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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 %
Caisse de Depot et Placement du Quebec (CDPQ)
26
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$131M +$131M +1,395,133 New
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$122M -$8.24M -87,965 -6%
US Bancorp
28
US Bancorp
Minnesota
$115M -$185K -1,977 -0.2%
JIC
29
Johnson Investment Counsel
Ohio
$115M +$3.99M +42,604 +4%
Mariner
30
Mariner
Kansas
$114M +$4.57M +48,830 +4%
GWM
31
Geneos Wealth Management
Colorado
$113M +$61M +651,442 +118%
DWM
32
Dynasty Wealth Management
Florida
$112M -$889K -9,496 -0.8%
Focus Partners Wealth
33
Focus Partners Wealth
Massachusetts
$105M -$224K -2,389 -0.2%
FA
34
Financial Advisors
Massachusetts
$104M +$35.9K +383 +0%
SAM
35
Securian Asset Management
Minnesota
$96M -$3.12M -33,350 -3%
QWP
36
Quotient Wealth Partners
Texas
$93.3M -$1.67M -17,782 -2%
Bank of New York Mellon
37
Bank of New York Mellon
New York
$92.1M +$7.87M +84,075 +9%
BCM
38
Brookstone Capital Management
Illinois
$92M +$70.4K +752 +0.1%
CAPTRUST Financial Advisors
39
CAPTRUST Financial Advisors
North Carolina
$75.2M +$3.21M +34,263 +4%
HI
40
Horizon Investments
North Carolina
$74.6M +$10.4M +111,067 +16%
Carson Wealth (CWM LLC)
41
Carson Wealth (CWM LLC)
Nebraska
$68.5M -$144K -1,541 -0.2%
LMIM
42
Lockheed Martin Investment Management
Maryland
$66.2M – – –
HighTower Advisors
43
HighTower Advisors
Illinois
$64.7M -$1.87M -19,929 -3%
SPIA
44
Steward Partners Investment Advisory
New York
$60.8M +$1.61M +17,227 +3%
Two Sigma Investments
45
Two Sigma Investments
New York
$55.7M +$55.7M +594,600 New
Janney Montgomery Scott
46
Janney Montgomery Scott
Pennsylvania
$54.1M -$644K -6,879 -1%
Russell Investments Group
47
Russell Investments Group
United Kingdom
$50.4M +$40.4M +430,843 +400%
MML Investors Services
48
MML Investors Services
Massachusetts
$50.2M +$8.88M +94,760 +21%
Jones Financial Companies
49
Jones Financial Companies
Missouri
$49.7M +$16.3M +175,467 +49%
NA
50
NewEdge Advisors
Louisiana
$48.4M +$4.84M +51,682 +11%
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