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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
CW
1176
Curio Wealth
Maryland
$51.9K
EWM
1177
EPG Wealth Management
Georgia
$51.2K
CSC
1178
Caldwell Sutter Capital
California
$50.3K
SGK
1179
Steigerwald Gordon & Koch
Virginia
$48.5K
TCM
1180
Triumph Capital Management
Colorado
$47.6K
PFM
1181
Phillips Financial Management
Indiana
$46.7K
CFS
1182
Compass Financial Services
Iowa
$46.6K
CIR
1183
Clear Investment Research
Georgia
$46.1K
CB
1184
CNB Bank
Pennsylvania
$44.8K
LFA
1185
LGT Financial Advisors
Texas
$44.7K
BFPW
1186
BOK Financial Private Wealth
Colorado
$42.8K
VNA
1187
Valley National Advisers
Pennsylvania
$41K
LIA
1188
Luken Investment Analytics
Tennessee
$40.4K
BL
1189
BFSG LLC
California
$40.2K
CBT
1190
Crews Bank & Trust
Florida
$40K
BTI
1191
Blue Trust Inc
Georgia
$38.1K
GWSA
1192
Global Wealth Strategies & Associates
Colorado
$36.9K
JFG
1193
JDM Financial Group
Texas
$36.4K
BHWM
1194
Beaird Harris Wealth Management
Texas
$35.5K
MTIC
1195
Missouri Trust & Investment Company
Missouri
$35.5K
EB
1196
Eastern Bank
Massachusetts
$34.8K
GFWA
1197
Grey Fox Wealth Advisors
Delaware
$34.8K
SMFG
1198
Sumitomo Mitsui Financial Group
Japan
$34.1K
HR
1199
Howe & Rusling
New York
$33.1K
HCM
1200
Horrell Capital Management
Arkansas
$32.3K