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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 %
SFG
876
Sage Financial Group
Pennsylvania
$413K -$18.1K -193 -4%
DC
877
Davenport & Co
Virginia
$412K +$30.3K +324 +8%
Fisher Asset Management
878
Fisher Asset Management
Washington
$408K -$378K -4,036 -48%
SWM
879
SeaCrest Wealth Management
New York
$405K -$4.87K -52 -1%
TWA
880
Talisman Wealth Advisors
New Jersey
$404K – – –
IAS
881
Insigneo Advisory Services
Florida
$401K +$8.71K +93 +2%
NWA
882
New World Advisors
Massachusetts
$401K +$50.1K +535 +14%
LT
883
Legacy Trust
Michigan
$399K – – –
AB
884
Atlas Brown
Kentucky
$396K -$11.9K -127 -3%
TVAMP
885
Tennessee Valley Asset Management Partners
Tennessee
$393K +$468 +5 +0.1%
BCWM
886
Bartlett & Co Wealth Management
Ohio
$393K -$21.1K -225 -5%
TC
887
TFR Capital
Texas
$391K -$119K -1,270 -23%
TFGT
888
TS Financial Group (TSFG)
Illinois
$390K – – –
CFGW
889
Chancellor Financial Group WB
Pennsylvania
$389K – – –
PGFC
890
Peapack-Gladstone Financial Corp
New Jersey
$389K – – –
OWA
891
Outlook Wealth Advisors
Texas
$388K – – –
IA
892
Inspire Advisors
Idaho
$388K +$27.3K +291 +8%
MA
893
MKT Advisors
California
$388K +$86 +1 +0%
WFAG
894
Worth Financial Advisory Group
North Carolina
$388K +$101K +1,075 +35%
TCOV
895
Trust Company of Vermont
Vermont
$386K +$33.2K +354 +9%
Financial Engines Advisors
896
Financial Engines Advisors
California
$385K -$4.58K -49 -1%
RFA
897
Register Financial Advisors
Georgia
$384K -$937 -10 -0.2%
MLA
898
My Legacy Advisors
Oregon
$381K +$76K +811 +25%
GBT
899
Grove Bank & Trust
Florida
$380K – – –
AT
900
Avalon Trust
New Mexico
$379K – – –
34 35
36
37 38