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iShares MSCI USA Min Vol Factor ETF
USMV

Overview Fund Activity

1,280 hedge funds and large institutions have $17B invested in iShares MSCI USA Min Vol Factor ETF in 2025 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 445 increasing their positions, 514 reducing their positions, and 70 closing their positions.

Holders
1,280
Holders Change
-7
Holders Change %
-0.54%
% of All Funds
17.19%
Holding in Top 10
80
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-20.79%
% of All Funds
1.07%
New
91
Increased
445
Reduced
514
Closed
70
Calls
$479K
Puts
$2.83M
Net Calls
-$2.35M
Net Calls Change
+$1.06M

Top Buyers

1
Two Sigma Investments
1
Two Sigma Investments
New York
$204M
2
Ameriprise
2
Ameriprise
Minnesota
$272M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$201M
4
GIM
4
Glenmede Investment Management
Pennsylvania
$41.3M
5
LPL Financial
5
LPL Financial
California
$593M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.18B
2
APF
2
Alaska Permanent Fund
Alaska
$0
3
Cerity Partners
3
Cerity Partners
New York
$105M
4
LMIM
4
Lockheed Martin Investment Management
Maryland
$0
5
GWM
5
Geneos Wealth Management
Colorado
$52.6M
Name Market Value Shares Shares
Change 		Shares
Change %
SIA
51
Sovereign Investment Advisors
Arizona
$48.3M 514,675 +193,203 +60%
MCM
52
MAI Capital Management
Ohio
$46.8M 498,855 -3,945 -0.8%
NA
53
NewEdge Advisors
Louisiana
$46.7M 497,468 -19,355 -4%
PAS
54
Park Avenue Securities
New York
$44.7M 475,892 +82,568 +21%
GIM
55
Glenmede Investment Management
Pennsylvania
$41.3M 440,319 +440,319 New
FWI
56
Facet Wealth Inc
Maryland
$40.8M 440,141 +1,356 +0.3%
AWAG
57
ARS Wealth Advisors Group
Florida
$37.7M 401,337 -11,919 -3%
KA
58
Klingman & Associates
New York
$35.2M 374,660 -3,313 -0.9%
PDL
59
Portfolio Design Labs
California
$34.7M 369,354 +369,354 New
KeyBank National Association
60
KeyBank National Association
Ohio
$33.8M 359,795 -5,405 -1%
HPA
61
High Probability Advisors
New York
$32.9M 350,316 +1,297 +0.4%
IWC
62
Integrated Wealth Concepts
Massachusetts
$32.3M 344,233 -10,602 -3%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
63
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$29.9M 318,000 +318,000 New
SWP
64
Sagespring Wealth Partners
Tennessee
$29.5M 313,896 -20,001 -6%
AG
65
Ascent Group
Virginia
$28.9M 308,114 +282,778 +1,116%
LWA
66
Lineweaver Wealth Advisors
Ohio
$28.8M 306,980 +123,413 +67%
GWM
67
GDS Wealth Management
Texas
$27.9M 297,725 +3,631 +1%
OPAM
68
Ocean Park Asset Management
California
$26.8M 285,868 – –
RCAG
69
Rehmann Capital Advisory Group
Michigan
$26.7M 284,803 -2,825 -1%
Envestnet Portfolio Solutions
70
Envestnet Portfolio Solutions
Illinois
$26.2M 278,750 +13,912 +5%
KAS
71
Kestra Advisory Services
Texas
$25.5M 271,470 +42,301 +18%
BMM
72
Berkshire Money Management
Massachusetts
$25.4M 270,650 +270,650 New
Creative Planning
73
Creative Planning
Kansas
$25M 266,538 +10,825 +4%
SP
74
Symmetry Partners
Connecticut
$24.7M 263,164 +24,219 +10%
CFG
75
Citizens Financial Group
Rhode Island
$24M 255,666 -11,755 -4%
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