ISHARES TR (USMV) is held by 144 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is FMR LLC as of Q2 2026.

Are institutions buying or selling USMV?

In Q2 2026, 72 institutions opened or increased positions in ISHARES TR while 79 reduced or exited — a net selling quarter.

What is the Smart Money Verdict on USMV?

HoldingsIntel scores ISHARES TR across four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) — with 2 of the 4 carrying data for USMV. In Q2 2026, the institutional leg showed net outflows: 72 buying versus 79 selling.

How many hedge funds hold USMV?

144 institutional investors report holding ISHARES TR (USMV) as of Q2 2026, based on SEC 13F filings.

Is institutional money flowing into USMV?

As of Q2 2026, tracked institutions in ISHARES TR show 72 buyers versus 79 sellers — net outflows.

ISHARES TR

USMV·46429B697·US·ETF-13D/G

144

Holders

(24 Elite)

$12.2B

Total Value

48% (151)

Consensus

72 buying - 79 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

View all

Held by 144 funds

24 elite

Who's Trading

Source dates: Price Oct 14, 2026 · Insiders none · Activists May 6, 2026 · Congress none

Activist

FMR LLC6.3%May 6, 2026

View all activist filings

Checking access…

	Action
FMR LLC	Decreased	15.4M(-0.0%)	$1.5B	0.1%	+33.70%	0
RAYMOND JAMES FINANCIAL INC	Increased	14.6M(+2.8%)	$1.4B	0.4%	+15.32%	39
MORGAN STANLEY	Increased	14M(+10.1%)	$1.4B	0.1%	+18.41%	35
BANK OF AMERICA CORP /DE/	Decreased	12.3M(-3.4%)	$1.2B	0.1%	+47.24%	0
LPL Financial LLC	Increased	8M(+26.6%)	$767.2M	0.2%	+42.88%	47
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Increased	4.7M(+7.6%)	$458.5M	0.8%	+15.38%	48
PNC FINANCIAL SERVICES GROUP, INC.	Decreased	4.2M(-5.3%)	$409.7M	0.2%	+44.14%	0
ENVESTNET ASSET MANAGEMENT INC	Decreased	3.8M(-5.6%)	$363M	0.1%	+48.07%	0
BlackRock, Inc.	Increased	3.5M(+7.4%)	$333.5M	0.0%	+15.10%	33
WELLS FARGO & COMPANY/MN	Decreased	3.4M(-4.2%)	$327.6M	0.1%	+67.93%	0
UBS Group AG	Decreased	3.1M(-3.4%)	$300.9M	0.0%	+87.66%	0
Cetera Investment Advisers	Increased	2.2M(+0.3%)	$209.1M	0.2%	+25.39%	37
JPMORGAN CHASE & CO	Increased	2M(+8.7%)	$195.1M	0.0%	+12.04%	33
AMERIPRISE FINANCIAL INC	Decreased	1.9M(-22.9%)	$181.8M	0.0%	+52.55%	0
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	1.8M(-4.7%)	$175.2M	0.2%	+82.85%	0
SEI INVESTMENTS CO	Increased	1.6M(+1.4%)	$152.6M	0.1%	+67.96%	37
ROYAL BANK OF CANADA	Decreased	1.6M(-0.2%)	$150.1M	0.0%	+59.42%	0
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Decreased	1.4M(-4.7%)	$139.9M	0.1%	+83.31%	0
Beacon Pointe Advisors, LLC	Increased	1.4M(+4.7%)	$136.9M	0.6%	+13.61%	45
Cerity Partners LLC	Increased	1.4M(+3.6%)	$132.5M	0.2%	+33.63%	37

Showing 1-20 of 156

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer

ISHARES TR

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