证券记录 · 已归档季度
USMV
iShares MSCI USA Min Vol Factor ETF · Financial Services · Asset Management - Global
80被追踪持有人
+1Δ持有人
115.96M持有股份
$10.75B报告持仓市值
+5新建仓位
−4清仓
动量输入（同类管理人）：
持有人广度 +1.3% ·
股份流向 -6.1% ·
净新建仓位 +1.2%
— 公式
持股分散化 — 持有人增多，合计持仓比例缩小
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q1 2026
持股变化趋势
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q2 2026 | 78 | 0 | 116.36M | $11.23B | +8 | −9 |
| Q1 2026 | 80 | +1 | 115.96M | $10.75B | +5 | −4 |
| Q4 2025 | 79 | 0 | 123.51M | $11.63B | +1 | −1 |
| Q3 2025 | 12 | -1 | 39.53M | $3.76B | +2 | −3 |
| Q2 2025 | 10 | 0 | 17.54M | $1.65B | +2 | −2 |
| Q1 2025 | 7 | +1 | 780.20K | $73.07M | +2 | −1 |
| Q4 2024 | 6 | +1 | 139.66K | $12.40M | +2 | −1 |
| Q3 2024 | 5 | 0 | 288.40K | $26.33M | +1 | −1 |
| Q2 2024 | 5 | — | 135.83K | $11.40M | — | — |
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Fidelity (FMR) ✦ | 15.35M | +25.7% | $1.42B | 0.1% | ▲ Add | 4 | SEC ↗ ×4 |
| 2 | Raymond James Financial Inc | 14.25M | +3.5% | $1.32B | 0.4% | ▲ Add | 2 | SEC ↗ ×3 |
| 3 | Bank Of America Corp /De/ | 12.78M | -1.9% | $1.18B | 0.1% | ▼ Trim | 2 | SEC ↗ ×5 |
| 4 | Morgan Stanley ✦ | 12.75M | -16.3% | $1.18B | 0.1% | ▼ Trim | 3 | SEC ↗ ×6 |
| 5 | LPL Financial LLC | 6.28M | -0.1% | $582.51M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 6 | Pnc Financial Services Group, Inc. | 4.48M | -4.0% | $415.73M | 0.2% | ▼ Trim | 2 | SEC ↗ ×8 |
| 7 | Envestnet Asset Management Inc | 3.99M | +14.5% | $369.58M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 3.54M | +1.0% | $328.61M | 0.1% | ▲ Add | 2 | SEC ↗ ×4 |
| 9 | Ameriprise Financial Inc | 2.44M | -13.0% | $226.64M | 0.1% | ▼ Trim | 2 | SEC ↗ ×4 |
| 10 | Commonwealth Equity Services, Llc | 1.91M | -4.4% | $176.84M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 11 | JPMorgan Chase ✦ | 1.87M | -47.3% | $171.09M | 0.0% | ▼ Trim | 3 | SEC ↗ ×6 |
| 12 | Sei Investments Co | 1.56M | +1.9% | $144.68M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 13 | Royal Bank Of Canada | 1.56M | -6.3% | $144.57M | 0.0% | ▼ Trim | 2 | SEC ↗ ×8 |
| 14 | Northwestern Mutual Wealth… | 1.52M | -9.2% | $141.08M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 15 | Assetmark, Inc | 1.34M | -13.6% | $124.57M | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 16 | Cerity Partners LLC | 1.33M | +8.5% | $122.98M | 0.2% | ▲ Add | 2 | SEC ↗ ×3 |
| 17 | Two Sigma Investments ✦ | 1.25M | -49.8% | $115.98M | 0.1% | ▼ Trim | 5 | SEC ↗ |
| 18 | Focus Partners Wealth | 1.19M | -3.0% | $110.22M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 19 | Jones Financial Companies Lllp | 1.16M | +14.9% | $105.66M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 20 | Mercer Global Advisors Inc /Adv | 1.08M | -15.0% | $99.96M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 21 | Mariner, LLC | 1.08M | +1.9% | $99.72M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 22 | Cwm, Llc | 733.42K | -7.8% | $68.02M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 23 | Captrust Financial Advisors | 715.39K | -2.8% | $66.34M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 24 | Us Bancorp \De\ | 707.72K | -2.9% | $65.63M | 0.1% | ▼ Trim | 2 | SEC ↗ ×3 |
| 25 | HighTower Advisors, LLC | 701.95K | +4.6% | $65.10M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 26 | Stifel Financial Corp | 656.31K | +0.1% | $60.87M | 0.1% | ▲ Add | 2 | SEC ↗ ×6 |
| 27 | Bank of New York Mellon Corp | 532.54K | -0.8% | $49.39M | 0.0% | ▼ Trim | 2 | SEC ↗ ×7 |
| 28 | Caisse De Depot Et Placement Du… | 441.07K | 新增 | $40.90M | 0.1% | New | 1 | SEC ↗ |
| 29 | Barclays Plc | 391.43K | -26.1% | $36.30M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 30 | Mml Investors Services, Llc | 365.83K | -28.0% | $33.93M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 31 | Truist Financial Corp | 342.69K | +1.6% | $31.78M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 32 | Creative Planning | 327.52K | +30.8% | $30.37M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 33 | Alliancebernstein L.P. | 301.85K | -5.1% | $28.42M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Citigroup Inc | 200.80K | -14.1% | $18.62M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 35 | Fifth Third Bancorp | 164.70K | +1799.9% | $15.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Goldman Sachs Group ✦ | 123.61K | -25.6% | $11.46M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 37 | AQR Capital Management ✦ | 113.96K | -4.5% | $10.57M | 0.0% | ▼ Trim | 8 | SEC ↗ ×5 |
| 38 | Marshall Wace ✦ | 104.20K | 新增 | $9.66M | 0.0% | New | 1 | SEC ↗ |
| 39 | First Trust Advisors Lp | 93.49K | +967.5% | $8.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Franklin Resources Inc | 92.20K | +51.7% | $8.55M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 41 | Blair William & Co/Il | 79.57K | -2.2% | $7.38M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Bank Of Montreal /Can/ | 64.02K | -10.4% | $5.94M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 43 | Gotham Asset Management ✦ | 58.83K | +4.9% | $5.46M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 44 | Mirae Asset Global Investments Co.… | 45.00K | -43.8% | $4.17M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 45 | Daiwa Securities Group Inc. | 37.99K | +8.9% | $3.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | Susquehanna International Group, Llp | 29.61K | 新增 | $2.75M | 0.0% | New | 1 | SEC ↗ ×2 |
| 47 | UBS AM, a distinct business unit of… | 26.26K | +371.6% | $2.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | National Bank Of Canada /Fi/ | 24.33K | -2.8% | $2.26M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 49 | Nomura Asset Management Co Ltd | 23.40K | 新增 | $2.17M | 0.0% | New | 1 | SEC ↗ |
| 50 | Northern Trust Corp | 18.77K | +21.4% | $1.74M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 51 | Hrt Financial Lp | 15.86K | -19.2% | $1.47M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 52 | Brown Advisory Inc | 15.28K | -2.2% | $1.42M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 53 | Cibc World Market Inc. | 10.22K | +0.6% | $947,988 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | Neuberger Berman Group LLC | 7.16K | -29.9% | $664,389 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 55 | Millennium Management ✦ | 4.66K | +58.4% | $432,354 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 56 | Financial Engines Advisors L.L.C. | 4.27K | +3.8% | $395,722 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | Fisher Asset Management ✦ | 4.21K | +13.7% | $390,169 | 0.0% | ▲ Add | 8 | SEC ↗ |
| 58 | Bnp Paribas Financial Markets | 3.81K | -99.5% | $352,968 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 59 | Tudor Investment Corp Et Al | 2.51K | -98.5% | $232,406 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 60 | Td Asset Management Inc | 2.45K | +4.2% | $227,584 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 61 | Kayne Anderson Rudnick Investment… | 1.53K | 0.0% | $141,802 | 0.0% | Held | 2 | SEC ↗ |
| 62 | Simplex Trading, Llc | 361 | -28.1% | $33,479 | 0.0% | ▼ Trim | 2 | SEC ↗ |
"持仓权重"= 该持仓占该管理人已申报13F股权价值的比例——即信念度衡量指标。✦ = 精选管理人。
新增买入方
| Caisse De Depot Et Placement… | $40.90M | 0.1% |
| Marshall Wace | $9.66M | 0.0% |
| Susquehanna International… | $2.75M | 0.0% |
| Nomura Asset Management Co Ltd | $2.17M | 0.0% |
已清仓
| Healthcare Of Ontario Pension… | $27.31M | 曾为 0.0% |
| Jane Street Group, Llc | $4.72M | 曾为 0.0% |
| Citadel Advisors | $1.23M | 曾为 0.0% |
| Bank Julius Baer & Co. Ltd… | $537,209 | 曾为 0.0% |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 1,350 持有人, 169.99M 股份, $15.40B 已申报. 这是与上方被追踪全域数据不同的较早期间，两者从不混用。
常见共同持仓
该证券的被追踪持有人最常同时持有的其他证券——基于共同持有计数，而非基本面关联。
数据来源: 持股数据来源于已解析的13F普通股持仓（被追踪范围，变动对比集）；内部人行为来自Form 3/4/5；重大持股来自Schedule 13D/13G；所有文件均链接至SEC EDGAR原始申报。
报告期: Q1 2026 ·
方法论 ·
通过API获取此数据