We are live on ! Find out more
USMV icon

iShares MSCI USA Min Vol Factor ETF

1,373 hedge funds and large institutions have $16.8B invested in iShares MSCI USA Min Vol Factor ETF in 2025 Q4 according to their latest regulatory filings, with 174 funds opening new positions, 426 increasing their positions, 540 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more first-time investments, than exits

New positions opened: 174 | Existing positions closed: 81

5% more funds holding

Funds holding: 1,3031,373 (+70)

1.8% more ownership

Funds ownership: 72.18%73.98% (+1.8%)

2% less capital invested

Capital invested by funds: $17.1B → $16.8B (-$278M)

3% less funds holding in top 10

Funds holding in top 10: 7472 (-2)

21% less repeat investments, than reductions

Existing positions increased: 426 | Existing positions reduced: 540

58% less call options, than puts

Call options by funds: $2.65M | Put options by funds: $6.37M

Holders
1,373
Holders Change
+70
Holders Change %
+5.37%
% of All Funds
16.7%
Holding in Top 10
72
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.7%
% of All Funds
0.88%
New
174
Increased
426
Reduced
540
Closed
81
Calls
$2.65M
Puts
$6.37M
Net Calls
-$3.72M
Net Calls Change
+$2.37M
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
1151
Absolute Capital Management
Pennsylvania
$213K -$2.27M -24,058 -91%
SVWG
1152
Shared Vision Wealth Group
United States
$213K -$12.4K -132 -6%
GWM
1153
Greenwich Wealth Management
Connecticut
$211K +$211K +2,240 New
MFG
1154
Magnus Financial Group
New York
$211K +$211K +2,239 New
ACS
1155
Archford Capital Strategies
Illinois
$211K
UIM
1156
Unified Investment Management
Georgia
$210K +$94 +1 +0%
LPFG
1157
Landing Point Financial Group
Ohio
$209K +$94 +1 +0%
ACA
1158
Anchor Capital Advisors
Massachusetts
$209K -$61.9K -657 -23%
DWA
1159
Davis Wealth Advisors
New Hampshire
$209K +$209K +2,217 New
LSIA
1160
LaSalle St. Investment Advisors
Illinois
$208K -$143K -1,520 -41%
SCM
1161
SCS Capital Management
Massachusetts
$207K -$161K -1,704 -44%
COCM
1162
Charter Oak Capital Management
New Hampshire
$207K -$2.73K -29 -1%
SWP
1163
SIMA Wealth Partners
Virginia
$207K
CHA
1164
Cooper/Haims Advisors
New York
$207K
GEA
1165
Glen Eagle Advisors
New Jersey
$206K +$94 +1 +0%
SL
1166
Salomon & Ludwin
Virginia
$206K
PGWA
1167
Plus Group Wealth Advisors
Wisconsin
$206K +$206K +2,189 New
CB
1168
Cadence Bank
Mississippi
$206K -$13K -138 -6%
KDA
1169
Kraft Davis & Associates
Missouri
$205K -$1.51K -16 -0.7%
PPA
1170
Pacific Point Advisors
California
$204K +$204K +2,169 New
CWWM
1171
Curry Webb Wealth Management
Indiana
$204K +$204K +2,167 New
PWP
1172
Pursue Wealth Partners
California
$204K +$204K +2,165 New
CCM
1173
Crew Capital Management
Ohio
$204K
SSI
1174
Scott & Selber Inc
Texas
$203K +$94 +1 +0%
WPC
1175
Wedmont Private Capital
Pennsylvania
$203K +$2.83K +30 +1%