ISHARES MSCI USA MIN VOL FAC (USMV) Top Institutional Shareholders
ISHARES MSCI USA MIN VOL FAC (USMV) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $15.33B in USMV holdings during the latest filing period.
Fmr Llc is currently the largest disclosed institutional shareholder of USMV tracked by InsiderSet, reporting ownership valued at approximately $1.42B in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $1.45B, representing an estimated gain of +2.05% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 50% of the total disclosed USMV value among the investors covered in this analysis. Major shareholders include Fmr Llc, Raymond James Financial Inc, Bank Of America Corp, and several other long-term asset managers with concentrated positions in ISHARES MSCI USA MIN VOL FAC (USMV).
This page ranks the largest institutional USMV shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
1,343
Total Reported Value
$15.33B
Largest Holder
Fmr Llc
Largest Position
$1.42B
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
56
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Fmr Llc | 0.08% | 15,351,246 | $1,423,674,565 | $1,452,841,921 | +$29,167,356 | +2.05% | |
| Raymond James Financial Inc | 0.41% | 14,250,677 | $1,321,607,732 | $1,348,684,071 | +$27,076,339 | +2.05% | |
| Bank Of America Corp | 0.09% | 12,775,026 | $1,184,755,926 | $1,209,028,461 | +$24,272,535 | +2.05% | |
| Morgan Stanley | 0.07% | 12,748,910 | $1,182,334,123 | $1,206,556,842 | +$24,222,719 | +2.05% | |
| Lpl Financial Llc | 0.15% | 6,281,097 | $582,508,936 | $594,443,020 | +$11,934,084 | +2.05% | |
| Wealth Enhancement Advisory Services, Llc | 0.89% | 4,370,460 | $406,919,725 | $413,620,334 | +$6,700,609 | +1.65% | |
| Catalyst Capital Advisors Llc | 7.33% | 4,242,597 | $393,458,446 | $401,519,380 | +$8,060,934 | +2.05% | |
| Millburn Ridgefield Llc | 8.46% | 4,242,597 | $393,458,446 | $401,519,380 | +$8,060,934 | +2.05% | |
| Pnc Financial Services Group, Inc. | 0.25% | 4,206,660 | $390,125,636 | $398,118,302 | +$7,992,666 | +2.05% | |
| Envestnet Asset Management Inc | 0.10% | 3,985,108 | $369,578,920 | $377,150,621 | +$7,571,701 | +2.05% | |
| Wells Fargo & Company/Mn | 0.07% | 3,543,301 | $328,605,732 | $335,338,007 | +$6,732,275 | +2.05% | |
| Ubs Group Ag | 0.05% | 3,227,908 | $299,356,187 | $305,489,213 | +$6,133,026 | +2.05% | |
| Blackrock, Inc. | 0.01% | 3,219,933 | $298,616,628 | $304,734,459 | +$6,117,831 | +2.05% | |
| Ameriprise Financial Inc | 0.05% | 2,443,495 | $226,644,993 | $231,252,367 | +$4,607,374 | +2.03% | |
| Cetera Investment Advisers | 0.21% | 2,162,456 | $200,546,159 | $204,654,836 | +$4,108,677 | +2.05% | |
| Commonwealth Equity Services, Llc | 0.25% | 1,906,795 | $176,836,167 | $180,459,079 | +$3,622,912 | +2.05% | |
| Sei Investments Co | 0.13% | 1,560,042 | $144,676,560 | $147,642,375 | +$2,965,815 | +2.05% | |
| Royal Bank Of Canada | 0.03% | 1,558,899 | $144,574,000 | $147,534,201 | +$2,960,201 | +2.05% | |
| Northwestern Mutual Wealth Management Co | 0.09% | 1,521,231 | $141,078,968 | $143,969,302 | +$2,890,334 | +2.05% | |
| Beacon Pointe Advisors, Llc | 0.67% | 1,356,170 | $125,771,245 | $128,347,929 | +$2,576,684 | +2.05% | |
| Assetmark, Inc | 0.25% | 1,343,205 | $124,568,819 | $127,120,921 | +$2,552,102 | +2.05% | |
| Cerity Partners Llc | 0.17% | 1,326,083 | $122,982,354 | $125,500,495 | +$2,518,141 | +2.05% | |
| Horizon Investments, Llc | 1.35% | 1,303,499 | $120,886,498 | $123,363,145 | +$2,476,647 | +2.05% | |
| Johnson Investment Counsel Inc | 0.96% | 1,276,721 | $118,403,103 | $120,828,875 | +$2,425,772 | +2.05% | |
| Two Sigma Investments, Lp | 0.10% | 1,250,600 | $115,980,644 | $118,356,784 | +$2,376,140 | +2.05% | |
| Focus Partners Wealth | 0.12% | 1,188,453 | $110,217,243 | $112,475,192 | +$2,257,949 | +2.05% | |
| Geneos Wealth Management Inc. | 2.46% | 1,143,557 | $106,053,456 | $108,226,234 | +$2,172,778 | +2.05% | |
| Jones Financial Companies Lllp | 0.05% | 1,159,498 | $105,659,908 | $109,734,891 | +$4,074,983 | +3.86% | |
| Mercer Global Advisors Inc | 0.15% | 1,077,889 | $99,963,471 | $102,011,415 | +$2,047,944 | +2.05% | |
| Mariner, Llc | 0.12% | 1,075,243 | $99,718,070 | $101,760,998 | +$2,042,928 | +2.05% | |
| Brookstone Capital Management | 0.95% | 893,614 | $82,873,752 | $84,571,629 | +$1,697,877 | +2.05% | |
| Russell Investments Group, Ltd. | 0.09% | 853,808 | $79,182,123 | $80,804,389 | +$1,622,266 | +2.05% | |
| Securian Asset Management, Inc | 3.07% | 837,287 | $77,649,996 | $79,240,842 | +$1,590,846 | +2.05% | |
| Osaic Holdings, Inc. | 0.11% | 818,745 | $75,952,011 | $77,486,027 | +$1,534,016 | +2.02% | |
| Ritholtz Wealth Management | 1.29% | 800,500 | $74,238,404 | $75,759,320 | +$1,520,916 | +2.05% | |
| Cwm, Llc | 0.18% | 733,419 | $68,017,235 | $69,410,774 | +$1,393,539 | +2.05% | |
| Captrust Financial Advisors | 0.12% | 715,391 | $66,341,336 | $67,704,604 | +$1,363,268 | +2.05% | |
| Us Bancorp \De\ | 0.08% | 707,715 | $65,633,489 | $66,978,148 | +$1,344,659 | +2.05% | |
| Hightower Advisors, Llc | 0.07% | 701,950 | $65,099,332 | $66,432,548 | +$1,333,216 | +2.05% | |
| Mai Capital Management | 0.37% | 698,393 | $64,768,997 | $66,095,914 | +$1,326,917 | +2.05% | |
| Stifel Financial Corp | 0.06% | 656,306 | $60,866,732 | $62,112,800 | +$1,246,068 | +2.05% | |
| Steward Partners Investment Advisory, Llc | 0.30% | 634,361 | $58,830,568 | $60,035,925 | +$1,205,357 | +2.05% | |
| Bank Of New York Mellon Corp | 0.01% | 532,541 | $49,387,836 | $50,399,680 | +$1,011,844 | +2.05% | |
| Private Advisor Group, Llc | 0.21% | 492,726 | $45,695,390 | $46,631,589 | +$936,199 | +2.05% | |
| Facet Wealth, Inc. | 0.75% | 465,985 | $43,215,438 | $44,100,820 | +$885,382 | +2.05% | |
| Caisse De Depot Et Placement Du Quebec | 0.07% | 441,070 | $40,904,832 | $41,742,865 | +$838,033 | +2.05% | |
| Integrated Wealth Concepts Llc | 0.32% | 426,378 | $39,542,328 | $40,352,414 | +$810,086 | +2.05% | |
| High Probability Advisors, Llc | 4.67% | 393,657 | $36,507,797 | $37,255,698 | +$747,901 | +2.05% | |
| Barclays Plc | 0.01% | 391,430 | $36,301,219 | $37,044,935 | +$743,716 | +2.05% | |
| Ars Wealth Advisors Group, Llc | 2.87% | 366,628 | $34,001,059 | $34,697,674 | +$696,615 | +2.05% |
Frequently asked questions about USMV
Who owns the most USMV stock?
The largest holders of USMV are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ISHARES MSCI USA MIN VOL FAC (USMV).
Is USMV widely held by superinvestors?
Many widely followed stocks like USMV appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly USMV is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.