iShares MSCI USA Min Vol FacUSMVETF
13F holders, Q2 2025 (June 30)1,301holders
72new positions
73sold out
5famous investors
$93.87avg. 13F price*
At the end of Q2 2025, 1,301 institutions reported holding iShares MSCI USA Min Vol Fac (USMV) in their 13F filings, unchanged from Q1 2025. 72 opened new positions and 73 sold out. The largest holders were Bank of America Corp. ($1.3B), Raymond James Financial Inc. ($1.2B) and Morgan Stanley ($1.2B). 5 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management'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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 72 | $197.7M |
| Exits | 73 | $490.8M |
All 13F filers, Q1 2025 → Q2 2025: 9,906,998 shares bought and 18,502,355 shares sold, net −8,595,357 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,301 holders
| Bank of America Corp. | 0.10% | Reduce -2.7% | 13,696,374 | $1.3B |
| Raymond James Financial Inc. | 0.43% | Add +1.5% | 13,315,040 | $1.2B |
| Morgan Stanley | 0.08% | Reduce -28.4% | 12,533,165 | $1.2B |
| FMR LLC | 0.06% | Reduce -4.4% | 10,583,488 | $993.5M |
| Wealth Enhancement Advisory Services, LLC | 1.04% | Add +0.8% | 6,675,665 | $628.6M |
| LPL Financial LLC | 0.20% | Add +7.4% | 6,313,739 | $592.7M |
| PNC Financial Services Group, Inc. | 0.33% | Reduce -5.2% | 5,459,821 | $512.5M |
| Envestnet Asset Management Inc. | 0.13% | Add +1.8% | 4,686,964 | $440.0M |
| BlackRock, Inc. | 0.01% | Reduce -3.2% | 4,550,622 | $427.2M |
| Wells Fargo & Company | 0.08% | Reduce -4.3% | 3,658,502 | $343.4M |
| Millburn Ridgefield LLC | 8.05% | Reduce -5.1% | 3,562,314 | $334.4M |
| Catalyst Capital Advisors LLC | 6.75% | Reduce -5.1% | 3,562,314 | $334.4M |
| UBS Group AG | 0.07% | Reduce -2.5% | 3,465,922 | $325.3M |
| JPMorgan Chase & Co. | 0.02% | Reduce -10.8% | 3,429,929 | $322.0M |
| Ameriprise Financial Inc. | 0.07% | Add +18.5% | 2,892,840 | $271.6M |
| Commonwealth Equity Services, LLC | 0.27% | Add +0.8% | 2,202,341 | $206.7M |
| Two Sigma Investments, LP | 0.38% | Add +264.6% | 2,168,200 | $203.5M |
| Cetera Investment Advisers | 0.34% | Add +26.3% | 2,142,277 | $201.1M |
| Northwestern Mutual Wealth Management Co. | 0.13% | Add +3.9% | 1,904,012 | $178.7M |
| Assetmark, Inc. | 0.39% | Add +6.3% | 1,746,262 | $163.9M |
| Royal Bank of Canada | 0.03% | Reduce -12.1% | 1,519,813 | $142.7M |
| Sei Investments Co. | 0.16% | Add +2.0% | 1,494,981 | $140.3M |
| Mercer Global Advisors Inc. | 0.30% | Reduce -5.8% | 1,441,028 | $135.3M |
| Caisse de depot et placement du Quebec | 0.26% | Reduce -6.5% | 1,304,692 | $122.5M |
| Johnson Investment Counsel Inc. | 1.07% | Add +3.2% | 1,263,596 | $118.6M |
| Bank of New York Mellon Corp | 0.02% | Add +22.8% | 1,207,864 | $113.4M |
| Mariner, LLC | 0.16% | Reduce -0.8% | 1,205,188 | $113.1M |
| Cambridge Investment Research Advisors, Inc. | 0.34% | Reduce -7.9% | 1,197,032 | $112.4M |
| Dynasty Wealth Management, LLC | 1.88% | Reduce -1.5% | 1,176,869 | $110.5M |
| Horizon Investments, LLC | 1.70% | Add +44.0% | 1,146,363 | $107.6M |
| Focus Partners Wealth | 0.23% | Add +1.9% | 1,138,345 | $106.9M |
| Osaic Holdings, Inc. | 0.19% | Reduce -20.8% | 1,131,306 | $106.2M |
| Cerity Partners LLC | 0.19% | Reduce -48.6% | 1,121,739 | $105.3M |
| Financial Advisors, LLC | 19.22% | Reduce -0.7% | 1,099,487 | $103.2M |
| Quotient Wealth Partners, LLC | 2.82% | Add +2.4% | 1,019,605 | $95.7M |
| Brookstone Capital Management | 1.14% | Reduce -5.6% | 927,795 | $87.1M |
| Securian Asset Management, Inc. | 2.36% | Reduce -14.0% | 881,287 | $82.7M |
| US Bancorp \de | 0.10% | Reduce -33.1% | 823,869 | $77.3M |
| Captrust Financial Advisors | 0.16% | Reduce -4.7% | 765,468 | $71.9M |
| Cwm, LLC | 0.25% | Add +4.0% | 761,223 | $71.5M |
| Truist Financial Corp. | 0.10% | Add +147.7% | 731,634 | $68.7M |
| Jones Financial Companies LLLP | 0.05% | Add +35.2% | 724,296 | $67.4M |
| Steward Partners Investment Advisory, LLC | 0.51% | Add +7.9% | 700,707 | $65.8M |
| HighTower Advisors, LLC | 0.08% | Reduce -1.7% | 678,845 | $63.7M |
| Janney Montgomery Scott LLC | 0.16% | Add +13.9% | 658,501 | $61.8M |
| MML Investors Services, LLC | 0.16% | Add +7.5% | 576,273 | $54.1M |
| Geneos Wealth Management Inc. | 1.29% | Reduce -1.4% | 560,626 | $52.6M |
| Russell Investments Group, Ltd. | 0.07% | Add +3.0% | 554,464 | $52.0M |
| Private Advisor Group, LLC | 0.27% | Add +5.5% | 533,569 | $50.1M |
| Stifel Financial Corp. | 0.05% | Add +16.1% | 518,835 | $48.7M |
| Sovereign Investment Advisors, LLC | 13.29% | Add +60.1% | 514,675 | $48.3M |
| MAI Capital Management | 0.33% | Reduce -0.8% | 498,855 | $46.8M |
| NewEdge Advisors, LLC | 0.24% | Reduce -3.7% | 497,468 | $46.7M |
| Park Avenue Securities LLC | 0.41% | Add +21.0% | 475,892 | $44.7M |
| Glenmede Investment Management, LP | 0.21% | — | 440,319 | $41.3M |
| Facet Wealth, Inc. | 0.93% | Add +0.3% | 440,141 | $40.8M |
| ARS Wealth Advisors Group, LLC | 4.35% | Reduce -2.9% | 401,337 | $37.7M |
| Klingman & Associates, LLC | 1.94% | Reduce -0.9% | 374,660 | $35.2M |
| Portfolio Design Labs, LLC | 6.81% | New | 369,354 | $34.7M |
| Keybank National Association | 0.13% | Reduce -1.5% | 359,795 | $33.8M |
| High Probability Advisors, LLC | 4.92% | Add +0.4% | 350,316 | $32.9M |
| Integrated Wealth Concepts LLC | 0.32% | Reduce -3.0% | 344,233 | $32.3M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.06% | New | 318,000 | $29.9M |
| Sagespring Wealth Partners, LLC | 0.63% | Reduce -6.0% | 313,896 | $29.5M |
| Ascent Group, LLC | 1.13% | Add +1116.1% | 308,114 | $28.9M |
| Lineweaver Wealth Advisors, LLC | 4.55% | Add +67.2% | 306,980 | $28.8M |
| GDS Wealth Management | 2.04% | Add +1.2% | 297,725 | $27.9M |
| Ocean Park Asset Management, LLC | 0.95% | No change | 285,868 | $26.8M |
| Rehmann Capital Advisory Group | 1.62% | Reduce -1.0% | 284,803 | $26.7M |
| Envestnet Portfolio Solutions, Inc. | 0.10% | Add +5.3% | 278,750 | $26.2M |
| Kestra Advisory Services, LLC | 0.12% | Add +18.5% | 271,470 | $25.5M |
| Berkshire Money Management, Inc. | 2.67% | New | 270,650 | $25.4M |
| Creative Planning | 0.02% | Add +4.2% | 266,538 | $25.0M |
| Symmetry Partners, LLC | 3.04% | Add +10.1% | 263,164 | $24.7M |
| Citizens Financial Group Inc. | 0.39% | Reduce -4.4% | 255,666 | $24.0M |
| Cornerstone Wealth Management, LLC | 1.44% | Reduce -1.4% | 253,542 | $23.8M |
| OneDigital Investment Advisors LLC | 0.26% | Reduce -6.3% | 253,435 | $23.8M |
| Capital Advisors, Ltd. LLC | 2.88% | Add +0.0% | 248,410 | $23.3M |
| Qube Research & Technologies Ltd | 0.03% | Add +465.5% | 244,764 | $23.0M |
| Well Done, LLC | 4.30% | Reduce -3.2% | 244,014 | $22.9M |
| Stratos Wealth Partners, LTD. | 0.31% | Reduce -9.0% | 240,616 | $22.6M |
| Pacific Center for Financial Services | 6.11% | Reduce -0.5% | 239,832 | $22.5M |
| Avantax Advisory Services, Inc. | 0.12% | Add +2.0% | 237,558 | $22.3M |
| Choreo, LLC | 0.30% | Reduce -15.8% | 232,719 | $21.8M |
| Baron Silver Stevens Financial Advisors, LLC | 3.41% | Add +4.6% | 226,798 | $21.3M |
| Journey Advisory Group, LLC | 1.61% | Reduce -5.4% | 220,613 | $20.7M |
| Lowe Wealth Advisors, LLC | 8.08% | Add +0.7% | 220,433 | $20.7M |
| Valmark Advisers, Inc. | 0.29% | Add +0.2% | 219,956 | $20.6M |
| Lester Murray Antman dba SimplyRich | 5.73% | Add +3.3% | 218,975 | $20.6M |
| Ball & Co Wealth Management Inc. | 21.88% | Add +2.8% | 218,731 | $20.5M |
| Beacon Pointe Advisors, LLC | 0.21% | Add +0.7% | 217,893 | $20.5M |
| Sanctuary Advisors, LLC | 0.13% | Add +3.5% | 216,689 | $20.3M |
| MV Capital Management, Inc. | 2.08% | Reduce -2.0% | 215,522 | $20.2M |
| Adaptive Financial Consulting, LLC | 8.40% | Reduce -1.7% | 214,385 | $20.1M |
| Cassia Capital Partners, LLC | 12.09% | Reduce -2.0% | 214,064 | $20.1M |
| Custos Family Office, LLC | 6.39% | Reduce -0.2% | 213,518 | $20.0M |
| Summit Wealth Partners, LLC | 3.65% | Add +4.4% | 203,668 | $19.1M |
| Comerica Bank | 0.07% | Add +3.9% | 202,422 | $19.0M |
| Syntegra Private Wealth Group, LLC | 1.91% | Reduce -4.4% | 199,698 | $18.7M |
| Alliancebernstein L.P. | 0.01% | Add +3.3% | 197,483 | $18.5M |
"% 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.