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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
KFPC
776
KERR FINANCIAL PLANNING Corp
California
$558K
APIM
777
Agate Pass Investment Management
Washington
$555K
APW
778
Austin Private Wealth
Texas
$555K
BWMG
779
Barnes Wealth Management Group
California
$554K
GT
780
Glenview Trust
Kentucky
$551K
RFC
781
Regions Financial Corp
Alabama
$546K
KWM
782
Kingsman Wealth Management
Florida
$546K
EIA
783
Eldridge Investment Advisors
New Hampshire
$543K
RMAM
784
Raab & Moskowitz Asset Management
New Jersey
$541K
RFS
785
Richardson Financial Services
Massachusetts
$541K
BW
786
Balance Wealth
Ohio
$539K
BMWS
787
Brady Martz Wealth Solutions
North Dakota
$539K
NHT
788
New Hampshire Trust
New Hampshire
$537K
CT
789
Colonial Trust
South Carolina
$535K
JAA
790
Joel Adams & Associates
North Carolina
$535K
GJIA
791
Glass Jacobson Investment Advisors
Maryland
$534K
NRC
792
New Republic Capital
North Carolina
$533K
GCM
793
Gallacher Capital Management
Colorado
$533K
KFGG
794
Keystone Financial Group (Georgia)
Georgia
$533K
TCOV
795
Trust Company of Vermont
Vermont
$531K
FA
796
Fountainhead AM
New Jersey
$530K
FAM
797
Forte Asset Management
New York
$530K
HSWS
798
Higgins & Schmidt Wealth Strategies
Colorado
$530K
WF
799
Warner Financial
Maryland
$523K
PFA
800
Pinnacle Family Advisors
Missouri
$520K