USMV · Insider trading · 13F holders · Congress trades
iShares MSCI USA Min Vol Factor ETF (USMV)
Who is buying and selling USMV: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 308
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 1
USMV at a glance
- No open-market insider purchases or sales of USMV were filed in the last 90 days.
- 308 13F filers hold USMV among their 50 largest positions, worth $5.3B combined. The biggest bets by portfolio weight are Aspen Private Advisors, LLC (16.7%), Cassia Capital Partners, LLC (11.1%) and Koenig Investment Advisory, LLC (10.6%). In their latest 13Fs, 4 managers opened a new position and 38 added to one.
- Members of Congress have disclosed 3 USMV trades since 2015, 1 purchase and 0 sales in the past year; the latest was Joe Courtney (D-CT), buying $1K–15K on Oct 9, 2020.
- USMV last closed at $103.16 on Oct 30, 2026.
USMV insider trading
No open-market insider purchases or sales of USMV were filed in the last 90 days.
Who owns USMV? Hedge funds and superinvestors
308 13F filers hold USMV among their 50 largest positions, worth $5.3B combined. The biggest bets by portfolio weight are Aspen Private Advisors, LLC (16.7%), Cassia Capital Partners, LLC (11.1%) and Koenig Investment Advisory, LLC (10.6%). In their latest 13Fs, 4 managers opened a new position and 38 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Raymond James Financial IncBroker-dealer | 0.4% | $1.4B | 14,642,755 | +2.8% shares | Q2 2026 |
| Wealth Enhancement Advisory Services, LLCWealth manager | 0.7% | $496.4M | 4,976,002 | +5.8% shares | Q3 2026 |
| Millburn Ridgefield LLC /DE/Mutual fund manager | 8.1% | $429.8M | 4,455,291 | +5.0% shares | Q2 2026 |
| Catalyst Capital Advisors LLCMutual fund manager | 7.1% | $429.8M | 4,455,291 | +5.0% shares | Q2 2026 |
| Beacon Pointe Advisors, LLCWealth manager | 0.6% | $136.9M | 1,419,542 | +4.7% shares | Q2 2026 |
| Johnson Investment Counsel IncWealth manager | 0.9% | $116.7M | 1,209,687 | -5.3% shares | Q2 2026 |
| Geneos Wealth Management Inc.Wealth manager | 2.3% | $113.6M | 1,177,268 | +2.9% shares | Q2 2026 |
| Apollon Wealth Management, LLCWealth manager | 1.1% | $96.4M | 989,315 | — | Q3 2026 |
| Horizon Investments, LLCMutual fund manager | 1.0% | $91.0M | 943,459 | -27.6% shares | Q2 2026 |
| Securian Asset Management, IncInstitutional asset manager | 2.9% | $80.9M | 837,287 | +0.0% shares | Q2 2026 |
| Brookstone Capital ManagementWealth manager | 0.8% | $78.1M | 801,426 | -2.1% shares | Q3 2026 |
| Facet Wealth, Inc.Wealth manager | 0.6% | $45.1M | 467,953 | +0.4% shares | Q2 2026 |
| High Probability Advisors, LLCWealth manager | 4.8% | $42.6M | 436,792 | +4.7% shares | Q3 2026 |
| Symmetry Partners, LLCWealth manager | 1.8% | $36.0M | 369,826 | +3.4% shares | Q3 2026 |
| Klingman & Associates, LLCWealth manager | 1.4% | $33.8M | 346,991 | -2.2% shares | Q3 2026 |
| ARS Wealth Advisors Group, LLCWealth manager | 2.4% | $32.9M | 337,174 | -4.4% shares | Q3 2026 |
| Lineweaver Wealth Advisors, LLCWealth manager | 3.8% | $32.6M | 334,770 | +1.1% shares | Q3 2026 |
| One Way Holdings LLCWealth manager | 1.2% | $27.2M | 279,074 | -3.6% shares | Q3 2026 |
| Anderson Hoagland & CoWealth manager | 2.0% | $26.1M | 252,449 | +18.5% shares | Q3 2026 |
| Vestcor IncInvestment manager | 0.6% | $25.8M | 267,168 | +11.5% shares | Q2 2026 |
| Rehmann Capital Advisory GroupWealth manager | 1.1% | $24.8M | 257,439 | -21.6% shares | Q2 2026 |
| Meridian Wealth Advisors, LLCWealth manager | 2.8% | $24.6M | 255,013 | +7.7% shares | Q2 2026 |
| Cornerstone Wealth Management, LLCWealth manager | 1.1% | $24.5M | 253,692 | -0.9% shares | Q2 2026 |
| Adaptive Financial Consulting, LLCWealth manager | 8.1% | $23.3M | 241,162 | +2.4% shares | Q2 2026 |
| Cassia Capital Partners, LLCWealth manager | 11.1% | $22.9M | 237,046 | -0.8% shares | Q2 2026 |
| Well Done, LLCWealth manager | 3.0% | $22.2M | 227,734 | -1.1% shares | Q3 2026 |
| Lester Murray Antman dba SimplyRichInvestment manager | 5.1% | $21.9M | 226,613 | +4.0% shares | Q2 2026 |
| Baron Silver Stevens Financial Advisors, LLCWealth manager | 2.7% | $21.3M | 221,195 | +2.3% shares | Q2 2026 |
| Journey Advisory Group, LLCWealth manager | 1.6% | $21.2M | 219,463 | +0.4% shares | Q2 2026 |
| Capital Advisors, Ltd. LLCInstitutional asset manager | 2.1% | $20.9M | 214,484 | -4.3% shares | Q3 2026 |
The 30 largest of 308 positions, by value. Each manager counts with its latest 13F (Q3 2026: 163, Q2 2026: 145). Screen USMV in the grand portfolio →
USMV stock trades by members of Congress
Members of Congress have disclosed 3 USMV trades since 2015, 1 purchase and 0 sales in the past year; the latest was Joe Courtney (D-CT), buying $1K–15K on Oct 9, 2020.
| Filed | Member | Trade | Amount | Traded | Since |
|---|---|---|---|---|---|
| Nov 6, 2020 | Joe CourtneyD-CT · House | Buy | $1K–15K | Oct 9, 2020 | +57.0% |
| Aug 31, 2015 | Rubén HinojosaD-TX · House | Sale | $1K–15K | Aug 21, 2015 | +153.0% |
| Aug 31, 2015 | Rubén HinojosaD-TX · House | Sale | $1K–15K | Aug 21, 2015 | +153.0% |
2 members have traded USMV: Joe Courtney, Rubén Hinojosa.
USMV questions and answers
Are insiders buying USMV stock?
No open-market insider purchases or sales of USMV were filed in the last 90 days.
Which hedge funds own USMV?
308 13F filers hold USMV among their 50 largest positions, worth $5.3B combined. The biggest bets by portfolio weight are Aspen Private Advisors, LLC (16.7%), Cassia Capital Partners, LLC (11.1%) and Koenig Investment Advisory, LLC (10.6%). In their latest 13Fs, 4 managers opened a new position and 38 added to one.
Has Congress traded USMV?
Members of Congress have disclosed 3 USMV trades since 2015, 1 purchase and 0 sales in the past year; the latest was Joe Courtney (D-CT), buying $1K–15K on Oct 9, 2020.
Who is the largest holder of USMV?
Among 13F filers, Raymond James Financial Inc reports the largest USMV position, $1.4B (14,642,755 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Aspen Private Advisors, LLC's: 16.7% of its portfolio.
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