ISHARES TR (USMV) is held by 143 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is FMR LLC as of Q1 2026.

Are institutions buying or selling USMV?

In Q1 2026, 57 institutions opened or increased positions in ISHARES TR while 82 reduced or exited — a net selling quarter.

What is the Smart Money Verdict on USMV?

The Smart Money Verdict combines four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for ISHARES TR.

How many hedge funds hold USMV?

143 institutional investors report holding ISHARES TR (USMV) as of Q1 2026, based on SEC 13F filings.

Is institutional money flowing into USMV?

As of Q1 2026, tracked institutions in ISHARES TR show 57 buyers versus 82 sellers — net outflows.

ISHARES TR

USMV·46429B697·US·ETF·Unknown - Unknown-13D/G

143

Holders

Avg rating(31 Elite)

$11.6B

Total Value

41% (150)

Fund Consensus

57 buying - 82 selling

Smart Money Verdict

View all

Held by 143 funds

31 elite

Who's Trading

Activist

FMR LLC6.3%May 6, 2026

View all activist filings

13F: Mar 31, 2026Insider & Congress: Updated regularly

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
FMR LLC	Increased	15.4M(+25.7%)	$1.4B	0.1%	+8.14%	39
RAYMOND JAMES FINANCIAL INC	Increased	14.3M(+3.5%)	$1.3B	0.4%	+11.06%	39
BANK OF AMERICA CORP /DE/	Decreased	12.8M(-1.9%)	$1.2B	0.1%	+11.79%	0
MORGAN STANLEY	Decreased	12.7M(-16.3%)	$1.2B	0.1%	+15.44%	0
LPL Financial LLC	Decreased	6.3M(-0.1%)	$582.5M	0.2%	+52.79%	0
PNC FINANCIAL SERVICES GROUP, INC.	Decreased	4.5M(-4.0%)	$415.7M	0.2%	+38.90%	0
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Decreased	4.4M(-37.4%)	$406.9M	0.8%	+18.07%	0
ENVESTNET ASSET MANAGEMENT INC	Increased	4M(+14.5%)	$369.6M	0.1%	+41.03%	35
WELLS FARGO & COMPANY/MN	Increased	3.5M(+1.0%)	$328.6M	0.1%	+37.81%	31
UBS Group AG	Decreased	3.2M(-5.6%)	$299.4M	0.0%	+80.45%	0
BlackRock, Inc.	Decreased	3.2M(-22.6%)	$298.6M	0.0%	+11.55%	0
AMERIPRISE FINANCIAL INC	Decreased	2.4M(-13.0%)	$226.6M	0.1%	+46.99%	0
Cetera Investment Advisers	Increased	2.2M(+1.9%)	$200.5M	0.2%	+20.75%	37
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	1.9M(-4.4%)	$176.8M	0.2%	+75.72%	0
JPMORGAN CHASE & CO	Decreased	1.9M(-47.3%)	$171.1M	0.0%	+10.56%	0
SEI INVESTMENTS CO	Increased	1.6M(+1.9%)	$144.7M	0.1%	+63.48%	37
ROYAL BANK OF CANADA	Decreased	1.6M(-6.3%)	$144.6M	0.0%	+10.81%	0
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Decreased	1.5M(-9.2%)	$141.1M	0.1%	+76.91%	0
Beacon Pointe Advisors, LLC	Increased	1.4M(+468.8%)	$125.8M	0.7%	+5.53%	69
ASSETMARK, INC	Decreased	1.3M(-13.6%)	$124.6M	0.3%	+57.15%	0