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Who Owns iShares MSCI USA Min Vol Factor ETF
Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in iShares MSCI USA Min Vol Factor ETF.
Who crossed 5% of USMV →Managers holding
68
as of 2026-09-30
Reported value
$125.2M
summed across filings
Shares held
1.3M
Added vs trimmed
14 / 32
since each filer's last quarter
Positions as of 2026-09-30
Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.
| Manager | Value |
|---|---|
| KWMG, LLCMSCI USA MIN ETF153.9K shadded | $15M |
| Koenig Investment Advisory, LLCETF148K shtrimmed | $14.4M |
| Capital Planning LLCExchange Traded Fund107.7K shtrimmed | $10.5M |
| Apella Capital, LLCMSCI USA MIN ETF97.3K shtrimmed | $9.7M |
| Financial Enhancement Group LLCMSCI USA MIN ETF92.8K shadded | $9.2M |
| Invariant Investment ManagementMSCI USA MIN ETF52.6K shadded | $5.2M |
| TOMPKINS FINANCIAL CORPMSCI USA MIN ETF48.4K shtrimmed | $4.7M |
| Wealth Enhancement Trust Services, Inc.MSCI USA MIN ETF44.9K shadded | $4.4M |
| McNaughton Wealth Management, LLCMSCI USA MIN ETF39.6K shtrimmed | $3.9M |
| First Heartland Consultants, Inc.USA MIN VOL ETF39.2K shadded | $3.8M |
| Delta Wealth Advisors LLCMSCI USA MIN ETF38.4K shtrimmed | $3.7M |
| Weaver Consulting GroupMSCI USA MIN ETF38.1K shadded | $3.7M |
| Farther Finance Advisors, LLCETF34.4K shtrimmed | $3.4M |
| Legacy Private Trust Co.MSCI USA MIN ETF30.3K shtrimmed | $2.9M |
| CoreCap Advisors, LLCETF21.7K shtrimmed | $2.1M |
| Baring Financial LLCMSCI USA MIN ETF18K shtrimmed | $1.8M |
| Insight Wealth Strategies, LLCMSCI USA MIN ETF17.8K shtrimmed | $1.7M |
| Ballew Advisors, IncMSCI USA MIN ETF15.6K shtrimmed | $1.5M |
| Kaydan Wealth Management, Inc.MSCI USA MIN ETF13.8K shtrimmed | $1.3M |
| SAPIENT CAPITAL LLCMSCI USA MIN ETF12.2K shtrimmed | $1.2M |
| ARMSTRONG ADVISORY GROUP, INCMSCI USA MIN ETF11.8K shheld | $1.2M |
| Avidian Wealth Enterprises, LLCMSCI USA MIN ETF11.3K shadded | $1.1M |
| Lincoln Capital LLCMSCI USA MIN ETF11K shtrimmed | $1.1M |
| Graves Light Lenhart Wealth, Inc.MSCI USA MIN ETF10K shheld | $976.1K |
| AVAII WEALTH MANAGEMENT, LLCMSCI USA MIN ETF9.8K shtrimmed | $962.3K |
| Ridgewood Investments LLCMSCI USA MIN ETF9.4K shtrimmed | $919.9K |
| Veery Capital, LLCMSCI USA MIN ETF9.1K shadded | $885.8K |
| Everhart Financial Group, Inc.MSCI USA MIN ETF8.7K shtrimmed | $844K |
| Investment Partners Asset Management, Inc.MSCI USA MIN ETF8.4K shadded | $815.4K |
| Post Resch Tallon Group Inc.MSCI USA MIN ETF8K shtrimmed | $775.9K |
| Exchange BankMUTUAL FUNDS/EQ6K shheld | $584.6K |
| GILPIN WEALTH MANAGEMENT, LLCMSCI USA MIN ETF5.8K shheld | $562.2K |
| Aventus Investment Advisors, Inc.ETF5.6K shtrimmed | $545.9K |
| Castle Rock Wealth Management, LLCMSCI USA MIN ETF5.5K shheld | $545.1K |
| FINANCIAL MANAGEMENT NETWORK INCMSCI USA MIN ETF5.5K shtrimmed | $540.9K |
| Retirement Wealth Solutions LLCMSCI USA MIN ETF5.5K shadded | $540.1K |
| Sound Income Strategies, LLCMSCI USA MIN ETF5.4K shadded | $538.8K |
| LifeGoal Investments, LLCMSCI USA MIN ETF5.4K shadded | $529.9K |
| Galvin, Gaustad & Stein, LLCMSCI USA MIN ETF5.2K shtrimmed | $506.5K |
| COLLECTIVE FAMILY OFFICE LLCMSCI USA MIN ETF5.2K shtrimmed | $505.7K |
| Venture Visionary Partners LLCMSCI USA MIN ETF4.7K shtrimmed | $461.3K |
| Atlas Brown,Inc.ETF4.5K shadded | $434.1K |
| Balefire, LLCMSCI USA MIN ETF4.4K shtrimmed | $433.2K |
| GAMMA Investing LLCETF4.4K shheld | $430.3K |
| CANANDAIGUA NATIONAL BANK & TRUST COCom4.2K shheld | $414K |
| Wedmont Private CapitalMSCI USA MIN ETF4.1K shheld | $411.2K |
| Grove Bank & TrustMSCI USA MIN ETF4K shadded | $392.8K |
| Apeiron RIA LLCMSCI USA MIN ETF3.9K shtrimmed | $378.4K |
| COLTON GROOME FINANCIAL ADVISORS, LLCMSCI USA MIN ETF3.1K shtrimmed | $301.2K |
| Successful Portfolios LLCMSCI USA MIN ETF3K shtrimmed | $294K |
| Nautilus Advisors LLCMSCI USA MIN ETF2.9K shheld | $286K |
| BAKER TILLY WEALTH MANAGEMENT, LLCMSCI USA MIN ETF2.7K sh— | $265.7K |
| Rosenberg Matthew HamiltonETF2.6K shtrimmed | $248.5K |
| Harpswell Capital Advisors, LLCMSCI USA MIN ETF2.5K shheld | $243.6K |
| Valeo Financial Advisors, LLCETF2.5K shtrimmed | $240.8K |
| LEGACY SOLUTIONS, LLCMSCI USA MIN ETF2.4K shheld | $229K |
| MRA Advisory GroupMSCI USA MIN ETF2.3K shheld | $223K |
| Bangor Savings BankMSCI USA MIN ETF1.1K shtrimmed | $110K |
| NORTH POINT PORTFOLIO MANAGERS CORP/OHMSCI USA MIN ETF889 sh— | $86.6K |
| AMERICAN NATIONAL BANK & TRUSTMSCI USA MIN VOL821 shheld | $80K |
| Bullock Wealth Management GroupETF785 shheld | $77K |
| Horrell Capital Management, Inc.MSCI USA MIN VOL ETF340 shheld | $33.1K |
| MassMutual Private Wealth & Trust, FSBExchange Traded Fund274 shheld | $26.7K |
| Byrne Asset Management LLCCOM226 shheld | $22.2K |
| ACIMA PRIVATE WEALTH, LLCETF106 shheld | $10.3K |
| Central Pacific Bank - Trust DivisionMSCI USA MIN ETF40 shheld | $3.9K |
| GK Wealth Management LLCMSCI USA MIN ETF31 sh— | $3K |
| VALLEY WEALTH MANAGERS, INC.ETF5 shtrimmed | $487 |
Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.
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