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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 %
BAAM
1051
Baker Avenue Asset Management
California
$236K +$18K +192 +8%
SWC
1052
Spectrum Wealth Counsel
Indiana
$236K +$97.4K +1,040 +70%
PRI
1053
Prepared Retirement Institute
Pennsylvania
$236K +$236K +2,521 New
LWM
1054
Lodestone Wealth Management
Washington
$235K – – –
CCG
1055
Cypress Capital Group
Florida
$235K – – –
PTP
1056
Platform Technology Partners
New York
$234K +$234K +2,500 New
KFG
1057
Kingdom Financial Group
Arizona
$234K +$234K +2,496 New
JJBC
1058
James J. Burns & Company
New York
$234K – – –
LI
1059
LVZ Inc
Michigan
$234K – – –
APC
1060
Aspire Private Capital
North Carolina
$234K +$21.2K +226 +10%
CAGAS
1061
Capital Advisory Group Advisory Services
Minnesota
$233K +$3.75K +40 +2%
CCP
1062
Clarity Capital Partners
California
$232K +$232K +2,482 New
BA
1063
Bridgewater Advisors
New York
$232K +$232K +2,530 New
CAMV
1064
Concord Asset Management (Virginia)
Virginia
$232K – – –
HAS
1065
HBW Advisory Services
California
$232K +$468 +5 +0.2%
AWMS
1066
Advocacy Wealth Management Services
Georgia
$232K -$64.2K -685 -22%
RMAM
1067
Raab & Moskowitz Asset Management
New Jersey
$231K +$231K +2,469 New
LPFG
1068
Landing Point Financial Group
Ohio
$231K -$6.18K -66 -3%
MLL
1069
Moody Lynn & Lieberson
Massachusetts
$230K – – –
GTAM
1070
Global Trust Asset Management
Florida
$230K +$37.5K +400 +19%
SGCA
1071
Steel Grove Capital Advisors
Tennessee
$230K +$843 +9 +0.4%
MSWA
1072
Marshall & Sterling Wealth Advisors
New York
$230K -$39.3K -420 -15%
GSIS
1073
Global Strategic Investment Solutions
Arizona
$229K – – –
BFIM
1074
Beese Fulmer Investment Management
Ohio
$229K – – –
FFC
1075
Frederick Financial Consultants
Maryland
$228K -$3.75K -40 -2%
41 42
43
44 45