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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 %
BWP
451
Bernardo Wealth Planning
Pennsylvania
$1.98M -$5.15K -55 -0.3%
PI
452
PFG Investments
New York
$1.97M -$95.3K -1,018 -5%
ACP
453
Arcus Capital Partners
Georgia
$1.97M -$251K -2,679 -11%
FPCP
454
Fort Point Capital Partners
California
$1.96M +$1.69K +18 +0.1%
MFWP
455
Mosaic Family Wealth Partners
Missouri
$1.96M +$656 +7 +0%
IF
456
IRON Financial
Illinois
$1.95M -$5.9K -63 -0.3%
PIAS
457
PCA Investment Advisory Services
Ohio
$1.95M -$39.6K -423 -2%
IWA
458
Icon Wealth Advisors
Texas
$1.93M +$1.22M +12,985 +171%
SMC
459
Smith, Moore & Co
Missouri
$1.92M -$196K -2,088 -9%
BF
460
Baring Financial
Washington
$1.92M -$192K -2,046 -9%
FMWA
461
Forvis Mazars Wealth Advisors
Missouri
$1.92M -$15.6K -167 -0.8%
APA
462
Astoria Portfolio Advisors
New York
$1.9M +$1.56M +17,307 +463%
SI
463
Stephens Inc
Arkansas
$1.9M +$1.41K +15 +0.1%
PTC
464
Private Trust Company
Ohio
$1.9M +$207K +2,207 +12%
GFL
465
Granite FO LLC
New Hampshire
$1.89M -$143K -1,525 -7%
GPA
466
Guidance Point Advisors
Massachusetts
$1.89M +$868K +9,271 +85%
AIP
467
Almanack Investment Partners
Pennsylvania
$1.89M – – –
TNBTD
468
Trustmark National Bank Trust Department
Mississippi
$1.88M +$43.6K +465 +2%
SC
469
Scotia Capital
Ontario, Canada
$1.88M +$108K +1,149 +6%
FGA
470
Fortis Group Advisors
New Jersey
$1.88M -$10.9K -116 -0.6%
AWM
471
Avior Wealth Management
Nebraska
$1.88M -$58.4K -623 -3%
TAM
472
Townsend Asset Management
North Carolina
$1.87M -$49.1K -524 -3%
HWM
473
HB Wealth Management
Georgia
$1.87M -$72.2K -771 -4%
AWP
474
Ascent Wealth Partners
New York
$1.84M -$58.4K -623 -3%
5W
475
5T Wealth
California
$1.84M -$417K -4,447 -18%
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