USMV icon

iShares MSCI USA Min Vol Factor ETF

1,280 hedge funds and large institutions have $17B invested in iShares MSCI USA Min Vol Factor ETF in 2025 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 402 increasing their positions, 541 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

9% less funds holding in top 10

Funds holding in top 10: 8073 (-7)

26% less repeat investments, than reductions

Existing positions increased: 402 | Existing positions reduced: 541

67% less call options, than puts

Call options by funds: $2.97M | Put options by funds: $9.06M

Holders
1,280
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
73
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.97M
Puts
$9.06M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PP
726
Patten & Patten
Tennessee
$644K
WANY
727
Wealthspire Advisors (New York)
New York
$642K
AWG
728
Altus Wealth Group
Colorado
$641K
JWA
729
JFS Wealth Advisors
Pennsylvania
$640K
NRI
730
NFP Retirement Inc
California
$631K
JSL
731
JT Stratford LLC
Georgia
$621K
SFPG
732
Stonebridge Financial Planning Group
Florida
$621K
HWM
733
Horizon Wealth Management
Illinois
$617K
WA
734
Waddell & Associates
Tennessee
$616K
CPIA
735
Cornell Pochily Investment Advisors
New York
$612K
RCM
736
Radnor Capital Management
Pennsylvania
$612K
FA
737
FF Advisors
California
$608K
PA
738
Pineridge Advisors
Missouri
$608K
BAM
739
Belpointe Asset Management
Nevada
$606K
AT
740
Avalon Trust
New Mexico
$604K
4WM
741
4J Wealth Management
Virginia
$599K
EB
742
Exchange Bank
California
$599K
LA
743
Lifeworks Advisors
Michigan
$596K
MCM
744
Mainstream Capital Management
California
$595K
CRWM
745
Castle Rock Wealth Management
California
$595K
GC
746
GatePass Capital
Ohio
$595K
FCH
747
Freestone Capital Holdings
Washington
$594K
NCFG
748
New Century Financial Group
New Jersey
$593K
GAM
749
Grandview Asset Management
Pennsylvania
$590K
RWP
750
Ridgecrest Wealth Partners
California
$589K