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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 %
KAS
901
KPP Advisory Services
Kentucky
$379K +$379K +4,049 New
FC
902
FCA Corp
Texas
$379K +$3.84K +41 +1%
SAM
903
Secure Asset Management
Michigan
$376K +$15.5K +166 +4%
MCWS
904
McKinley Carter Wealth Services
West Virginia
$376K +$281 +3 +0.1%
DWM
905
Destination Wealth Management
California
$376K +$13.6K +145 +4%
RFC
906
Regions Financial Corp
Alabama
$375K -$101K -1,075 -21%
BFG
907
Beacon Financial Group
Texas
$373K -$31.5K -336 -8%
G
908
GenTrust
Florida
$372K – – –
SCA
909
Southern Capital Advisors
Tennessee
$372K +$1.22K +13 +0.3%
PA
910
Pinnacle Associates
New York
$371K +$9.46K +101 +3%
HPC
911
Hobart Private Capital
North Carolina
$371K – – –
AP
912
Aspect Partners
Virginia
$371K +$326K +3,476 +723%
AWM
913
Apex Wealth Management
New Hampshire
$367K -$25.1K -268 -6%
TIM
914
Thompson Investment Management
Wisconsin
$366K – – –
HW
915
Hancock Whitney
Mississippi
$366K – – –
BZWA
916
Blue Zone Wealth Advisors
California
$365K +$5.15K +55 +1%
BCM
917
Bourgeon Capital Management
Connecticut
$365K – – –
SAM
918
Silvercrest Asset Management
New York
$365K +$1.12K +12 +0.3%
SW
919
SlateStone Wealth
Florida
$361K +$281 +3 +0.1%
WT
920
Washington Trust
Rhode Island
$361K – – –
TAM
921
Tocqueville Asset Management
New York
$360K +$3.75K +40 +1%
SJL
922
Shayne & Jacobs LLC
Tennessee
$360K – – –
TWM
923
TSA Wealth Management
Texas
$359K +$14.3K +153 +4%
RP
924
Rowlandmiller & Partners
Georgia
$359K – – –
UAG
925
United Advisor Group
Ohio
$357K -$113K -1,208 -24%
35 36
37
38 39