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iShares MSCI USA Min Vol Factor ETF
USMV

Overview Fund Activity

1,280 hedge funds and large institutions have $17B invested in iShares MSCI USA Min Vol Factor ETF in 2025 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 445 increasing their positions, 514 reducing their positions, and 70 closing their positions.

Holders
1,280
Holders Change
-7
Holders Change %
-0.54%
% of All Funds
17.19%
Holding in Top 10
80
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-20.79%
% of All Funds
1.07%
New
91
Increased
445
Reduced
514
Closed
70
Calls
$479K
Puts
$2.83M
Net Calls
-$2.35M
Net Calls Change
+$1.06M

Top Buyers

1
Two Sigma Investments
1
Two Sigma Investments
New York
$204M
2
Ameriprise
2
Ameriprise
Minnesota
$272M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$201M
4
GIM
4
Glenmede Investment Management
Pennsylvania
$41.3M
5
LPL Financial
5
LPL Financial
California
$593M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.18B
2
APF
2
Alaska Permanent Fund
Alaska
$0
3
Cerity Partners
3
Cerity Partners
New York
$105M
4
LMIM
4
Lockheed Martin Investment Management
Maryland
$0
5
GWM
5
Geneos Wealth Management
Colorado
$52.6M
Name Market Value Shares Shares
Change 		Shares
Change %
CWM
76
Cornerstone Wealth Management
Missouri
$23.8M 253,542 -3,544 -1%
OIA
77
OneDigital Investment Advisors
Kansas
$23.8M 253,435 -17,154 -6%
CAL
78
Capital Advisors Ltd
Ohio
$23.3M 248,410 +10 +0%
Qube Research & Technologies (QRT)
79
Qube Research & Technologies (QRT)
United Kingdom
$23M 244,764 +201,483 +466%
WDL
80
Well Done LLC
Michigan
$22.9M 244,014 -8,093 -3%
SWP
81
Stratos Wealth Partners
Ohio
$22.6M 240,616 -23,754 -9%
PCFFS
82
Pacific Center for Financial Services
California
$22.5M 239,832 -1,230 -0.5%
AAS
83
Avantax Advisory Services
Texas
$22.3M 237,558 +4,616 +2%
CL
84
Choreo LLC
Illinois
$21.8M 232,719 -43,667 -16%
BSSFA
85
Baron Silver Stevens Financial Advisors
Florida
$21.3M 226,798 +10,030 +5%
JAG
86
Journey Advisory Group
Kentucky
$20.7M 220,613 -12,518 -5%
LWA
87
Lowe Wealth Advisors
Maryland
$20.7M 220,433 +1,454 +0.7%
VA
88
Valmark Advisers
Ohio
$20.6M 219,956 +430 +0.2%
S
89
SimplyRich
California
$20.6M 218,975 +7,060 +3%
BCWM
90
Ball & Co Wealth Management
Tennessee
$20.5M 218,731 +5,962 +3%
BPA
91
Beacon Pointe Advisors
California
$20.5M 217,893 +1,552 +0.7%
MCM
92
MV Capital Management
Maryland
$20.2M 215,522 -4,373 -2%
AFC
93
Adaptive Financial Consulting
Ohio
$20.1M 214,385 -3,741 -2%
CCP
94
Cassia Capital Partners
North Carolina
$20.1M 214,064 -4,470 -2%
CFO
95
Custos Family Office
Texas
$20M 213,518 -472 -0.2%
SWP
96
Summit Wealth Partners
Florida
$19.1M 203,668 +8,506 +4%
Comerica Bank
97
Comerica Bank
Texas
$19M 202,422 +7,497 +4%
SPWG
98
Syntegra Private Wealth Group
Missouri
$18.7M 199,698 -9,117 -4%
AllianceBernstein
99
AllianceBernstein
Tennessee
$18.5M 197,483 +6,228 +3%
WAOI
100
Wealth Advisors of Iowa
Iowa
$18.3M 194,616 -1,187 -0.6%
2 3
4
5 6