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Of the 7 tracked institutions holding USMV, 3 have a 3-year clone track record — 3 of them beat the S&P. Average holder's clone alpha: +4.3pt. It's a gauge of who owns the name, not just how many.
Alpha = the manager's 3-year clone return minus the S&P 500. A skilled roster is a stronger tell than a crowded one — though even skilled managers' edge doesn't reliably survive the 13F disclosure lag. Why →
Among the 7 tracked institutional investors we monitor, USMV (ISHARES TR) is held with a combined value of $1.74B across 18,774,950 shares. The largest holder is FMR LLC with a position worth $1.42B (0.08% of their portfolio). 5 funds increased their holdings. 2 funds reduced their position.
Total Institutional Value
$1.74B
Total Shares Held
18,774,950
Institutional Holders
7
Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.
| # | Fund | Value↓ | Portfolio % | Change |
|---|---|---|---|---|
| 1 | FMR LLC | $1.42B | 0.08% | +25.7% |
| 2 | BlackRock, Inc. | $298.62M | 0.01% | -22.6% |
| 3 | AQR CAPITAL MANAGEMENT LLC | $10.57M | 0.00% | -4.5% |
| 4 | Gotham Asset Management, LLC | $5.46M | 0.02% | +4.9% |
| 5 | VANGUARD GROUP INC | $2.08M | 0.00% | +1.2% |
| 6 | MILLENNIUM MANAGEMENT LLC | $432.35K | 0.00% | +58.4% |
| 7 | Fisher Asset Management, LLC | $390.17K | 0.00% | +13.7% |
As of the latest SEC 13F filings, FMR LLC is the largest institutional holder of USMV with a position worth $1.42B, representing 0.08% of their portfolio. In total, 7 institutional investors hold USMV with a combined value of $1.74B.
Institutional investors hold $1.74B worth of USMV stock across 7 positions. The largest institutional holder is FMR LLC with $1.42B in holdings.
A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For USMV, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.
Get notified when hedge funds change their USMV positions.
Last Close
$98.56
2026-07-28
YTD
+6.0%
100% of 52-week range