ISHARES MSCI USA MIN VOL FAC (USMV) Institutional Buying Activity

Institutional investors tracked by InsiderSet increased exposure to ISHARES MSCI USA MIN VOL FAC (USMV) during the quarter ended March 31, 2026 through a combination of new purchases and expanded existing positions disclosed in SEC Form 13F filings.

The largest institutional buyer of USMV during the latest reporting period was Sequoia Financial Advisors, which increased its reported USMV position by approximately $24.96M based on quarter-end filing values. Several additional hedge funds and long-term asset managers also reported meaningful increases in USMV exposure during the quarter.

Institutional buying activity can provide insight into investor conviction, sector allocation trends, and smart money positioning toward ISHARES MSCI USA MIN VOL FAC (USMV). InsiderSet tracks quarterly accumulation trends, new institutional positions, ownership increases, and estimated performance of newly disclosed holdings using SEC filing data and recent market prices.

The investors highlighted on this page collectively added approximately $26.37M in reported USMV exposure during the latest filing period, reflecting continued institutional interest in ISHARES MSCI USA MIN VOL FAC's growth initiatives and strategic positioning.

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q1 2026Mairs & Power Growth FundBuy3,8843,884$360,010
Q3 2025Renaissance Technologies LLCBuy9,00023,100$2,197,734
Q4 2024Sequoia Financial AdvisorsBuy281,084285,738$25,370,682
Q2 2024Sequoia Financial AdvisorsBuy7175,578$468,329
Q1 2024Sequoia Financial AdvisorsBuy9144,861$406,283
Q3 2023Sequoia Financial AdvisorsBuy4914,151$300,450
Q4 2022Renaissance Technologies LLCBuy8,20021,700$1,565
Q4 2022Eagle Capital ManagementBuy28110,215$737
Q4 2022Sequoia Financial AdvisorsBuy1134,136$298,206
Q3 2022Sequoia Financial AdvisorsBuy3424,023$266
Q3 2022Eagle Capital ManagementBuy999,934$657
Q2 2022Sequoia Financial AdvisorsBuy3033,681$258
Q2 2022Eagle Capital ManagementBuy19,835$691
Q1 2022Eagle Capital ManagementBuy7169,834$763
Q4 2021Eagle Capital ManagementBuy1179,118$738
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 2021Eagle Capital ManagementBuy4468,327$576
Q4 2020Eagle Capital ManagementBuy267,881$535
Q3 2020Eagle Capital ManagementBuy2887,855$501
Q1 2020Matrix Private Capital GroupBuy2,30011,732$634
Q4 2019Matrix Private Capital GroupBuy9,4329,432$619
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
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.

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