iShares MSCI USA Min Vol FacUSMVETF
13F holders, Q1 2026 (March 31)1,369holders −9
92new positions
90sold out
5famous investors
$92.74avg. 13F price*
At the end of Q1 2026, 1,369 institutions reported holding iShares MSCI USA Min Vol Fac (USMV) in their 13F filings, down 9 from Q4 2025. 92 opened new positions and 90 sold out. The largest holders were FMR LLC ($1.4B), Raymond James Financial Inc. ($1.3B) and Bank of America Corp. ($1.2B). 5 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation'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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 92 | $240.8M |
| Exits | 90 | $100.0M |
All 13F filers, Q4 2025 → Q1 2026: 12,497,710 shares bought and 18,107,785 shares sold, net −5,610,075 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,369 holders
| FMR LLC | 0.08% | Add +25.7% | 15,351,246 | $1.4B |
| Raymond James Financial Inc. | 0.41% | Add +3.5% | 14,250,677 | $1.3B |
| Bank of America Corp. | 0.09% | Reduce -1.9% | 12,775,026 | $1.2B |
| Morgan Stanley | 0.07% | Reduce -16.3% | 12,748,910 | $1.2B |
| LPL Financial LLC | 0.15% | Reduce -0.1% | 6,281,097 | $582.5M |
| PNC Financial Services Group, Inc. | 0.24% | Reduce -4.0% | 4,482,760 | $415.7M |
| Wealth Enhancement Advisory Services, LLC | 0.90% | Reduce -37.4% | 4,370,460 | $406.9M |
| Millburn Ridgefield LLC | 8.46% | Add +13.1% | 4,242,597 | $393.5M |
| Catalyst Capital Advisors LLC | 7.33% | Add +13.1% | 4,242,597 | $393.5M |
| Envestnet Asset Management Inc. | 0.10% | Add +14.5% | 3,985,108 | $369.6M |
| Wells Fargo & Company | 0.07% | Add +1.0% | 3,543,301 | $328.6M |
| UBS Group AG | 0.05% | Reduce -5.6% | 3,227,908 | $299.4M |
| BlackRock, Inc. | 0.01% | Reduce -22.6% | 3,219,933 | $298.6M |
| Ameriprise Financial Inc. | 0.05% | Reduce -13.0% | 2,443,495 | $226.6M |
| Cetera Investment Advisers | 0.21% | Add +1.9% | 2,162,456 | $200.5M |
| Commonwealth Equity Services, LLC | 0.25% | Reduce -4.4% | 1,906,795 | $176.8M |
| JPMorgan Chase & Co. | 0.01% | Reduce -47.3% | 1,865,981 | $171.1M |
| Sei Investments Co. | 0.13% | Add +1.9% | 1,560,042 | $144.7M |
| Royal Bank of Canada | 0.03% | Reduce -6.3% | 1,558,899 | $144.6M |
| Northwestern Mutual Wealth Management Co. | 0.09% | Reduce -9.2% | 1,521,231 | $141.1M |
| Beacon Pointe Advisors, LLC | 0.67% | Add +468.8% | 1,356,170 | $125.8M |
| Assetmark, Inc. | 0.25% | Reduce -13.6% | 1,343,205 | $124.6M |
| Cambridge Investment Research Advisors, Inc. | 0.32% | Reduce -5.8% | 1,336,870 | $124.0M |
| Cerity Partners LLC | 0.17% | Add +8.5% | 1,326,083 | $123.0M |
| Horizon Investments, LLC | 1.35% | Add +9.4% | 1,303,499 | $120.9M |
| Johnson Investment Counsel Inc. | 0.96% | Add +3.5% | 1,276,721 | $118.4M |
| Two Sigma Investments, LP | 0.10% | Reduce -49.8% | 1,250,600 | $116.0M |
| Focus Partners Wealth | 0.12% | Reduce -3.0% | 1,188,453 | $110.2M |
| Geneos Wealth Management Inc. | 2.46% | Add +99.3% | 1,143,557 | $106.1M |
| Jones Financial Companies LLLP | 0.05% | Add +14.9% | 1,159,498 | $105.7M |
| Mercer Global Advisors Inc. | 0.15% | Reduce -15.0% | 1,077,889 | $100.0M |
| Mariner, LLC | 0.12% | Add +1.9% | 1,075,243 | $99.7M |
| Brookstone Capital Management | 0.95% | Add +4.6% | 893,614 | $82.9M |
| Russell Investments Group, Ltd. | 0.09% | Add +0.2% | 853,808 | $79.2M |
| Securian Asset Management, Inc. | 3.07% | Reduce -3.8% | 837,287 | $77.6M |
| Osaic Holdings, Inc. | 0.11% | Reduce -16.0% | 818,745 | $76.0M |
| Ritholtz Wealth Management | 1.29% | New | 800,500 | $74.2M |
| Cwm, LLC | 0.18% | Reduce -7.8% | 733,419 | $68.0M |
| Captrust Financial Advisors | 0.12% | Reduce -2.8% | 715,391 | $66.3M |
| US Bancorp \de | 0.08% | Reduce -2.9% | 707,715 | $65.6M |
| HighTower Advisors, LLC | 0.07% | Add +4.6% | 701,950 | $65.1M |
| MAI Capital Management | 0.37% | Reduce -2.0% | 698,393 | $64.8M |
| Stifel Financial Corp. | 0.06% | Add +0.1% | 656,306 | $60.9M |
| Steward Partners Investment Advisory, LLC | 0.30% | Reduce -4.8% | 634,361 | $58.8M |
| NewEdge Advisors, LLC | 0.21% | Add +30.0% | 618,327 | $57.3M |
| Janney Montgomery Scott LLC | 0.14% | Reduce -8.0% | 617,480 | $57.3M |
| Bank of New York Mellon Corp | 0.01% | Reduce -0.8% | 532,541 | $49.4M |
| Private Advisor Group, LLC | 0.21% | Reduce -2.1% | 492,726 | $45.7M |
| Facet Wealth, Inc. | 0.75% | Add +0.7% | 465,985 | $43.2M |
| Caisse de depot et placement du Quebec | 0.07% | New | 441,070 | $40.9M |
| Integrated Wealth Concepts LLC | 0.32% | Add +50.9% | 426,378 | $39.5M |
| Glenmede Trust Co. NA | 0.18% | Reduce -5.0% | 404,160 | $37.5M |
| High Probability Advisors, LLC | 4.67% | Add +2.9% | 393,657 | $36.5M |
| Barclays PLC | 0.01% | Reduce -26.1% | 391,430 | $36.3M |
| ARS Wealth Advisors Group, LLC | 2.87% | Reduce -2.9% | 366,628 | $34.0M |
| MML Investors Services, LLC | 0.09% | Reduce -28.0% | 365,834 | $33.9M |
| Klingman & Associates, LLC | 1.62% | Reduce -0.4% | 361,598 | $33.5M |
| Truist Financial Corp. | 0.04% | Add +1.6% | 342,687 | $31.8M |
| Symmetry Partners, LLC | 1.76% | Add +8.2% | 332,924 | $30.9M |
| Kestra Advisory Services, LLC | 0.12% | Add +17.6% | 329,668 | $30.6M |
| Rehmann Capital Advisory Group | 1.59% | Add +6.6% | 328,555 | $30.5M |
| Creative Planning | 0.02% | Add +30.8% | 327,516 | $30.4M |
| Lineweaver Wealth Advisors, LLC | 3.97% | Add +1.7% | 317,175 | $29.4M |
| Alliancebernstein L.P. | 0.01% | Reduce -5.1% | 301,846 | $28.4M |
| Keybank National Association | 0.10% | Reduce -6.5% | 301,021 | $27.9M |
| GDS Wealth Management | 1.55% | Add +5.1% | 278,149 | $25.8M |
| Park Avenue Securities LLC | 0.19% | Reduce -13.8% | 266,927 | $24.8M |
| Cornerstone Wealth Management, LLC | 1.19% | Add +0.9% | 256,054 | $23.7M |
| Lido Advisors, LLC | 0.09% | Reduce -9.2% | 249,200 | $23.1M |
| Sagespring Wealth Partners, LLC | 0.41% | Reduce -7.1% | 243,173 | $22.6M |
| Rwa Wealth Partners, LLC | 0.25% | Add +4124.1% | 241,999 | $22.4M |
| Vestcor Inc | 0.61% | Reduce -43.1% | 239,551 | $22.2M |
| Cassia Capital Partners, LLC | 11.40% | Add +5.1% | 239,019 | $22.2M |
| Meridian Wealth Advisors, LLC | 2.90% | Add +19.8% | 236,775 | $22.0M |
| Adaptive Financial Consulting, LLC | 8.37% | Add +5.7% | 235,579 | $21.8M |
| Citizens Financial Group Inc. | 0.30% | Reduce -0.7% | 234,954 | $21.8M |
| Capital Advisors, Ltd. LLC | 2.46% | Reduce -3.5% | 233,687 | $21.7M |
| Pacific Center for Financial Services | 5.43% | Reduce -3.1% | 231,033 | $21.4M |
| Well Done, LLC | 3.11% | Reduce -6.6% | 228,169 | $21.2M |
| OneDigital Investment Advisors LLC | 0.21% | Reduce -3.4% | 226,716 | $21.0M |
| Penserra Capital Management LLC | 0.25% | New | 225,590 | $20.9M |
| Journey Advisory Group, LLC | 1.74% | Reduce -1.6% | 218,582 | $20.3M |
| Lester Murray Antman dba SimplyRich | 5.17% | Reduce -1.3% | 217,943 | $20.2M |
| Baron Silver Stevens Financial Advisors, LLC | 2.91% | Reduce -3.7% | 216,124 | $20.0M |
| Sanctuary Advisors, LLC | 0.11% | Reduce -4.7% | 215,810 | $20.0M |
| Dynasty Wealth Management, LLC | 0.17% | Reduce -76.2% | 212,459 | $19.7M |
| Anderson Hoagland & Co. | 1.68% | Add +15.8% | 210,228 | $19.5M |
| Rakuten Investment Management, Inc. | 0.04% | Add +100.0% | 205,766 | $19.5M |
| Choreo, LLC | 0.24% | Reduce -4.8% | 206,453 | $19.1M |
| Citigroup Inc. | 0.01% | Reduce -14.1% | 200,801 | $18.6M |
| &partners | 0.09% | Reduce -3.8% | 203,693 | $18.6M |
| Rockefeller Capital Management L.P. | 0.03% | Reduce -1.2% | 200,055 | $18.6M |
| Wealth Advisors of Iowa, LLC | 5.66% | Add +0.3% | 197,331 | $18.3M |
| Equitable Holdings, Inc. | 0.12% | Reduce -5.1% | 191,799 | $18.1M |
| United Capital Financial Advisors, LLC | 0.11% | Reduce -1.3% | 191,280 | $17.7M |
| Stratos Wealth Partners, LTD. | 0.20% | Reduce -22.5% | 187,090 | $17.4M |
| Summit Wealth Partners, LLC | 2.68% | Reduce -3.3% | 182,452 | $16.9M |
| Valmark Advisers, Inc. | 0.20% | Reduce -15.3% | 181,946 | $16.9M |
| Independent Advisor Alliance | 0.18% | Add +3339.6% | 181,404 | $16.8M |
| Darrow Company, Inc. | 7.50% | Add +2.7% | 179,532 | $16.6M |
"% 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.