Inst. Holders
50 funds
US
USMV
ISHARES TR
$98.08 ▲ +0.04%
Prev close $98.0416 New Institutional Positions11 Institutional Exits
Snapshot
The big-picture read on USMV right now — valuation, ownership and activity at a glance.
Inst. Value
$11.7B
Inst. Activity
16 buys / 11 sells
Price chart 30d -2.9%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 18, 2026 short_volume
Short Volume: USMV — 72.8% short (1.1M / 1.5M)
Short: 1,103,629 | Exempt: 158 | TRF Vol: 1,516,629 | Short Ratio: 72.8% | Off-exchange volume (dark
Jun 30, 2026 Inst.
LPL Financial LLC — ADD
7,953,963 shares ($767.2M)
Jun 30, 2026 Inst.
Qube Research & Technologies — DOUBLED
721,422 shares ($69.6M)
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 18, 2026
short_volume
Short Volume: USMV — 72.8% short (1.1M / 1.5M)
Short: 1,103,629 | Exempt: 158 | TRF Vol: 1,516,629 | Short Ratio: 72.8% | Off-exchange volume (dark pool + OTC)
Sep 7, 2026
dark_pool
Dark Pool: USMV — 1.0M shares, 8,128 trades
Week starting 2026-09-07. Total ATS volume: 983,745 shares across 8,128 trades.
Aug 31, 2026
dark_pool
Dark Pool: USMV — 0.7M shares, 7,518 trades
Week starting 2026-08-31. Total ATS volume: 728,020 shares across 7,518 trades.
Aug 24, 2026
dark_pool
Dark Pool: USMV — 1.0M shares, 7,706 trades
Week starting 2026-08-24. Total ATS volume: 958,619 shares across 7,706 trades.
Aug 17, 2026
dark_pool
Dark Pool: USMV — 0.9M shares, 7,628 trades
Week starting 2026-08-17. Total ATS volume: 899,737 shares across 7,628 trades.
Institutional ownership
Which big funds own USMV (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $11.7B total value (121,537,701 shares) as of 2026-Q2. Top holders: FMR, RAYMOND, MORGAN. Net buying activity: 16 institutions added/increased vs 11 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| FMR LLC | 15,350,328 | $1.5B | 12.6% | ADD +25.7% |
| RAYMOND JAMES FINANCIAL INC | 14,642,755 | $1.4B | 12.0% | — |
| MORGAN STANLEY | 14,034,510 | $1.4B | 11.5% | — |
| BANK OF AMERICA CORP /DE/ | 12,345,824 | $1.2B | 10.2% | — |
| LPL Financial LLC | 7,953,963 | $767.2M | 6.5% | ADD +26.6% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 4,702,673 | $458.5M | 3.9% | TRIM -37.4% |
| PNC FINANCIAL SERVICES GROUP, INC. | 4,247,471 | $409.7M | 3.5% | — |
| ENVESTNET ASSET MANAGEMENT INC | 3,763,692 | $363.0M | 3.1% | — |
| BlackRock, Inc. | 3,457,587 | $333.5M | 2.8% | — |
| WELLS FARGO & COMPANY/MN | 3,396,004 | $327.6M | 2.8% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| LPL Financial LLC | ADD | 6,281,097 | 7,953,963 | +26.6% | $767.2M |
| Qube Research & Technologies Ltd | DOUBLED | 53,176 | 721,422 | +1256.7% | $69.6M |
| Integrated Wealth Concepts LLC | ADD | 426,378 | 586,705 | +37.6% | $56.6M |
| MARSHALL WACE, LLP | DOUBLED | 104,200 | 497,800 | +377.7% | $48.0M |
| Bank of New York Mellon Corp | TRIM | 532,541 | 300,365 | -43.6% | $29.0M |
| CIBC WORLD MARKET INC. | DOUBLED | 10,222 | 219,776 | +2050.0% | $21.2M |
| EP Wealth Advisors, LLC | ADD | 90,604 | 139,146 | +53.6% | $13.4M |
| Concurrent Investment Advisors, LLC | ADD | 87,429 | 122,383 | +40.0% | $11.8M |
| Rakuten Investment Management, Inc. | TRIM | 205,766 | 112,879 | -45.1% | $10.9M |
| Arax Advisory Partners | DOUBLED | 44,710 | 102,656 | +129.6% | $9.9M |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for USMV.
Shares short
6,820,534
Settlement Sep 15, 2026
Change vs prior
-20.7%
Semi-monthly cycle
Days to cover
4.4
At avg daily volume