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iShares MSCI USA Min Vol Factor ETF
USMV

Overview Fund Activity

1,280 hedge funds and large institutions have $17B invested in iShares MSCI USA Min Vol Factor ETF in 2025 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 445 increasing their positions, 514 reducing their positions, and 70 closing their positions.

Holders
1,280
Holders Change
-7
Holders Change %
-0.54%
% of All Funds
17.19%
Holding in Top 10
80
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-20.79%
% of All Funds
1.07%
New
91
Increased
445
Reduced
514
Closed
70
Calls
$479K
Puts
$2.83M
Net Calls
-$2.35M
Net Calls Change
+$1.06M

Top Buyers

1
Two Sigma Investments
1
Two Sigma Investments
New York
$204M
2
Ameriprise
2
Ameriprise
Minnesota
$272M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$201M
4
GIM
4
Glenmede Investment Management
Pennsylvania
$41.3M
5
LPL Financial
5
LPL Financial
California
$593M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.18B
2
APF
2
Alaska Permanent Fund
Alaska
$0
3
Cerity Partners
3
Cerity Partners
New York
$105M
4
LMIM
4
Lockheed Martin Investment Management
Maryland
$0
5
GWM
5
Geneos Wealth Management
Colorado
$52.6M
Name Market Value Shares Shares
Change 		Shares
Change %
JIC
26
Johnson Investment Counsel
Ohio
$119M 1,263,596 +39,367 +3%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$113M 1,207,864 +224,484 +23%
Mariner
28
Mariner
Kansas
$113M 1,205,188 -10,312 -0.8%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$112M 1,197,032 -102,575 -8%
DWM
30
Dynasty Wealth Management
Florida
$110M 1,176,869 -17,563 -1%
HI
31
Horizon Investments
North Carolina
$108M 1,146,363 +350,288 +44%
Focus Partners Wealth
32
Focus Partners Wealth
Massachusetts
$107M 1,138,345 +21,647 +2%
Cerity Partners
33
Cerity Partners
New York
$105M 1,121,739 -1,061,130 -49%
FA
34
Financial Advisors
Massachusetts
$103M 1,099,487 -8,163 -0.7%
QWP
35
Quotient Wealth Partners
Texas
$95.7M 1,019,605 +23,868 +2%
BCM
36
Brookstone Capital Management
Illinois
$87.1M 927,795 -54,789 -6%
SAM
37
Securian Asset Management
Minnesota
$82.7M 881,287 -144,000 -14%
US Bancorp
38
US Bancorp
Minnesota
$77.3M 823,869 -407,760 -33%
CAPTRUST Financial Advisors
39
CAPTRUST Financial Advisors
North Carolina
$71.9M 765,468 -37,429 -5%
Carson Wealth (CWM LLC)
40
Carson Wealth (CWM LLC)
Nebraska
$71.5M 761,223 +29,460 +4%
Truist Financial
41
Truist Financial
North Carolina
$68.7M 731,634 +436,281 +148%
Jones Financial Companies
42
Jones Financial Companies
Missouri
$67.4M 724,296 +188,561 +35%
SPIA
43
Steward Partners Investment Advisory
New York
$65.8M 700,707 +51,247 +8%
HighTower Advisors
44
HighTower Advisors
Illinois
$63.7M 678,845 -12,001 -2%
Janney Montgomery Scott
45
Janney Montgomery Scott
Pennsylvania
$61.8M 658,501 +80,409 +14%
MML Investors Services
46
MML Investors Services
Massachusetts
$54.1M 576,273 +39,998 +7%
GWM
47
Geneos Wealth Management
Colorado
$52.6M 560,626 -644,819 -53%
Russell Investments Group
48
Russell Investments Group
United Kingdom
$52M 554,464 +15,963 +3%
PAG
49
Private Advisor Group
New Jersey
$50.1M 533,569 +27,603 +5%
Stifel Financial
50
Stifel Financial
Missouri
$48.7M 518,835 +72,016 +16%
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