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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 %
CA
476
CoreCap Advisors
Michigan
$1.82M -$72.4K -773 -4%
MCM
477
Manchester Capital Management
Vermont
$1.82M – – –
NW
478
NewEdge Wealth
Pennsylvania
$1.82M +$249K +2,654 +16%
SFS
479
Symphony Financial Services
Ohio
$1.82M -$77.6K -828 -4%
BDF
480
Black Diamond Financial
Maryland
$1.82M -$89K -950 -5%
GC
481
GFG Capital
Florida
$1.81M -$399K -4,255 -18%
WIA
482
Wetzel Investment Advisors
Indiana
$1.81M -$29K -310 -2%
SIAG
483
Safeguard Investment Advisory Group
California
$1.8M +$19.1K +204 +1%
RPGK
484
Retirement Planning Group (Kansas)
Kansas
$1.8M -$34.3K -366 -2%
WF
485
Welch & Forbes
Massachusetts
$1.79M – – –
GSWM
486
Golden State Wealth Management
California
$1.77M +$160K +1,710 +10%
BWM
487
BCGM Wealth Management
Indiana
$1.76M -$24.9K -266 -1%
SAM
488
Strategy Asset Managers
California
$1.75M +$69.9K +746 +4%
SRC
489
Shufro Rose & Co
New York
$1.74M -$74.6K -796 -4%
SC
490
Sapient Capital
Indiana
$1.73M -$336K -3,584 -16%
PA
491
PFG Advisors
Arizona
$1.7M -$506K -5,399 -23%
SW
492
Simplicity Wealth
New Jersey
$1.69M +$907K +9,686 +116%
EWA
493
Elevate Wealth Advisory
Georgia
$1.69M +$92.6K +989 +6%
SMA
494
Sage Mountain Advisors
Georgia
$1.69M – – –
EA
495
Ergawealth Advisors
Illinois
$1.69M -$44.5K -475 -3%
APWA
496
Atlas Private Wealth Advisors
New Jersey
$1.67M -$50K -534 -3%
CIAS
497
CFS Investment Advisory Services
New Jersey
$1.67M -$236K -2,514 -12%
ARC
498
Advisor Resource Council
Texas
$1.66M -$562K -6,423 -25%
AA
499
Advisory Alpha
Michigan
$1.65M +$363K +3,880 +28%
CMS
500
Capital Market Strategies
Florida
$1.65M -$7.49K -80 -0.5%
18 19
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