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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 %
TI
976
Truepoint Inc
Ohio
$290K -$145K -1,552 -33%
MAG
977
M3 Advisory Group
Massachusetts
$290K -$56.6K -604 -16%
BL
978
Balentine LLC
Georgia
$287K -$80.2K -856 -22%
BWP
979
BSW Wealth Partners
Colorado
$287K -$21.1K -225 -7%
LF
980
Lantz Financial
Illinois
$287K -$1.5K -16 -0.5%
CF
981
Clarity Financial
Texas
$287K -$55.1K -588 -16%
CCA
982
Clearwater Capital Advisors
Illinois
$286K +$9.37K +100 +3%
FF
983
Fluent Financial
Texas
$286K -$3.09K -33 -1%
RWM
984
Rockwood Wealth Management
Pennsylvania
$285K – – –
IDA
985
Intelligence Driven Advisers
California
$285K – – –
AWMNH
986
Arcadia Wealth Management (New Hampshire)
New Hampshire
$283K +$283K +3,026 New
KIA
987
KCM Investment Advisors
California
$283K – – –
JWBC
988
J.W. Burns & Co
New York
$281K – – –
BCMLT
989
Beacon Capital Management LLC (Tennessee)
Tennessee
$279K -$9.18K -98 -3%
GAA
990
Guardian Asset Advisors
Pennsylvania
$278K +$278K +2,971 New
SHIM
991
Stone House Investment Management
Pennsylvania
$278K +$278K +2,970 New
CPSC
992
Carl P. Sherr & Co
Massachusetts
$278K – – –
FLPIM
993
F.L. Putnam Investment Management
Massachusetts
$278K – – –
EFG
994
Erickson Financial Group
Pennsylvania
$277K -$13K -139 -4%
NA
995
Nautilus Advisors
California
$275K – – –
CWA
996
Clearview Wealth Advisors
Oregon
$274K -$21.1K -225 -7%
TFM
997
Trademark Financial Management
Minnesota
$274K -$1.69K -18 -0.6%
LSL
998
Legacy Solutions LLC
Pennsylvania
$274K -$18.5K -198 -6%
PSF
999
Pacific Sun Financial
California
$273K -$41.2K -440 -13%
TSMHT
1000
Thurston Springer Miller Herd & Titak
Indiana
$273K +$124K +1,327 +84%
38 39
40
41 42