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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 %
GA
601
Goldstein Advisors
Wisconsin
$1.03M -$3.09K -33 -0.3%
LWM
602
LongView Wealth Management
Georgia
$1.03M -$17.8K -190 -2%
VFG
603
Victory Financial Group
Texas
$1.02M +$445K +4,606 +77%
SJGA
604
Stephen J. Garry & Associates
New York
$1.02M – – –
AWM
605
Avaii Wealth Management
Wisconsin
$1.01M -$62K -662 -6%
RL
606
Retireful LLC
Michigan
$1.01M -$652K -7,033 -39%
GLLW
607
Graves Light Lenhart Wealth
Virginia
$1.01M -$8.62K -92 -0.8%
SAM
608
Smartleaf Asset Management
Massachusetts
$1.01M +$33.3K +359 +3%
DAM
609
Deltec Asset Management
New York
$1.01M +$1.01M +10,750 New
EL
610
EQ LLC
Washington
$1M -$128K -1,367 -11%
CAM
611
Creekmur Asset Management
Illinois
$984K -$18.7K -200 -2%
SVWAG
612
Sound View Wealth Advisors Group
Georgia
$983K -$154K -1,648 -14%
AR
613
Apeiron RIA
Texas
$983K +$69.1K +738 +8%
CWM
614
C2C Wealth Management
Arizona
$980K -$46.8K -500 -5%
TCA
615
Transcend Capital Advisors
New Jersey
$980K +$100K +1,071 +11%
TPI
616
Trust Point Inc
Wisconsin
$974K – – –
CWM
617
Certus Wealth Management
California
$973K -$5.39K -58 -0.6%
BRWM
618
Blue Rock Wealth Management
North Carolina
$972K -$283K -3,020 -23%
FFWA
619
FRG Family Wealth Advisors
Washington
$970K -$205K -2,190 -17%
SSWM
620
Strait & Sound Wealth Management
California
$967K +$411K +4,390 +74%
IAA
621
Independence Asset Advisors
Pennsylvania
$964K +$964K +10,287 New
PFA
622
Pinnacle Family Advisors
Missouri
$961K -$29K -310 -3%
LC
623
Lincoln Capital
Nebraska
$959K – – –
OBWP
624
O'Brien Wealth Partners
Massachusetts
$954K – – –
AIS
625
Accredited Investor Services
Minnesota
$948K +$948K +10,126 New
23 24
25
26 27