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iShares MSCI USA Min Vol Factor ETF

1,370 hedge funds and large institutions have $16.5B invested in iShares MSCI USA Min Vol Factor ETF in 2026 Q2 according to their latest regulatory filings, with 122 funds opening new positions, 418 increasing their positions, 568 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 122 | Existing positions closed: 93

3% more capital invested

Capital invested by funds: $16B → $16.5B (+$483M)

0.57% more ownership

Funds ownership: 70.99%71.56% (+0.57%)

0% more funds holding

Funds holding: 1,3641,370 (+6)

12% less funds holding in top 10

Funds holding in top 10: 6557 (-8)

26% less repeat investments, than reductions

Existing positions increased: 418 | Existing positions reduced: 568

53% less call options, than puts

Call options by funds: $926K | Put options by funds: $1.96M

Holders
1,370
Holders Change
+6
Holders Change %
+0.44%
% of All Funds
16.56%
Holding in Top 10
57
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-12.31%
% of All Funds
0.69%
New
122
Increased
418
Reduced
568
Closed
93
Calls
$926K
Puts
$1.96M
Net Calls
-$1.03M
Net Calls Change
-$263K
Name Holding Trade Value Shares
Change
Change in
Stake
PWP
951
Phillips Wealth Planners
Mississippi
$343K +$6.26K +66 +2%
CCAM
952
Cascades Capital Asset Management
North Carolina
$341K -$14.7K -155 -4%
TFGT
953
TS Financial Group (TSFG)
Illinois
$338K +$40K +422 +14%
OFS
954
Opus Financial Solutions
Illinois
$333K
CAL
955
Capital Analysts LLC
Pennsylvania
$333K +$1.99K +21 +0.6%
SVWA
956
Sarver Vrooman Wealth Advisors
Missouri
$333K -$3.42K -36 -1%
TWM
957
TSA Wealth Management
Texas
$332K -$63.7K -671 -16%
DWP
958
Daymark Wealth Partners
Ohio
$331K +$68.7K +724 +27%
PCA
959
Prosperity Capital Advisors
Ohio
$331K +$42.7K +450 +15%
IAS
960
Insigneo Advisory Services
Florida
$329K +$285 +3 +0.1%
STCOSD
961
Sageworth Trust Company of South Dakota
South Dakota
$328K
OFG
962
Oxford Financial Group
Indiana
$327K
LWM
963
Langley Wealth Management
Mississippi
$327K +$322K +3,391 New
ST
964
Smithfield Trust
Pennsylvania
$326K -$20.1K -212 -6%
PIA
965
Polaris Investment Advisors
Massachusetts
$325K +$34.1K +359 +12%
GT
966
Greenleaf Trust
Michigan
$325K -$3.89K -41 -1%
GS
967
GWN Securities
Florida
$324K -$13.9K -146 -4%
FWM
968
Foguth Wealth Management
Michigan
$322K
SIC
969
Sterling Investment Counsel
New York
$322K -$1.14K -12 -0.4%
BRWA
970
B. Riley Wealth Advisors
Florida
$321K -$18K -190 -5%
EA
971
Enclave Advisors
Texas
$320K -$80K -843 -20%
AF
972
ASL Financial
California
$317K
MIC
973
Meridian Investment Counsel
California
$317K
TPWA
974
TRUE Private Wealth Advisors
Oregon
$317K +$95 +1 +0%
RWM
975
Revisor Wealth Management
Ohio
$316K

USMV Hedge Fund Activity: Q2 2026 in Review

1,370 of the 8,272 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Min Vol Factor ETF (USMV) for Q2 2026, worth a combined $16.5B — up 3% from $16B a quarter earlier.

Buyers outnumbered sellers: 122 funds opened new USMV positions and 93 closed out — a net gain of 29 holders — while 418 added to existing stakes and 568 trimmed.

The largest buyer was LPL Financial, adding an estimated $159M. The largest seller was Two Sigma Investments, cutting an estimated $81.9M.

  • 1,370 institutional investors held iShares MSCI USA Min Vol Factor ETF (USMV) as of Q2 2026, up from 1,364 in Q1 2026.
  • Funds reported $16.5B of iShares MSCI USA Min Vol Factor ETF stock for Q2 2026, up 3% quarter-over-quarter.
  • 122 funds opened new iShares MSCI USA Min Vol Factor ETF positions in Q2 2026 and 93 closed out, a net change of +29 holders.
  • The largest iShares MSCI USA Min Vol Factor ETF buyer in Q2 2026 was LPL Financial, an estimated $159M added.
  • The largest iShares MSCI USA Min Vol Factor ETF seller in Q2 2026 was Two Sigma Investments, an estimated $81.9M sold.

Based on aggregated 13F filings for Q2 2026.