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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 %
VCM
1001
Vision Capital Management
Oregon
$272K – – –
DFP
1002
Defined Financial Planning
California
$272K -$16.3K -174 -6%
FNT
1003
First National Trust
Pennsylvania
$271K -$8.06K -86 -3%
WGCA
1004
Wolf Group Capital Advisors
Virginia
$271K +$271K +2,890 New
CA
1005
Capital Advantage
California
$270K – – –
Empower Advisory Group
1006
Empower Advisory Group
Colorado
$270K -$55.7K -595 -17%
WHG
1007
Westwood Holdings Group
Texas
$269K – – –
ACA
1008
Anchor Capital Advisors
Massachusetts
$269K -$85.2K -910 -24%
EWM
1009
Evercore Wealth Management
New York
$268K -$8.52K -91 -3%
SVWG
1010
Shared Vision Wealth Group
United States
$268K +$48K +513 +22%
RA
1011
RFG Advisory
Alabama
$267K +$33.7K +360 +14%
IA
1012
Insight Advisors
Pennsylvania
$264K -$1.5K -16 -0.6%
SFP
1013
Sandbox Financial Partners
Maryland
$263K -$38.7K -413 -13%
SFC
1014
SYM Financial Corp
Indiana
$263K – – –
ACM
1015
Advisors Capital Management
New Jersey
$263K -$74.1K -791 -22%
PCP
1016
Proficio Capital Partners
Massachusetts
$262K – – –
GWM
1017
GSB Wealth Management
Connecticut
$261K +$468 +5 +0.2%
BTW
1018
Boston Trust Walden
Massachusetts
$259K – – –
JC
1019
JB Capital
Connecticut
$259K +$259K +2,765 New
PPWM
1020
Perissos Private Wealth Management
Oklahoma
$259K – – –
IF
1021
Integrity Financial
Wyoming
$258K – – –
CWA
1022
Crux Wealth Advisors
California
$256K -$10.5K -112 -4%
HWA
1023
HMV Wealth Advisors
Louisiana
$256K -$7.77K -83 -3%
NCM
1024
NCM Capital Management
New Jersey
$255K – – –
NCFG
1025
New Century Financial Group
New Jersey
$255K -$1.79M -19,122 -88%
39 40
41
42 43