Guru Ownership Trend
Guru Analysis for iShares MSCI USA Min Vol Factor ETF (USMV)
iShares MSCI USA Min Vol Factor ETF (USMV), a key player in the Market sector, continues to attract institutional attention.
As of Q3 2025, a total of 5 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $17.64 M.
Top institutional holders include Cliff Asness and Joel Greenblatt.
Institutional sentiment is currently Bullish. This is evidenced by a $5.83 M net inflow during the quarter.
Recent activity highlights Joel Greenblatt who increased their stake by 121.1%. Conversely, Ken Fisher reduced exposure by 12.5%.
| Portfolio Manager | % Portfolio | Activity | Shares | Value | Report Date |
|---|---|---|---|---|---|
| 0.01% | Add 19.0% | 125,695 | $11.96 M | Q3 2025 | |
| 0.01% | Add 121.1% | 33,360 | $3.17 M | Q3 2025 | |
| 0.00% | New Buy | 23,100 | $2.2 M | Q3 2025 | |
| 0.00% | Reduce -12.5% | 3,351 | $318,901 | Q3 2025 | |
| 0.00% | New Buy | 318 | $30,255 | Q3 2025 |
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Report Date |
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Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for iShares MSCI USA Min Vol Factor ETF (USMV)
Major holders include Cliff Asness ($11.96 M), Joel Greenblatt ($3.17 M), Renaissance Technologies ($2.2 M). According to the latest reported data, 5 tracked investment managers collectively hold approximately 185,824 shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $5.83 M, with 4 managers increasing positions and 1 managers reducing holdings.
During the most recent reporting period, 1 managers trimmed their positions, while 0 fully exited USMV. The total reported sell value was $45,394.14.
Yes, 2 managers opened new positions in USMV, and 2 increased their existing holdings. The total reported buy value was $5.88 M.