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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
EA
826
Enclave Advisors
Texas
$476K
AF
827
Advisornet Financial
Minnesota
$475K
FBT
828
First Bank & Trust
South Dakota
$465K
AWA
829
Arete Wealth Advisors
Illinois
$462K
USCWA
830
U.S. Capital Wealth Advisors
Texas
$459K
O3W
831
Omni 360 Wealth
New Jersey
$459K
PD
832
Planning Directions
Pennsylvania
$458K
DWA
833
Delap Wealth Advisory
Oregon
$458K
VPIM
834
Vanguard Personalized Indexing Management
California
$455K
WIM
835
WealthPlan Investment Management
Nebraska
$454K
SF
836
Synovus Financial
Georgia
$454K
QCM
837
QRG Capital Management
Illinois
$454K
IA
838
Inspire Advisors
Idaho
$452K
JGCM
839
Joseph Group Capital Management
Ohio
$452K
FTS
840
Fifth Third Securities
Ohio
$450K
SFO
841
Stokes Family Office
Louisiana
$449K
SFG
842
Sage Financial Group
Pennsylvania
$446K
VVP
843
Venture Visionary Partners
Ohio
$444K
VFA
844
Valeo Financial Advisors
Indiana
$444K
DWP
845
Daymark Wealth Partners
Ohio
$441K
VAM
846
Virtue Asset Management
Illinois
$440K
PAMG
847
Patton Albertson Miller Group
Tennessee
$438K
TWA
848
TCI Wealth Advisors
Arizona
$436K
SA
849
Stewardship Advisors
Pennsylvania
$435K
RF
850
Roxbury Financial
New Jersey
$433K