USMV icon

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 %
ACM
351
Absolute Capital Management
Pennsylvania
$3.47M -$228K -2,430 -6%
VWWMG
352
Vermillion & White Wealth Management Group
Pennsylvania
$3.47M +$1.91M +20,346 +122%
OWA
353
One Wealth Advisors
California
$3.47M +$424K +4,529 +14%
SF
354
Summit Financial
New Jersey
$3.46M +$631K +6,735 +22%
TWC
355
TD Waterhouse Canada
Ontario, Canada
$3.45M -$114K -1,219 -3%
CI
356
CX Institutional
Indiana
$3.44M -$172K -1,840 -5%
SEIA
357
Signature Estate & Investment Advisors
California
$3.44M -$27.3K -292 -0.8%
IP
358
Investment Partners
Ohio
$3.4M -$626K -6,679 -16%
CG
359
Cynosure Group
Utah
$3.39M +$11.9K +127 +0.4%
WCG
360
Weaver Consulting Group
California
$3.37M -$1.03K -11 -0%
FFA
361
Farther Finance Advisors
California
$3.36M +$1.6M +17,080 +91%
BWM
362
Brown Wealth Management
Illinois
$3.35M -$80.5K -859 -2%
Jane Street
363
Jane Street
New York
$3.32M +$2.61M +27,868 +366%
MSA
364
Marino Stram & Associates
Massachusetts
$3.27M -$37.5K -400 -1%
AAP
365
Arax Advisory Partners
Colorado
$3.27M -$326K -3,478 -9%
DE
366
Diversified Enterprises
Delaware
$3.25M +$611K +6,523 +23%
PCA
367
Pallas Capital Advisors
Massachusetts
$3.24M -$94 -1 -0%
DWM
368
Defined Wealth Management
Oregon
$3.2M -$87.3K -932 -3%
MAM
369
Mullooly Asset Management
New Jersey
$3.2M +$3.2M +34,153 New
TC
370
Tacita Capital
Ontario, Canada
$3.16M – – –
GWANC
371
Guardian Wealth Advisors (North Carolina)
North Carolina
$3.16M -$86K -918 -3%
FG
372
Foster Group
Iowa
$3.16M -$43.9K -469 -1%
LFA
373
Legacy Financial Advisors
Kentucky
$3.15M -$3.89M -41,568 -55%
BA
374
BCM Advisors
Louisiana
$3.14M -$236K -2,538 -7%
1L
375
10Elms LLP
Oklahoma
$3.12M -$116K -1,240 -4%
13 14
15
16 17