Who owns iShares MSCI USA Min Vol Factor ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of USMV from SEC Form 13F filings across 1,380 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 1,380 institutions disclosed 170.5M shares of iShares MSCI USA Min Vol Factor ETF worth $16.45B — about 72.8% of shares outstanding; the largest disclosed holder is FMR LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
1,380
13F holders
$16.45B
value, 2026 filers
72.8%
of shares outstanding (170.5M sh)
143
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of USMV's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | FMR LLC | 15.4M | $1.48B | 0.1% | 6.6% | 0.0% |
| 2 | RAYMOND JAMES FINANCIAL INC | 14.6M | $1.41B | 0.4% | 6.3% | +2.8% |
| 3 | MORGAN STANLEY | 14.0M | $1.35B | 0.1% | 6% | +10.1% |
| 4 | BANK OF AMERICA CORP /DE/ | 12.3M | $1.19B | 0.1% | 5.3% | -3.4% |
| 5 | LPL Financial LLC | 8.0M | $767.2M | 0.2% | 3.4% | +26.6% |
| 6 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 4.7M | $458.5M | 0.8% | 2% | +7.6% |
| 7 | Catalyst Capital Advisors LLC | 4.5M | $429.8M | 7.1% | 1.9% | +5.0% |
| 8 | Millburn Ridgefield LLC /DE/ | 4.5M | $429.8M | 8.1% | 1.9% | +5.0% |
| 9 | PNC Financial Services Group, Inc. | 4.2M | $409.7M | 0.2% | 1.8% | -5.2% |
| 10 | ENVESTNET ASSET MANAGEMENT INC | 3.8M | $363.0M | 0.1% | 1.6% | -5.6% |
| 11 | BlackRock, Inc. | 3.5M | $333.5M | 0.0% | 1.5% | +7.4% |
| 12 | WELLS FARGO & COMPANY/MN | 3.4M | $327.6M | 0.1% | 1.4% | -4.2% |
| 13 | UBS Group AG | 3.1M | $300.9M | 0.0% | 1.3% | -3.4% |
| 14 | Cetera Investment Advisers | 2.2M | $209.1M | 0.2% | 0.9% | +0.3% |
| 15 | JPMORGAN CHASE & CO | 2.0M | $195.1M | 0.0% | 0.9% | +8.7% |
| 16 | AMERIPRISE FINANCIAL INC | 1.9M | $181.8M | 0.0% | 0.8% | -22.9% |
| 17 | COMMONWEALTH EQUITY SERVICES, LLC | 1.8M | $175.2M | 0.2% | 0.8% | -4.7% |
| 18 | SEI INVESTMENTS CO | 1.6M | $152.6M | 0.1% | 0.7% | +1.4% |
| 19 | ROYAL BANK OF CANADA | 1.6M | $150.1M | 0.0% | 0.7% | -0.2% |
| 20 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1.4M | $139.9M | 0.1% | 0.6% | -4.7% |
| 21 | Beacon Pointe Advisors, LLC | 1.4M | $136.9M | 0.6% | 0.6% | +4.7% |
| 22 | Cerity Partners LLC | 1.4M | $132.5M | 0.2% | 0.6% | +3.6% |
| 23 | ASSETMARK, INC | 1.3M | $129.9M | 0.2% | 0.6% | +0.2% |
| 24 | JONES FINANCIAL COMPANIES LLLP | 1.3M | $120.7M | 0.0% | 0.5% | +8.4% |
| 25 | JOHNSON INVESTMENT COUNSEL INC | 1.2M | $116.7M | 0.9% | 0.5% | -5.3% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.