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iShares MSCI USA Min Vol Factor ETF

1,280 hedge funds and large institutions have $17B invested in iShares MSCI USA Min Vol Factor ETF in 2025 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 402 increasing their positions, 541 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

9% less funds holding in top 10

Funds holding in top 10: 8073 (-7)

26% less repeat investments, than reductions

Existing positions increased: 402 | Existing positions reduced: 541

67% less call options, than puts

Call options by funds: $2.97M | Put options by funds: $9.06M

Holders
1,280
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
73
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.97M
Puts
$9.06M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
651
Alterna Wealth Management
Texas
$818K
CPRC
652
Consolidated Portfolio Review Corp
New York
$812K
ADL
653
Asset Dedication LLC
California
$808K
SG
654
StoneX Group
New York
$807K
BW
655
BostonPremier Wealth
Massachusetts
$803K
WMA
656
West Michigan Advisors
Michigan
$802K
UAG
657
United Advisor Group
Ohio
$801K
BFA
658
Brown Financial Advisory
Alabama
$800K
FSA
659
Financial Sense Advisors
California
$800K
CGH
660
Crossmark Global Holdings
Texas
$800K
BWIA
661
Bryant Woods Investment Advisors
New York
$799K
TL
662
Tradewinds LLC
North Carolina
$797K
C1AG
663
Client 1st Advisory Group
Florida
$796K
EFG
664
Everhart Financial Group
Ohio
$790K
PWP
665
Prasad Wealth Partners
Ohio
$789K
FFWA
666
FRG Family Wealth Advisors
Washington
$788K
GPW
667
Genesis Private Wealth
Virginia
$787K
TF
668
Trek Financial
Arizona
$781K
IC
669
IEQ Capital
California
$777K
BBHC
670
Brown Brothers Harriman & Co
New York
$769K
SP
671
Stonebrook Private
Michigan
$766K
ICMM
672
Integrated Capital Management (Michigan)
Michigan
$766K
AIA
673
AIMZ Investment Advisors
California
$763K
MWM
674
MBE Wealth Management
Wisconsin
$753K
CCWM
675
Cassaday & Co Wealth Management
Virginia
$748K