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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
ACM
1026
Advisors Capital Management
New Jersey
$247K
CA
1027
Capital Advantage
California
$247K
PFM
1028
Patton Fund Management
Texas
$247K
CFA
1029
Cahill Financial Advisors
Minnesota
$247K
M1FG
1030
Mach-1 Financial Group
Arkansas
$246K
IAS
1031
Integrity Advisory Solutions
Texas
$246K
SWA
1032
Stratos Wealth Advisors
Ohio
$246K
CCA
1033
Clarity Capital Advisors
Florida
$246K
SC
1034
Syon Capital
California
$245K
CQWA
1035
Chokshi & Queen Wealth Advisors
California
$244K
RFA
1036
Reyes Financial Architecture
California
$243K
MCCA
1037
Mill Creek Capital Advisors
Pennsylvania
$242K
BMCM
1038
Bryn Mawr Capital Management
Pennsylvania
$242K
NCM
1039
NCM Capital Management
New Jersey
$242K
GI
1040
GAMMA Investing
California
$241K
CFS
1041
Commonwealth Financial Services
West Virginia
$240K
BWP
1042
BSW Wealth Partners
Colorado
$240K
WSFS
1043
Wilmington Savings Fund Society
Delaware
$240K
TWM
1044
Thrive Wealth Management
Pennsylvania
$238K
PTP
1045
Platform Technology Partners
New York
$238K
CB
1046
Community Bank
New York
$238K
JGC
1047
J. Goldman & Co
New York
$236K
BWP
1048
Balboa Wealth Partners
Arizona
$236K
HAS
1049
HBW Advisory Services
California
$236K
AWMS
1050
Advocacy Wealth Management Services
Georgia
$235K