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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 %
PBF
301
Petix & Botte Financial
California
$4.4M -$217K -2,318 -5%
CAM
302
Cozad Asset Management
Illinois
$4.34M -$12.4K -132 -0.3%
SMAM
303
Sugar Maple Asset Management
Wisconsin
$4.33M +$87.2K +931 +2%
FT
304
Fiduciary Trust
Massachusetts
$4.32M -$237K -2,527 -5%
AWA
305
Acorn Wealth Advisors
Michigan
$4.32M -$306K -3,271 -7%
FFN
306
Focus Financial Network
Minnesota
$4.31M +$47.3K +505 +1%
RSF
307
Rik Saylor Financial
Ohio
$4.29M +$51.6K +551 +1%
WWM
308
Woodside Wealth Management
Massachusetts
$4.26M +$4.26M +45,516 New
FA
309
Forefront Analytics
Pennsylvania
$4.24M -$5.53K -59 -0.1%
FHA
310
Flagship Harbor Advisors
Massachusetts
$4.21M -$193K -2,058 -4%
GVAG
311
Great Valley Advisor Group
Delaware
$4.16M -$134K -1,435 -3%
LPT
312
Legacy Private Trust
Wisconsin
$4.11M – – –
HWA
313
HHM Wealth Advisors
Tennessee
$4.11M -$68.7K -734 -2%
HC
314
Hoese & Co
Minnesota
$4.06M -$11.7K -125 -0.3%
Qube Research & Technologies (QRT)
315
Qube Research & Technologies (QRT)
United Kingdom
$4.05M -$16.6M -176,896 -80%
ASN
316
Advisory Services Network
Georgia
$3.92M +$251K +2,680 +7%
IA
317
IFG Advisory
Georgia
$3.92M -$129K -1,382 -3%
AFG
318
Arkansas Financial Group
Arkansas
$3.89M -$106K -1,191 -3%
ATPW
319
Ashton Thomas Private Wealth
Arizona
$3.87M +$17.4K +186 +0.5%
Bank of Montreal
320
Bank of Montreal
Ontario, Canada
$3.82M +$786K +8,394 +26%
Goldman Sachs
321
Goldman Sachs
New York
$3.81M -$5.73M -61,195 -60%
CSWG
322
Cardinal Strategic Wealth Guidance
Kentucky
$3.79M -$262K -2,794 -6%
Pathstone Holdings
323
Pathstone Holdings
New Jersey
$3.77M -$70.2K -750 -2%
EA
324
Emerald Advisors
Washington
$3.76M +$229K +2,448 +6%
MC
325
McMorgan & Co
California
$3.76M +$3.76M +40,109 New
11 12
13
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