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iShares MSCI USA Min Vol Factor ETF

1,280 hedge funds and large institutions have $17B invested in iShares MSCI USA Min Vol Factor ETF in 2025 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 402 increasing their positions, 541 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

9% less funds holding in top 10

Funds holding in top 10: 8073 (-7)

26% less repeat investments, than reductions

Existing positions increased: 402 | Existing positions reduced: 541

67% less call options, than puts

Call options by funds: $2.97M | Put options by funds: $9.06M

Holders
1,280
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
73
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.97M
Puts
$9.06M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAMV
1001
Concord Asset Management (Virginia)
Virginia
$264K
VIPI
1002
Vista Investment Partners II
Indiana
$264K
BTW
1003
Boston Trust Walden
Massachusetts
$263K
PPWM
1004
Perissos Private Wealth Management
Oklahoma
$263K
CWA
1005
Clearview Wealth Advisors
Oregon
$262K
PSF
1006
Pacific Sun Financial
California
$262K
UCB
1007
United Community Bank
South Carolina
$262K
PCH
1008
PGIM Custom Harvest
New Jersey
$261K
BCMLT
1009
Beacon Capital Management LLC (Tennessee)
Tennessee
$261K
BOSSRA
1010
B.O.S.S. Retirement Advisors
Utah
$261K
EFG
1011
Erickson Financial Group
Pennsylvania
$260K
CWA
1012
Crux Wealth Advisors
California
$260K
PFA
1013
Pure Financial Advisors
California
$259K
KV
1014
Kickstand Ventures
New York
$259K
ORG
1015
Optimist Retirement Group
Washington
$258K
WWM
1016
Wagner Wealth Management
South Carolina
$257K
HCA
1017
Harbour Capital Advisors
Virginia
$257K
IA
1018
Insight Advisors
Pennsylvania
$257K
BPWM
1019
Badgley Phelps Wealth Managers
Washington
$257K
IIM
1020
InTrack Investment Management
Vermont
$255K
HWA
1021
HMV Wealth Advisors
Louisiana
$255K
CA
1022
Continuum Advisory
Idaho
$254K
MAG
1023
M3 Advisory Group
Massachusetts
$251K
ATC
1024
Argent Trust Co
Tennessee
$251K
FVWA
1025
Foster Victor Wealth Advisors
South Carolina
$250K