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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
BA
1051
Bridgewater Advisors
New York
$234K
WIM
1052
Westside Investment Management
California
$233K
TWM
1053
Trueblood Wealth Management
Ohio
$233K
GSIS
1054
Global Strategic Investment Solutions
Arizona
$233K
STB
1055
S&T Bank
Pennsylvania
$232K
BFIM
1056
Beese Fulmer Investment Management
Ohio
$232K
SFC
1057
Strategic Financial Concepts
Texas
$232K
JSA
1058
Jim Saulnier & Associates
Colorado
$232K
MSWA
1059
Marshall & Sterling Wealth Advisors
New York
$232K
HGWM
1060
Horst & Graben Wealth Management
Oregon
$231K
SGCA
1061
Steel Grove Capital Advisors
Tennessee
$231K
BAAM
1062
Baker Avenue Asset Management
California
$230K
MLL
1063
Moody Lynn & Lieberson
Massachusetts
$229K
VWWMG
1064
Vermillion & White Wealth Management Group
Pennsylvania
$229K
PCA
1065
Prosperity Capital Advisors
Ohio
$228K
MCA
1066
MSH Capital Advisors
Arizona
$228K
NPF
1067
Norris Perne & French
Michigan
$228K
LG
1068
Leuthold Group
Minnesota
$227K
CA
1069
Carson Advisory
Georgia
$226K
FWIA
1070
Fort Washington Investment Advisors
Ohio
$226K
CCG
1071
Cypress Capital Group
Florida
$224K
GTAM
1072
Global Trust Asset Management
Florida
$224K
MAM
1073
MMA Asset Management
Pennsylvania
$224K
FFC
1074
Frederick Financial Consultants
Maryland
$224K
LSL
1075
Legacy Solutions LLC
Pennsylvania
$223K