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
2026
Q2 		$289K Sell
3,000
-5,600
-65% -$531K ﹤0.01% 11193
2026
Q1 		$798K Sell
8,600
-7,500
-47% -$712K ﹤0.01% 8189
2025
Q4 		$1.52M Buy
16,100
+2,000
+14% +$188K ﹤0.01% 6486
2025
Q3 		$1.34M Sell
14,100
-6,400
-31% -$599K ﹤0.01% 6899
2025
Q2 		$1.92M Sell
20,500
-6,600
-24% -$607K ﹤0.01% 5776
2025
Q1 		$2.54M Buy
27,100
+500
+2% +$46K ﹤0.01% 5077
2024
Q4 		$2.36M Buy
26,600
+13,900
+109% +$1.28M ﹤0.01% 5287
2024
Q3 		$1.16M Buy
12,700
+11,700
+1,170% +$1.03M ﹤0.01% 6575
2024
Q2 		$84K Buy
1,000
+900
+900% +$74.2K ﹤0.01% 11155
2024
Q1 		$8.36K Sell
100
-900
-90% -$72.6K ﹤0.01% 13560
2023
Q4 		$78K Buy
1,000
+600
+150% +$44.8K ﹤0.01% 11255
2023
Q3 		$29K Sell
400
-900
-69% -$67.1K ﹤0.01% 12300
2023
Q2 		$96.6K Buy
1,300
+600
+86% +$43.8K ﹤0.01% 10997
2023
Q1 		$50.9K Sell
700
-45,800
-98% -$3.29M ﹤0.01% 12116
2022
Q4 		$3.35M Buy
46,500
+43,300
+1,353% +$3.08M ﹤0.01% 4558
2022
Q3 		$212K Buy
+3,200
New +$231K ﹤0.01% 10299
2022
Q2 		– Sell
-2,700
Closed -$209K – 14159
2022
Q1 		$209K Sell
2,700
-100
-4% -$7.57K ﹤0.01% 11436
2021
Q4 		$227K Sell
2,800
-1,400
-33% -$108K ﹤0.01% 11592
2021
Q3 		$309K Buy
+4,200
New +$320K ﹤0.01% 11018

Other funds holding USMV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Citadel Advisors's USMV Position: Q2 2026 in Review

Citadel Advisors opened a new position in iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2026: 74,265 shares worth $7.16M. The stake represents ﹤0.01% of the portfolio and ranks #4111 among its holdings. This is a return to the name: Citadel Advisors previously reported a position in USMV as recently as Q4 2025.

Citadel Advisors first reported a position in USMV in Q2 2014 and has held it in 31 quarters since. The position peaked at $17.7M in Q3 2023. 1,377 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • Citadel Advisors held 74,265 shares of iShares MSCI USA Min Vol Factor ETF worth $7.16M as of Q2 2026.
  • iShares MSCI USA Min Vol Factor ETF was a new Citadel Advisors position in Q2 2026.
  • iShares MSCI USA Min Vol Factor ETF made up ﹤0.01% of Citadel Advisors's portfolio in Q2 2026, its #4111 holding.
  • Citadel Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2014 and has held it in 31 quarters since.
  • Citadel Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $17.7M in Q3 2023.
  • 1,377 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Citadel Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.