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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 %
WA
626
WBH Advisory
Maryland
$944K -$57.8K -617 -6%
OPWM
627
Oxinas Partners Wealth Management
Indiana
$944K -$49.3K -526 -5%
TWM
628
Tolleson Wealth Management
Texas
$939K -$295K -3,150 -24%
JGC
629
J. Goldman & Co
New York
$937K +$937K +10,000 New
SG
630
StoneX Group
New York
$936K +$73.6K +786 +9%
EC
631
EdgeRock Capital
Colorado
$935K -$5.85M -62,412 -86%
BFA
632
Beacon Financial Advisory
Ohio
$929K -$148K -1,584 -14%
HFA
633
High Falls Advisors
New York
$926K +$239K +2,552 +35%
AWM
634
Alterna Wealth Management
Texas
$924K +$122K +1,303 +15%
ACS
635
Archford Capital Strategies
Illinois
$917K -$1.66M -17,773 -64%
KOMWMG
636
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$909K +$2.81K +30 +0.3%
SFG
637
Snider Financial Group
Washington
$909K -$27.3K -291 -3%
NFA
638
Northwest Financial Advisors
Virginia
$907K -$15.5K -166 -2%
MIH
639
Meitav Investment House
Israel
$904K – – –
SFS
640
Security Financial Services
Indiana
$899K -$704K -7,518 -44%
HP
641
Holistic Planning
Texas
$895K – – –
CWM
642
Congress Wealth Management
Massachusetts
$892K +$337K +3,593 +61%
SMG
643
Smart Money Group
Texas
$883K -$7.05M -75,282 -89%
PMG
644
ProVise Management Group
Florida
$879K -$22.8K -243 -3%
C1AG
645
Client 1st Advisory Group
Florida
$877K -$31.7K -339 -3%
VI
646
Vestcor Inc
New Brunswick, Canada
$874K -$775K -8,279 -47%
EA
647
Enclave Advisors
Texas
$871K -$49.5K -528 -5%
SPWM
648
Schrum Private Wealth Management
Florida
$869K -$197K -2,108 -19%
SIA
649
Soltis Investment Advisors
Utah
$860K -$4.5K -48 -0.5%
EFG
650
Everhart Financial Group
Ohio
$860K -$18.3K -195 -2%
24 25
26
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