USMV Institutional Ownership Changes & 13F Activity
ISHARES MSCI USA MIN VOL FAC (USMV) institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Sequoia Financial Advisors, Mairs & Power Growth Fund, Renaissance Technologies LLC, Matrix Private Capital Group, and Eagle Capital Management.
Related USMV insights
| Portfolio quarter | Name | Type | Quantity | Remaining | Reported stock balance |
|---|---|---|---|---|---|
| Q1 2026 | Sequoia Financial Advisors | Sell | -13,874 | 151,073 | $14,010,512 |
| Q1 2026 | Mairs & Power Growth Fund | Buy | 3,884 | 3,884 | $360,010 |
| Q3 2025 | Sequoia Financial Advisors | Sell | -11,299 | 164,947 | $15,693,103 |
| Q3 2025 | Renaissance Technologies LLC | Buy | 9,000 | 23,100 | $2,197,734 |
| Q2 2025 | Sequoia Financial Advisors | Sell | -69,112 | 176,246 | $16,544,227 |
| Q1 2025 | Sequoia Financial Advisors | Sell | -40,380 | 245,358 | $22,980,201 |
| Q1 2025 | Renaissance Technologies LLC | Sell | -2,200 | 14,100 | $1,320,606 |
| Q4 2024 | Sequoia Financial Advisors | Buy | 281,084 | 285,738 | $25,370,682 |
| Q3 2024 | Sequoia Financial Advisors | Sell | -924 | 4,654 | $424,957 |
| Q2 2024 | Renaissance Technologies LLC | Sell | -5,400 | 16,300 | $1,368,548 |
| Q2 2024 | Sequoia Financial Advisors | Buy | 717 | 5,578 | $468,329 |
| Q1 2024 | Sequoia Financial Advisors | Buy | 914 | 4,861 | $406,283 |
| Q4 2023 | Sequoia Financial Advisors | Sell | -204 | 3,947 | $307,985 |
| Q3 2023 | Matrix Private Capital Group | Sell | -2,688 | 4,035 | $293,615 |
| Q3 2023 | Sequoia Financial Advisors | Buy | 491 | 4,151 | $300,450 |
| Q2 2023 | Sequoia Financial Advisors | Sell | -203 | 3,660 | $272,048 |
| Q1 2023 | Sequoia Financial Advisors | Sell | -273 | 3,863 | $280,995 |
| Q1 2023 | Matrix Private Capital Group | Sell | -43 | 6,723 | $489,031 |
| Q4 2022 | Renaissance Technologies LLC | Buy | 8,200 | 21,700 | $1,565 |
| Q4 2022 | Eagle Capital Management | Buy | 281 | 10,215 | $737 |
| Q4 2022 | Sequoia Financial Advisors | Buy | 113 | 4,136 | $298,206 |
| Q3 2022 | Matrix Private Capital Group | Sell | -2,519 | 6,766 | $447 |
| Q3 2022 | Sequoia Financial Advisors | Buy | 342 | 4,023 | $266 |
| Q3 2022 | Eagle Capital Management | Buy | 99 | 9,934 | $657 |
| Q2 2022 | Matrix Private Capital Group | Sell | -1,870 | 9,285 | $652 |
| Q2 2022 | Sequoia Financial Advisors | Buy | 303 | 3,681 | $258 |
| Q2 2022 | Eagle Capital Management | Buy | 1 | 9,835 | $691 |
| Q1 2022 | Sequoia Financial Advisors | Sell | -1,613 | 3,378 | $262 |
| Q1 2022 | Eagle Capital Management | Buy | 716 | 9,834 | $763 |
| Q4 2021 | Sequoia Financial Advisors | Sell | -706 | 4,991 | $404 |
Frequently asked questions about USMV activity
Which institutional owners are buying USMV?
Institutional owners buying USMV include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in USMV activity?
"Buy" means an investor increased their reported position in USMV compared to the prior reporting period. This reflects growing exposure to ISHARES MSCI USA MIN VOL FAC (USMV) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in USMV increasing?
Institutional interest in USMV can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.