ISHARES TR
127 institutions still hold ISHARES TR as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.
The iShares MSCI USA Min Vol ETF (SMMV, CUSIP 46435G433) tracks the MSCI USA Minimum Volatility Index, providing diversified exposure to U.S. large-and-mid-cap stocks selected for historically low volatility characteristics — a factor-investing product designed to capture the low-volatility anomaly (lower-risk stocks exhibiting comparable or better risk-adjusted returns than high-volatility peers over full market cycles). With $200M of institutional 13F value across 117 institutional holders, SMMV functions as a factor-investment vehicle for managers seeking equity-market exposure with reduced portfolio drawdown characteristics, and its holder base consists primarily of institutional-factor and smart-beta allocation desks rather than single-name fundamental managers. Q1 2026: Goldman Sachs added $2M and Wells Fargo reduced $15M — routine rotation at the factor-sleeve tier reflecting differing views on minimum-volatility factor attractiveness in the current rate-and-valuation environment. For smart-money trackers, SMMV's institutional flows are most informative as a factor-allocation-barometer rather than as an operating-company equity read.
Top holders
Sorted by position value. Source: SEC EDGAR 13F-HR filings.