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 %
APW
726
Austin Private Wealth
Texas
$684K -$129K -1,382 -16%
FCH
727
Freestone Capital Holdings
Washington
$683K -$3.65K -39 -0.5%
4WM
728
4J Wealth Management
Virginia
$681K – – –
FCI
729
Financial Counselors Inc
Kansas
$678K +$43K +459 +7%
CIP
730
Capital Insight Partners
Arizona
$677K +$430K +4,595 +175%
EMCIP
731
Ewing Morris & Co Investment Partners
Ontario, Canada
$674K – – –
GWP
732
Gen-Wealth Partners
Michigan
$674K +$322K +3,442 +92%
CPIA
733
Cornell Pochily Investment Advisors
New York
$671K -$19.7K -210 -3%
BFG
734
Bouchey Financial Group
New York
$670K – – –
SCM
735
Stonehearth Capital Management
Massachusetts
$669K -$143K -1,527 -18%
CA
736
Calton & Associates
Florida
$666K +$274K +2,923 +70%
WS
737
Wedbush Securities
California
$665K +$91.1K +972 +16%
AWG
738
Altus Wealth Group
Colorado
$662K -$3.87M -41,342 -85%
AWM
739
Ariadne Wealth Management
California
$654K – – –
WWC
740
Waypoint Wealth Counsel
Georgia
$653K +$2.25K +24 +0.3%
CPA
741
Clear Point Advisors
New York
$648K +$1.12K +12 +0.2%
HL
742
HeadInvest LLC
Maine
$647K – – –
Fifth Third Bancorp
743
Fifth Third Bancorp
Ohio
$646K -$162K -1,730 -20%
TIA
744
Traphagen Investment Advisors
New Jersey
$645K -$51K -544 -7%
VPP
745
Vertex Planning Partners
Illinois
$641K -$27.3K -291 -4%
BW
746
Balance Wealth
Ohio
$638K +$638K +6,815 New
NRI
747
NFP Retirement Inc
California
$638K +$375K +4,000 +142%
MCM
748
Mainstream Capital Management
California
$637K +$48.1K +514 +8%
PFA
749
Professional Financial Advisors
Nebraska
$637K +$117K +1,245 +22%
SA
750
Sovran Advisors
California
$635K -$45.6K -506 -7%
28 29
30
31 32