Who owns USMV?
iShares MSCI USA Min Vol Factor ETF · iShares
1,375 institutions reported holding USMV, worth $16.6B, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of USMV
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| FMR LLC | Boston, MA | $1.5B | 15,350,328 | −918 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $1.4B | 14,642,755 | +392,078 shares |
| Morgan Stanley | New York, NY | $1.4B | 14,034,510 | +1,285,600 shares |
| Bank of America Corp. | Charlotte, NC | $1.2B | 12,345,824 | −429,202 shares |
| LPL Financial LLC | Fort Mill, SC | $767.2M | 7,953,963 | +1,672,866 shares |
| Wealth Enhancement Advisory Services, LLC | Plymouth, MN | $458.5M | 4,702,673 | +332,213 shares |
| Catalyst Capital Advisors LLC | San Juan, PR | $429.8M | 4,455,291 | +212,694 shares |
| Millburn Ridgefield LLC | New York, NY | $429.8M | 4,455,291 | +212,694 shares |
| PNC Financial Services Group, Inc. | Pittsburgh, PA | $409.7M | 4,247,471 | −235,289 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $363.0M | 3,763,692 | −221,416 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns USMV?
1,375 institutional managers reported holding USMV in Form 13F filings for June 30, 2026, worth $16.6B in total. The largest reported position was held by FMR LLC, at $1.5B.
Did institutions buy or sell USMV last quarter?
Reported 13F value rose 5.0% from March 31, 2026, which includes price moves as well as buying and selling. 136 firms reported a new position and 90 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is USMV ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.