USMV · iShares MSCI USA Min Vol Factor ETF ETF
$100.80
-1.01 (-0.99%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 8
Total Value: $13,965,281
Total Shares: 144,778
Institutional Ownership Trend
24 quarters
Holder Concentration
Across 8 13F filers · Δ vs Mar 31, 2026Top Holder
53.4%
−1.1 pts
Top 5
96.8%
−3.2 pts
Top 10
100.0%
0.0 pts
HHI
3,740
Highly concentrated−635
Quarterly Activity
vs Mar 31, 2026
New
5
Increased
2
Decreased
1
Sold Out
2
Unchanged
0
Holder count:
+3
Institutional value:
-4.6%
Shares held:
-8.3%
Top Buyers
vs Mar 31, 2026| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Small Advus Financial Partners, LLC | +4,667 | 12,999 | |
| Small Range Advisory, LLC | +11 | 2,306 |
Top Sellers
vs Mar 31, 2026| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Small MLG Wealth Management DBA Pine Grove Financial Group | −102 | 2,599 |
Top New Positions
vs Mar 31, 2026| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Mega CITADEL ADVISORS LLC | 77,265 | $7,452,981 | |
| Large Corient Private Wealth LLC | 40,485 | $3,905,183 | |
| Small HORAN Wealth, LLC | 6,812 | $657,085 | |
| Mid Parkside Financial Bank & Trust | 1,473 | $142,085 | |
| Small BROWN, LISLE/CUMMINGS, INC. | 839 | $80,929 |
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Large M&T Bank Corp | 86,002 | $7,975,822 | |
| Mid Dakota Wealth Management | 58,592 | $5,433,822 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Mega CITADEL ADVISORS LLC USMV | $7,163,601 | 51.30% | 74,265 | Shares | 2026-09-02 | |
| Large Corient Private Wealth LLC USMV | $3,905,183 | 27.96% | 40,485 | Shares | 2026-08-27 | |
| Small Advus Financial Partners, LLC USMV | $1,253,883 | 8.98% | 12,999 | Shares | 2026-08-25 | |
| Small HORAN Wealth, LLC USMV | $657,085 | 4.71% | 6,812 | Shares | 2026-08-26 | |
| Mega CITADEL ADVISORS LLC USMV | $289,380 | 2.07% | 3,000 | Put | 2026-09-02 | |
| Small MLG Wealth Management DBA Pine Grove Financial Group USMV | $250,699 | 1.80% | 2,599 | Shares | 2026-09-02 | |
| Small Range Advisory, LLC USMV | $222,436 | 1.59% | 2,306 | Shares | 2026-09-02 | |
| Mid Parkside Financial Bank & Trust Bank USMV | $142,085 | 1.02% | 1,473 | Shares | 2026-09-04 | |
| Small BROWN, LISLE/CUMMINGS, INC. USMV | $80,929 | 0.58% | 839 | Shares | 2026-09-02 |