iShares MSCI USA Min Vol FacUSMVETF
13F holders, Q2 2026 (June 30)1,379holders +10
99new positions
92sold out
5famous investors
$96.49avg. 13F price*
At the end of Q2 2026, 1,379 institutions reported holding iShares MSCI USA Min Vol Fac (USMV) in their 13F filings, up 10 from Q1 2026. 99 opened new positions and 92 sold out. The largest holders were FMR LLC ($1.5B), Raymond James Financial Inc. ($1.4B) and Morgan Stanley ($1.4B). 5 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Steve Cohen (0.0% of Point72 Asset Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares MSCI USA Min Vol Fac
- CUSIP
- 46429B697
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 99 | $123.9M |
| Exits | 92 | $173.6M |
All 13F filers, Q1 2026 → Q2 2026: 9,151,704 shares bought and 10,180,523 shares sold, net −1,028,819 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,379 holders
| FMR LLC | 0.06% | Reduce -0.0% | 15,350,328 | $1.5B |
| Raymond James Financial Inc. | 0.38% | Add +2.8% | 14,642,755 | $1.4B |
| Morgan Stanley | 0.07% | Add +10.1% | 14,034,510 | $1.4B |
| Bank of America Corp. | 0.08% | Reduce -3.4% | 12,345,824 | $1.2B |
| LPL Financial LLC | 0.17% | Add +26.6% | 7,953,963 | $767.2M |
| Wealth Enhancement Advisory Services, LLC | 0.77% | Add +7.6% | 4,702,673 | $458.5M |
| Millburn Ridgefield LLC | 8.14% | Add +5.0% | 4,455,291 | $429.8M |
| Catalyst Capital Advisors LLC | 7.13% | Add +5.0% | 4,455,291 | $429.8M |
| PNC Financial Services Group, Inc. | 0.20% | Reduce -5.3% | 4,247,471 | $409.7M |
| Envestnet Asset Management Inc. | 0.09% | Reduce -5.6% | 3,763,692 | $363.0M |
| BlackRock, Inc. | 0.01% | Add +7.4% | 3,457,587 | $333.5M |
| Wells Fargo & Company | 0.06% | Reduce -4.2% | 3,396,004 | $327.6M |
| UBS Group AG | 0.05% | Reduce -3.4% | 3,119,340 | $300.9M |
| Cetera Investment Advisers | 0.19% | Add +0.3% | 2,168,165 | $209.1M |
| JPMorgan Chase & Co. | 0.01% | Add +8.7% | 2,029,125 | $195.1M |
| Ameriprise Financial Inc. | 0.04% | Reduce -22.9% | 1,884,255 | $181.8M |
| Commonwealth Equity Services, LLC | 0.22% | Reduce -4.7% | 1,816,713 | $175.2M |
| Sei Investments Co. | 0.13% | Add +1.4% | 1,582,221 | $152.6M |
| Royal Bank of Canada | 0.03% | Reduce -0.2% | 1,556,142 | $150.1M |
| Northwestern Mutual Wealth Management Co. | 0.07% | Reduce -4.7% | 1,449,879 | $139.9M |
| Beacon Pointe Advisors, LLC | 0.64% | Add +4.7% | 1,419,542 | $136.9M |
| Cerity Partners LLC | 0.16% | Add +3.6% | 1,373,229 | $132.5M |
| Assetmark, Inc. | 0.22% | Add +0.2% | 1,346,488 | $129.9M |
| Jones Financial Companies LLLP | 0.05% | Add +8.4% | 1,257,338 | $120.7M |
| Johnson Investment Counsel Inc. | 0.85% | Reduce -5.3% | 1,209,687 | $116.7M |
| Geneos Wealth Management Inc. | 2.32% | Add +3.0% | 1,177,268 | $113.6M |
| Focus Partners Wealth | 0.11% | Reduce -6.2% | 1,114,252 | $107.5M |
| Cambridge Investment Research Advisors, Inc. | 0.24% | Reduce -18.2% | 1,093,909 | $105.5M |
| Mercer Global Advisors Inc. | 0.13% | Reduce -0.9% | 1,067,976 | $103.0M |
| Horizon Investments, LLC | 1.00% | Reduce -27.6% | 943,459 | $91.0M |
| Mariner, LLC | 0.09% | Reduce -13.7% | 928,271 | $89.5M |
| Osaic Holdings, Inc. | 0.10% | Add +11.0% | 908,696 | $87.7M |
| Russell Investments Group, Ltd. | 0.07% | Reduce -0.3% | 851,515 | $82.1M |
| Securian Asset Management, Inc. | 2.91% | No change | 837,287 | $80.9M |
| Brookstone Capital Management | 0.79% | Reduce -8.3% | 818,996 | $79.0M |
| Captrust Financial Advisors | 0.11% | Add +1.4% | 725,620 | $70.0M |
| Qube Research & Technologies Ltd | 0.08% | Add +1256.7% | 721,422 | $69.6M |
| NewEdge Advisors, LLC | 0.20% | Add +14.3% | 706,484 | $68.1M |
| MAI Capital Management | 0.25% | Reduce -1.7% | 686,315 | $66.2M |
| US Bancorp \de | 0.07% | Reduce -4.8% | 673,975 | $65.0M |
| HighTower Advisors, LLC | 0.06% | Reduce -4.8% | 668,232 | $64.5M |
| Janney Montgomery Scott LLC | 0.12% | Add +1.6% | 627,522 | $60.5M |
| Private Advisor Group, LLC | 0.27% | Add +21.9% | 600,897 | $58.0M |
| Stifel Financial Corp. | 0.05% | Reduce -9.3% | 595,110 | $57.4M |
| Steward Partners Investment Advisory, LLC | 0.28% | Reduce -12.0% | 558,307 | $53.9M |
| Marshall Wace, LLP | 0.04% | Add +377.7% | 497,800 | $48.0M |
| Facet Wealth, Inc. | 0.65% | Add +0.4% | 467,953 | $45.1M |
| MML Investors Services, LLC | 0.09% | Add +20.4% | 440,532 | $42.5M |
| Integrated Wealth Concepts LLC | 0.27% | Add +0.3% | 427,816 | $41.3M |
| High Probability Advisors, LLC | 4.30% | Add +6.0% | 417,169 | $40.2M |
| Barclays PLC | 0.01% | Add +5.1% | 411,404 | $39.7M |
| Two Sigma Investments, LP | 0.03% | Reduce -69.0% | 387,700 | $37.4M |
| Glenmede Trust Co. NA | 0.16% | Reduce -4.4% | 386,309 | $37.3M |
| Truist Financial Corp. | 0.04% | Add +9.4% | 375,016 | $36.2M |
| Symmetry Partners, LLC | 1.76% | Add +7.4% | 357,531 | $34.5M |
| Klingman & Associates, LLC | 1.46% | Reduce -1.9% | 354,842 | $34.2M |
| ARS Wealth Advisors Group, LLC | 2.66% | Reduce -3.8% | 352,667 | $34.0M |
| Lineweaver Wealth Advisors, LLC | 3.80% | Add +4.4% | 330,997 | $31.9M |
| Creative Planning | 0.02% | Add +0.6% | 329,372 | $31.8M |
| Kestra Advisory Services, LLC | 0.10% | Reduce -7.1% | 306,368 | $29.6M |
| Bank of New York Mellon Corp | 0.00% | Reduce -43.6% | 300,365 | $29.0M |
| GDS Wealth Management | 1.33% | Add +4.1% | 289,589 | $27.9M |
| Keybank National Association | 0.09% | Reduce -5.2% | 285,277 | $27.5M |
| Vestcor Inc | 0.64% | Add +11.5% | 267,168 | $25.8M |
| Rehmann Capital Advisory Group | 1.14% | Reduce -21.6% | 257,439 | $24.8M |
| Park Avenue Securities LLC | 0.15% | Reduce -4.0% | 256,280 | $24.7M |
| Meridian Wealth Advisors, LLC | 2.80% | Add +7.7% | 255,013 | $24.6M |
| Cornerstone Wealth Management, LLC | 1.05% | Reduce -0.9% | 253,692 | $24.5M |
| Lido Advisors, LLC | 0.09% | Add +0.8% | 251,132 | $24.2M |
| Adaptive Financial Consulting, LLC | 8.15% | Add +2.4% | 241,162 | $23.3M |
| Cassia Capital Partners, LLC | 11.08% | Reduce -0.8% | 237,046 | $22.9M |
| Well Done, LLC | 2.99% | Add +0.9% | 230,337 | $22.2M |
| Pacific Center for Financial Services | 4.92% | Reduce -1.0% | 228,692 | $22.1M |
| Citizens Financial Group Inc. | 0.27% | Reduce -2.9% | 228,133 | $22.0M |
| Lester Murray Antman dba SimplyRich | 5.12% | Add +4.0% | 226,613 | $21.9M |
| &partners | 0.09% | Add +10.3% | 224,607 | $21.8M |
| Sagespring Wealth Partners, LLC | 0.33% | Reduce -7.6% | 224,652 | $21.7M |
| Capital Advisors, Ltd. LLC | 2.18% | Reduce -4.1% | 224,182 | $21.6M |
| OneDigital Investment Advisors LLC | 0.18% | Reduce -1.3% | 223,733 | $21.6M |
| Baron Silver Stevens Financial Advisors, LLC | 2.71% | Add +2.4% | 221,195 | $21.3M |
| Cibc World Market Inc. | 0.04% | Add +2050.0% | 219,776 | $21.2M |
| Journey Advisory Group, LLC | 1.62% | Add +0.4% | 219,463 | $21.2M |
| Sanctuary Advisors, LLC | 0.10% | Reduce -0.0% | 215,785 | $20.8M |
| Anderson Hoagland & Co. | 1.61% | Add +1.4% | 213,114 | $20.6M |
| Dynasty Wealth Management, LLC | 0.14% | Reduce -6.0% | 199,658 | $19.3M |
| Choreo, LLC | 0.21% | Reduce -3.7% | 198,781 | $19.2M |
| Wealth Advisors of Iowa, LLC | 5.16% | Add +0.0% | 197,413 | $19.0M |
| Stratos Wealth Partners, LTD. | 0.19% | Add +4.9% | 196,227 | $18.9M |
| Rockefeller Capital Management L.P. | 0.03% | Reduce -2.1% | 195,770 | $18.9M |
| Barrett & Company, Inc. | 5.18% | Add +7.8% | 191,781 | $18.5M |
| United Capital Financial Advisors, LLC | 0.10% | Reduce -1.1% | 189,103 | $18.2M |
| Merit Financial Group, LLC | 0.11% | Add +5.9% | 183,663 | $17.7M |
| Darrow Company, Inc. | 6.74% | Add +0.4% | 180,315 | $17.4M |
| Aspen Private Advisors, LLC | 17.07% | — | 176,422 | $17.0M |
| Equitable Holdings, Inc. | 0.10% | Reduce -8.4% | 175,596 | $16.9M |
| Walled Lake Planning & Wealth Management, LLC | 4.26% | Add +1.7% | 174,990 | $16.9M |
| Citigroup Inc. | 0.01% | Reduce -13.3% | 174,126 | $16.8M |
| Summit Wealth Partners, LLC | 2.39% | Reduce -4.8% | 173,650 | $16.8M |
| Asset Advisors Investment Management, LLC | 1.52% | Reduce -1.6% | 171,637 | $16.6M |
| Leelyn Smith, LLC | 1.95% | Add +1.0% | 165,959 | $16.0M |
"% of holder's portfolio" is USMV's weight in each manager's 13F, not the share of iShares MSCI USA Min Vol Fac the manager owns.