iShares MSCI USA Min Vol FacUSMVETF
13F holders, Q4 2024 (December 31)1,284holders +94
75new positions
61sold out
5famous investors
$88.79avg. 13F price*
At the end of Q4 2024, 1,284 institutions reported holding iShares MSCI USA Min Vol Fac (USMV) in their 13F filings, up 94 from Q3 2024. 75 opened new positions and 61 sold out. The largest holders were Morgan Stanley ($1.5B), Bank of America Corp. ($1.4B) and Raymond James Financial Inc. ($1.2B). 5 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 David E. Shaw (0.0% of D. E. Shaw & Co.'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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 75 | $153.6M |
| Exits | 61 | $150.3M |
All 13F filers, Q3 2024 → Q4 2024: 5,753,905 shares bought and 22,689,121 shares sold, net −16,935,216 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,284 holders
| Morgan Stanley | 0.10% | Reduce -23.4% | 16,721,946 | $1.5B |
| Bank of America Corp. | 0.13% | Reduce -2.8% | 15,809,681 | $1.4B |
| Raymond James Financial Inc. | 0.43% | — | 13,248,544 | $1.2B |
| FMR LLC | 0.06% | Reduce -17.5% | 11,672,043 | $1.0B |
| PNC Financial Services Group, Inc. | 0.37% | Reduce -37.6% | 6,175,929 | $548.4M |
| LPL Financial LLC | 0.21% | Add +6.1% | 5,685,914 | $504.9M |
| BlackRock, Inc. | 0.01% | Reduce -5.8% | 4,901,578 | $435.2M |
| Alaska Permanent Fund Corp | 6.20% | Add +0.1% | 4,702,762 | $417.6M |
| Envestnet Asset Management Inc. | 0.13% | Reduce -5.7% | 4,492,363 | $398.9M |
| UBS Group AG | 0.08% | Add +0.6% | 3,866,056 | $343.3M |
| Wells Fargo & Company | 0.08% | Reduce -2.1% | 3,696,978 | $328.3M |
| Millburn Ridgefield LLC | 8.11% | Add +5.2% | 3,651,407 | $324.2M |
| Catalyst Capital Advisors LLC | 6.91% | Add +5.2% | 3,651,407 | $324.2M |
| JPMorgan Chase & Co. | 0.02% | Reduce -6.0% | 3,277,464 | $291.0M |
| Wealth Enhancement Advisory Services, LLC | 0.56% | Add +2.1% | 3,271,611 | $290.5M |
| Ameriprise Financial Inc. | 0.05% | Reduce -4.5% | 2,205,539 | $195.9M |
| Commonwealth Equity Services, LLC | 0.28% | Reduce -1.5% | 2,126,594 | $188.8M |
| Cerity Partners LLC | 0.40% | Reduce -1.6% | 2,099,340 | $186.4M |
| Northwestern Mutual Wealth Management Co. | 0.15% | Reduce -4.5% | 1,963,662 | $174.4M |
| Cetera Investment Advisers | 0.32% | Reduce -5.7% | 1,720,784 | $152.8M |
| Mercer Global Advisors Inc. | 0.37% | Reduce -11.7% | 1,697,997 | $150.8M |
| Royal Bank of Canada | 0.03% | Reduce -3.3% | 1,637,223 | $145.4M |
| Assetmark, Inc. | 0.39% | Add +0.6% | 1,606,337 | $142.6M |
| Sei Investments Co. | 0.17% | Reduce -2.6% | 1,479,241 | $131.3M |
| Osaic Holdings, Inc. | 0.28% | Add +6.4% | 1,433,505 | $124.9M |
| Cambridge Investment Research Advisors, Inc. | 0.41% | Reduce -5.1% | 1,387,572 | $123.2M |
| US Bancorp \de | 0.14% | Reduce -8.1% | 1,233,606 | $109.5M |
| Dynasty Wealth Management, LLC | 1.84% | Add +8.4% | 1,203,928 | $106.9M |
| Johnson Investment Counsel Inc. | 1.02% | Add +6.2% | 1,181,625 | $104.9M |
| Mariner, LLC | 0.17% | Reduce -1.1% | 1,166,670 | $103.6M |
| Focus Partners Wealth | 0.26% | Add +261.0% | 1,119,087 | $99.4M |
| Financial Advisors, LLC | 18.86% | Reduce -0.2% | 1,107,267 | $98.3M |
| Securian Asset Management, Inc. | 2.74% | Reduce -2.5% | 1,058,637 | $94.0M |
| Quotient Wealth Partners, LLC | 2.94% | Add +1.3% | 1,013,519 | $90.0M |
| Brookstone Capital Management | 1.27% | Reduce -2.8% | 981,832 | $87.2M |
| Bank of New York Mellon Corp | 0.01% | Reduce -30.0% | 899,305 | $79.8M |
| Captrust Financial Advisors | 0.20% | Reduce -15.7% | 768,634 | $68.2M |
| Cwm, LLC | 0.27% | Add +0.6% | 733,304 | $65.1M |
| HighTower Advisors, LLC | 0.09% | Reduce -3.9% | 710,775 | $63.1M |
| Lockheed Martin Investment Management Co. | 2.50% | New | 707,300 | $62.8M |
| Horizon Investments, LLC | 1.75% | Reduce -63.6% | 685,008 | $60.8M |
| Steward Partners Investment Advisory, LLC | 0.50% | Add +2.8% | 632,233 | $56.1M |
| Janney Montgomery Scott LLC | 0.14% | Reduce -0.1% | 584,971 | $51.9M |
| Geneos Wealth Management Inc. | 1.72% | Add +1.0% | 554,003 | $49.2M |
| MAI Capital Management | 0.34% | Add +220.8% | 511,862 | $45.4M |
| Private Advisor Group, LLC | 0.25% | Reduce -4.4% | 506,676 | $45.0M |
| ARS Wealth Advisors Group, LLC | 5.83% | Reduce -8.2% | 477,677 | $42.4M |
| NewEdge Advisors, LLC | 0.25% | Reduce -8.9% | 465,141 | $41.3M |
| Fragasso Financial Advisors Inc | 3.11% | Add +8.4% | 459,752 | $40.8M |
| Glenmede Trust Co. NA | 0.20% | Reduce -1.2% | 443,904 | $39.4M |
| MML Investors Services, LLC | 0.14% | Reduce -31.7% | 441,515 | $39.2M |
| Barclays PLC | 0.02% | Add +15.5% | 431,062 | $38.3M |
| Stifel Financial Corp. | 0.04% | Add +0.5% | 422,663 | $37.5M |
| Facet Wealth, Inc. | 0.93% | Add +8.5% | 377,579 | $35.0M |
| Equitable Holdings, Inc. | 0.33% | Add +1.6% | 389,829 | $34.6M |
| Klingman & Associates, LLC | 2.12% | Reduce -1.6% | 378,386 | $33.6M |
| Integrated Wealth Concepts LLC | 0.39% | Reduce -41.1% | 373,870 | $33.2M |
| Ball & Co Wealth Management Inc. | 25.74% | — | 364,161 | $32.3M |
| Sagespring Wealth Partners, LLC | 0.85% | — | 361,850 | $32.1M |
| Jones Financial Companies LLLP | 0.03% | Add +65.0% | 360,268 | $32.0M |
| Keybank National Association | 0.12% | Reduce -3.4% | 357,314 | $31.7M |
| Insight Wealth Strategies, LLC | 4.09% | Add +1.2% | 343,489 | $30.5M |
| High Probability Advisors, LLC | 5.42% | Add +1.5% | 340,380 | $30.2M |
| Carrera Capital Advisors | 6.91% | Reduce -36.3% | 332,458 | $29.5M |
| Atria Wealth Solutions, Inc. | 0.32% | Add +2.8% | 323,572 | $28.7M |
| Allianz Asset Management GmbH | 0.04% | Reduce -12.3% | 319,342 | $28.4M |
| Kestra Advisory Services, LLC | 0.16% | Add +7.3% | 319,103 | $28.3M |
| GDS Wealth Management | 2.46% | Reduce -7.1% | 303,904 | $27.0M |
| Truist Financial Corp. | 0.04% | Reduce -30.0% | 301,087 | $26.7M |
| Choreo, LLC | 0.37% | Reduce -1.4% | 291,701 | $25.9M |
| Sovereign Investment Advisors, LLC | 7.55% | Add +0.5% | 285,892 | $25.4M |
| Sequoia Financial Advisors, LLC | 0.24% | Add +6039.6% | 285,738 | $25.4M |
| Trilogy Capital Inc. | 1.29% | Reduce -1.2% | 281,808 | $25.0M |
| Stratos Wealth Partners, LTD. | 0.36% | Reduce -3.1% | 281,467 | $25.0M |
| OneDigital Investment Advisors LLC | 0.29% | Reduce -6.0% | 280,995 | $24.9M |
| Citizens Financial Group Inc. | 0.47% | Reduce -1.9% | 274,126 | $24.3M |
| Apella Capital, LLC | 0.90% | Reduce -17.1% | 264,526 | $23.5M |
| Rehmann Capital Advisory Group | 1.48% | Reduce -4.5% | 263,792 | $23.4M |
| Cornerstone Wealth Management, LLC | 1.55% | Reduce -0.1% | 258,396 | $22.9M |
| Well Done, LLC | 4.19% | No change | 250,574 | $22.9M |
| Citigroup Inc. | 0.02% | Reduce -4.0% | 254,721 | $22.6M |
| Capital Advisors, Ltd. LLC | 2.83% | Reduce -1.0% | 253,074 | $22.5M |
| Executive Wealth Management, LLC | 1.73% | Reduce -20.6% | 249,579 | $22.2M |
| Ocean Park Asset Management, LLC | 0.73% | Reduce -62.9% | 243,266 | $21.6M |
| MV Capital Management, Inc. | 2.29% | Reduce -3.7% | 241,510 | $21.4M |
| Park Avenue Securities LLC | 0.22% | Add +26.0% | 238,365 | $21.2M |
| Lineweaver Wealth Advisors, LLC | 3.85% | Reduce -7.4% | 234,451 | $20.8M |
| Avantax Advisory Services, Inc. | 0.13% | Add +1.2% | 230,042 | $20.4M |
| Valmark Advisers, Inc. | 0.31% | Add +3.2% | 226,996 | $20.2M |
| Lowe Wealth Advisors, LLC | 8.58% | Reduce -2.2% | 226,763 | $20.1M |
| Baron Silver Stevens Financial Advisors, LLC | 3.40% | Reduce -0.3% | 225,899 | $20.1M |
| Cassia Capital Partners, LLC | 12.77% | Reduce -2.2% | 225,505 | $20.0M |
| Adaptive Financial Consulting, LLC | 8.29% | Reduce -0.6% | 225,008 | $20.0M |
| Journey Advisory Group, LLC | 2.36% | No change | 234,153 | $19.7M |
| Qube Research & Technologies Ltd | 0.03% | Add +112.5% | 220,177 | $19.5M |
| Symmetry Partners, LLC | 2.76% | Add +70.8% | 218,295 | $19.4M |
| Beacon Pointe Advisors, LLC | 0.21% | Reduce -9.2% | 217,641 | $19.3M |
| Custos Family Office, LLC | 6.71% | Add +6.5% | 215,895 | $19.2M |
| Envestnet Portfolio Solutions, Inc. | 0.06% | Reduce -17.9% | 213,303 | $18.9M |
| Alliancebernstein L.P. | 0.01% | Reduce -26.3% | 212,104 | $18.8M |
"% 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.