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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
FFP
801
FourThought Financial Partners
Florida
$518K
MAM
802
Milestone Asset Management
Pennsylvania
$516K
CTI
803
Community Trust & Investment
Kentucky
$516K
PWW
804
Pettyjohn Wood & White
Virginia
$515K
RWP
805
RWA Wealth Partners
Massachusetts
$514K
EWM
806
Evermay Wealth Management
Virginia
$507K
GT
807
Greenleaf Trust
Michigan
$507K
WTC
808
WhitTier Trust Company
Nevada
$507K
WFS
809
WealthGarden F.S.
California
$507K
WB
810
WesBanco Bank
West Virginia
$502K
FDCDDQ
811
Federation des caisses Desjardins du Quebec
Quebec, Canada
$499K
PAWA
812
Palo Alto Wealth Advisors
California
$498K
PGFC
813
Peapack-Gladstone Financial Corp
New Jersey
$495K
TCOTS
814
Trust Company of the South
North Carolina
$494K
PJSIMP
815
P.J. Schmidt Investment Management (PJS)
Wisconsin
$492K
SCA
816
Sage Capital Advisors
South Dakota
$492K
LC
817
LCNB Corp
Ohio
$490K
CM
818
Columbus Macro
Pennsylvania
$487K
OFG
819
Opulen Financial Group
Virginia
$487K
SWM
820
Silverlake Wealth Management
Vermont
$486K
MP
821
Moment Partners
California
$484K
LFG
822
Larson Financial Group
Missouri
$483K
WFAG
823
Worth Financial Advisory Group
North Carolina
$480K
BI
824
Berkeley Inc
Idaho
$477K
SCM
825
Shelton Capital Management
Colorado
$476K