Which hedge funds own USMV? ISHARES TR, Q2 2026 13F holders
13 of the hedge funds tracked by WhaleCreep disclosed a position in USMV (ISHARES TR) in their Q2 2026 13F filings, worth $190.0m in total. The largest holder by portfolio weight is Ewing Morris & Co. Investment Partners Ltd. at 0.4% of its book. 3 managers opened a new position this quarter: Y-Intercept (Hong Kong) LTD, Balyasny Asset Management L.P., Citadel Advisors LLC. 3 exited: J. Goldman & CO LP, Millennium Management LLC, Tudor Investment Corp ET AL.
13tracked managers holding
3opened this quarter
3exited this quarter
Which hedge funds hold USMV? Current holders by portfolio weight
| Manager | As of | Weight of book | Value | Shares | Δ shares | Action |
|---|---|---|---|---|---|---|
| Ewing Morris & Co. Investment Partners Ltd. | Q2 2026 | 0.4% | $708.0k | 7,340 | 2% | added |
| Partners Capital Investment Group, LLP | Q2 2026 | 0.1% | $2.9m | 29,558 | 0% | held |
| Qube Research & Technologies LTD | Q2 2026 | 0.1% | $69.6m | 721,422 | 1257% | added |
| Cva Family Office, LLC | Q2 2026 | 0.1% | $585.9k | 6,074 | 2% | added |
| Y-Intercept (Hong Kong) LTD | Q2 2026 | 0.0% | $2.1m | 21,528 | – | new |
| Marshall Wace, LLP | Q2 2026 | 0.0% | $48.0m | 497,800 | 378% | added |
| Two Sigma Investments, LP | Q2 2026 | 0.0% | $37.4m | 387,700 | -69% | reduced |
| Edgestream Partners, L.P. | Q2 2026 | 0.0% | $680.8k | 7,058 | -20% | reduced |
| Quantbot Technologies LP | Q2 2026 | 0.0% | $467.7k | 4,849 | 28424% | added |
| Squarepoint Ops LLC | Q2 2026 | 0.0% | $4.6m | 47,281 | 236% | added |
| Balyasny Asset Management L.P. | Q2 2026 | 0.0% | $4.3m | 44,126 | – | new |
| Citadel Advisors LLC | Q2 2026 | 0.0% | $7.2m | 74,265 | – | new |
| Aqr Capital Management LLC | Q2 2026 | 0.0% | $11.7m | 120,825 | 6% | added |
Exited since the previous quarter
| Manager | Prior weight | Prior value |
|---|---|---|
| J. Goldman & CO LP | 0.1% | $379.6k |
| Millennium Management LLC | 0.0% | $432.4k |
| Tudor Investment Corp ET AL | 0.0% | $232.4k |
Held in a manager's last filing on record
These managers have not filed for the latest quarter; their last disclosure is dated.
| Manager | Last filing | Weight |
|---|---|---|
| ancora_advisors | Q2 2026 | 0.2% |
| point72 | Q2 2026 | 0.0% |
How has hedge fund ownership of USMV changed?
| Quarter | Managers holding | Combined value |
|---|---|---|
| Q2 2026 | 15 | $204.5m |
| Q1 2026 | 14 | $158.5m |
| Q4 2025 | 2 | $26.1m |
| Q3 2025 | 3 | $97.8m |
| Q2 2025 | 1 | $10.1m |
| Q1 2025 | 2 | $10.4m |
| Q4 2024 | 1 | $8.4m |
| Q3 2024 | 1 | $9.5m |
| Q2 2024 | 3 | $10.9m |
| Q1 2024 | 2 | $10.4m |
| Q4 2023 | 2 | $10.1m |
| Q3 2023 | 2 | $10.1m |
| Q2 2023 | 2 | $10.1m |
| Q1 2023 | 2 | $9.0m |
| Q4 2022 | 3 | $10.3m |
| Q3 2022 | 2 | $2.6m |
Counts every tracked manager that disclosed USMV in that quarter's filing, including managers that have since stopped filing.