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iShares MSCI USA Min Vol Factor ETF
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Overview Fund Activity

1,287 hedge funds and large institutions have $17.8B invested in iShares MSCI USA Min Vol Factor ETF in 2025 Q1 according to their latest regulatory filings, with 124 funds opening new positions, 408 increasing their positions, 523 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,287
Holders Change
+16
Holders Change %
+1.26%
% of All Funds
17.48%
Holding in Top 10
101
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+23.17%
% of All Funds
1.37%
New
124
Increased
408
Reduced
523
Closed
79
Calls
$1.03M
Puts
$4.44M
Net Calls
-$3.41M
Net Calls Change
-$1.02M

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$314M
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$131M
3
Morgan Stanley
Morgan Stanley
New York
+$73.7M
4
GWM
Geneos Wealth Management
Colorado
+$61M
5
Two Sigma Investments
Two Sigma Investments
New York
+$55.7M

Top Sellers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$218M
2
APF
Alaska Permanent Fund
Alaska
-$165M
3
Bank of America
Bank of America
North Carolina
-$162M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$56.3M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$39M
Name Holding Trade Value Shares
Change 		Shares
Change %
SKK
226
Shepherd Kaplan Krochuk
Massachusetts
$6.82M +$404K +4,317 +6%
AWM
227
Able Wealth Management
New Jersey
$6.59M +$95.3K +1,018 +1%
WBG
228
Wharton Business Group
Pennsylvania
$6.55M -$300K -3,275 -4%
BCI
229
Brinker Capital Investments
Pennsylvania
$6.46M +$1.62M +17,255 +33%
OPS
230
Orion Portfolio Solutions
Nebraska
$6.46M +$1.62M +17,255 +33%
IAG
231
Investment Advisory Group
Massachusetts
$6.43M -$85.7K -915 -1%
DWM
232
Dakota Wealth Management
Florida
$6.36M -$229K -2,446 -3%
ACM
233
Allred Capital Management
Texas
$6.34M -$15K -160 -0.2%
IBOK
234
Independence Bank of Kentucky
Kentucky
$6.33M -$90.3K -964 -1%
Bank of Nova Scotia
235
Bank of Nova Scotia
Ontario, Canada
$6.31M +$6.31M +67,400 New
AAS
236
Ameritas Advisory Services
Nebraska
$6.27M +$589K +6,546 +10%
GPA
237
Guerra Pan Advisors
New Jersey
$6.25M -$122K -1,306 -2%
SPA
238
Shore Point Advisors
New Jersey
$6.24M -$100K -1,072 -2%
HGA
239
Hobbs Group Advisors
South Carolina
$6.19M +$2.81M +30,031 +83%
CA
240
Cambridge Associates
Massachusetts
$6.17M – – –
CAG
241
Csenge Advisory Group
Florida
$6.09M +$170K +1,886 +3%
SAM
242
Sequent Asset Management
Texas
$6.04M – – –
RPA
243
Redwood Park Advisors
California
$6.01M +$202K +2,155 +3%
PWM
244
Perigon Wealth Management
California
$5.97M -$95.2K -1,016 -2%
Corient Private Wealth
245
Corient Private Wealth
Florida
$5.9M -$7.03K -75 -0.1%
KSWA
246
Kathleen S. Wright Associates
Pennsylvania
$5.84M +$9.65K +103 +0.2%
EWA
247
EP Wealth Advisors
California
$5.79M -$311K -3,321 -5%
IWA
248
IBEX Wealth Advisors
New Jersey
$5.79M +$9.27K +99 +0.2%
AWA
249
Arkadios Wealth Advisors
Georgia
$5.78M +$4.72M +50,434 +448%
AC
250
AlphaCore Capital
California
$5.75M +$5.75M +61,356 New
8 9
10
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