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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
TFG
1126
Team Financial Group
California
$144K
CSPIA
1127
Cary Street Partners Investment Advisory
Virginia
$142K
DAM
1128
Delta Asset Management
Tennessee
$142K
WWM
1129
Wolff Wiese Magana
California
$136K
VWM
1130
Valley Wealth Managers
New Jersey
$134K
PFBT
1131
Parkside Financial Bank & Trust
Missouri
$133K
BSB
1132
Bangor Savings Bank
Maine
$133K
CFD
1133
Creative Financial Designs
Indiana
$132K
SRCM
1134
Signature Resources Capital Management
California
$130K
SC
1135
Stephens Consulting
Michigan
$128K
WTA
1136
Washington Trust Advisors
Massachusetts
$124K
CMP
1137
Coston McIsaac & Partners
Maine
$123K
HIA
1138
Harbor Investment Advisory
Maryland
$120K
FP
1139
Financial Perspectives
Minnesota
$117K
RFP
1140
Root Financial Partners
California
$116K
HWA
1141
Heartwood Wealth Advisors
Virginia
$114K
FFWM
1142
Future Financial Wealth Management
Ohio
$114K
OWP
1143
ORG Wealth Partners
Texas
$113K
MDA
1144
Minot DeBlois Advisors
Massachusetts
$110K
JFA
1145
JNBA Financial Advisors
Minnesota
$103K
DF
1146
Dunhill Financial
United Kingdom
$103K
FPF
1147
First Pacific Financial
Washington
$102K
DJSG
1148
D.J. St. Germain
Massachusetts
$99.7K
BLC
1149
Brown, Lisle/Cummings
Rhode Island
$96.5K
SWP
1150
Strategic Wealth Partners
Ohio
$95.5K