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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 %
PWM
551
Provident Wealth Management
Tennessee
$1.33M -$26.1K -279 -2%
EL
552
EWA LLC
Pennsylvania
$1.33M -$140K -1,498 -10%
TP
553
Tranquility Partners
Tennessee
$1.32M +$55.4K +591 +4%
Renaissance Technologies
554
Renaissance Technologies
New York
$1.32M +$1.32M +14,100 New
PIA
555
Perennial Investment Advisors
California
$1.31M +$36.2K +386 +3%
SAW
556
Signal Advisors Wealth
Michigan
$1.3M +$176K +1,880 +16%
VAS
557
Vestmark Advisory Solutions
Massachusetts
$1.3M +$1.3M +13,832 New
CTWM
558
Cherry Tree Wealth Management
Minnesota
$1.29M -$60.1K -642 -4%
Bessemer Group
559
Bessemer Group
New Jersey
$1.28M -$13.3K -142 -1%
SWP
560
ShoreHaven Wealth Partners
New Jersey
$1.26M +$953K +10,178 +309%
BJL
561
Brighton Jones LLC
Washington
$1.25M +$195K +2,084 +18%
DWT
562
Dorsey & Whitney Trust
South Dakota
$1.25M – – –
ALA
563
Atlas Legacy Advisors
California
$1.24M +$66.9K +720 +6%
YWS
564
Yarger Wealth Strategies
Ohio
$1.23M +$3.93K +42 +0.3%
MW
565
Maia Wealth
Colorado
$1.23M -$173K -1,898 -12%
BIP
566
Blueprint Investment Partners
North Carolina
$1.22M +$1.22M +13,009 New
AFP
567
Ausdal Financial Partners
Iowa
$1.21M +$742K +7,918 +160%
JFG
568
JMG Financial Group
Illinois
$1.2M -$80.8K -863 -6%
PPC
569
Park Place Capital
Alabama
$1.2M -$466K -4,978 -28%
CFAM
570
Center For Asset Management
Florida
$1.2M -$420K -4,485 -26%
DWP
571
Destiny Wealth Partners
Florida
$1.19M +$134K +1,430 +13%
KCM
572
Kathmere Capital Management
Pennsylvania
$1.18M +$27.6K +295 +2%
MWM
573
Mattern Wealth Management
Kansas
$1.18M -$82.2K -878 -6%
BCG
574
Bravias Capital Group
New Jersey
$1.18M -$62.9K -672 -5%
BCA
575
Bay Colony Advisors
Massachusetts
$1.18M -$52.5K -566 -4%
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