iShares MSCI USA Min Vol FacUSMVETF
13F holders, Q3 2024 (September 30)1,190holders +24
78new positions
58sold out
4famous investors
$91.28avg. 13F price*
At the end of Q3 2024, 1,190 institutions reported holding iShares MSCI USA Min Vol Fac (USMV) in their 13F filings, up 24 from Q2 2024. 78 opened new positions and 58 sold out. The largest holders were Morgan Stanley ($2.0B), Bank of America Corp. ($1.5B) and FMR LLC ($1.3B). 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 78 | $190.0M |
| Exits | 58 | $71.2M |
All 13F filers, Q2 2024 → Q3 2024: 9,664,089 shares bought and 22,518,059 shares sold, net −12,853,970 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,190 holders
| Morgan Stanley | 0.14% | Add +2.7% | 21,823,928 | $2.0B |
| Bank of America Corp. | 0.13% | Add +1.8% | 16,268,516 | $1.5B |
| FMR LLC | 0.08% | Reduce -2.6% | 14,153,452 | $1.3B |
| Raymond James & Associates | 0.57% | Reduce -36.3% | 10,245,944 | $935.6M |
| PNC Financial Services Group, Inc. | 0.58% | Add +0.9% | 9,905,008 | $904.4M |
| LPL Financial LLC | 0.22% | Add +6.9% | 5,357,623 | $489.2M |
| BlackRock, Inc. | 0.01% | — | 5,205,147 | $475.3M |
| Envestnet Asset Management Inc. | 0.14% | Reduce -4.1% | 4,765,159 | $435.1M |
| Alaska Permanent Fund Corp | 6.28% | Reduce -1.7% | 4,698,387 | $429.0M |
| UBS Group AG | 0.10% | Reduce -1.9% | 3,842,193 | $350.8M |
| Wells Fargo & Company | 0.08% | Reduce -1.8% | 3,775,484 | $344.7M |
| Raymond James Financial Services Advisors, Inc. | 0.43% | Reduce -16.0% | 3,564,758 | $325.5M |
| JPMorgan Chase & Co. | 0.03% | Reduce -38.9% | 3,486,561 | $318.4M |
| Millburn Ridgefield LLC | 8.31% | Reduce -5.1% | 3,470,558 | $316.9M |
| Catalyst Capital Advisors LLC | 7.14% | Reduce -5.1% | 3,470,558 | $316.9M |
| Wealth Enhancement Advisory Services, LLC | 0.63% | Add +0.1% | 3,204,000 | $292.4M |
| Ameriprise Financial Inc. | 0.05% | Reduce -9.7% | 2,309,618 | $210.9M |
| Commonwealth Equity Services, LLC | 0.30% | Reduce -7.0% | 2,159,424 | $197.2M |
| Cerity Partners LLC | 0.43% | Add +0.8% | 2,134,175 | $194.9M |
| Northwestern Mutual Wealth Management Co. | 0.17% | Reduce -2.3% | 2,057,321 | $187.9M |
| Mercer Global Advisors Inc. | 0.41% | Reduce -11.2% | 1,923,472 | $175.3M |
| Horizon Investments, LLC | 4.56% | Add +119.8% | 1,880,207 | $171.7M |
| Cetera Investment Advisers | 0.36% | Reduce -1.1% | 1,824,049 | $166.6M |
| Royal Bank of Canada | 0.03% | Reduce -3.0% | 1,693,124 | $154.6M |
| Assetmark, Inc. | 0.42% | Add +0.1% | 1,596,067 | $145.7M |
| Sei Investments Co. | 0.18% | Add +18.8% | 1,518,924 | $138.7M |
| Cambridge Investment Research Advisors, Inc. | 0.45% | Reduce -1.6% | 1,462,009 | $133.5M |
| Osaic Holdings, Inc. | 0.28% | Add +35.4% | 1,347,532 | $123.1M |
| US Bancorp \de | 0.16% | Reduce -5.3% | 1,342,435 | $122.6M |
| Bank of New York Mellon Corp | 0.02% | Add +28.2% | 1,284,516 | $117.3M |
| Mariner, LLC | 0.19% | Reduce -2.3% | 1,179,518 | $107.7M |
| Johnson Investment Counsel Inc. | 1.00% | Add +6.5% | 1,112,249 | $101.6M |
| Dynasty Wealth Management, LLC | 3.06% | Add +7.7% | 1,110,385 | $101.4M |
| Financial Advisors, LLC | 19.30% | Add +1.5% | 1,109,209 | $101.3M |
| Securian Asset Management, Inc. | 2.86% | Reduce -7.9% | 1,086,062 | $99.2M |
| Brookstone Capital Management | 1.36% | Reduce -1.5% | 1,010,415 | $92.3M |
| Quotient Wealth Partners, LLC | 3.00% | Add +1.6% | 1,000,897 | $91.4M |
| Captrust Financial Advisors | 0.25% | Reduce -84.8% | 911,396 | $83.2M |
| Russell Investments Group, Ltd. | 0.10% | Add +17138.9% | 766,612 | $70.0M |
| HighTower Advisors, LLC | 0.10% | Reduce -1.0% | 739,768 | $67.5M |
| Cwm, LLC | 0.29% | Add +10.7% | 728,740 | $66.5M |
| Ocean Park Asset Management, LLC | 2.63% | Add +506.9% | 655,584 | $59.9M |
| MML Investors Services, LLC | 0.22% | Reduce -3.1% | 646,650 | $59.0M |
| Integrated Wealth Concepts LLC | 0.71% | Add +7.4% | 634,509 | $57.9M |
| Steward Partners Investment Advisory, LLC | 0.52% | Add +14.1% | 614,976 | $56.2M |
| Janney Montgomery Scott LLC | 0.15% | Reduce -0.6% | 585,843 | $53.5M |
| Geneos Wealth Management Inc. | 1.91% | Add +0.5% | 548,456 | $50.1M |
| Private Advisor Group, LLC | 0.30% | Reduce -6.9% | 529,830 | $48.4M |
| Carrera Capital Advisors | 11.65% | Add +32.2% | 521,775 | $47.6M |
| ARS Wealth Advisors Group, LLC | 5.84% | Add +0.1% | 520,388 | $47.5M |
| NewEdge Advisors, LLC | 0.30% | Add +2.3% | 510,584 | $46.6M |
| HSBC Holdings PLC | 0.03% | No change | 500,000 | $45.4M |
| Glenmede Trust Co. NA | 0.20% | Reduce -2.1% | 449,459 | $41.0M |
| Allianz SE | 1.11% | Add +55.7% | 448,784 | $41.0M |
| Truist Financial Corp. | 0.06% | Add +30.8% | 430,282 | $39.3M |
| Fragasso Financial Advisors Inc | 2.97% | Reduce -19.2% | 424,062 | $38.7M |
| Stifel Financial Corp. | 0.04% | Add +2.8% | 420,790 | $38.4M |
| Klingman & Associates, LLC | 2.17% | Reduce -1.0% | 384,567 | $35.1M |
| Equitable Holdings, Inc. | 0.34% | Add +0.9% | 383,640 | $35.0M |
| Barclays PLC | 0.01% | Reduce -42.4% | 373,146 | $34.1M |
| Keybank National Association | 0.13% | Reduce -8.5% | 369,965 | $33.8M |
| Allianz Asset Management GmbH | 0.05% | No change | 364,017 | $33.2M |
| Halpern Financial, Inc. | 8.48% | Reduce -3.2% | 362,245 | $33.0M |
| Facet Wealth, Inc. | 0.89% | Add +10.0% | 347,943 | $31.3M |
| Insight Wealth Strategies, LLC | 4.08% | Add +10.2% | 339,326 | $31.0M |
| High Probability Advisors, LLC | 5.22% | Reduce -1.4% | 335,460 | $30.6M |
| Alpine Bank Wealth Management | 4.79% | — | 328,317 | $30.0M |
| GDS Wealth Management | 2.91% | Reduce -2.9% | 327,034 | $29.9M |
| Apella Capital, LLC | 1.19% | Add +1.6% | 319,280 | $29.0M |
| Atria Wealth Solutions, Inc. | 0.31% | Reduce -0.8% | 314,813 | $28.7M |
| Executive Wealth Management, LLC | 2.25% | Add +21.8% | 314,228 | $28.7M |
| Focus Partners Wealth | 0.09% | Reduce -71.9% | 310,005 | $28.3M |
| Capstone Investment Advisors, LLC | 0.96% | Reduce -45.2% | 300,000 | $27.4M |
| Sykon Capital LLC | 9.66% | New | 299,725 | $27.4M |
| OneDigital Investment Advisors LLC | 0.31% | Reduce -2.0% | 298,992 | $27.3M |
| Kestra Advisory Services, LLC | 0.15% | Reduce -13.2% | 297,502 | $27.2M |
| Choreo, LLC | 0.40% | Reduce -3.0% | 295,823 | $27.0M |
| Rakuten Investment Management, Inc. | 0.16% | Reduce -1.6% | 291,703 | $26.6M |
| Stratos Wealth Partners, LTD. | 0.39% | Reduce -5.6% | 290,570 | $26.5M |
| Alliancebernstein L.P. | 0.01% | Reduce -7.6% | 287,960 | $26.3M |
| Trilogy Capital Inc. | 1.31% | Reduce -4.2% | 285,234 | $26.0M |
| Sovereign Investment Advisors, LLC | 8.52% | Reduce -12.1% | 284,538 | $26.0M |
| Citizens Financial Group Inc. | 0.51% | Reduce -1.1% | 279,541 | $25.5M |
| Rehmann Capital Advisory Group | 1.65% | Reduce -1.4% | 276,121 | $25.2M |
| Citigroup Inc. | 0.02% | Reduce -18.6% | 265,224 | $24.2M |
| Envestnet Portfolio Solutions, Inc. | 0.08% | Add +8.1% | 259,960 | $23.7M |
| Cornerstone Wealth Management, LLC | 1.66% | Reduce -0.0% | 258,611 | $23.6M |
| Capital Advisors, Ltd. LLC | 2.89% | Reduce -2.7% | 255,527 | $23.3M |
| Lineweaver Wealth Advisors, LLC | 4.40% | Reduce -0.7% | 253,242 | $23.1M |
| MV Capital Management, Inc. | 2.43% | Reduce -4.2% | 250,757 | $22.9M |
| Well Done, LLC | 4.18% | Add +16.4% | 250,574 | $22.9M |
| Beacon Pointe Advisors, LLC | 0.25% | Reduce -3.9% | 239,731 | $21.9M |
| Lowe Wealth Advisors, LLC | 9.12% | Add +0.1% | 231,921 | $21.2M |
| Cassia Capital Partners, LLC | 13.90% | Reduce -3.2% | 230,591 | $21.1M |
| Avantax Advisory Services, Inc. | 0.14% | Reduce -2.9% | 227,238 | $20.7M |
| Baron Silver Stevens Financial Advisors, LLC | 3.61% | Add +0.2% | 226,484 | $20.7M |
| Adaptive Financial Consulting, LLC | 8.41% | Reduce -0.0% | 226,260 | $20.7M |
| Sanctuary Advisors, LLC | 0.13% | Reduce -4.2% | 218,074 | $20.4M |
| Valmark Advisers, Inc. | 0.31% | Add +0.7% | 219,949 | $20.1M |
| Summit Wealth Partners, LLC | 3.87% | Reduce -1.1% | 219,886 | $20.1M |
"% 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.