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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 %
CB
326
Commerce Bank
Missouri
$3.73M -$238K -2,538 -6%
MWA
327
Muirfield Wealth Advisors
North Carolina
$3.73M -$62.7K -669 -2%
Daiwa Securities Group
328
Daiwa Securities Group
Japan
$3.72M -$18.7K -200 -0.5%
SPIA
329
Strategic Point Investment Advisors
Rhode Island
$3.71M +$33.7K +360 +0.9%
HFRG
330
Houlihan Financial Resource Group
Virginia
$3.71M -$87.1K -930 -2%
AWM
331
Aries Wealth Management
Maine
$3.67M -$139K -1,483 -4%
BOPW
332
Brandywine Oak Private Wealth
Pennsylvania
$3.65M -$68.7K -734 -2%
GIS
333
Grayhawk Investment Strategies
Alberta, Canada
$3.64M -$22.5K -240 -0.6%
SOS
334
Silver Oak Securities
Tennessee
$3.63M +$3M +32,400 +484%
SB
335
Strategic Blueprint
Georgia
$3.62M +$441K +4,710 +14%
GWSG
336
GPS Wealth Strategies Group
Colorado
$3.61M -$332K -3,549 -8%
FCBT
337
First Citizens Bank & Trust
North Carolina
$3.6M -$281 -3 -0%
BIA
338
Bell Investment Advisors
California
$3.6M -$5.15K -55 -0.1%
CA
339
CGN Advisors
Kansas
$3.59M -$94.7K -1,011 -3%
KFGK
340
Keystone Financial Group (Kentucky)
Kentucky
$3.57M -$484K -5,173 -12%
CCA
341
Cora Capital Advisors
New Jersey
$3.57M -$47.3K -505 -1%
FCP
342
Fidelis Capital Partners
Florida
$3.57M -$90.8K -1,000 -2%
SI
343
Saxon Interests
Texas
$3.53M +$1.86M +19,850 +112%
ECA
344
Elevation Capital Advisory
Oregon
$3.52M +$3.52M +37,628 New
HWP
345
Hibernia Wealth Partners
Louisiana
$3.51M +$4.59K +49 +0.1%
BTWM
346
Brass Tax Wealth Management
Ohio
$3.5M +$2.62K +28 +0.1%
CWP
347
Cyndeo Wealth Partners
Florida
$3.5M +$169K +1,803 +5%
YCG
348
Yeomans Consulting Group
Georgia
$3.49M +$207K +2,211 +6%
GF
349
GGM Financials
Ohio
$3.48M -$80.8K -863 -2%
MBTD
350
Mechanics Bank - Trust Department
California
$3.47M -$231K -2,462 -6%
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