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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 %
PRTG
751
Post Resch Tallon Group
New York
$632K -$19.7K -212 -3%
Wealthfront Advisers
752
Wealthfront Advisers
California
$628K +$59.5K +635 +10%
CRWM
753
Castle Rock Wealth Management
California
$626K -$25.3K -271 -4%
JWCA
754
J.W. Coons Advisors
Ohio
$626K +$937 +10 +0.1%
TF
755
Trek Financial
Arizona
$622K +$622K +6,646 New
GC
756
Guidance Capital
Kentucky
$621K -$15.6K -168 -2%
SR
757
Syntax Research
Florida
$619K +$505K +5,393 +442%
WA
758
Waddell & Associates
Tennessee
$619K -$18.1K -193 -3%
JSL
759
JT Stratford LLC
Georgia
$604K – – –
RCM
760
Radnor Capital Management
Pennsylvania
$603K – – –
SAI
761
Savvy Advisors Inc
New York
$602K -$79.6K -850 -12%
FTS
762
Fifth Third Securities
Ohio
$600K -$36.5K -390 -6%
EB
763
Exchange Bank
California
$599K -$18.7K -200 -3%
DWM
764
Diversify Wealth Management
Utah
$597K +$227K +2,470 +61%
EIA
765
Eldridge Investment Advisors
New Hampshire
$593K -$34.7K -370 -6%
PWM
766
Puff Wealth Management
New Jersey
$593K +$593K +6,335 New
BAM
767
Belpointe Asset Management
Nevada
$591K -$3.84K -41 -0.6%
FA
768
Flagstar Advisors
New York
$589K +$12.3K +131 +2%
SFPG
769
Stonebridge Financial Planning Group
Florida
$586K +$187 +2 +0%
OC
770
Oppenheimer & Co
New York
$585K -$90.5K -966 -13%
SS
771
Sunbelt Securities
Texas
$585K -$4.5K -48 -0.8%
BFA
772
Brown Financial Advisory
Alabama
$584K +$584K +6,235 New
RWP
773
Ridgecrest Wealth Partners
California
$579K – – –
ABC
774
Associated Banc-Corp
Wisconsin
$578K – – –
PL
775
Parthenon LLC
Kentucky
$578K +$28.1K +300 +5%
29 30
31
32 33