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iShares MSCI USA Min Vol Factor ETF
USMV

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 %
Franklin Resources
251
Franklin Resources
California
$5.74M -$103K -1,096 -2%
WFA
252
Wells Financial Advisors
Massachusetts
$5.73M +$52.6K +562 +0.9%
CIA
253
Choate Investment Advisors
Massachusetts
$5.71M – – –
AI
254
Atria Investments
North Carolina
$5.68M +$141K +1,510 +3%
HNWAG
255
High Net Worth Advisory Group
Florida
$5.65M -$1.04M -11,066 -15%
MWM
256
Modern Wealth Management
Kansas
$5.64M +$153K +1,634 +3%
WWM
257
Western Wealth Management
Colorado
$5.62M +$916K +9,784 +20%
MA
258
Mutual Advisors
Nebraska
$5.5M +$2.29M +25,164 +71%
AF
259
Allworth Financial
California
$5.49M +$19.1K +210 +0.3%
FIA
260
Foundations Investment Advisors
Arizona
$5.44M -$972K -10,376 -15%
IFWM
261
Institute for Wealth Management
Colorado
$5.44M +$4.58M +48,855 +529%
AF
262
Apexium Financial
Texas
$5.42M -$83.5K -891 -2%
1WM
263
1900 Wealth Management
Texas
$5.41M -$1.8M -19,192 -25%
AF
264
Apollon Financial
South Carolina
$5.35M -$465K -4,969 -8%
CIA
265
Concurrent Investment Advisors
Florida
$5.3M -$1.23M -13,104 -19%
CFG
266
Carr Financial Group
Massachusetts
$5.28M +$1.77M +18,923 +50%
HTC
267
Haverford Trust Company
Pennsylvania
$5.2M -$43.7K -467 -0.8%
CNB
268
Camden National Bank
Maine
$5.2M -$158K -1,682 -3%
GS
269
GWN Securities
Florida
$5.2M +$4.85M +52,872 +1,392%
PCIA
270
Prime Capital Investment Advisors
Kansas
$5.18M +$1.57M +16,710 +43%
TC
271
Trilogy Capital
California
$5.16M -$21.2M -226,754 -80%
ABWM
272
Alpine Bank Wealth Management
Colorado
$5.14M +$5.14M +54,836 New
D.E. Shaw & Co
273
D.E. Shaw & Co
New York
$5.12M +$3.41M +36,408 +199%
FA
274
FDx Advisors
Illinois
$5.12M -$780K -8,331 -13%
CTA
275
Colonial Trust Advisors
South Carolina
$5.12M +$1.74M +18,600 +52%
9 10
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