 0.14% | Reduce -5.6% | 21,254,164 | $1.8B |
| Raymond James & Associates | 0.89% | Add +0.9% | 16,095,735 | $1.4B |
| Bank of America Corp. | 0.13% | Reduce -7.6% | 15,982,557 | $1.3B |
| FMR LLC | 0.08% | Reduce -15.5% | 14,529,718 | $1.2B |
| PNC Financial Services Group, Inc. | 0.55% | Add +3.2% | 9,813,060 | $823.9M |
| Captrust Financial Advisors | 1.62% | Add +162.1% | 5,999,626 | $503.7M |
| JPMorgan Chase & Co. | 0.04% | Add +39.9% | 5,704,176 | $478.9M |
| BlackRock Inc. | 0.01% | Reduce -5.5% | 5,221,417 | $438.4M |
| LPL Financial LLC | 0.21% | Reduce -7.4% | 5,011,209 | $420.7M |
| Envestnet Asset Management Inc. | 0.15% | Reduce -22.2% | 4,969,649 | $417.3M |
| Alaska Permanent Fund Corp | 6.16% | Add +21.0% | 4,777,954 | $415.9M |
| Raymond James Financial Services Advisors, Inc. | 0.51% | Reduce -4.3% | 4,243,164 | $356.3M |
| UBS Group AG | 0.10% | Reduce -3.6% | 3,917,965 | $329.0M |
| Wells Fargo & Company | 0.08% | Reduce -4.6% | 3,845,811 | $322.9M |
| Millburn Ridgefield LLC | 8.19% | Add +5.2% | 3,658,707 | $307.2M |
| Catalyst Capital Advisors LLC | 7.09% | Add +5.2% | 3,658,707 | $307.2M |
| Wealth Enhancement Advisory Services, LLC | 0.64% | Add +1.0% | 3,202,043 | $268.8M |
| Ameriprise Financial Inc. | 0.06% | Reduce -2.4% | 2,556,664 | $214.8M |
| Commonwealth Equity Services, LLC | 0.31% | Reduce -4.1% | 2,321,233 | $194.9M |
| Mercer Global Advisors Inc. | 0.50% | Reduce -23.3% | 2,165,164 | $181.8M |
| Cerity Partners LLC | 0.48% | Add +1.1% | 2,116,911 | $177.7M |
| Northwestern Mutual Wealth Management Co. | 0.17% | Reduce -19.8% | 2,105,760 | $176.8M |
| Cetera Investment Advisers | 0.36% | Reduce -2.7% | 1,844,525 | $154.9M |
| Royal Bank of Canada | 0.04% | Reduce -5.2% | 1,746,225 | $146.6M |
| Assetmark, Inc. | 0.41% | Add +1.4% | 1,594,269 | $133.9M |
| Cambridge Investment Research Advisors, Inc. | 0.46% | Add +19.8% | 1,485,830 | $124.8M |
| US Bancorp \de | 0.16% | Add +3.5% | 1,417,297 | $119.0M |
| Sei Investments Co. | 0.15% | Reduce -2.1% | 1,278,816 | $107.4M |
| Mariner, LLC | 0.20% | Reduce -4.8% | 1,207,187 | $101.4M |
| Securian Asset Management, Inc. | 2.89% | Reduce -4.3% | 1,178,962 | $99.0M |
| Focus Partners Wealth | 0.31% | Add +18.1% | 1,104,865 | $92.8M |
| Financial Advisors, LLC | 18.76% | Add +0.5% | 1,092,633 | $91.7M |
| Brookstone Capital Management | 1.48% | Reduce -5.8% | 1,025,663 | $89.0M |
| Johnson Investment Counsel Inc. | 0.92% | Reduce -0.7% | 1,044,279 | $87.7M |
| Dynasty Wealth Management, LLC | 2.55% | Add +3.8% | 1,031,409 | $86.6M |
| Bank of New York Mellon Corp | 0.02% | Reduce -8.8% | 1,002,069 | $84.1M |
| Osaic Holdings, Inc. | 0.20% | Reduce -12.8% | 995,273 | $83.6M |
| Quotient Wealth Partners, LLC | 2.90% | Add +4.8% | 985,076 | $82.7M |
| Horizon Investments, LLC | 1.99% | Reduce -3.6% | 855,368 | $71.8M |
| Symmetry Partners, LLC | 3.32% | Add +75.6% | 769,232 | $64.6M |
| HighTower Advisors, LLC | 0.10% | Reduce -0.4% | 747,264 | $62.7M |
| MML Investors Services, LLC | 0.23% | Reduce -11.5% | 667,152 | $56.0M |
| Cwm, LLC | 0.26% | Reduce -39.7% | 658,139 | $55.3M |
| Barclays PLC | 0.03% | Add +1.5% | 648,274 | $54.4M |
| Integrated Wealth Concepts LLC | 0.68% | Reduce -32.0% | 590,663 | $49.6M |
| Janney Montgomery Scott LLC | 0.15% | Reduce -4.1% | 589,371 | $49.5M |
| Private Advisor Group, LLC | 0.32% | Reduce -8.3% | 569,176 | $47.8M |
| Qube Research & Technologies Ltd | 0.09% | Add +8.4% | 554,229 | $46.5M |
| Capstone Investment Advisors, LLC | 2.07% | Reduce -36.5% | 547,018 | $45.9M |
| Geneos Wealth Management Inc. | 2.03% | Add +4.7% | 545,903 | $45.8M |
| Steward Partners Investment Advisory, LLC | 0.48% | Reduce -0.3% | 539,211 | $45.3M |
| Fragasso Financial Advisors Inc | 3.63% | Reduce -4.4% | 524,565 | $44.0M |
| ARS Wealth Advisors Group, LLC | 5.66% | Reduce -0.1% | 519,610 | $43.6M |
| HSBC Holdings PLC | 0.03% | No change | 500,000 | $42.1M |
| NewEdge Advisors, LLC | 0.30% | Add +21.1% | 498,951 | $41.9M |
| Glenmede Trust Co. NA | 0.20% | Add +0.0% | 458,956 | $38.5M |
| Stifel Financial Corp. | 0.04% | Reduce -2.6% | 409,309 | $34.4M |
| Keybank National Association | 0.14% | Reduce -4.8% | 404,150 | $33.9M |
| Carrera Capital Advisors | 10.83% | — | 394,809 | $33.1M |
| Klingman & Associates, LLC | 2.21% | Reduce -1.4% | 388,341 | $32.6M |
| Equitable Holdings, Inc. | 0.34% | Add +2.3% | 380,164 | $31.9M |
| Halpern Financial, Inc. | 8.64% | Reduce -1.2% | 374,389 | $31.4M |
| Allianz Asset Management GmbH | 0.05% | Reduce -29.7% | 364,017 | $30.6M |
| Kestra Advisory Services, LLC | 0.16% | Add +5.0% | 342,847 | $28.8M |
| High Probability Advisors, LLC | 5.18% | Reduce -3.5% | 340,361 | $28.6M |
| GDS Wealth Management | 3.10% | Reduce -2.7% | 336,900 | $28.3M |
| Truist Financial Corp. | 0.04% | Reduce -13.3% | 328,868 | $27.6M |
| Facet Wealth, Inc. | 0.84% | Add +10.4% | 316,357 | $27.5M |
| Citigroup Inc. | 0.03% | Add +1.5% | 325,633 | $27.3M |
| NorthCoast Asset Management LLC | 0.23% | Reduce -4.6% | 321,201 | $27.0M |
| Atria Wealth Solutions, Inc. | 0.30% | Reduce -3.1% | 317,266 | $26.6M |
| Apella Capital, LLC | 1.18% | Add +1.6% | 314,231 | $26.4M |
| Alliancebernstein L.P. | 0.01% | Reduce -3.5% | 311,758 | $26.2M |
| Insight Wealth Strategies, LLC | 3.68% | Add +4.2% | 307,893 | $25.9M |
| Stratos Wealth Partners, LTD. | 0.42% | Reduce -7.9% | 307,802 | $25.8M |
| OneDigital Investment Advisors LLC | 0.32% | Add +25.9% | 304,963 | $25.6M |
| Choreo, LLC | 0.43% | Add +5.7% | 304,999 | $25.5M |
| Sovereign Investment Advisors, LLC | 9.42% | Add +0.7% | 323,837 | $25.3M |
| Trilogy Capital Inc. | 1.36% | Add +35.0% | 297,602 | $25.0M |
| Rakuten Investment Management, Inc. | 0.16% | Reduce -10.8% | 296,603 | $24.9M |
| Allianz SE | 0.71% | No change | 288,295 | $24.2M |
| Citizens Financial Group Inc. | 0.53% | Reduce -0.4% | 282,721 | $23.7M |
| Rehmann Capital Advisory Group | 1.68% | Add +0.6% | 280,091 | $23.5M |
| MA Private Wealth | 4.58% | Add +0.5% | 275,741 | $23.2M |
| Capital Advisors, Ltd. LLC | 2.86% | Reduce -1.3% | 262,726 | $22.1M |
| MV Capital Management, Inc. | 2.47% | Reduce -4.0% | 261,746 | $22.0M |
| Cornerstone Wealth Management, LLC | 1.67% | Reduce -0.4% | 258,639 | $21.7M |
| Executive Wealth Management, LLC | 3.97% | Reduce -5.2% | 258,044 | $21.7M |
| Lineweaver Wealth Advisors, LLC | 4.44% | Reduce -1.7% | 254,908 | $21.4M |
| Bank of Montreal | 0.01% | Add +572.4% | 250,380 | $21.1M |
| Beacon Pointe Advisors, LLC | 0.25% | Reduce -3.3% | 249,534 | $21.0M |
| Teilinger Capital Ltd. | 9.64% | Reduce -49.8% | 241,000 | $20.2M |
| Envestnet Portfolio Solutions, Inc. | 0.07% | Reduce -32.3% | 240,547 | $20.2M |
| Journey Advisory Group, LLC | 2.39% | Add +3.1% | 238,304 | $20.0M |
| Cassia Capital Partners, LLC | 13.19% | Add +0.8% | 238,264 | $20.0M |
| Raymond James Trust N.A. | 0.47% | Add +4.2% | 237,035 | $19.9M |
| Avantax Advisory Services, Inc. | 0.14% | Reduce -5.0% | 234,096 | $19.7M |
| Thrivent Financial for Lutherans | 0.04% | Add +0.8% | 232,184 | $19.5M |
| Lowe Wealth Advisors, LLC | 8.86% | Reduce -1.9% | 231,723 | $19.5M |
| Adaptive Financial Consulting, LLC | 8.24% | Add +1.4% | 226,332 | $19.0M |
"% 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.