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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 %
PAWA
826
Palo Alto Wealth Advisors
California
$503K +$1.75K +19 +0.3%
LFG
827
Larson Financial Group
Missouri
$501K -$22.3K -238 -4%
EWM
828
Evermay Wealth Management
Virginia
$500K -$15.5K -166 -3%
GJIA
829
Glass Jacobson Investment Advisors
Maryland
$499K – – –
GT
830
Greenleaf Trust
Michigan
$499K +$176K +1,874 +54%
WTC
831
WhitTier Trust Company
Nevada
$499K – – –
WB
832
Webster Bank
Connecticut
$498K – – –
SWM
833
Silverlake Wealth Management
Vermont
$494K +$42.1K +450 +9%
SCA
834
Sage Capital Advisors
South Dakota
$489K +$1.31K +14 +0.3%
LSA
835
Lion Street Advisors
Texas
$486K +$263K +2,809 +118%
BFG
836
Berger Financial Group
Minnesota
$486K -$220K -2,345 -31%
KFS
837
Kelly Financial Services
Massachusetts
$484K +$236K +2,520 +95%
CTA
838
Chesley Taft & Associates
Illinois
$484K – – –
ACM
839
AlphaStar Capital Management
North Carolina
$481K -$281 -3 -0.1%
O3W
840
Omni 360 Wealth
New Jersey
$481K -$3.93K -42 -0.8%
PJSIMP
841
P.J. Schmidt Investment Management (PJS)
Wisconsin
$481K -$3.65K -39 -0.8%
WA
842
Wealth Alliance
New York
$480K +$480K +5,122 New
FWM
843
Foguth Wealth Management
Michigan
$479K -$14K -149 -3%
LA
844
Latitude Advisors
Florida
$479K +$14.4K +154 +3%
WGC
845
Watts Gwilliam & Co
Arizona
$478K +$70.3K +751 +17%
GL
846
Graypoint LLC
New York
$477K -$4.03K -43 -0.8%
SIS
847
Sound Income Strategies
Florida
$473K +$439K +4,684 +1,290%
LA
848
LM Advisors
California
$472K – – –
SCM
849
Shelton Capital Management
Colorado
$469K – – –
CCM
850
Crabel Capital Management
California
$468K +$468K +5,000 New
32 33
34
35 36