USMV ISHARES TR: institutional ownership and insider trading

1,472 funds reported holding $17.0B of ISHARES TR in their latest 13F filings; in Q2 2026 funds net sold $99.2M, with 99 new positions and 93 funds selling out.

Famous investors holding USMV

Largest institutional holders of USMV

  1. FMR LLC — $1.48B
  2. RAYMOND JAMES FINANCIAL INC (RJF, RJF-PB) — $1.41B
  3. MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) — $1.35B
  4. BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BML-PG, BML-PH, BML-PJ, BML-PL) — $1.19B
  5. LPL Financial LLC — $767M
  6. WEALTH ENHANCEMENT ADVISORY SERVICES, LLC — $496M
  7. Catalyst Capital Advisors LLC — $430M
  8. Millburn Ridgefield LLC /DE/ — $430M
  9. PNC FINANCIAL SERVICES GROUP, INC. (PNC) — $410M
  10. ENVESTNET ASSET MANAGEMENT INC — $363M

5%+ owners

Who owns the most USMV stock?

The largest institutional holders of ISHARES TR in the latest 13F filings are FMR LLC ($1.48B), RAYMOND JAMES FINANCIAL INC (RJF, RJF-PB) ($1.41B), MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) ($1.35B).

Which famous investors own USMV?

Two Sigma, Ken Griffin.

Which ETFs hold USMV?

11 ETFs and mutual funds hold it among their top 100 positions, including MBXAX, DMSFX, ACRIX, SPUSX.

All USMV 13F holders