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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 %
PCIG
401
Partners Capital Investment Group
Massachusetts
$2.72M +$2.72M +29,005 New
FPAS
402
Focus Partners Advisor Solutions
Missouri
$2.72M +$2.02M +21,539 +289%
OSAM
403
O'Shaughnessy Asset Management
Connecticut
$2.65M +$934K +9,970 +55%
CSP
404
Cary Street Partners
Virginia
$2.64M -$60.4K -645 -2%
Nomura Asset Management
405
Nomura Asset Management
Japan
$2.59M – – –
SWM
406
Spire Wealth Management
Virginia
$2.51M -$97.9K -1,045 -4%
BSTWA
407
Blake Schutter Theil Wealth Advisors
Ohio
$2.48M – – –
KWM
408
Kingsview Wealth Management
Oregon
$2.47M -$12.7K -136 -0.5%
TLA
409
Tanglewood Legacy Advisors
Texas
$2.47M -$321K -3,424 -11%
KWM
410
Keebeck Wealth Management
Illinois
$2.45M -$109K -1,162 -4%
Natixis Advisors
411
Natixis Advisors
Massachusetts
$2.45M -$1.16M -12,428 -32%
Marshall Wace
412
Marshall Wace
United Kingdom
$2.44M +$2.15M +23,000 +767%
STA
413
Summit Trail Advisors
New York
$2.43M – – –
SPI
414
Santori & Peters Inc
Pennsylvania
$2.42M -$710K -7,584 -23%
S
415
SignatureFD
Georgia
$2.42M -$105K -1,119 -4%
1WA
416
180 Wealth Advisors
Washington
$2.4M -$108K -1,151 -4%
UB
417
UMB Bank
Missouri
$2.4M -$340K -3,635 -12%
AA
418
ACT Advisors
North Carolina
$2.39M -$136K -1,454 -5%
AG
419
Ascent Group
Virginia
$2.37M +$829K +8,851 +54%
MWM
420
MGB Wealth Management
Texas
$2.36M -$187 -2 -0%
SIAS
421
Summit Investment Advisory Services
Minnesota
$2.35M -$11.8K -126 -0.5%
WT
422
Whittier Trust
California
$2.34M – – –
RIA
423
Regal Investment Advisors
Michigan
$2.33M -$74.1K -791 -3%
SFWC
424
Strategic Family Wealth Counselors
New Jersey
$2.31M +$59.4K +634 +3%
DA
425
Detalus Advisors
Missouri
$2.3M +$298K +3,181 +15%
15 16
17
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