§ EQUITY
USDUSMV
ISHARES MSCI USA MIN VOL FAC
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Fidelity Management | 15.1M | 0.1% | +26% |
| RAYMOND JAMES FINANCIAL INC | 11.2M | 0.3% | +3% |
| Morgan Stanley IM | 9.2M | 0.1% | −58% |
| LPL Financial LLC | 6.3M | 0.2% | −0% |
| Bank of America Corp | 5.4M | 0.0% | −2% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 4.4M | 0.8% | −37% |
◇ AC INTELLIGENCE
Top institutional owners for USMV as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER60.2% · 1,250 holders
DEALER / BANK25.8% · 73 holders
QUALITY / COMPOUNDER11.1% · 10 holders
PASSIVE / INDEX1.9% · 4 holders
INCOME / DEFENSIVE0.9% · 8 holders
SYSTEMATIC / QUANT0.1% · 4 holders
TACTICAL / MACRO0.0% · 3 holders
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for USMV in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention USMV yet.