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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 %
FM
501
Family Management
New York
$1.65M -$7.4K -79 -0.4%
S
502
Sachetta
Massachusetts
$1.64M +$2.9K +31 +0.2%
IP
503
Intellectus Partners
California
$1.63M +$3.18K +34 +0.2%
GF
504
Gries Financial
Ohio
$1.63M +$202K +2,159 +14%
NAS
505
NWF Advisory Services
California
$1.61M +$697K +7,444 +76%
KWM
506
Kaydan Wealth Management
Michigan
$1.6M -$41.9K -447 -3%
AGP
507
Aspire Growth Partners
Florida
$1.59M -$55.6K -599 -3%
MW
508
Marcum Wealth
Ohio
$1.59M -$24.6K -263 -2%
Brown Advisory
509
Brown Advisory
Maryland
$1.59M +$130K +1,387 +9%
HNB
510
Huntington National Bank
Ohio
$1.58M -$1.51M – –
IAN
511
Integrated Advisors Network
Texas
$1.57M +$19.5K +208 +1%
CFCI
512
Comprehensive Financial Consultants Institutional
Indiana
$1.57M +$16.2K +173 +1%
DL
513
DOHJ LLC
Washington
$1.56M -$26.8K -286 -2%
GSEP
514
Golden State Equity Partners
California
$1.56M +$34.2K +365 +2%
CWS
515
Cypress Wealth Services
California
$1.56M -$158K -1,683 -9%
CP
516
Creekside Partners
California
$1.56M -$41.4K -442 -3%
RBFC
517
Roman Butler Fullerton & Co
Missouri
$1.55M +$4.36K +48 +0.3%
WFAG
518
Wescott Financial Advisory Group
Pennsylvania
$1.55M -$179K -1,916 -10%
SM
519
Sweeney & Michel
California
$1.54M +$1.54M +18,082 New
MS
520
Maven Securities
Jersey
$1.54M +$1.54M +16,410 New
Northern Trust
521
Northern Trust
Illinois
$1.54M -$579K -6,177 -27%
BAS
522
Brueske Advisory Services
Washington
$1.52M – – –
TFS
523
Thoroughbred Financial Services
Tennessee
$1.52M -$17.4K -186 -1%
CWM
524
Centric Wealth Management
Illinois
$1.51M +$3.09K +33 +0.2%
CWM
525
CCG Wealth Management
California
$1.5M -$8.8K -94 -0.6%
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