iShares MSCI USA Min Vol FacUSMVETF
13F holders, Q4 2025 (December 31)1,378holders +73
79new positions
80sold out
6famous investors
$94.16avg. 13F price*
At the end of Q4 2025, 1,378 institutions reported holding iShares MSCI USA Min Vol Fac (USMV) in their 13F filings, up 73 from Q3 2025. 79 opened new positions and 80 sold out. The largest holders were Morgan Stanley ($1.4B), Raymond James Financial Inc. ($1.3B) and Bank of America Corp. ($1.2B). 6 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Cliff Asness (0.0% of AQR Capital 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 79 | $68.3M |
| Exits | 80 | $171.4M |
All 13F filers, Q3 2025 → Q4 2025: 8,082,075 shares bought and 8,929,266 shares sold, net −847,191 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,378 holders
| Morgan Stanley | 0.09% | Add +3.1% | 15,236,841 | $1.4B |
| Raymond James Financial Inc. | 0.40% | Add +1.9% | 13,773,118 | $1.3B |
| Bank of America Corp. | 0.09% | Reduce -5.6% | 13,023,458 | $1.2B |
| FMR LLC | 0.06% | Add +19.8% | 12,210,947 | $1.1B |
| Wealth Enhancement Advisory Services, LLC | 0.90% | Add +2.1% | 6,977,742 | $659.8M |
| LPL Financial LLC | 0.16% | Reduce -4.0% | 6,288,665 | $592.1M |
| PNC Financial Services Group, Inc. | 0.24% | Reduce -8.8% | 4,669,005 | $439.6M |
| BlackRock, Inc. | 0.01% | Reduce -11.7% | 4,161,785 | $391.9M |
| Millburn Ridgefield LLC | 8.42% | No change | 3,752,960 | $353.4M |
| Catalyst Capital Advisors LLC | 7.26% | No change | 3,752,960 | $353.4M |
| JPMorgan Chase & Co. | 0.02% | Add +5.9% | 3,542,763 | $333.6M |
| Wells Fargo & Company | 0.06% | Add +1.0% | 3,509,626 | $330.5M |
| Envestnet Asset Management Inc. | 0.10% | Reduce -7.5% | 3,480,989 | $327.8M |
| UBS Group AG | 0.06% | Reduce -3.6% | 3,418,226 | $321.9M |
| Ameriprise Financial Inc. | 0.06% | Add +8.4% | 2,808,144 | $264.4M |
| Two Sigma Investments, LP | 0.37% | Reduce -8.8% | 2,492,600 | $234.7M |
| Cetera Investment Advisers | 0.22% | Add +2.5% | 2,123,167 | $199.9M |
| Commonwealth Equity Services, LLC | 0.25% | Reduce -2.0% | 1,995,478 | $187.9M |
| Northwestern Mutual Wealth Management Co. | 0.10% | Reduce -6.8% | 1,675,239 | $157.7M |
| Royal Bank of Canada | 0.03% | Add +2.4% | 1,663,637 | $156.6M |
| Assetmark, Inc. | 0.30% | Reduce -4.3% | 1,554,364 | $146.4M |
| Sei Investments Co. | 0.14% | Add +1.7% | 1,531,309 | $144.2M |
| Cambridge Investment Research Advisors, Inc. | 0.35% | Add +20.9% | 1,418,508 | $133.6M |
| Mercer Global Advisors Inc. | 0.18% | Reduce -1.5% | 1,267,613 | $119.4M |
| Johnson Investment Counsel Inc. | 0.95% | Reduce -3.3% | 1,234,101 | $116.2M |
| Focus Partners Wealth | 0.13% | Add +8.9% | 1,225,619 | $115.4M |
| Cerity Partners LLC | 0.17% | Add +4.2% | 1,222,695 | $115.1M |
| Horizon Investments, LLC | 1.42% | Reduce -1.3% | 1,191,694 | $112.2M |
| Mariner, LLC | 0.12% | Reduce -13.3% | 1,055,276 | $99.4M |
| Jones Financial Companies LLLP | 0.06% | Add +16.4% | 1,008,775 | $95.0M |
| Osaic Holdings, Inc. | 0.13% | Reduce -10.4% | 974,737 | $91.8M |
| Dynasty Wealth Management, LLC | 0.83% | Reduce -29.2% | 893,591 | $84.1M |
| Securian Asset Management, Inc. | 3.11% | Reduce -4.1% | 870,287 | $81.9M |
| Brookstone Capital Management | 0.92% | Reduce -5.2% | 854,348 | $80.4M |
| Russell Investments Group, Ltd. | 0.09% | Reduce -5.2% | 852,118 | $80.2M |
| BNP Paribas Financial Markets | 0.05% | Add +10472.3% | 800,747 | $75.4M |
| Cwm, LLC | 0.20% | Add +1.4% | 795,730 | $74.9M |
| Captrust Financial Advisors | 0.13% | Reduce -3.2% | 735,946 | $69.3M |
| Quotient Wealth Partners, LLC | 1.84% | Reduce -31.7% | 732,704 | $69.0M |
| US Bancorp \de | 0.08% | Reduce -6.6% | 728,703 | $68.6M |
| MAI Capital Management | 0.39% | Add +40.9% | 712,694 | $67.1M |
| Janney Montgomery Scott LLC | 0.15% | Add +2.5% | 671,440 | $63.2M |
| HighTower Advisors, LLC | 0.07% | Reduce -0.3% | 671,199 | $63.2M |
| Steward Partners Investment Advisory, LLC | 0.34% | Reduce -5.4% | 666,308 | $62.7M |
| Stifel Financial Corp. | 0.06% | Add +7.5% | 655,434 | $61.7M |
| Geneos Wealth Management Inc. | 1.32% | Add +4.4% | 573,795 | $54.0M |
| Bank of New York Mellon Corp | 0.01% | Add +3.2% | 536,968 | $50.6M |
| Barclays PLC | 0.02% | Add +5.9% | 529,659 | $49.9M |
| MML Investors Services, LLC | 0.12% | Add +1.3% | 508,271 | $47.9M |
| Private Advisor Group, LLC | 0.22% | Reduce -1.5% | 503,255 | $47.4M |
| NewEdge Advisors, LLC | 0.16% | Reduce -4.2% | 475,640 | $44.8M |
| Facet Wealth, Inc. | 0.78% | Add +3.9% | 462,542 | $44.0M |
| Glenmede Trust Co. NA | 0.19% | — | 425,429 | $40.1M |
| Vestcor Inc | 1.13% | Add +438.5% | 420,748 | $39.6M |
| High Probability Advisors, LLC | 4.80% | Add +4.3% | 382,490 | $36.0M |
| Qube Research & Technologies Ltd | 0.05% | Add +8.6% | 379,398 | $35.7M |
| ARS Wealth Advisors Group, LLC | 3.21% | Reduce -4.1% | 377,494 | $35.5M |
| Klingman & Associates, LLC | 1.65% | Reduce -2.0% | 363,088 | $34.2M |
| Truist Financial Corp. | 0.04% | Reduce -45.6% | 337,176 | $31.7M |
| Keybank National Association | 0.11% | Reduce -12.3% | 322,060 | $30.3M |
| Alliancebernstein L.P. | 0.01% | Add +433.1% | 318,051 | $29.9M |
| Rehmann Capital Advisory Group | 1.53% | Add +3.2% | 308,099 | $29.4M |
| Lineweaver Wealth Advisors, LLC | 4.01% | Add +1.4% | 311,983 | $29.4M |
| Park Avenue Securities LLC | 0.25% | Reduce -6.7% | 309,667 | $29.2M |
| Symmetry Partners, LLC | 1.71% | Add +3.7% | 307,678 | $29.0M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.05% | Add +145.8% | 290,000 | $27.3M |
| Integrated Wealth Concepts LLC | 0.32% | Reduce -16.4% | 282,483 | $26.6M |
| Kestra Advisory Services, LLC | 0.11% | Add +5.3% | 280,368 | $26.4M |
| Lido Advisors, LLC | 0.10% | Add +2.4% | 274,347 | $26.1M |
| Envestnet Portfolio Solutions, Inc. | 0.09% | Add +1.8% | 271,919 | $25.6M |
| GDS Wealth Management | 1.56% | Reduce -12.8% | 264,659 | $24.9M |
| Sagespring Wealth Partners, LLC | 0.45% | Reduce -7.7% | 261,676 | $24.6M |
| Cornerstone Wealth Management, LLC | 1.24% | Add +2.0% | 253,762 | $23.9M |
| Creative Planning | 0.02% | Reduce -5.1% | 250,310 | $23.6M |
| Well Done, LLC | 3.44% | Reduce -1.3% | 244,249 | $23.0M |
| Capital Advisors, Ltd. LLC | 2.57% | Reduce -1.7% | 242,057 | $22.8M |
| Stratos Wealth Partners, LTD. | 0.26% | Add +2.3% | 241,476 | $22.7M |
| Pacific Center for Financial Services | 5.78% | No change | 238,345 | $22.7M |
| Beacon Pointe Advisors, LLC | 0.16% | Add +2.2% | 238,418 | $22.4M |
| Citizens Financial Group Inc. | 0.30% | Reduce -1.4% | 236,531 | $22.3M |
| OneDigital Investment Advisors LLC | 0.22% | Reduce -2.8% | 234,598 | $22.1M |
| Citigroup Inc. | 0.02% | Reduce -23.1% | 233,684 | $22.0M |
| Cassia Capital Partners, LLC | 11.59% | Add +4.7% | 227,493 | $21.4M |
| Sanctuary Advisors, LLC | 0.12% | Reduce -0.3% | 226,463 | $21.3M |
| Baron Silver Stevens Financial Advisors, LLC | 3.05% | Reduce -1.5% | 224,532 | $21.1M |
| Adaptive Financial Consulting, LLC | 8.16% | Add +3.2% | 222,839 | $21.0M |
| Journey Advisory Group, LLC | 1.76% | Add +1.3% | 222,135 | $20.9M |
| Lester Murray Antman dba SimplyRich | 5.43% | Add +4.8% | 220,714 | $20.8M |
| Choreo, LLC | 0.26% | Reduce -4.7% | 216,979 | $20.6M |
| Valmark Advisers, Inc. | 0.25% | Reduce -1.0% | 214,795 | $20.2M |
| &partners | 0.10% | Add +32.6% | 211,695 | $19.9M |
| MV Capital Management, Inc. | 1.91% | Reduce -0.3% | 211,341 | $19.9M |
| Financial Enhancement Group LLC | 2.50% | Add +23.7% | 203,637 | $19.2M |
| Rockefeller Capital Management L.P. | 0.03% | Add +11.7% | 202,560 | $19.1M |
| Intrust Bank NA | 1.58% | Add +3.6% | 202,328 | $19.1M |
| Equitable Holdings, Inc. | 0.13% | Add +15.0% | 202,099 | $19.0M |
| Meridian Wealth Advisors, LLC | 2.58% | Add +40.4% | 197,634 | $18.6M |
| Wealth Advisors of Iowa, LLC | 6.08% | Add +1.7% | 196,636 | $18.5M |
| United Capital Financial Advisors, LLC | 0.11% | Add +33.9% | 193,885 | $18.3M |
| Summit Wealth Partners, LLC | 3.28% | Reduce -7.5% | 188,694 | $17.8M |
"% 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.