USMV Institutional Ownership & Shareholders
ISHARES MSCI USA MIN VOL FAC (USMV) is currently held by 1,345 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $16.21B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Fmr Llc is currently the largest disclosed institutional shareholder of USMV tracked by InsiderSet, reporting ownership valued at approximately $1.48B in its June 30, 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 $1.58B, representing an estimated gain of +6.84% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 51% of the total disclosed USMV value among the investors covered in this analysis. Major shareholders include Fmr Llc, Raymond James Financial Inc, Morgan Stanley, 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
1,345
Total Reported Value
$16.21B
Largest Holder
Fmr Llc
Largest Position
$1.48B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
22
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Fmr Llc | 0.06% | 15,350,328 | $1,480,692,672 | $1,582,004,804 | +$101,312,132 | +6.84% | |
| Raymond James Financial Inc | 0.38% | 14,642,755 | $1,412,440,139 | $1,509,082,330 | +$96,642,191 | +6.84% | |
| Morgan Stanley | 0.07% | 14,034,510 | $1,353,768,936 | $1,446,396,601 | +$92,627,665 | +6.84% | |
| Bank Of America Corp | 0.08% | 12,345,824 | $1,190,878,159 | $1,272,360,621 | +$81,482,462 | +6.84% | |
| Lpl Financial Llc | 0.17% | 7,953,963 | $767,239,198 | $819,735,427 | +$52,496,229 | +6.84% | |
| Wealth Enhancement Advisory Services, Llc | 0.74% | 4,976,002 | $496,377,548 | $512,826,766 | +$16,449,218 | +3.31% | |
| Catalyst Capital Advisors Llc | 7.42% | 4,699,415 | $457,910,998 | $484,321,710 | +$26,410,712 | +5.77% | |
| Millburn Ridgefield Llc | 8.14% | 4,455,291 | $429,757,370 | $459,162,290 | +$29,404,920 | +6.84% | |
| Pnc Financial Services Group, Inc. | 0.21% | 3,994,166 | $385,277,209 | $411,638,748 | +$26,361,539 | +6.84% | |
| Envestnet Asset Management Inc | 0.09% | 3,763,692 | $363,023,788 | $387,886,098 | +$24,862,310 | +6.85% | |
| Blackrock, Inc. | 0.00% | 3,457,587 | $333,518,813 | $356,338,916 | +$22,820,103 | +6.84% | |
| Wells Fargo & Company/Mn | 0.06% | 3,396,004 | $327,578,563 | $349,992,172 | +$22,413,609 | +6.84% | |
| Ubs Group Ag | 0.05% | 3,119,340 | $300,891,537 | $321,479,180 | +$20,587,643 | +6.84% | |
| Cetera Investment Advisers | 0.19% | 2,168,165 | $209,141,204 | $223,451,085 | +$14,309,881 | +6.84% | |
| Jpmorgan Chase & Co | 0.01% | 2,029,125 | $195,120,717 | $209,121,623 | +$14,000,906 | +7.18% | |
| Ameriprise Financial Inc | 0.04% | 1,884,255 | $181,849,114 | $194,191,320 | +$12,342,206 | +6.79% | |
| Commonwealth Equity Services, Llc | 0.22% | 1,759,157 | $171,412,217 | $181,298,720 | +$9,886,503 | +5.77% | |
| Sei Investments Co | 0.13% | 1,582,221 | $152,622,330 | $163,063,696 | +$10,441,366 | +6.84% | |
| Royal Bank Of Canada | 0.03% | 1,556,142 | $150,105,000 | $160,375,995 | +$10,270,995 | +6.84% | |
| Beacon Pointe Advisors, Llc | 0.64% | 1,419,542 | $136,929,040 | $146,297,999 | +$9,368,959 | +6.84% | |
| Cerity Partners Llc | 0.16% | 1,373,229 | $132,462,874 | $141,524,981 | +$9,062,107 | +6.84% | |
| Jones Financial Companies Lllp | 0.05% | 1,257,338 | $120,693,756 | $129,581,254 | +$8,887,498 | +7.36% | |
| Johnson Investment Counsel Inc | 0.85% | 1,209,687 | $116,686,379 | $124,670,342 | +$7,983,963 | +6.84% | |
| Geneos Wealth Management Inc. | 2.32% | 1,177,268 | $113,559,267 | $121,329,240 | +$7,769,973 | +6.84% | |
| Focus Partners Wealth | 0.11% | 1,114,252 | $107,480,857 | $114,834,811 | +$7,353,954 | +6.84% | |
| Assetmark, Inc | 0.18% | 1,071,075 | $104,365,529 | $110,384,990 | +$6,019,461 | +5.77% | |
| Mercer Global Advisors Inc | 0.13% | 1,067,976 | $103,016,927 | $110,065,607 | +$7,048,680 | +6.84% | |
| Apollon Wealth Management, Llc | 1.11% | 989,315 | $96,398,809 | $101,958,804 | +$5,559,995 | +5.77% | |
| Horizon Investments, Llc | 1.00% | 943,459 | $91,006,055 | $97,232,885 | +$6,226,830 | +6.84% | |
| Mariner, Llc | 0.09% | 928,271 | $89,540,995 | $95,667,609 | +$6,126,614 | +6.84% | |
| Osaic Holdings, Inc. | 0.10% | 908,696 | $87,683,176 | $93,650,210 | +$5,967,034 | +6.81% | |
| Russell Investments Group, Ltd. | 0.07% | 851,515 | $82,137,141 | $87,757,136 | +$5,619,995 | +6.84% | |
| Securian Asset Management, Inc | 2.91% | 837,287 | $80,881,924 | $86,290,798 | +$5,408,874 | +6.69% | |
| Brookstone Capital Management | 0.77% | 801,426 | $78,090,965 | $82,594,964 | +$4,503,999 | +5.77% | |
| Captrust Financial Advisors | 0.11% | 725,620 | $69,993,335 | $74,782,397 | +$4,789,062 | +6.84% | |
| Qube Research & Technologies Ltd | 0.08% | 721,422 | $69,588,366 | $74,349,751 | +$4,761,385 | +6.84% | |
| Newedge Advisors, Llc | 0.20% | 706,484 | $68,147,406 | $72,810,241 | +$4,662,835 | +6.84% | |
| Cwm, Llc | 0.18% | 733,419 | $68,017,235 | $75,586,162 | +$7,568,927 | +11.13% | |
| Mai Capital Management | 0.25% | 686,315 | $66,201,921 | $70,731,624 | +$4,529,703 | +6.84% | |
| Us Bancorp \De\ | 0.07% | 673,975 | $65,011,630 | $69,459,864 | +$4,448,234 | +6.84% | |
| Janney Montgomery Scott Llc | 0.12% | 627,522 | $60,531,000 | $64,672,417 | +$4,141,417 | +6.84% | |
| Private Advisor Group, Llc | 0.27% | 600,897 | $57,962,545 | $61,928,445 | +$3,965,900 | +6.84% | |
| Stifel Financial Corp | 0.05% | 595,110 | $57,404,148 | $61,332,037 | +$3,927,889 | +6.84% | |
| Steward Partners Investment Advisory, Llc | 0.27% | 558,307 | $53,854,270 | $57,539,119 | +$3,684,849 | +6.84% | |
| Marshall Wace, Llp | 0.04% | 497,800 | $48,017,788 | $51,303,268 | +$3,285,480 | +6.84% | |
| Facet Wealth, Inc. | 0.65% | 467,953 | $45,138,733 | $48,227,236 | +$3,088,503 | +6.84% | |
| High Probability Advisors, Llc | 4.77% | 436,792 | $42,560,986 | $45,015,784 | +$2,454,798 | +5.77% | |
| Mml Investors Services, Llc | 0.09% | 440,532 | $42,493,693 | $45,401,228 | +$2,907,535 | +6.84% | |
| Integrated Wealth Concepts Llc | 0.27% | 427,816 | $41,267,093 | $44,090,717 | +$2,823,624 | +6.84% | |
| Barclays Plc | 0.01% | 411,404 | $39,684,029 | $42,399,296 | +$2,715,267 | +6.84% |
Frequently asked questions about USMV
Who are the largest institutional holders of USMV?
The largest institutional holders of USMV reported in the latest SEC Form 13F filings include Fmr Llc, Raymond James Financial Inc, Morgan Stanley, Bank Of America Corp, and Lpl Financial Llc. InsiderSet ranks institutional holders by their latest reported USMV position.
What is USMV institutional ownership?
This page tracks USMV positions reported by institutional investment managers through SEC Form 13F. ISHARES MSCI USA MIN VOL FAC (USMV) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own USMV?
InsiderSet currently tracks 1,345 institutional managers reporting USMV holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of USMV shareholders.
How much USMV stock do institutions own?
Institutional investment managers disclosed approximately $16.21B in USMV holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was USMV institutional ownership last updated?
The latest USMV institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional USMV holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its USMV position after the reporting date.
Are institutions buying or selling USMV?
Institutional buying and selling can be analyzed by comparing USMV positions across consecutive 13F reporting periods. InsiderSet's USMV Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View USMV ownership changes.
How has USMV institutional ownership changed over time?
InsiderSet tracks USMV institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.