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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 %
LSIA
926
LaSalle St. Investment Advisors
Illinois
$356K +$108K +1,160 +44%
SCM
927
SCS Capital Management
Massachusetts
$355K +$355K +3,787 New
AFP
928
Alpha Financial Partners
Kentucky
$353K +$1.22K +13 +0.3%
TI
929
Trexquant Investment
Connecticut
$352K +$352K +3,754 New
BFA
930
Beaumont Financial Advisors
Massachusetts
$351K -$46.8K -500 -12%
SL
931
Sentinus LLC
Illinois
$351K -$4.4K -47 -1%
QPWM
932
Quadrant Private Wealth Management
Pennsylvania
$347K +$23.7K +253 +7%
ABLA
933
Alan B. Lancz & Associates
Ohio
$347K – – –
TA
934
TFB Advisors
Kansas
$346K -$13.4K -143 -4%
CB
935
Chris Bulman
California
$345K -$594K -6,340 -63%
EP
936
Edgestream Partners
New Jersey
$345K +$345K +3,684 New
OWCM
937
One Wealth Capital Management
Arizona
$343K +$343K +3,662 New
MFG
938
Mosaic Financial Group
Illinois
$342K – – –
FA
939
Fiduciary Alliance
South Carolina
$338K +$90.8K +969 +37%
FB
940
Fulton Bank
Pennsylvania
$338K +$14.4K +154 +4%
TPWA
941
TRUE Private Wealth Advisors
Oregon
$336K -$4.87K -52 -1%
OFG
942
Oxford Financial Group
Indiana
$336K – – –
CWM
943
Connecticut Wealth Management
Connecticut
$333K +$749 +8 +0.2%
MHR
944
Matthew Hamilton Rosenberg
$331K -$7.68K -82 -2%
Charles Schwab
945
Charles Schwab
California
$330K -$94 -1 -0%
PWP
946
Phillips Wealth Planners
Mississippi
$330K -$5.67K -63 -2%
ST
947
Smithfield Trust
Pennsylvania
$329K – – –
FHA
948
First Horizon Advisors
Tennessee
$328K +$186K +1,982 +131%
IWM
949
IMG Wealth Management
Florida
$325K – – –
MSCM
950
McElhenny Sheffield Capital Management
Texas
$324K – – –
36 37
38
39 40