iShares MSCI USA Min Vol FacUSMVETF
13F holders, Q1 2025 (March 31)1,301holders +17
106new positions
83sold out
5famous investors
$93.57avg. 13F price*
At the end of Q1 2025, 1,301 institutions reported holding iShares MSCI USA Min Vol Fac (USMV) in their 13F filings, up 17 from Q4 2024. 106 opened new positions and 83 sold out. The largest holders were Morgan Stanley ($1.6B), Bank of America Corp. ($1.3B) and Raymond James Financial Inc. ($1.2B). 5 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 106 | $383.6M |
| Exits | 83 | $110.1M |
All 13F filers, Q4 2024 → Q1 2025: 13,941,429 shares bought and 11,014,542 shares sold, net +2,926,887 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,301 holders
| Morgan Stanley | 0.12% | Add +4.7% | 17,509,357 | $1.6B |
| Bank of America Corp. | 0.12% | Reduce -10.9% | 14,078,288 | $1.3B |
| Raymond James Financial Inc. | 0.46% | Reduce -0.9% | 13,123,587 | $1.2B |
| FMR LLC | 0.07% | Reduce -5.2% | 11,070,790 | $1.0B |
| Wealth Enhancement Advisory Services, LLC | 1.19% | Add +102.5% | 6,624,202 | $620.4M |
| LPL Financial LLC | 0.21% | Add +3.4% | 5,876,594 | $550.4M |
| PNC Financial Services Group, Inc. | 0.28% | Reduce -6.7% | 5,759,372 | $539.4M |
| BlackRock, Inc. | 0.01% | Reduce -4.1% | 4,701,699 | $440.4M |
| Envestnet Asset Management Inc. | 0.14% | Add +2.5% | 4,605,177 | $431.3M |
| JPMorgan Chase & Co. | 0.03% | Add +17.4% | 3,846,029 | $360.2M |
| Wells Fargo & Company | 0.09% | Add +3.4% | 3,823,522 | $358.1M |
| Millburn Ridgefield LLC | 8.52% | Add +2.9% | 3,755,502 | $351.7M |
| Catalyst Capital Advisors LLC | 7.20% | Add +2.9% | 3,755,502 | $351.7M |
| UBS Group AG | 0.07% | Reduce -8.0% | 3,556,459 | $333.1M |
| Alaska Permanent Fund Corp | 3.80% | Reduce -37.9% | 2,918,749 | $270.1M |
| Ameriprise Financial Inc. | 0.06% | Add +10.7% | 2,440,656 | $228.6M |
| Commonwealth Equity Services, LLC | 0.29% | Add +2.8% | 2,185,595 | $204.7M |
| Cerity Partners LLC | 0.42% | Add +4.0% | 2,182,869 | $204.4M |
| Northwestern Mutual Wealth Management Co. | 0.14% | Reduce -6.7% | 1,832,687 | $171.6M |
| Royal Bank of Canada | 0.04% | Add +5.6% | 1,728,408 | $161.9M |
| Cetera Investment Advisers | 0.31% | Reduce -1.4% | 1,696,381 | $158.9M |
| Assetmark, Inc. | 0.42% | Add +2.3% | 1,643,022 | $153.9M |
| Mercer Global Advisors Inc. | 0.33% | Reduce -9.9% | 1,529,810 | $143.3M |
| Sei Investments Co. | 0.18% | Reduce -0.9% | 1,466,061 | $137.3M |
| Osaic Holdings, Inc. | 0.30% | Reduce -0.3% | 1,429,212 | $133.9M |
| Caisse de depot et placement du Quebec | 0.27% | New | 1,395,133 | $130.7M |
| Cambridge Investment Research Advisors, Inc. | 0.41% | Reduce -6.3% | 1,299,607 | $121.7M |
| US Bancorp \de | 0.15% | Reduce -0.2% | 1,231,629 | $115.4M |
| Johnson Investment Counsel Inc. | 1.11% | Add +3.6% | 1,224,229 | $114.7M |
| Mariner, LLC | 0.19% | Add +4.2% | 1,215,500 | $113.8M |
| Dynasty Wealth Management, LLC | 1.86% | Reduce -0.8% | 1,194,432 | $111.9M |
| Focus Partners Wealth | 0.26% | Reduce -0.2% | 1,116,698 | $104.6M |
| Financial Advisors, LLC | 20.47% | Add +0.0% | 1,107,650 | $103.7M |
| Securian Asset Management, Inc. | 2.92% | Reduce -3.1% | 1,025,287 | $96.0M |
| Quotient Wealth Partners, LLC | 2.98% | Reduce -1.8% | 995,737 | $93.3M |
| Bank of New York Mellon Corp | 0.02% | Add +9.3% | 983,380 | $92.1M |
| Brookstone Capital Management | 1.32% | Add +0.1% | 982,584 | $92.0M |
| Captrust Financial Advisors | 0.19% | Add +4.5% | 802,897 | $75.2M |
| Horizon Investments, LLC | 2.22% | Add +16.2% | 796,075 | $74.6M |
| Cwm, LLC | 0.27% | Reduce -0.2% | 731,763 | $68.5M |
| Lockheed Martin Investment Management Co. | 2.70% | No change | 707,300 | $66.2M |
| HighTower Advisors, LLC | 0.09% | Reduce -2.8% | 690,846 | $64.7M |
| Steward Partners Investment Advisory, LLC | 0.54% | Add +2.7% | 649,460 | $60.8M |
| Two Sigma Investments, LP | 0.13% | New | 594,600 | $55.7M |
| Janney Montgomery Scott LLC | 0.15% | Reduce -1.2% | 578,092 | $54.1M |
| Geneos Wealth Management Inc. | 1.78% | Add +2.6% | 568,519 | $53.2M |
| Russell Investments Group, Ltd. | 0.07% | Add +400.2% | 538,501 | $50.4M |
| MML Investors Services, LLC | 0.17% | Add +21.5% | 536,275 | $50.2M |
| Jones Financial Companies LLLP | 0.04% | Add +48.7% | 535,735 | $49.7M |
| NewEdge Advisors, LLC | 0.29% | Add +11.1% | 516,823 | $48.4M |
| Private Advisor Group, LLC | 0.29% | Reduce -0.1% | 505,966 | $47.4M |
| MAI Capital Management | 0.36% | Reduce -1.8% | 502,800 | $47.1M |
| Glenmede Trust Co. NA | 0.22% | Add +0.7% | 447,207 | $41.9M |
| Stifel Financial Corp. | 0.04% | Add +5.7% | 446,819 | $41.8M |
| Facet Wealth, Inc. | 1.05% | Add +16.2% | 438,785 | $40.7M |
| Horizon Wealth Management, LLC | 6.63% | New | 420,106 | $39.3M |
| ARS Wealth Advisors Group, LLC | 5.47% | Reduce -13.5% | 413,256 | $38.7M |
| Park Avenue Securities LLC | 0.45% | Add +65.0% | 393,324 | $36.8M |
| Klingman & Associates, LLC | 2.17% | Reduce -0.1% | 377,973 | $35.4M |
| Keybank National Association | 0.14% | Add +2.2% | 365,200 | $34.2M |
| Allianz Asset Management GmbH | 0.05% | Add +12.4% | 358,892 | $33.6M |
| Integrated Wealth Concepts LLC | 0.39% | Reduce -5.1% | 354,835 | $33.2M |
| Capstone Investment Advisors, LLC | 0.38% | Add +107.6% | 353,001 | $33.1M |
| High Probability Advisors, LLC | 5.45% | Add +2.5% | 349,019 | $32.7M |
| Sagespring Wealth Partners, LLC | 0.79% | Reduce -7.7% | 333,897 | $31.3M |
| Truist Financial Corp. | 0.04% | Reduce -1.9% | 295,353 | $27.7M |
| GDS Wealth Management | 2.35% | Reduce -3.2% | 294,094 | $27.5M |
| Rehmann Capital Advisory Group | 1.70% | Add +9.0% | 287,628 | $26.9M |
| Sovereign Investment Advisors, LLC | 9.35% | Add +12.4% | 321,472 | $26.9M |
| Ocean Park Asset Management, LLC | 0.95% | Add +17.5% | 285,868 | $26.8M |
| Sykon Capital LLC | 9.99% | New | 280,936 | $26.3M |
| Choreo, LLC | 0.40% | Reduce -5.3% | 276,386 | $25.9M |
| OneDigital Investment Advisors LLC | 0.30% | Reduce -3.7% | 270,589 | $25.3M |
| Citizens Financial Group Inc. | 0.49% | Reduce -2.5% | 267,421 | $25.0M |
| Envestnet Portfolio Solutions, Inc. | 0.09% | Add +24.2% | 264,838 | $24.8M |
| Stratos Wealth Partners, LTD. | 0.38% | Reduce -6.1% | 264,370 | $24.8M |
| Cornerstone Wealth Management, LLC | 1.63% | Reduce -0.5% | 257,086 | $24.1M |
| Creative Planning | 0.02% | Add +22.7% | 255,713 | $24.0M |
| Citigroup Inc. | 0.02% | Reduce -0.2% | 254,155 | $23.8M |
| Atria Wealth Solutions, Inc. | 0.29% | Reduce -21.5% | 253,886 | $23.8M |
| Capital Advisors, Ltd. LLC | 3.06% | Reduce -1.9% | 248,400 | $23.3M |
| Sequoia Financial Advisors, LLC | 0.18% | Reduce -14.1% | 245,358 | $23.0M |
| Pacific Center for Financial Services | 5.99% | Add +83.5% | 241,062 | $22.6M |
| Well Done, LLC | 4.06% | Add +0.6% | 252,107 | $22.4M |
| Symmetry Partners, LLC | 3.11% | Add +9.5% | 238,945 | $22.4M |
| Journey Advisory Group, LLC | 1.79% | Reduce -0.4% | 233,131 | $21.8M |
| Avantax Advisory Services, Inc. | 0.13% | Add +1.3% | 232,942 | $21.8M |
| FORM Wealth Advisors, LLC | 2.94% | — | 230,780 | $21.6M |
| Kestra Advisory Services, LLC | 0.10% | Reduce -28.2% | 229,169 | $21.5M |
| MV Capital Management, Inc. | 2.21% | Reduce -8.9% | 219,895 | $20.6M |
| Valmark Advisers, Inc. | 0.31% | Reduce -3.3% | 219,526 | $20.6M |
| Lowe Wealth Advisors, LLC | 8.71% | Reduce -3.4% | 218,979 | $20.5M |
| Cassia Capital Partners, LLC | 12.77% | Reduce -3.1% | 218,534 | $20.5M |
| Adaptive Financial Consulting, LLC | 8.75% | Reduce -3.1% | 218,126 | $20.4M |
| Baron Silver Stevens Financial Advisors, LLC | 3.55% | Reduce -4.0% | 216,768 | $20.3M |
| Beacon Pointe Advisors, LLC | 0.23% | Reduce -0.6% | 216,341 | $20.3M |
| Custos Family Office, LLC | 7.11% | Reduce -0.9% | 213,990 | $20.0M |
| Ball & Co Wealth Management Inc. | 21.36% | Reduce -41.6% | 212,769 | $19.9M |
| Lester Murray Antman dba SimplyRich | 5.74% | Add +12.6% | 211,915 | $19.8M |
| Sanctuary Advisors, LLC | 0.14% | Add +3.2% | 209,391 | $19.6M |
"% 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.