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iShares MSCI USA Min Vol Factor ETF
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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 %
WA
376
Waverly Advisors
Alabama
$3.07M -$5.34K -57 -0.2%
LFAS
377
Level Four Advisory Services
Texas
$3.07M +$13.6K +145 +0.4%
ELI
378
Empire Life Investments
Ontario, Canada
$3.03M +$3.03M +32,400 New
NL
379
NWAM LLC
Washington
$2.95M +$78.9K +842 +3%
SVWA
380
Sarver Vrooman Wealth Advisors
Missouri
$2.94M +$2.94M +31,367 New
FTUS
381
Flow Traders U.S.
New York
$2.94M -$3.99M -42,613 -58%
JFGIW
382
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.93M -$100K -1,073 -3%
DWA
383
Delos Wealth Advisors
Texas
$2.93M +$5.53K +59 +0.2%
SSC
384
Syverson Strege & Co
Iowa
$2.93M -$13.3K -142 -0.5%
SWA
385
Sax Wealth Advisors
New Jersey
$2.9M -$116K -1,238 -4%
CIAS
386
Capital Investment Advisory Services
North Carolina
$2.89M +$105K +1,118 +4%
AWP
387
Avid Wealth Partners
Texas
$2.89M +$2.89M +30,854 New
FHC
388
First Heartland Consultants
Missouri
$2.87M +$33.4K +357 +1%
LPAM
389
Lodestar Private Asset Management
California
$2.87M +$24.2K +258 +0.8%
BC
390
Bowman & Company
Wisconsin
$2.86M -$1.31M -14,006 -31%
MWM
391
Maridea Wealth Management
New York
$2.81M -$2.37M -25,311 -46%
VWA
392
Visionary Wealth Advisors
Illinois
$2.79M -$58.4K -624 -2%
WMP
393
Wealth Management Partners
Arizona
$2.77M -$122K -1,299 -4%
ES
394
ETF Store
Kansas
$2.77M -$94K -1,004 -3%
RSWM
395
Robertson Stephens Wealth Management
California
$2.77M +$703K +7,501 +34%
QCM
396
Quantinno Capital Management
New York
$2.77M +$1.07M +11,435 +63%
PIMG
397
Patriot Investment Management Group
Tennessee
$2.76M +$2.34K +25 +0.1%
MWM
398
Mascoma Wealth Management
New Hampshire
$2.75M -$212K -2,265 -7%
NEAM
399
New England Asset Management
Connecticut
$2.73M – – –
MAMG
400
Milestone Asset Management Group
Connecticut
$2.73M +$131K +1,402 +5%
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