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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 %
BA
426
Ballew Advisors
Mississippi
$2.24M -$1.89K -21 -0.1%
SFP
427
Shepherd Financial Partners
Massachusetts
$2.24M +$105K +1,117 +5%
DT
428
Diversified Trust
Tennessee
$2.23M – – –
CAL
429
Capital Analysts LLC
Pennsylvania
$2.23M +$91.4K +976 +4%
HCM
430
Hicks Capital Management
Ohio
$2.22M +$2.22M +23,718 New
DWM
431
DecisionMap Wealth Management
Virginia
$2.22M +$167K +1,788 +8%
FFG
432
Fiduciary Financial Group
California
$2.21M – – –
National Bank of Canada
433
National Bank of Canada
Quebec, Canada
$2.21M -$244K -2,609 -10%
TA
434
TPG Advisors
Illinois
$2.2M +$18.6K +199 +0.9%
HP
435
Hilltop Partners
Indiana
$2.18M -$12.6K -135 -0.6%
IA
436
Integrity Alliance
Iowa
$2.18M +$1.67M +17,822 +326%
JWBC
437
John W. Brooker & Co
California
$2.13M -$796K -8,501 -27%
WAP
438
Wealthcare Advisory Partners
Pennsylvania
$2.12M +$219K +2,334 +12%
CG
439
Caprock Group
Idaho
$2.11M +$125K +1,336 +6%
REMPR
440
Roof Eidam Maycock Peralta (REMP)
California
$2.1M -$275K -2,935 -12%
FF
441
Friedenthal Financial
New Jersey
$2.06M -$208K -2,220 -9%
CWM
442
Centurion Wealth Management
Virginia
$2.05M – – –
Vanguard Group
443
Vanguard Group
Pennsylvania
$2.04M +$1.31K +14 +0.1%
FPCG
444
Forum Private Client Group
Indiana
$2.04M -$83.4K -890 -4%
TW
445
TritonPoint Wealth
Maryland
$2.04M -$120K -1,282 -6%
SIA
446
Strategic Investment Advisors
Michigan
$2.03M +$245K +2,617 +14%
EIP
447
Ellis Investment Partners
Pennsylvania
$2.02M -$597K -6,376 -23%
MMA
448
Miracle Mile Advisors
California
$2.01M -$52.6K -562 -3%
JF
449
Jump Financial
Illinois
$1.99M +$1.99M +21,271 New
HI
450
Harbour Investments
Wisconsin
$1.99M -$109K -1,164 -5%
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