As of the latest SEC filings, ISHARES MSCI USA MIN VOL FACTOR ETF (USMV) is held by 29 institutional funds. The largest fund shareholder is Catalyst/Millburn Hedge Strategy Fund (MBXAX), holding an estimated $393,458,445.78 in market value, representing 4.15% of its portfolio.
Funds holding ISHARES MSCI USA MIN VOL FACTOR ETF (USMV)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- USMV
- CIK:
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
MBXAX
Catalyst/Millburn Hedge Strategy Fund
|
MF | Independent / Boutique | 4.15% | $393,458,445.78 | 4,242,597 | Mar 31, 2026 | Jun 1, 2026 |
|
-
LVIP BlackRock U.S. Growth ETF Allocation Managed Risk Fund
|
ETF | Independent / Boutique | 23.99% | $136,913,824.06 | 1,476,319 | Mar 31, 2026 | May 18, 2026 |
|
ARAAX
Horizon Active Risk Assist Fund
|
MF | Independent / Boutique | 6.65% | $98,197,816.65 | 1,003,965 | Feb 28, 2026 | Apr 29, 2026 |
|
-
SFT Equity Stabilization Fund
|
ETF | Independent / Boutique | 31.83% | $77,649,996.38 | 837,287 | Mar 31, 2026 | May 26, 2026 |
|
-
LVIP BlackRock Global Growth ETF Allocation Managed Risk Fund
|
ETF | Independent / Boutique | 17.62% | $77,564,026.40 | 836,360 | Mar 31, 2026 | May 18, 2026 |
|
-
Transamerica BlackRock iShares Edge 50 VP
|
ETF | Transamerica | 7.80% | $30,435,598.68 | 328,182 | Mar 31, 2026 | May 26, 2026 |
|
SPUSX
Symmetry Panoramic US Equity Fund
|
MF | Independent / Boutique | 5.14% | $21,653,764.66 | 221,386 | Feb 28, 2026 | Apr 29, 2026 |
|
-
Transamerica BlackRock iShares Edge 75 VP
|
ETF | Transamerica | 12.22% | $17,161,351.52 | 185,048 | Mar 31, 2026 | May 26, 2026 |
|
GPTCX
GuidePath Conservative Allocation Fund
|
MF | Independent / Boutique | 2.42% | $14,296,520.18 | 154,157 | Mar 31, 2026 | May 29, 2026 |
|
-
Transamerica BlackRock iShares Edge 100 VP
|
ETF | Transamerica | 15.87% | $12,289,255.62 | 132,513 | Mar 31, 2026 | May 26, 2026 |
|
-
Transamerica BlackRock iShares Edge 40 VP
|
ETF | Transamerica | 6.24% | $11,825,184.66 | 127,509 | Mar 31, 2026 | May 26, 2026 |
|
TBFG
The Brinsmere Fund - Growth ETF
|
ETF | Independent / Boutique | 3.34% | $11,814,055.86 | 127,389 | Mar 31, 2026 | May 28, 2026 |
|
TBFC
The Brinsmere Fund - Conservative ETF
|
ETF | Independent / Boutique | 2.65% | $9,025,364.06 | 97,319 | Mar 31, 2026 | May 28, 2026 |
|
FTLS
First Trust Long/Short Equity ETF
|
ETF | First Trust | 0.36% | $8,194,688.32 | 86,588 | Apr 30, 2026 | Jun 22, 2026 |
|
-
SA BlackRock Multi-Factor 70/30 Portfolio
|
ETF | Independent / Boutique | 4.99% | $6,473,943.84 | 68,406 | Apr 30, 2026 | Jun 29, 2026 |
|
SPGEX
Symmetry Panoramic Global Equity Fund
|
MF | Independent / Boutique | 1.57% | $6,294,855.98 | 64,358 | Feb 28, 2026 | Apr 29, 2026 |
|
SPGTX
Symmetry Panoramic Tax-Managed Global Equity Fund
|
MF | Independent / Boutique | 1.44% | $2,533,279.00 | 25,900 | Feb 28, 2026 | Apr 29, 2026 |
|
-
Global Atlantic BlackRock Selects Managed Risk Portfolio
|
ETF | Independent / Boutique | 1.95% | $2,401,595.04 | 25,896 | Mar 31, 2026 | May 26, 2026 |
|
DDXX
Defined Duration 20 ETF
|
ETF | Independent / Boutique | 13.86% | $1,991,320.24 | 21,041 | Apr 30, 2026 | Jun 29, 2026 |
|
LVOLX
SGI U.S. Large Cap Equity Fund
|
MF | Independent / Boutique | 0.34% | $696,309.39 | 7,119 | Feb 28, 2026 | Jun 10, 2026 |
|
USEW
Cambria US EW ETF
|
ETF | Independent / Boutique | 0.31% | $563,092.17 | 5,757 | Feb 27, 2026 | Apr 29, 2026 |
|
TFAZX
TFA Tactical Income Fund
|
MF | Independent / Boutique | 1.41% | $315,316.00 | 3,400 | Mar 31, 2026 | Jun 1, 2026 |
|
MFUL
Mindful Conservative ETF
|
ETF | Independent / Boutique | 3.76% | $284,711.80 | 3,070 | Mar 31, 2026 | May 28, 2026 |
|
MAPP
Harbor Multi-Asset Explorer ETF
|
ETF | Independent / Boutique | 2.04% | $223,255.76 | 2,359 | Apr 30, 2026 | Jun 26, 2026 |
|
AVTM
Avantis Total Equity Markets ETF
|
ETF | American Century | 0.02% | $141,433.26 | 1,446 | Feb 28, 2026 | Apr 29, 2026 |
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