Citadel Advisors
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Citadel Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Citadel Advisors’s Portfolio USMV Stock Details USMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-3,900
Closed -$371K – 14142
2025
Q3 		$371K Sell
3,900
-1,200
-24% -$112K ﹤0.01% 9852
2025
Q2 		$479K Buy
5,100
+2,900
+132% +$267K ﹤0.01% 8734
2025
Q1 		$206K Buy
2,200
+300
+16% +$27.6K ﹤0.01% 10386
2024
Q4 		$169K Buy
1,900
+1,200
+171% +$110K ﹤0.01% 10703
2024
Q3 		$63.9K Sell
700
-700
-50% -$61.7K ﹤0.01% 11647
2024
Q2 		$118K Sell
1,400
-200
-13% -$16.5K ﹤0.01% 10685
2024
Q1 		$134K Sell
1,600
-600
-27% -$48.4K ﹤0.01% 10939
2023
Q4 		$172K Sell
2,200
-2,000
-48% -$149K ﹤0.01% 10185
2023
Q3 		$304K Buy
4,200
+2,900
+223% +$216K ﹤0.01% 9147
2023
Q2 		$96.6K Sell
1,300
-14,700
-92% -$1.07M ﹤0.01% 10996
2023
Q1 		$1.16M Sell
16,000
-5,500
-26% -$395K ﹤0.01% 6447
2022
Q4 		$1.55M Sell
21,500
-8,900
-29% -$633K ﹤0.01% 5974
2022
Q3 		$2.01M Buy
30,400
+18,400
+153% +$1.33M ﹤0.01% 5572
2022
Q2 		$843K Buy
12,000
+8,300
+224% +$608K ﹤0.01% 7430
2022
Q1 		$287K Sell
3,700
-14,300
-79% -$1.08M ﹤0.01% 10695
2021
Q4 		$1.46M Sell
18,000
-15,000
-45% -$1.16M ﹤0.01% 6953
2021
Q3 		$2.43M Buy
33,000
+14,600
+79% +$1.11M ﹤0.01% 5876
2021
Q2 		$1.35M Sell
18,400
-3,800
-17% -$275K ﹤0.01% 7561
2021
Q1 		$1.54M Buy
+22,200
New +$1.5M ﹤0.01% 7036

Other funds holding USMV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $4.65B AUM 15.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Citadel Advisors's USMV Position: Q1 2026 in Review

Citadel Advisors sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2026, closing a stake of 13,057 shares — an estimated $1.24M sold.

Citadel Advisors first reported a position in USMV in Q2 2014 and held it in 30 quarters. The position peaked at $17.7M in Q3 2023. 1,355 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

  • Citadel Advisors reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q1 2026 after selling out during the quarter.
  • Citadel Advisors sold 13,057 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $1.24M.
  • Citadel Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2014 and held it in 30 quarters.
  • Citadel Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $17.7M in Q3 2023.
  • 1,355 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.