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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 %
PAG
51
Private Advisor Group
New Jersey
$47.4M -$66.5K -710 -0.1%
MCM
52
MAI Capital Management
Ohio
$47.1M -$849K -9,062 -2%
GT
53
Glenmede Trust
Pennsylvania
$41.9M +$309K +3,303 +0.7%
Stifel Financial
54
Stifel Financial
Missouri
$41.8M +$2.26M +24,156 +6%
FWI
55
Facet Wealth Inc
Maryland
$40.7M +$5.68M +61,206 +16%
HWM
56
Horizon Wealth Management
Illinois
$39.3M +$39.3M +420,106 New
AWAG
57
ARS Wealth Advisors Group
Florida
$38.7M -$6.03M -64,421 -13%
PAS
58
Park Avenue Securities
New York
$36.8M +$14.5M +154,959 +65%
KA
59
Klingman & Associates
New York
$35.4M -$38.7K -413 -0.1%
KeyBank National Association
60
KeyBank National Association
Ohio
$34.2M +$739K +7,886 +2%
Allianz Asset Management
61
Allianz Asset Management
Germany
$33.6M +$3.7M +39,550 +12%
IWC
62
Integrated Wealth Concepts
Massachusetts
$33.2M -$1.78M -19,035 -5%
Capstone Investment Advisors
63
Capstone Investment Advisors
New York
$33.1M +$17.1M +182,956 +108%
HPA
64
High Probability Advisors
New York
$32.7M +$809K +8,639 +3%
SWP
65
Sagespring Wealth Partners
Tennessee
$31.3M -$2.62M -27,953 -8%
Truist Financial
66
Truist Financial
North Carolina
$27.7M -$537K -5,734 -2%
GWM
67
GDS Wealth Management
Texas
$27.5M -$919K -9,810 -3%
RCAG
68
Rehmann Capital Advisory Group
Michigan
$26.9M +$2.23M +23,836 +9%
SIA
69
Sovereign Investment Advisors
Arizona
$26.9M +$2.97M +35,580 +12%
OPAM
70
Ocean Park Asset Management
California
$26.8M +$3.99M +42,602 +18%
SC
71
Sykon Capital
New York
$26.3M +$26.3M +280,936 New
CL
72
Choreo LLC
Illinois
$25.9M -$1.43M -15,315 -5%
OIA
73
OneDigital Investment Advisors
Kansas
$25.3M -$975K -10,406 -4%
CFG
74
Citizens Financial Group
Rhode Island
$25M -$628K -6,705 -2%
Envestnet Portfolio Solutions
75
Envestnet Portfolio Solutions
Illinois
$24.8M +$4.83M +51,535 +24%
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