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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 %
TF
276
Tompkins Financial
New York
$5.11M +$41.1K +439 +0.8%
CWP
277
CFM Wealth Partners
Texas
$5.05M +$843 +9 +0%
CC
278
Courier Capital
New York
$5.05M +$4.48M +47,796 +778%
TC
279
TownSquare Capital
Utah
$5.05M +$343K +3,666 +7%
AWM
280
Axxcess Wealth Management
California
$4.99M -$2.15M -22,986 -30%
CAAS
281
Capital Asset Advisory Services
Michigan
$4.92M -$1.21M -12,925 -20%
CAG
282
Curtis Advisory Group
California
$4.91M +$1.85M +19,706 +60%
CWMK
283
Caliber Wealth Management (Kansas)
Kansas
$4.89M +$4.89M +52,221 New
BNP Paribas Financial Markets
284
BNP Paribas Financial Markets
France
$4.87M +$4.82M +51,507 +10,731%
RF
285
RHS Financial
California
$4.86M -$98.8K -1,055 -2%
IA
286
IFP Advisors
Florida
$4.86M +$1.96M +20,894 +67%
MLIC
287
Mandatum Life Insurance Company
Finland
$4.86M -$807K -8,611 -14%
AWM
288
Apollon Wealth Management
South Carolina
$4.81M -$681K -7,274 -12%
MWM
289
McNaughton Wealth Management
California
$4.8M -$68.9K -736 -1%
WCM
290
WealthBridge Capital Management
Ohio
$4.8M +$57K +609 +1%
AL
291
ADE LLC
Maryland
$4.76M -$294K -3,143 -6%
CWM
292
Cordatus Wealth Management
Pennsylvania
$4.76M -$59.4K -634 -1%
RRA
293
Round Rock Advisors
Connecticut
$4.65M -$58.6K -626 -1%
FAIM
294
Financial Advocates Investment Management
Washington
$4.6M -$1.79M -19,344 -28%
GWP
295
Gateway Wealth Partners
Wisconsin
$4.59M -$11.1K -118 -0.2%
JSW
296
Journey Strategic Wealth
New Jersey
$4.57M -$14.3K -153 -0.3%
MIA
297
Milestone Investment Advisors
Wisconsin
$4.57M +$107K +1,142 +2%
MPW
298
Monterey Private Wealth
California
$4.56M -$55.3K -590 -1%
MBT
299
Montecito Bank & Trust
California
$4.53M +$117K +1,248 +3%
CAG
300
Crestwood Advisors Group
Massachusetts
$4.52M -$309K -3,296 -6%
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