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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 %
GCM
801
Gallacher Capital Management
Colorado
$534K – – –
WFS
802
WealthGarden F.S.
California
$534K -$48.5K -518 -8%
KWM
803
Kingsman Wealth Management
Florida
$533K +$533K +5,692 New
NHT
804
New Hampshire Trust
New Hampshire
$529K – – –
First Trust Advisors
805
First Trust Advisors
Illinois
$529K -$16.2K -173 -3%
FMN
806
Financial Management Network
California
$529K +$11.4K +132 +2%
NRC
807
New Republic Capital
North Carolina
$527K -$12.6K -134 -2%
CWP
808
Concord Wealth Partners
Virginia
$524K – – –
GG
809
Greenwood Gearhart
Arkansas
$523K – – –
FAM
810
Forte Asset Management
New York
$522K – – –
KHCM
811
Kirtland Hills Capital Management
Ohio
$522K +$522K +5,793 New
MMM
812
Mendel Money Management
Illinois
$521K +$749 +8 +0.1%
JGCM
813
Joseph Group Capital Management
Ohio
$521K -$53.4K -570 -9%
SF
814
Synovus Financial
Georgia
$521K +$251K +2,675 +93%
FA
815
Fountainhead AM
New Jersey
$519K +$3.93K +42 +0.8%
MAM
816
Milestone Asset Management
Pennsylvania
$516K +$7.96K +85 +2%
WF
817
Warner Financial
Maryland
$515K – – –
PWW
818
Pettyjohn Wood & White
Virginia
$512K – – –
RFS
819
Richardson Financial Services
Massachusetts
$511K -$52K -555 -9%
OAS
820
Optivise Advisory Services
Tennessee
$511K -$937 -10 -0.2%
BI
821
Berkeley Inc
Idaho
$510K -$110K -1,174 -18%
USCWA
822
U.S. Capital Wealth Advisors
Texas
$508K -$1.41K -15 -0.3%
CTI
823
Community Trust & Investment
Kentucky
$508K – – –
LC
824
LCNB Corp
Ohio
$506K – – –
HCA
825
Heck Capital Advisors
Wisconsin
$505K -$77.7K -830 -13%
31 32
33
34 35