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iShares MSCI USA Min Vol Factor ETF
USMV

Overview Fund Activity

1,280 hedge funds and large institutions have $17B invested in iShares MSCI USA Min Vol Factor ETF in 2025 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 445 increasing their positions, 514 reducing their positions, and 70 closing their positions.

Holders
1,280
Holders Change
-7
Holders Change %
-0.54%
% of All Funds
17.19%
Holding in Top 10
80
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-20.79%
% of All Funds
1.07%
New
91
Increased
445
Reduced
514
Closed
70
Calls
$479K
Puts
$2.83M
Net Calls
-$2.35M
Net Calls Change
+$1.06M

Top Buyers

1
Two Sigma Investments
1
Two Sigma Investments
New York
$204M
2
Ameriprise
2
Ameriprise
Minnesota
$272M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$201M
4
GIM
4
Glenmede Investment Management
Pennsylvania
$41.3M
5
LPL Financial
5
LPL Financial
California
$593M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.18B
2
APF
2
Alaska Permanent Fund
Alaska
$0
3
Cerity Partners
3
Cerity Partners
New York
$105M
4
LMIM
4
Lockheed Martin Investment Management
Maryland
$0
5
GWM
5
Geneos Wealth Management
Colorado
$52.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$1.29B 13,696,374 -381,914 -3%
Raymond James Financial
2
Raymond James Financial
Florida
$1.25B 13,315,040 +191,453 +1%
Morgan Stanley
3
Morgan Stanley
New York
$1.18B 12,533,165 -4,976,192 -28%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$993M 10,583,488 -487,302 -4%
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$629M 6,675,665 +51,463 +0.8%
LPL Financial
6
LPL Financial
California
$593M 6,313,739 +437,145 +7%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$513M 5,459,821 -299,551 -5%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$440M 4,686,964 +81,787 +2%
BlackRock
9
BlackRock
New York
$427M 4,550,622 -151,077 -3%
Wells Fargo
10
Wells Fargo
California
$343M 3,658,502 -165,020 -4%
CCA
11
Catalyst Capital Advisors
New York
$334M 3,562,314 -193,188 -5%
MRC
12
Millburn Ridgefield Corp
New York
$334M 3,562,314 -193,188 -5%
UBS Group
13
UBS Group
Switzerland
$325M 3,465,922 -90,537 -3%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$322M 3,429,929 -416,100 -11%
Ameriprise
15
Ameriprise
Minnesota
$272M 2,892,840 +452,184 +19%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$207M 2,202,341 +16,746 +0.8%
Two Sigma Investments
17
Two Sigma Investments
New York
$204M 2,168,200 +1,573,600 +265%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$201M 2,142,277 +445,896 +26%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$179M 1,904,012 +71,325 +4%
AssetMark Inc
20
AssetMark Inc
California
$164M 1,746,262 +103,240 +6%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$143M 1,519,813 -208,595 -12%
SEI Investments
22
SEI Investments
Pennsylvania
$140M 1,494,981 +28,920 +2%
Mercer Global Advisors
23
Mercer Global Advisors
Colorado
$135M 1,441,028 -88,782 -6%
Osaic Holdings
24
Osaic Holdings
Arizona
$124M 1,387,687 -41,525 -3%
Caisse de Depot et Placement du Quebec (CDPQ)
25
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$122M 1,304,692 -90,441 -6%
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