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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 %
DF
1151
Dunhill Financial
United Kingdom
$95.9K -$4.68K -50 -5%
BLC
1152
Brown, Lisle/Cummings
Rhode Island
$95K – – –
ETS
1153
ESL Trust Services
New York
$94.9K – – –
MSG
1154
Main Street Group
Virginia
$89.5K – – –
ACA
1155
American Capital Advisory
Idaho
$88.9K -$3.56K -38 -4%
SSB
1156
Sandy Spring Bank
Maryland
$83.8K +$20.6K +220 +33%
GK
1157
Graney & King
New York
$81K – – –
JHCP
1158
Jackson Hole Capital Partners
Oklahoma
$78.1K – – –
ANBT
1159
American National Bank & Trust
Texas
$76.9K +$76.9K +821 New
CAWM
1160
Capital A Wealth Management
Pennsylvania
$76.8K -$145K -1,552 -65%
TCM
1161
TruNorth Capital Management
Michigan
$76.6K – – –
BSB
1162
Bangor Savings Bank
Maine
$74.6K – – –
BTD
1163
BankPlus Trust Department
Mississippi
$74.1K -$2.06K -22 -3%
AG
1164
AmeriFlex Group
Nevada
$72.2K -$32.7K -349 -31%
DSC
1165
Duncker Streett & Co
Missouri
$71.8K – – –
LC
1166
Lindbrook Capital
California
$71.8K +$1.59K +17 +2%
GM
1167
GeoWealth Management
Illinois
$71.7K +$46.5K +496 +184%
CFD
1168
Creative Financial Designs
Indiana
$71.1K -$7.68K -82 -10%
USB
1169
Union Savings Bank
Connecticut
$69.3K – – –
EWA
1170
EverSource Wealth Advisors
Alabama
$68.1K -$59.6K -637 -47%
EB
1171
Eastern Bank
Massachusetts
$67.8K -$43.3K -462 -39%
FGAM
1172
Financial Gravity Asset Management
Texas
$65.7K +$65.7K +701 New
OCM
1173
Orion Capital Management
California
$65.6K – – –
AWM
1174
Accredited Wealth Management
Kentucky
$64.4K – – –
NOI
1175
Newton One Investments
Delaware
$63.9K -$6.37K -68 -9%
45 46
47
48 49