USMV Institutional Ownership Trend

Institutional ownership trends for ISHARES MSCI USA MIN VOL FAC provide insight into how hedge funds, mutual funds, pension managers, and long-term asset managers have adjusted exposure to the company across multiple SEC Form 13F reporting periods.

Institutional investors tracked by InsiderSet collectively reported approximately $14.37M in USMV holdings for the quarter ended March 31, 2026, compared with approximately $17.89M reported during the prior quarter. The number of tracked institutional holders was unchanged during the latest reporting period.

Based on current market prices and the latest disclosed share counts, the combined estimated current value of tracked USMV institutional positions has increased significantly since the filing period due to continued share price appreciation.

This page tracks historical institutional ownership trends for USMV, including:

  • total institutional holders by quarter
  • aggregate reported value
  • estimated live portfolio value
  • ownership concentration changes
  • largest ownership increases and reductions
  • long-term smart money positioning trends

Institutional ownership trend analysis can help investors evaluate accumulation patterns, investor conviction, sector leadership, and portfolio concentration changes across major investment firms investing in ISHARES MSCI USA MIN VOL FAC.

Portfolio quarterInstitutional holdersTotal reported valueTotal shares
Q1 20262$14,370,522154,957
Q3 20252$17,890,837188,047
Q2 20251$16,544,227176,246
Q1 20252$24,300,807259,458
Q4 20241$25,370,682285,738
Q3 20241$424,9574,654
Q2 20242$1,836,87721,878
Q1 20241$406,2834,861
Q4 20231$307,9853,947
Q3 20232$594,0658,186
Q2 20232$771,76910,383
Q1 20232$770,02610,586