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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 %
SFC
951
Strategic Financial Concepts
Texas
$323K -$94 -1 -0%
SHF
952
Stage Harbor Financial
Massachusetts
$322K +$322K +3,442 New
OWM
953
OneAscent Wealth Management
Alabama
$322K -$35K -373 -10%
WP
954
WealthShield Partners
North Carolina
$321K +$163K +1,738 +103%
STCOSD
955
Sageworth Trust Company of South Dakota
South Dakota
$318K +$318K +3,400 New
ATC
956
Argent Trust Co
Tennessee
$317K – – –
PCM
957
Parsons Capital Management
Rhode Island
$316K +$1.12K +12 +0.4%
NB
958
NBT Bank
New York
$316K -$11.4K -122 -3%
SP
959
Successful Portfolios
Florida
$314K +$937 +10 +0.3%
LA
960
LexAurum Advisors
Kansas
$314K -$1.41K -15 -0.4%
FWM
961
FLP Wealth Management
Arkansas
$313K +$238K +2,543 +317%
LNB
962
Ledyard National Bank
$310K -$22.6K -241 -7%
RWS
963
Retirement Wealth Solutions
Wisconsin
$309K +$306K +3,272 +11,686%
MIC
964
Meridian Investment Counsel
California
$308K – – –
FRA
965
Front Row Advisors
California
$305K – – –
IWN
966
Independent Wealth Network
Iowa
$305K +$15.1K +161 +5%
PG
967
Prostatis Group
Maryland
$304K -$789K -8,423 -72%
IIM
968
InTrack Investment Management
Vermont
$303K -$14K -150 -4%
GBWM
969
Granite Bay Wealth Management
New Hampshire
$302K +$28.3K +302 +10%
NWMP
970
Noble Wealth Management PBC
Colorado
$300K -$6.18K -66 -2%
VIPI
971
Vista Investment Partners II
Indiana
$297K -$26.8K -286 -8%
FFA
972
Founders Financial Alliance
North Carolina
$297K -$80.7K -862 -21%
WMG
973
WESCAP Management Group
California
$296K – – –
DWM
974
Drive Wealth Management
Utah
$294K +$61.1K +652 +26%
AIC
975
Archer Investment Corporation
Indiana
$293K – – –
37 38
39
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