USMV icon

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 %
SWP
76
Stratos Wealth Partners
Ohio
$24.8M -$1.6M -17,097 -6%
CWM
77
Cornerstone Wealth Management
Missouri
$24.1M -$123K -1,310 -0.5%
Creative Planning
78
Creative Planning
Kansas
$24M +$4.43M +47,350 +23%
Citigroup
79
Citigroup
New York
$23.8M -$53K -566 -0.2%
AWS
80
Atria Wealth Solutions
New York
$23.8M -$6.53M -69,686 -22%
CAL
81
Capital Advisors Ltd
Ohio
$23.3M -$438K -4,674 -2%
SFA
82
Sequoia Financial Advisors
Ohio
$23M -$3.78M -40,380 -14%
PCFFS
83
Pacific Center for Financial Services
California
$22.6M +$10.3M +109,656 +83%
WDL
84
Well Done LLC
Michigan
$22.4M +$136K +1,533 +0.6%
SP
85
Symmetry Partners
Connecticut
$22.4M +$1.93M +20,650 +9%
JAG
86
Journey Advisory Group
Kentucky
$21.8M -$95.7K -1,022 -0.4%
AAS
87
Avantax Advisory Services
Texas
$21.8M +$272K +2,900 +1%
FWA
88
FORM Wealth Advisors
Wisconsin
$21.6M +$21.6M +230,780 New
KAS
89
Kestra Advisory Services
Texas
$21.5M -$8.42M -89,934 -28%
MCM
90
MV Capital Management
Maryland
$20.6M -$2.02M -21,615 -9%
VA
91
Valmark Advisers
Ohio
$20.6M -$700K -7,470 -3%
LWA
92
Lowe Wealth Advisors
Maryland
$20.5M -$729K -7,784 -3%
CCP
93
Cassia Capital Partners
North Carolina
$20.5M -$653K -6,971 -3%
AFC
94
Adaptive Financial Consulting
Ohio
$20.4M -$645K -6,882 -3%
BSSFA
95
Baron Silver Stevens Financial Advisors
Florida
$20.3M -$855K -9,131 -4%
BPA
96
Beacon Pointe Advisors
California
$20.3M -$122K -1,300 -0.6%
CFO
97
Custos Family Office
Texas
$20M -$178K -1,905 -0.9%
BCWM
98
Ball & Co Wealth Management
Tennessee
$19.9M -$14.2M -151,392 -42%
S
99
SimplyRich
California
$19.8M +$2.22M +23,651 +13%
SPWG
100
Syntegra Private Wealth Group
Missouri
$19.6M -$76.1K -813 -0.4%
2 3
4
5 6