iShares MSCI USA Min Vol FacUSMVETF
13F holders, Q3 2025 (September 30)1,305holders +4
75new positions
66sold out
5famous investors
$95.27avg. 13F price*
At the end of Q3 2025, 1,305 institutions reported holding iShares MSCI USA Min Vol Fac (USMV) in their 13F filings, up 4 from Q2 2025. 75 opened new positions and 66 sold out. The largest holders were Morgan Stanley ($1.4B), Bank of America Corp. ($1.3B) and Raymond James Financial Inc. ($1.3B). 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 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 75 | $184.0M |
| Exits | 66 | $208.4M |
All 13F filers, Q2 2025 → Q3 2025: 9,005,518 shares bought and 9,791,525 shares sold, net −786,007 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,305 holders
| Morgan Stanley | 0.09% | Add +17.9% | 14,770,971 | $1.4B |
| Bank of America Corp. | 0.10% | Add +0.7% | 13,794,595 | $1.3B |
| Raymond James Financial Inc. | 0.41% | Add +1.6% | 13,521,148 | $1.3B |
| FMR LLC | 0.05% | Reduce -3.7% | 10,191,385 | $969.6M |
| Wealth Enhancement Advisory Services, LLC | 0.98% | Add +2.3% | 6,831,899 | $650.7M |
| LPL Financial LLC | 0.18% | Add +3.7% | 6,547,026 | $622.9M |
| PNC Financial Services Group, Inc. | 0.30% | Reduce -6.2% | 5,119,584 | $487.1M |
| BlackRock, Inc. | 0.01% | Add +3.6% | 4,713,785 | $448.5M |
| Envestnet Asset Management Inc. | 0.10% | Reduce -19.7% | 3,762,161 | $357.9M |
| Millburn Ridgefield LLC | 8.52% | Add +5.3% | 3,752,960 | $357.1M |
| Catalyst Capital Advisors LLC | 7.20% | Add +5.3% | 3,752,960 | $357.1M |
| UBS Group AG | 0.07% | Add +2.3% | 3,545,978 | $337.4M |
| Wells Fargo & Company | 0.07% | Reduce -5.0% | 3,473,696 | $330.5M |
| JPMorgan Chase & Co. | 0.02% | Reduce -2.5% | 3,344,287 | $318.2M |
| Two Sigma Investments, LP | 0.42% | Add +26.1% | 2,733,400 | $260.1M |
| Ameriprise Financial Inc. | 0.06% | Reduce -10.4% | 2,591,072 | $247.1M |
| Cetera Investment Advisers | 0.23% | Reduce -3.3% | 2,071,039 | $197.0M |
| Commonwealth Equity Services, LLC | 0.25% | Reduce -7.5% | 2,036,321 | $193.7M |
| Northwestern Mutual Wealth Management Co. | 0.11% | Reduce -5.6% | 1,797,261 | $171.0M |
| Royal Bank of Canada | 0.03% | Add +6.9% | 1,624,366 | $154.5M |
| Assetmark, Inc. | 0.33% | Reduce -7.0% | 1,623,864 | $154.5M |
| Sei Investments Co. | 0.15% | Add +0.7% | 1,505,143 | $143.2M |
| Mercer Global Advisors Inc. | 0.20% | Reduce -10.7% | 1,286,426 | $122.4M |
| Johnson Investment Counsel Inc. | 1.02% | Add +1.0% | 1,276,772 | $121.5M |
| Dynasty Wealth Management, LLC | 1.60% | Add +7.2% | 1,261,838 | $120.1M |
| Mariner, LLC | 0.15% | Add +1.0% | 1,216,943 | $115.8M |
| Horizon Investments, LLC | 1.51% | Add +5.3% | 1,207,696 | $114.9M |
| Cambridge Investment Research Advisors, Inc. | 0.31% | Reduce -2.0% | 1,173,603 | $111.7M |
| Cerity Partners LLC | 0.18% | Add +4.6% | 1,173,137 | $111.6M |
| Focus Partners Wealth | 0.17% | Reduce -1.2% | 1,124,918 | $107.0M |
| Financial Advisors, LLC | 18.32% | Reduce -1.2% | 1,086,372 | $103.4M |
| Osaic Holdings, Inc. | 0.14% | Reduce -3.8% | 1,088,494 | $102.9M |
| Quotient Wealth Partners, LLC | 2.79% | Add +5.2% | 1,072,213 | $102.0M |
| Securian Asset Management, Inc. | 2.29% | Add +3.0% | 907,287 | $86.3M |
| Brookstone Capital Management | 1.02% | Reduce -2.8% | 901,586 | $85.8M |
| Russell Investments Group, Ltd. | 0.10% | Add +62.1% | 898,946 | $85.5M |
| Junto Capital Management LP | 1.78% | New | 894,548 | $85.1M |
| Jones Financial Companies LLLP | 0.06% | Add +19.7% | 866,788 | $81.9M |
| Cwm, LLC | 0.22% | Add +3.1% | 784,525 | $74.6M |
| US Bancorp \de | 0.09% | Reduce -5.3% | 780,361 | $74.2M |
| Captrust Financial Advisors | 0.15% | Reduce -0.7% | 760,024 | $72.3M |
| Steward Partners Investment Advisory, LLC | 0.38% | Add +0.6% | 704,580 | $67.0M |
| HighTower Advisors, LLC | 0.07% | Reduce -0.8% | 673,550 | $64.1M |
| Janney Montgomery Scott LLC | 0.15% | Reduce -0.5% | 655,308 | $62.3M |
| Truist Financial Corp. | 0.08% | Reduce -15.3% | 619,787 | $59.0M |
| Stifel Financial Corp. | 0.05% | Add +17.6% | 609,963 | $58.0M |
| Geneos Wealth Management Inc. | 1.33% | Reduce -2.0% | 549,626 | $52.3M |
| Bank of New York Mellon Corp | 0.01% | Reduce -56.9% | 520,181 | $49.5M |
| Private Advisor Group, LLC | 0.24% | Reduce -4.2% | 511,005 | $48.6M |
| MAI Capital Management | 0.30% | Add +1.4% | 505,973 | $48.1M |
| MML Investors Services, LLC | 0.13% | Reduce -12.9% | 501,996 | $47.8M |
| Barclays PLC | 0.02% | Add +238.2% | 500,271 | $47.6M |
| NewEdge Advisors, LLC | 0.21% | Reduce -0.3% | 496,231 | $47.2M |
| Sovereign Investment Advisors, LLC | 11.68% | Reduce -12.6% | 450,059 | $42.8M |
| Facet Wealth, Inc. | 0.88% | Add +1.1% | 445,185 | $42.4M |
| Glenmede Investment Management, LP | 0.19% | Reduce -5.5% | 416,136 | $39.6M |
| ARS Wealth Advisors Group, LLC | 3.70% | Reduce -1.9% | 393,514 | $37.4M |
| Klingman & Associates, LLC | 1.78% | Reduce -1.1% | 370,580 | $35.3M |
| Keybank National Association | 0.12% | Add +2.1% | 367,438 | $34.9M |
| High Probability Advisors, LLC | 4.78% | Add +4.6% | 366,545 | $34.9M |
| Qube Research & Technologies Ltd | 0.05% | Add +42.7% | 349,295 | $33.2M |
| Integrated Wealth Concepts LLC | 0.29% | Reduce -1.8% | 338,098 | $32.2M |
| Park Avenue Securities LLC | 0.25% | Reduce -30.3% | 331,718 | $31.6M |
| Lineweaver Wealth Advisors, LLC | 4.29% | Add +0.2% | 307,540 | $29.3M |
| Balyasny Asset Management L.P. | 0.06% | New | 306,619 | $29.2M |
| Citigroup Inc. | 0.02% | Add +65.8% | 303,960 | $28.9M |
| GDS Wealth Management | 1.91% | Add +1.9% | 303,422 | $28.9M |
| Rehmann Capital Advisory Group | 1.55% | Add +4.8% | 298,458 | $28.4M |
| Symmetry Partners, LLC | 3.07% | Add +12.7% | 296,590 | $28.2M |
| Sagespring Wealth Partners, LLC | 0.53% | Reduce -9.7% | 283,353 | $27.0M |
| Lido Advisors, LLC | 0.11% | Add +148.5% | 267,969 | $25.5M |
| Envestnet Portfolio Solutions, Inc. | 0.09% | Reduce -4.1% | 267,224 | $25.4M |
| Kestra Advisory Services, LLC | 0.12% | Reduce -2.0% | 266,139 | $25.3M |
| Creative Planning | 0.02% | Reduce -1.1% | 263,666 | $25.1M |
| Cornerstone Wealth Management, LLC | 1.31% | Reduce -1.9% | 248,744 | $23.7M |
| Well Done, LLC | 4.01% | Add +1.4% | 247,419 | $23.5M |
| Capital Advisors, Ltd. LLC | 2.65% | Reduce -0.9% | 246,179 | $23.4M |
| OneDigital Investment Advisors LLC | 0.24% | Reduce -4.7% | 241,427 | $23.0M |
| Citizens Financial Group Inc. | 0.31% | Reduce -6.2% | 239,934 | $22.8M |
| Pacific Center for Financial Services | 5.78% | Reduce -0.6% | 238,345 | $22.7M |
| Stratos Wealth Partners, LTD. | 0.27% | Reduce -1.9% | 236,122 | $22.5M |
| Beacon Pointe Advisors, LLC | 0.19% | Add +7.1% | 233,331 | $22.2M |
| Mirae Asset Global Investments Co., Ltd. | 0.07% | Add +3.1% | 195,000 | $22.0M |
| Baron Silver Stevens Financial Advisors, LLC | 3.17% | Add +0.5% | 227,905 | $21.7M |
| Choreo, LLC | 0.28% | Reduce -2.1% | 227,778 | $21.7M |
| Sanctuary Advisors, LLC | 0.12% | Add +4.9% | 227,260 | $21.6M |
| Goldman Sachs Group Inc. | 0.00% | Add +79.9% | 220,425 | $21.0M |
| Journey Advisory Group, LLC | 1.54% | Reduce -0.6% | 219,257 | $20.9M |
| Hansen & Associates Financial Group, Inc. | 8.67% | New | 21,948 | $20.7M |
| Lowe Wealth Advisors, LLC | 7.55% | Reduce -1.4% | 217,277 | $20.7M |
| Cassia Capital Partners, LLC | 11.29% | Add +1.5% | 217,248 | $20.7M |
| Valmark Advisers, Inc. | 0.27% | Reduce -1.4% | 216,971 | $20.6M |
| Adaptive Financial Consulting, LLC | 8.21% | Add +0.7% | 215,866 | $20.5M |
| Modern Wealth Management, LLC | 0.40% | Add +254.8% | 212,469 | $20.2M |
| MV Capital Management, Inc. | 1.94% | Reduce -1.6% | 211,972 | $20.2M |
| Lester Murray Antman dba SimplyRich | 5.41% | Reduce -3.8% | 210,695 | $20.0M |
| Summit Wealth Partners, LLC | 3.50% | Add +0.1% | 203,925 | $19.4M |
| Comerica Bank | 0.07% | Add +0.2% | 202,847 | $19.3M |
| Intrust Bank NA | 1.54% | Add +1.6% | 195,243 | $18.6M |
| Wealth Advisors of Iowa, LLC | 6.26% | Reduce -0.6% | 193,364 | $18.4M |
"% 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.