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 %
BBHC
676
Brown Brothers Harriman & Co
New York
$796K +$32.9K +351 +4%
KFGG
677
Keystone Financial Group (Georgia)
Georgia
$796K -$65K -704 -8%
ADL
678
Asset Dedication LLC
California
$795K +$10.5K +112 +1%
BWIA
679
Bryant Woods Investment Advisors
New York
$791K -$20.4K -218 -3%
CGH
680
Crossmark Global Holdings
Texas
$787K +$787K +8,405 New
SGWM
681
Sterling Group Wealth Management
California
$785K – – –
GHA
682
GW Henssler & Associates
Georgia
$785K -$120K -1,280 -13%
TL
683
Tradewinds LLC
North Carolina
$784K – – –
GC
684
Garde Capital
Washington
$782K – – –
NAM
685
NorthCrest Asset Manangement
Minnesota
$774K +$774K +8,260 New
MWM
686
MBE Wealth Management
Wisconsin
$766K +$94 +1 +0%
JAA
687
Joel Adams & Associates
North Carolina
$764K -$142K -1,518 -16%
BIG
688
Brookwood Investment Group
Arizona
$762K +$762K +8,132 New
WMA
689
West Michigan Advisors
Michigan
$761K -$11.7K -125 -2%
GLA
690
Good Life Advisors
Pennsylvania
$760K -$2.23M -23,778 -75%
EGA
691
E&G Advisors
Texas
$760K – – –
WWM
692
Wagner Wealth Management
South Carolina
$759K +$843 +9 +0.1%
WAL
693
W Advisors LLC
Tennessee
$757K +$4.22K +45 +0.6%
KA
694
Kovack Advisors
Florida
$753K +$67.6K +722 +10%
AIA
695
AIMZ Investment Advisors
California
$752K – – –
ICMM
696
Integrated Capital Management (Michigan)
Michigan
$747K -$7.02K -75 -0.9%
CTC
697
Central Trust Company
Missouri
$741K +$37.2K +397 +5%
NA
698
Nottingham Advisors
New York
$739K -$1M -10,698 -58%
SP
699
Stonebrook Private
Michigan
$738K +$406K +4,331 +122%
SW
700
StrongBox Wealth
Missouri
$738K -$15K -160 -2%
26 27
28
29 30