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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 %
SXL
576
Summit X LLC
Missouri
$1.16M +$40.9K +451 +4%
PCA
577
Peddock Capital Advisors
Massachusetts
$1.16M -$27K -288 -2%
WMA
578
Wealth Management Associates
New Jersey
$1.16M -$7.59K -81 -0.6%
WWM
579
WT Wealth Management
Arizona
$1.16M -$1.25M -13,385 -52%
IC
580
Inscription Capital
Texas
$1.15M +$1.15M +13,776 New
CG
581
CFO4Life Group
Texas
$1.14M -$30.9K -330 -3%
CCAM
582
Cascades Capital Asset Management
North Carolina
$1.14M +$698K +7,450 +158%
VWA
583
VERITY Wealth Advisors
United States
$1.12M -$678K -7,242 -38%
FFBTD
584
First Financial Bank - Trust Division
Ohio
$1.11M -$39.1K -417 -3%
MC
585
Moors & Cabot
Massachusetts
$1.11M +$132K +1,414 +14%
WWG
586
West Wealth Group
California
$1.1M +$1.1M +11,781 New
FLA
587
Financial Life Advisors
Texas
$1.1M -$310K -3,308 -22%
TIAA Trust, National Association
588
TIAA Trust, National Association
North Carolina
$1.1M +$94 +1 +0%
PWM
589
PMG Wealth Management
Illinois
$1.09M – – –
GDP
590
Great Diamond Partners
Maine
$1.09M -$1.78K -19 -0.2%
CPIG
591
Chicago Partners Investment Group
Illinois
$1.08M +$1.08M +11,686 New
PAS
592
PKS Advisory Services
New York
$1.07M +$16.6K +177 +2%
RB
593
Renasant Bank
Mississippi
$1.07M -$440K -4,699 -29%
TI
594
TTP Investments
California
$1.06M – – –
CF
595
Centaurus Financial
California
$1.06M +$224K +2,393 +27%
OWM
596
Opes Wealth Management
California
$1.05M +$84.6K +903 +9%
BEI
597
Benjamin Edwards Inc
Missouri
$1.05M +$108K +1,152 +11%
AAG
598
Armstrong Advisory Group
Massachusetts
$1.05M – – –
KF
599
K2 Financial
California
$1.04M +$24.4K +277 +2%
MGIA
600
Moneta Group Investment Advisors
Missouri
$1.03M +$7.96K +85 +0.8%
22 23
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