USMV icon

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 %
IPAM
651
Investment Partners Asset Management
New Jersey
$855K -$17.2K -184 -2%
GPW
652
Genesis Private Wealth
Virginia
$854K +$28.1K +300 +3%
Susquehanna International Group
653
Susquehanna International Group
Pennsylvania
$854K -$4.02M -42,951 -82%
LHC
654
Little House Capital
Massachusetts
$854K +$854K +9,118 New
PWP
655
Prasad Wealth Partners
Ohio
$853K -$24K -256 -3%
WANY
656
Wealthspire Advisors (New York)
New York
$852K +$189K +2,013 +28%
FSA
657
Financial Sense Advisors
California
$850K +$9.74K +104 +1%
OAP
658
One Advisory Partners
Kansas
$838K +$103K +1,096 +14%
MYIA
659
Mount Yale Investment Advisors
Colorado
$838K -$131K -1,400 -14%
ONST
660
Old North State Trust
North Carolina
$835K – – –
SM
661
Sensible Money
Arizona
$828K +$10.5K +112 +1%
MFG
662
Midwest Financial Group
Kansas
$827K -$20.7K -221 -2%
HF
663
HRT Financial
New York
$819K -$12.9M -138,002 -94%
FCFC
664
First Citizens Financial Corp
Iowa
$817K -$55.4K -591 -6%
FBFS
665
First Business Financial Services
Wisconsin
$814K – – –
BW
666
BostonPremier Wealth
Massachusetts
$813K -$34.1K -364 -4%
DB
667
Dravo Bay
Delaware
$811K -$75.5K -806 -9%
PWM
668
PTM Wealth Management
United States
$809K +$809K +9,474 New
LA
669
LPF Advisors
Florida
$809K -$562 -6 -0.1%
CL
670
CLG LLC
California
$808K -$41.7K -445 -5%
FG
671
Fiduciary Group
Georgia
$804K – – –
MWM
672
Maripau Wealth Management
Indiana
$800K +$192K +2,048 +32%
TCOTS
673
Trust Company of the South
North Carolina
$799K +$799K +8,533 New
EWA
674
Exencial Wealth Advisors
Oklahoma
$799K +$26.1K +279 +3%
CIBC World Market
675
CIBC World Market
Ontario, Canada
$796K +$24.8K +265 +3%
25 26
27
28 29