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iShares MSCI USA Min Vol Factor ETF
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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 %
PWPS
701
Pinnacle Wealth Planning Services
Ohio
$737K +$35K +374 +5%
CCWM
702
Cassaday & Co Wealth Management
Virginia
$737K – – –
LIM
703
Leavell Investment Management
Alabama
$736K +$295K +3,147 +67%
MWM
704
Mission Wealth Management
California
$736K +$31K +331 +4%
IIM
705
Illumine Investment Management
Washington
$733K – – –
FA
706
Fermata Advisors
California
$731K +$94.2K +1,006 +15%
LIA
707
LS Investment Advisors
Michigan
$731K -$90.8K -969 -11%
SIC
708
Salem Investment Counselors
North Carolina
$730K +$56K +598 +8%
CPRC
709
Consolidated Portfolio Review Corp
New York
$723K +$50.3K +537 +7%
CAM
710
Cidel Asset Management
Ontario, Canada
$722K – – –
JWA
711
JFS Wealth Advisors
Pennsylvania
$720K +$355K +3,795 +98%
PAMG
712
Patton Albertson Miller Group
Tennessee
$715K -$59.1K -631 -8%
GMFG
713
Greater Midwest Financial Group
Minnesota
$714K +$2.53K +27 +0.4%
FA
714
FF Advisors
California
$713K -$99.3K -1,070 -12%
TPWM
715
Twelve Points Wealth Management
Massachusetts
$706K – – –
PP
716
PDS Planning
Ohio
$706K +$1.41K +15 +0.2%
VC
717
Veery Capital
Delaware
$706K -$187 -2 -0%
YWM
718
Yukon Wealth Management
Kansas
$706K +$706K +7,536 New
VFIC
719
Valley Forge Investment Consultants
Pennsylvania
$703K +$2.44K +26 +0.3%
AWA
720
Alta Wealth Advisors
Massachusetts
$702K +$12.1K +129 +2%
SFG
721
Sovereign Financial Group
Connecticut
$701K -$15.5K -166 -2%
AWE
722
Avidian Wealth Enterprises
Texas
$692K +$4.96K +53 +0.7%
VCP
723
Vista Capital Partners
Oregon
$691K – – –
PW
724
Potentia Wealth
California
$687K -$503K -5,370 -42%
HSWS
725
Higgins & Schmidt Wealth Strategies
Colorado
$686K – – –
27 28
29
30 31