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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 %
JSA
1076
Jim Saulnier & Associates
Colorado
$228K +$281 +3 +0.1%
SQA
1077
Simon Quick Advisors
New Jersey
$228K +$749 +8 +0.3%
AA
1078
Armis Advisers
Georgia
$228K +$228K +2,460 New
TWM
1079
Trueblood Wealth Management
Ohio
$228K +$1.5K +16 +0.7%
IAG
1080
Ipsen Advisor Group
Arkansas
$227K -$9.55K -102 -4%
VFA
1081
Valeo Financial Advisors
Indiana
$226K – – –
DWP
1082
Daymark Wealth Partners
Ohio
$225K +$187 +2 +0.1%
GFP
1083
Gryphon Financial Partners
Ohio
$223K -$7.12K -76 -3%
FVWA
1084
Foster Victor Wealth Advisors
South Carolina
$223K -$5.58K -62 -2%
FWIA
1085
Fort Washington Investment Advisors
Ohio
$222K – – –
CA
1086
Carson Advisory
Georgia
$222K +$5.15K +55 +2%
MWM
1087
Modera Wealth Management
New Jersey
$221K -$38.1K -407 -15%
MAM
1088
MMA Asset Management
Pennsylvania
$220K -$6.74K -72 -3%
MQWP
1089
Morey & Quinn Wealth Partners
Nebraska
$220K +$4.87K +52 +2%
RCA
1090
Runnymede Capital Advisors
Ohio
$219K -$72.1K -770 -25%
SL
1091
Salomon & Ludwin
Virginia
$216K – – –
KLI
1092
Kelman-Lazarov Inc
Tennessee
$216K +$216K +2,301 New
SW
1093
Solidarity Wealth
Utah
$215K -$87.9K -938 -29%
SA
1094
Stewardship Advisors
Pennsylvania
$214K -$7.49K -80 -3%
LCM
1095
LVM Capital Management
Michigan
$214K – – –
ML
1096
McAdam LLC
Pennsylvania
$214K +$214K +2,284 New
MCA
1097
MSH Capital Advisors
Arizona
$214K +$214K +2,282 New
CA
1098
Continuum Advisory
Idaho
$213K -$1.03K -11 -0.5%
GAM
1099
Grandview Asset Management
Pennsylvania
$212K +$212K +2,259 New
PP
1100
Patten & Patten
Tennessee
$212K – – –
42 43
44
45 46