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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 %
QCM
851
QRG Capital Management
Illinois
$468K -$135K -1,438 -22%
OFG
852
Opulen Financial Group
Virginia
$468K +$375 +4 +0.1%
Neuberger Berman Group
853
Neuberger Berman Group
New York
$467K -$89.6K -957 -16%
BWMG
854
Barnes Wealth Management Group
California
$461K +$18.6K +199 +4%
RWM
855
Revisor Wealth Management
Ohio
$461K +$461K +4,919 New
FBT
856
First Bank & Trust
South Dakota
$457K -$42.6K -455 -9%
AP
857
Advisors Preferred
Maryland
$450K -$12.5K -134 -3%
CCM
858
Coldstream Capital Management
Washington
$449K -$36.9K -394 -8%
RIS
859
Richmond Investment Services
Wisconsin
$444K -$6.84K -73 -2%
FCIM
860
Fairview Capital Investment Management
California
$443K – – –
SPL
861
Smart Portfolios LLC
Washington
$440K -$50.4K -538 -10%
VPIM
862
Vanguard Personalized Indexing Management
California
$437K -$1.69K -18 -0.4%
VVP
863
Venture Visionary Partners
Ohio
$437K – – –
FPWM
864
Five Pine Wealth Management
Idaho
$437K -$14.1K -150 -3%
SA
865
Skyline Advisors
Washington
$436K +$281 +3 +0.1%
GS
866
GTS Securities
New York
$434K -$5.81M -62,051 -93%
WB
867
WesBanco Bank
West Virginia
$434K +$16.4K +175 +4%
XPN
868
XY Planning Network
Montana
$433K +$433K +4,626 New
PD
869
Planning Directions
Pennsylvania
$429K +$937 +10 +0.2%
TWA
870
TCI Wealth Advisors
Arizona
$425K – – –
FNBT
871
FineMark National Bank & Trust
Florida
$420K +$11.7K +125 +3%
RF
872
Roxbury Financial
New Jersey
$418K +$47.9K +507 +13%
CPL
873
CAP Partners LLC
Tennessee
$415K -$14.4K -154 -3%
CNBT
874
Canandaigua National Bank & Trust
New York
$415K – – –
SIC
875
Sterling Investment Counsel
New York
$414K +$414K +4,418 New
33 34
35
36 37