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 Form 13F filings. 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 Institutional Insights

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q4 2021Eagle Capital ManagementBuy1179,118$738
Q4 2021Matrix Private Capital GroupSell-9011,155$902
Q3 2021Renaissance Technologies LLCBuy13,50013,500$992
Q3 2021Eagle Capital ManagementBuy1489,001$662
Q2 2021Sequoia Financial AdvisorsBuy5765,697$419
Q2 2021Eagle Capital ManagementBuy5268,853$652
Q1 2021Sequoia Financial AdvisorsSell-1,6305,121$354
Q1 2021Eagle Capital ManagementBuy4468,327$576
Q1 2021Matrix Private Capital GroupSell-15211,245$778
Q4 2020Eagle Capital ManagementBuy267,881$535
Q3 2020Eagle Capital ManagementBuy2887,855$501
Q3 2020Matrix Private Capital GroupSell-4111,397$726
Q2 2020Eagle Capital ManagementSell-153,0287,567$459
Q2 2020Matrix Private Capital GroupSell-29411,438$693
Q1 2020Matrix Private Capital GroupBuy2,30011,732$634
Q4 2019Matrix Private Capital GroupBuy9,4329,432$619
Q4 2019Eagle Capital ManagementSell-141160,595$10,535
Q3 2019Eagle Capital ManagementBuy2,364160,736$10,303
Q2 2019Eagle Capital ManagementBuy45,132158,372$9,776
Q1 2019Eagle Capital ManagementBuy341113,240$6,659
Q4 2018Eagle Capital ManagementBuy112,899112,899$5,916
Q4 2016Sequoia Financial AdvisorsSell-5706,751$305
Q3 2016Sequoia Financial AdvisorsBuy8097,321$333
Q2 2016Sequoia Financial AdvisorsBuy6,5126,512$301

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.