ISHARES TR (USMV): Institutional Ownership
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
12
13F filers
Aggregate Value
$178.8M
Across holders
Last Price
$95.99
2026-06-26
Sector
GICS
Holder activity3 new3 added5 reduced
| Manager⇅ | Type⇅ | Shares⇅ | Market Value▼ | % of Total⇅ | % of Portfolio⇅ | Action⇅ | QoQ Change⇅ | Quarter⇅ |
|---|---|---|---|---|---|---|---|---|
| TWO SIGMA INVESTMENTS, LP CIK 0001179392 | Hedge Fund | 1.25M | $116.0M | 64.9% | 0.1% | Reduced | $-115.2M | Q1 2026 |
| BALYASNY ASSET MANAGEMENT LLC CIK 0001218710 | Hedge Fund | 307K | $29.2M | 16.3% | 0.0% | New | — | Q3 2025 |
| Ancora Advisors, LLC CIK 0001446114 | Hedge Fund | 105K | $9.7M | 5.4% | 0.2% | Added | +$9.3M | Q1 2026 |
| MARSHALL WACE, LLP CIK 0001318757 | Hedge Fund | 104K | $9.7M | 5.4% | 0.0% | New | — | Q1 2026 |
| Gotham Asset Management, LLC CIK 0001510387 | Hedge Fund | 59K | $5.5M | 3.1% | 0.0% | Added | +$256K | Q1 2026 |
| Qube Research & Technologies Ltd CIK 0001729829 | Hedge Fund | 53K | $4.9M | 2.8% | 0.0% | Reduced | $-30.3M | Q1 2026 |
| RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 | Hedge Fund | 23K | $2.2M | 1.2% | 0.0% | New | — | Q3 2025 |
| CITADEL ADVISORS LLC CIK 0001423053 | Hedge Fund | 9K | $798K | 0.4% | 0.0% | Reduced | $-696K | Q1 2026 |
| Fisher Asset Management, LLC CIK 0000850529 | Institutional Manager | 4K | $390K | 0.2% | 0.0% | Added | +$47K | Q1 2026 |
| Bridgewater Advisors Inc. CIK 0001600319 | Hedge Fund | 3K | $239K | 0.1% | 0.0% | Unchanged | +$0 | Q1 2026 |
| TUDOR INVESTMENT CORP ET AL CIK 0000923093 | Hedge Fund | 3K | $232K | 0.1% | 0.0% | Reduced | $-15.0M | Q1 2026 |
| AQR CAPITAL MANAGEMENT LLC CIK 0001167557 | Hedge Fund | 26 | $2K | 0.0% | 0.0% | Reduced | $-10.1M | Q1 2026 |
Reduced
Hedge Fund
$116.0M· 64.9% of total· 0.1% port· 1.25M sh· $-115.2M QoQ· Q1 2026
New
Hedge Fund
$29.2M· 16.3% of total· 0.0% port· 307K sh· — QoQ· Q3 2025
Added
Hedge Fund
$9.7M· 5.4% of total· 0.2% port· 105K sh· +$9.3M QoQ· Q1 2026
New
Hedge Fund
$9.7M· 5.4% of total· 0.0% port· 104K sh· — QoQ· Q1 2026
Added
Hedge Fund
$5.5M· 3.1% of total· 0.0% port· 59K sh· +$256K QoQ· Q1 2026
Reduced
Hedge Fund
$4.9M· 2.8% of total· 0.0% port· 53K sh· $-30.3M QoQ· Q1 2026
New
Hedge Fund
$2.2M· 1.2% of total· 0.0% port· 23K sh· — QoQ· Q3 2025
Reduced
Hedge Fund
$798K· 0.4% of total· 0.0% port· 9K sh· $-696K QoQ· Q1 2026
Added
Institutional Manager
$390K· 0.2% of total· 0.0% port· 4K sh· +$47K QoQ· Q1 2026
Unchanged
Hedge Fund
$239K· 0.1% of total· 0.0% port· 3K sh· +$0 QoQ· Q1 2026
Reduced
Hedge Fund
$232K· 0.1% of total· 0.0% port· 3K sh· $-15.0M QoQ· Q1 2026
Reduced
Hedge Fund
$2K· 0.0% of total· 0.0% port· 26 sh· $-10.1M QoQ· Q1 2026