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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 %
BW
526
BXM Wealth
Colorado
$1.5M +$1.5M +16,024 New
AFG
527
Atomi Financial Group
New York
$1.5M -$240K -2,563 -14%
NP
528
NorthRock Partners
Minnesota
$1.5M -$4.31K -46 -0.3%
CCC
529
Compass Capital Corp
Massachusetts
$1.5M -$1.34M -15,307 -47%
KCM
530
KM Capital Management
Texas
$1.48M +$1.48M +15,774 New
TFA
531
Tranquilli Financial Advisor
New Jersey
$1.46M +$302K +3,221 +26%
CIBC Private Wealth Group
532
CIBC Private Wealth Group
Georgia
$1.46M -$350K -4,098 -19%
VCA
533
Verdence Capital Advisors
Maryland
$1.45M +$40.7K +435 +3%
NS
534
NBC Securities
Alabama
$1.44M +$1.44M +15,343 +102,287%
SEP
535
Southland Equity Partners
Missouri
$1.44M -$29.1K -311 -2%
IAIM
536
International Assets Investment Management
Florida
$1.41M -$141K -1,508 -9%
KPWS
537
Kestra Private Wealth Services
Texas
$1.41M -$6.37K -68 -0.5%
CPA
538
Cardiff Park Advisors
California
$1.39M +$281 +3 +0%
KWS
539
Keystone Wealth Services
California
$1.38M -$32.2K -344 -2%
JIP
540
Jaffetilchin Investment Partners
Florida
$1.38M +$355K +3,789 +35%
NA
541
Novus Advisors
South Carolina
$1.37M -$1.31K -14 -0.1%
MP
542
McDonald Partners
Ohio
$1.37M – – –
CA
543
Claro Advisors
Massachusetts
$1.36M +$154K +1,649 +13%
PWA
544
Physician Wealth Advisors
Utah
$1.36M -$24.1K -257 -2%
CWM
545
Concentrum Wealth Management
California
$1.35M +$118K +1,262 +10%
JCM
546
Jacobi Capital Management
Pennsylvania
$1.35M +$3.28K +35 +0.2%
NIWA
547
New Insight Wealth Advisors
California
$1.34M -$19.7K -210 -1%
RI
548
Ridgewood Investments
New Jersey
$1.34M +$562 +6 +0%
NRW
549
Nova R Wealth
Kansas
$1.34M +$2.53K +27 +0.2%
GFG
550
Goldstone Financial Group
Illinois
$1.34M -$27.5K -294 -2%
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