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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 %
ORG
1026
Optimist Retirement Group
Washington
$254K – – –
GI
1027
GAMMA Investing
California
$254K +$68.5K +731 +37%
BPWM
1028
Badgley Phelps Wealth Managers
Washington
$253K – – –
HGWM
1029
Horst & Graben Wealth Management
Oregon
$253K -$67.8K -724 -21%
SPWM
1030
Straight Path Wealth Management
Michigan
$253K +$253K +2,696 New
WH
1031
Willner & Heller
California
$252K -$2.62K -28 -1%
SFO
1032
Stokes Family Office
Louisiana
$252K +$10K +107 +4%
CB
1033
Cadence Bank
Mississippi
$252K -$2.72K -29 -1%
HCA
1034
Harbour Capital Advisors
Virginia
$250K – – –
MFG
1035
Magnus Financial Group
New York
$250K +$13.7K +146 +6%
STB
1036
S&T Bank
Pennsylvania
$248K – – –
WIM
1037
Westside Investment Management
California
$247K -$53.6K -572 -18%
SC
1038
Syon Capital
California
$245K +$245K +2,620 New
PCS
1039
Private Client Services
Kentucky
$245K +$3.47K +37 +1%
MIM
1040
MTM Investment Management
South Carolina
$244K – – –
MWA
1041
Merkkuri Wealth Advisors
New York
$244K +$27.5K +294 +13%
PFM
1042
Patton Fund Management
Texas
$243K – – –
WA
1043
WPG Advisers
Maryland
$241K -$109K -1,159 -31%
CB
1044
Community Bank
New York
$241K -$14.5K -155 -6%
CFA
1045
Cahill Financial Advisors
Minnesota
$240K -$110K -1,170 -31%
CCA
1046
Clarity Capital Advisors
Florida
$240K +$843 +9 +0.4%
CQWA
1047
Chokshi & Queen Wealth Advisors
California
$240K – – –
RFA
1048
Reyes Financial Architecture
California
$238K – – –
VPF
1049
Vantage Point Financial
Illinois
$238K +$18.1K +193 +8%
CFS
1050
Commonwealth Financial Services
West Virginia
$236K – – –
40 41
42
43 44