USMV icon

iShares MSCI USA Min Vol Factor ETF
USMV

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 %
PWP
1101
Principle Wealth Partners
Connecticut
$210K +$210K +2,247 New
WQ
1102
Wealth Quarterback
New Jersey
$210K +$210K +2,240 New
TIM
1103
Tortoise Investment Management
New York
$208K – – –
CIA
1104
Capital Investment Advisors
Georgia
$207K +$207K +2,209 New
SFA
1105
Semmax Financial Advisors
North Carolina
$206K – – –
RFP
1106
Root Financial Partners
California
$206K +$206K +2,203 New
EFG
1107
Ethos Financial Group
Pennsylvania
$206K +$206K +2,198 New
CHA
1108
Cooper/Haims Advisors
New York
$205K +$205K +2,194 New
GEA
1109
Glen Eagle Advisors
New Jersey
$205K +$94 +1 +0%
CAM
1110
Clark Asset Management
New Hampshire
$205K +$205K +2,187 New
PCA
1111
Providence Capital Advisors
North Carolina
$205K +$205K +2,184 New
IC
1112
IEQ Capital
California
$204K +$204K +2,177 New
CCM
1113
Crew Capital Management
Ohio
$203K +$203K +2,166 New
SSI
1114
Scott & Selber Inc
Texas
$202K +$202K +2,157 New
AFA
1115
Allium Financial Advisors
Oregon
$202K +$202K +2,155 New
WEG
1116
World Equity Group
Illinois
$202K +$202K +2,155 New
QFW
1117
QTR Family Wealth
Florida
$202K +$202K +2,154 New
BCG
1118
Breakwater Capital Group
New Jersey
$201K +$201K +2,146 New
AIM
1119
Anchor Investment Management
South Carolina
$186K – – –
MEG
1120
Millstone Evans Group
Colorado
$180K +$140K +1,497 +354%
APW
1121
Atlantic Private Wealth
North Carolina
$179K +$179K +1,912 New
HBW
1122
Hazlett, Burt & Watson
West Virginia
$179K +$561 +6 +0.3%
CT
1123
Colonial Trust
South Carolina
$173K -$133K -1,419 -43%
MCA
1124
Maryland Capital Advisors
Maryland
$173K -$1.69K -18 -1%
RIL
1125
Rothschild Investment LLC
Illinois
$173K – – –
43 44
45
46 47