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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 %
KFI
1126
Key Financial Inc
Pennsylvania
$168K +$10.4K +111 +7%
BPAMU
1127
BTG Pactual Asset Management US
New York
$165K – – –
SC
1128
Stephens Consulting
Michigan
$155K +$94 +1 +0.1%
CNBTD
1129
Citizens National Bank Trust Department
Mississippi
$149K +$102K +1,091 +218%
SW
1130
SVB Wealth
Massachusetts
$147K +$147K +1,566 New
CWC
1131
Carolinas Wealth Consulting
North Carolina
$145K +$15.4K +164 +12%
Kayne Anderson Rudnick Investment Management
1132
Kayne Anderson Rudnick Investment Management
California
$143K – – –
RIA
1133
Realta Investment Advisors
Delaware
$143K +$30K +320 +26%
AT
1134
Arlington Trust
Alabama
$143K +$108K +1,150 +304%
DAM
1135
Delta Asset Management
Tennessee
$139K – – –
WWM
1136
Wolff Wiese Magana
California
$134K – – –
OAJ
1137
Ogorek Anthony Joseph
New York
$132K -$18.5K -198 -12%
PFBT
1138
Parkside Financial Bank & Trust
Missouri
$131K -$57.2K -611 -30%
FFWM
1139
Future Financial Wealth Management
Ohio
$128K – – –
SRCM
1140
Signature Resources Capital Management
California
$125K +$5.15K +55 +4%
WTA
1141
Washington Trust Advisors
Massachusetts
$122K – – –
CMP
1142
Coston McIsaac & Partners
Maine
$121K – – –
HIA
1143
Harbor Investment Advisory
Maryland
$121K – – –
OWP
1144
ORG Wealth Partners
Texas
$114K +$114K +1,214 New
MDA
1145
Minot DeBlois Advisors
Massachusetts
$113K -$14K -150 -11%
FP
1146
Financial Perspectives
Minnesota
$112K +$22.2K +237 +25%
DJSG
1147
D.J. St. Germain
Massachusetts
$110K – – –
JFA
1148
JNBA Financial Advisors
Minnesota
$101K +$21.7K +232 +27%
FPF
1149
First Pacific Financial
Washington
$100K – – –
FNWM
1150
Financial Network Wealth Management
Utah
$100K +$100K +1,072 New
44 45
46
47 48