ISHARES TR (USMV): Ownership & Insider Activity
Hedge funds and institutional managers reporting a position in USMV. Based on the most recent 13F filing from each holder, sourced from SEC EDGAR.
Reported Holders
13
13F filers
Aggregate Value
$222.4M
Across holders
Last Price
$101.57
2026-08-24
Sector
—
GICS
Quarterly fund activity9 increased2 reduced2 exited
Full exits: MILLENNIUM MANAGEMENT LLC, TUDOR INVESTMENT CORP ET AL
| Manager⇅ | Type⇅ | Shares⇅ | Market Value▼ | % of Total⇅ | % of Portfolio⇅ | Action⇅ | QoQ Change⇅ | Quarter⇅ |
|---|---|---|---|---|---|---|---|---|
| Qube Research & Technologies Ltd CIK 0001729829 | Hedge Fund | 721K | $69.6M | 31.3% | 0.1% | Added | +$64.5M | Q2 2026 |
| MARSHALL WACE, LLP CIK 0001318757 | Hedge Fund | 498K | $48.0M | 21.6% | 0.0% | Added | +$38.0M | Q2 2026 |
| TWO SIGMA INVESTMENTS, LP CIK 0001179392 | Hedge Fund | 388K | $37.4M | 16.8% | 0.0% | Reduced | $-83.2M | Q2 2026 |
| Rockefeller Capital Management L.P. CIK 0001739439 | Hedge Fund | 196K | $18.9M | 8.5% | 0.0% | Reduced | $-56.4M | Q2 2026 |
| AQR CAPITAL MANAGEMENT LLC CIK 0001167557 | Hedge Fund | 121K | $11.7M | 5.2% | 0.0% | Added | +$7.7M | Q2 2026 |
| Ancora Advisors, LLC CIK 0001446114 | Hedge Fund | 111K | $10.7M | 4.8% | 0.2% | Added | +$9.6M | Q2 2026 |
| CITADEL ADVISORS LLC CIK 0001423053 | Hedge Fund | 74K | $7.2M | 3.2% | 0.0% | Added | +$6.3M | Q2 2026 |
| Gotham Asset Management, LLC CIK 0001510387 | Hedge Fund | 59K | $5.7M | 2.6% | 0.0% | Unchanged | +$0 | Q2 2026 |
| Squarepoint Ops LLC CIK 0001642575 | Hedge Fund | 47K | $4.6M | 2.1% | 0.0% | Added | +$3.2M | Q2 2026 |
| BALYASNY ASSET MANAGEMENT LLC CIK 0001218710 | Hedge Fund | 44K | $4.3M | 1.9% | 0.0% | Added | — | Q2 2026 |
Added
Hedge Fund
$69.6M· 31.3% of total· 0.1% port· 721K sh· +$64.5M QoQ· Q2 2026
Added
Hedge Fund
$48.0M· 21.6% of total· 0.0% port· 498K sh· +$38.0M QoQ· Q2 2026
Reduced
Hedge Fund
$37.4M· 16.8% of total· 0.0% port· 388K sh· $-83.2M QoQ· Q2 2026
Reduced
Hedge Fund
$18.9M· 8.5% of total· 0.0% port· 196K sh· $-56.4M QoQ· Q2 2026
Added
Hedge Fund
$11.7M· 5.2% of total· 0.0% port· 121K sh· +$7.7M QoQ· Q2 2026
Added
Hedge Fund
$10.7M· 4.8% of total· 0.2% port· 111K sh· +$9.6M QoQ· Q2 2026
Added
Hedge Fund
$7.2M· 3.2% of total· 0.0% port· 74K sh· +$6.3M QoQ· Q2 2026
Unchanged
Hedge Fund
$5.7M· 2.6% of total· 0.0% port· 59K sh· +$0 QoQ· Q2 2026
Added
Hedge Fund
$4.6M· 2.1% of total· 0.0% port· 47K sh· +$3.2M QoQ· Q2 2026
Added
Hedge Fund
$4.3M· 1.9% of total· 0.0% port· 44K sh· — QoQ· Q2 2026
Added
Hedge Fund
$3.8M· 1.7% of total· 0.0% port· 39K sh· — QoQ· Q2 2026
Added
Institutional Manager
$423K· 0.2% of total· 0.0% port· 4K sh· +$17K QoQ· Q2 2026
Unchanged
Hedge Fund
$249K· 0.1% of total· 0.0% port· 3K sh· +$0 QoQ· Q2 2026
1–10 of 13
1 / 2
Loading recent insider activity…