ISHARES MSCI USA MIN VOL FAC (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 (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Envestnet Asset Management Inc, Manufacturers Life Insurance Company, The, Citadel Advisors Llc, Rehmann Capital Advisory Group, and Beacon Pointe Advisors, Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncSell-221,416-5.6%3,763,692$363.02MQ2 2026Sep 23, 2026
Envestnet Portfolio Solutions, Inc.Sell-9,460-9.4%90,916$8.77MQ2 2026Sep 23, 2026
Qrg Capital Management, Inc.Buy+1,310+25.8%6,389$616.28KQ2 2026Sep 23, 2026
Security National Bank Of Sioux City IowaBuy+158—158$15.24KQ2 2026Sep 18, 2026
Cherry Tree Wealth Management, LlcSell-531-4.0%12,656$1.22MQ2 2026Sep 15, 2026
Anchor Investment Management, LlcBuy+362+18.1%2,357$227.34KQ2 2026Sep 15, 2026
Manufacturers Life Insurance Company, TheBuy+77,277—77,277$6.00MQ2 2026Sep 09, 2026
Integrated Wealth Concepts LlcBuy+1,438+0.3%427,816$41.27MQ2 2026Sep 09, 2026
Parkside Financial Bank & TrustBuy+74+5.3%1,473$142.07KQ2 2026Sep 04, 2026
Citadel Advisors LlcBuy+74,265—74,265$7.16MQ2 2026Sep 02, 2026
Corient Private Wealth LlcSell-19,059-32.0%40,485$3.91MQ2 2026Aug 27, 2026
Horan Wealth, LlcSell-747-9.9%6,812$657.13KQ2 2026Aug 26, 2026
West Michigan Advisors, LlcSell-291-3.7%7,674$740.22KQ2 2026Aug 21, 2026
Rehmann Capital Advisory GroupSell-71,116-21.6%257,439$24.84MQ2 2026Aug 20, 2026
Mercer Global Advisors IncSell-9,913-0.9%1,067,976$103.02MQ2 2026Aug 19, 2026
Stock Yards Bank & Trust CoSell-6,047-7.2%78,499$7.57MQ2 2026Aug 19, 2026
Kingsview Wealth Management, LlcBuy+672+1.6%41,728$4.03MQ2 2026Aug 19, 2026
Beacon Pointe Advisors, LlcBuy+63,372+4.7%1,419,542$136.93MQ2 2026Aug 18, 2026
Rakuten Investment Management, Inc.Buy+9,996+9.7%112,879$10.85MQ2 2026Aug 18, 2026
Jdm Financial Group LlcBuy+435—435$41.96KQ2 2026Aug 18, 2026
Strait & Sound Wealth Management LlcSell-151-1.2%11,957$1.15MQ2 2026Aug 18, 2026
Glenview Trust CoBuy+15+0.3%5,103$492.24KQ2 2026Aug 18, 2026
Equitable Holdings, Inc.Sell-16,203-8.4%175,596$16.94MQ2 2026Aug 17, 2026
Triton Financial Group IncSell-3,732-49.7%3,774$364.04KQ2 2026Aug 17, 2026
Reality Financial Planning Services, LlcSell-3,169-8.5%34,214$3.30MQ2 2026Aug 17, 2026
Centaurus Financial, Inc.Sell-3,165-18.8%13,702$1.32MQ2 2026Aug 17, 2026
Empowered Funds, LlcBuy+3,020+11.5%29,306$2.83MQ2 2026Aug 17, 2026
United Capital Financial Advisors, LlcSell-2,177-1.1%189,103$18.23MQ2 2026Aug 17, 2026
Brasada Capital Management, LpBuy+2,135—2,135$205.94KQ2 2026Aug 17, 2026
Pure Financial Advisors, LlcSell-704-22.9%2,369$228.52KQ2 2026Aug 17, 2026
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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.