D.E. Shaw & Co
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D.E. Shaw & Co’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

D.E. Shaw & Co’s Portfolio USMV Stock Details USMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-23,930
Closed -$2.25M – 4947
2025
Q2 		$2.25M Sell
23,930
-30,793
-56% -$2.83M ﹤0.01% 2652
2025
Q1 		$5.12M Buy
54,723
+36,408
+199% +$3.35M ﹤0.01% 1873
2024
Q4 		$1.63M Buy
+18,315
New +$1.68M ﹤0.01% 2885
2024
Q1 		– Sell
-4,819
Closed -$376K – 4763
2023
Q4 		$376K Buy
+4,819
New +$360K ﹤0.01% 3654

Other funds holding USMV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return

D.E. Shaw & Co's USMV Position: Q3 2025 in Review

D.E. Shaw & Co sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q3 2025, closing a stake of 23,930 shares — an estimated $2.25M sold.

D.E. Shaw & Co first reported a position in USMV in Q4 2023 and held it in 4 quarters. The position peaked at $5.12M in Q1 2025. 1,304 funds tracked by Wall St. Rank hold USMV as of Q3 2025.

  • D.E. Shaw & Co reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q3 2025 after selling out during the quarter.
  • D.E. Shaw & Co sold 23,930 iShares MSCI USA Min Vol Factor ETF shares in Q3 2025, an estimated $2.25M.
  • D.E. Shaw & Co first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2023 and held it in 4 quarters.
  • D.E. Shaw & Co's iShares MSCI USA Min Vol Factor ETF position peaked at $5.12M in Q1 2025.
  • 1,304 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2025.

Based on D.E. Shaw & Co's 13F filing for Q3 2025, filed 14 Nov 2025.