ISHARES MSCI USA MIN VOL FAC (USMV) 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 June 30, 2026. The institutional investors covered on this page collectively reported approximately $16.02B 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 $1.48B 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 $1.56B, representing an estimated gain of +5.30% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 52% 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
1,353
Total Reported Value
$16.02B
Largest Holder
Fmr Llc
Largest Position
$1.48B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
42
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 | $1,559,132,815 | +$78,440,143 | +5.30% | |
| Raymond James Financial Inc | 0.38% | 14,642,755 | $1,412,440,139 | $1,487,264,625 | +$74,824,486 | +5.30% | |
| Morgan Stanley | 0.07% | 14,034,510 | $1,353,768,936 | $1,425,485,181 | +$71,716,245 | +5.30% | |
| Bank Of America Corp | 0.08% | 12,345,824 | $1,190,878,159 | $1,253,965,344 | +$63,087,185 | +5.30% | |
| Lpl Financial Llc | 0.17% | 7,953,963 | $767,239,198 | $807,884,022 | +$40,644,824 | +5.30% | |
| Wealth Enhancement Advisory Services, Llc | 0.77% | 4,702,673 | $458,517,902 | $477,650,497 | +$19,132,595 | +4.17% | |
| Catalyst Capital Advisors Llc | 7.13% | 4,455,291 | $429,757,370 | $452,523,907 | +$22,766,537 | +5.30% | |
| Millburn Ridgefield Llc | 8.14% | 4,455,291 | $429,757,370 | $452,523,907 | +$22,766,537 | +5.30% | |
| Pnc Financial Services Group, Inc. | 0.21% | 3,994,166 | $385,277,209 | $405,687,441 | +$20,410,232 | +5.30% | |
| Envestnet Asset Management Inc | 0.09% | 3,763,692 | $363,023,788 | $382,278,196 | +$19,254,408 | +5.30% | |
| Blackrock, Inc. | 0.00% | 3,457,587 | $333,518,813 | $351,187,112 | +$17,668,299 | +5.30% | |
| Wells Fargo & Company/Mn | 0.06% | 3,396,004 | $327,578,563 | $344,932,126 | +$17,353,563 | +5.30% | |
| Ubs Group Ag | 0.05% | 3,119,340 | $300,891,537 | $316,831,364 | +$15,939,827 | +5.30% | |
| Cetera Investment Advisers | 0.19% | 2,168,165 | $209,141,204 | $220,220,519 | +$11,079,315 | +5.30% | |
| Jpmorgan Chase & Co | 0.01% | 2,029,125 | $195,120,717 | $206,098,226 | +$10,977,509 | +5.63% | |
| Ameriprise Financial Inc | 0.04% | 1,884,255 | $181,849,114 | $191,383,780 | +$9,534,666 | +5.24% | |
| Commonwealth Equity Services, Llc | 0.22% | 1,816,713 | $175,240,088 | $184,523,539 | +$9,283,451 | +5.30% | |
| Sei Investments Co | 0.13% | 1,582,221 | $152,622,330 | $160,706,187 | +$8,083,857 | +5.30% | |
| Royal Bank Of Canada | 0.03% | 1,556,142 | $150,105,000 | $158,057,343 | +$7,952,343 | +5.30% | |
| Beacon Pointe Advisors, Llc | 0.64% | 1,419,542 | $136,929,040 | $144,182,881 | +$7,253,841 | +5.30% | |
| Cerity Partners Llc | 0.16% | 1,373,229 | $132,462,874 | $139,478,870 | +$7,015,996 | +5.30% | |
| Assetmark, Inc | 0.22% | 1,346,488 | $129,882,257 | $136,762,786 | +$6,880,529 | +5.30% | |
| Jones Financial Companies Lllp | 0.05% | 1,257,338 | $120,693,756 | $127,707,821 | +$7,014,065 | +5.81% | |
| Johnson Investment Counsel Inc | 0.85% | 1,209,687 | $116,686,379 | $122,867,909 | +$6,181,530 | +5.30% | |
| Geneos Wealth Management Inc. | 2.32% | 1,177,268 | $113,559,267 | $119,575,111 | +$6,015,844 | +5.30% | |
| Focus Partners Wealth | 0.11% | 1,114,252 | $107,480,857 | $113,174,576 | +$5,693,719 | +5.30% | |
| Mercer Global Advisors Inc | 0.13% | 1,067,815 | $103,001,421 | $108,457,970 | +$5,456,549 | +5.30% | |
| Horizon Investments, Llc | 1.00% | 943,459 | $91,006,055 | $95,827,131 | +$4,821,076 | +5.30% | |
| Mariner, Llc | 0.09% | 928,271 | $89,540,995 | $94,284,485 | +$4,743,490 | +5.30% | |
| Osaic Holdings, Inc. | 0.10% | 908,696 | $87,683,176 | $92,296,253 | +$4,613,077 | +5.26% | |
| Russell Investments Group, Ltd. | 0.07% | 851,515 | $82,137,141 | $86,488,379 | +$4,351,238 | +5.30% | |
| Securian Asset Management, Inc | 2.91% | 837,287 | $80,881,924 | $85,043,241 | +$4,161,317 | +5.14% | |
| Brookstone Capital Management | 0.79% | 818,996 | $79,000,349 | $83,185,424 | +$4,185,075 | +5.30% | |
| Captrust Financial Advisors | 0.11% | 725,620 | $69,993,335 | $73,701,223 | +$3,707,888 | +5.30% | |
| Qube Research & Technologies Ltd | 0.08% | 721,422 | $69,588,366 | $73,274,833 | +$3,686,467 | +5.30% | |
| Newedge Advisors, Llc | 0.20% | 706,484 | $68,147,406 | $71,757,580 | +$3,610,174 | +5.30% | |
| Cwm, Llc | 0.18% | 733,419 | $68,017,235 | $74,493,368 | +$6,476,133 | +9.52% | |
| Mai Capital Management | 0.25% | 686,315 | $66,201,921 | $69,709,015 | +$3,507,094 | +5.30% | |
| Us Bancorp \De\ | 0.07% | 673,975 | $65,011,630 | $68,455,641 | +$3,444,011 | +5.30% | |
| Hightower Advisors, Llc | 0.06% | 668,232 | $64,457,627 | $67,872,324 | +$3,414,697 | +5.30% | |
| Private Advisor Group, Llc | 0.27% | 600,897 | $57,962,545 | $61,033,108 | +$3,070,563 | +5.30% | |
| Stifel Financial Corp | 0.05% | 595,110 | $57,404,148 | $60,445,323 | +$3,041,175 | +5.30% | |
| Integrated Wealth Concepts Llc | 0.28% | 586,705 | $56,594,766 | $59,591,627 | +$2,996,861 | +5.30% | |
| Steward Partners Investment Advisory, Llc | 0.27% | 558,307 | $53,854,270 | $56,707,242 | +$2,852,972 | +5.30% | |
| Marshall Wace, Llp | 0.04% | 497,800 | $48,017,788 | $50,561,546 | +$2,543,758 | +5.30% | |
| Facet Wealth, Inc. | 0.65% | 467,953 | $45,138,733 | $47,529,986 | +$2,391,253 | +5.30% | |
| Mml Investors Services, Llc | 0.09% | 440,532 | $42,493,693 | $44,744,835 | +$2,251,142 | +5.30% | |
| High Probability Advisors, Llc | 4.30% | 417,169 | $40,240,100 | $42,371,855 | +$2,131,755 | +5.30% | |
| Barclays Plc | 0.01% | 411,404 | $39,684,029 | $41,786,304 | +$2,102,275 | +5.30% | |
| Two Sigma Investments, Lp | 0.03% | 387,700 | $37,397,542 | $39,378,689 | +$1,981,147 | +5.30% |
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.