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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 %
Citadel Advisors
776
Citadel Advisors
Florida
$577K -$5.03M -53,684 -90%
HS
777
Horan Securities
United States
$575K +$296K +3,159 +106%
PPWM
778
PFG Private Wealth Management
Florida
$575K – – –
MWM
779
Meridian Wealth Management
Kentucky
$573K -$13.1K -140 -2%
PA
780
Pineridge Advisors
Missouri
$571K +$65.9K +704 +13%
PG
781
Patten Group
Tennessee
$571K -$45.5K -486 -7%
AWS
782
Arkfeld Wealth Strategies
Nebraska
$568K +$131K +1,456 +30%
LF
783
LifeSteps Financial
California
$565K -$375 -4 -0.1%
BWM
784
BCS Wealth Management
Tennessee
$565K -$101K -1,078 -15%
RW
785
Ridgeline Wealth
Arizona
$564K -$14.3K -153 -2%
UBV
786
United Bank (Virginia)
Virginia
$562K +$562K +6,000 New
FTWA
787
Fifth Third Wealth Advisors
Ohio
$562K +$20.7K +221 +4%
HH
788
Hilltop Holdings
Texas
$561K +$5.62K +60 +1%
CFO
789
CVA Family Office
Colorado
$560K – – –
CFO
790
Collective Family Office
Pennsylvania
$559K – – –
GT
791
Glenview Trust
Kentucky
$559K +$59.4K +634 +12%
APIM
792
Agate Pass Investment Management
Washington
$559K – – –
AF
793
Advisornet Financial
Minnesota
$556K -$1.12K -12 -0.2%
WSFS
794
Wilmington Savings Fund Society
Delaware
$552K -$122K -1,299 -18%
GC
795
Gibson Capital
Pennsylvania
$551K -$18.8K -201 -3%
GAM
796
GEM Asset Management
Michigan
$549K – – –
MP
797
Moment Partners
California
$548K -$20.9K -223 -4%
SWA
798
SFMG Wealth Advisors
Texas
$547K – – –
T
799
Transce3nd
Texas
$545K +$7.96K +85 +1%
AWA
800
Arete Wealth Advisors
Illinois
$538K -$34.8K -372 -6%
30 31
32
33 34