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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 %
T
1176
Tidemark
California
$63.7K – – –
IHWM
1177
Iron Horse Wealth Management
Iowa
$62K – – –
BF
1178
BOK Financial
Oklahoma
$59.8K – – –
HCP
1179
Hexagon Capital Partners
Arkansas
$59K +$94 +1 +0.2%
AIP
1180
Ameritas Investment Partners
Nebraska
$58.6K +$187 +2 +0.3%
LWANC
1181
Laurel Wealth Advisors (North Carolina)
North Carolina
$57.6K – – –
EWM
1182
EPG Wealth Management
Georgia
$50.1K +$94 +1 +0.2%
CSC
1183
Caldwell Sutter Capital
California
$49.5K – – –
GWSA
1184
Global Wealth Strategies & Associates
Colorado
$49.1K – – –
CBT
1185
Crews Bank & Trust
Florida
$48.7K – – –
CW
1186
Curio Wealth
Maryland
$48.4K -$26.3M -544 -100%
LFA
1187
LGT Financial Advisors
Texas
$48.3K +$31.8K +340 +193%
BTI
1188
Blue Trust Inc
Georgia
$47.6K +$9.09K +97 +24%
CFS
1189
Compass Financial Services
Iowa
$45.5K -$16.1K -172 -26%
CB
1190
CNB Bank
Pennsylvania
$44.1K – – –
WF
1191
Wayfinding Financial
Washington
$43K +$43K +466 New
BFPW
1192
BOK Financial Private Wealth
Colorado
$42.1K – – –
PSFG
1193
Park Square Financial Group
Georgia
$42.1K +$40.5K +432 +2,400%
CIR
1194
Clear Investment Research
Georgia
$41.2K +$187 +2 +0.5%
FCAS
1195
First Command Advisory Services
Texas
$40.6K – – –
CFFP
1196
Center for Financial Planning
Michigan
$40.4K +$35.7K +381 +762%
VNA
1197
Valley National Advisers
Pennsylvania
$40K – – –
LIA
1198
Luken Investment Analytics
Tennessee
$39.8K – – –
BL
1199
BFSG LLC
California
$39.6K – – –
FFO
1200
Fortitude Family Office
Arizona
$39.1K +$187 +2 +0.5%
46 47
48
49 50