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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
VWA
1201
Valued Wealth Advisors
Utah
$32.3K
MSFP
1202
Mark Sheptoff Financial Planning
Connecticut
$31.8K
OA
1203
Operose Advisors
Wisconsin
$31.5K
LI
1204
LRI Investments
Florida
$30.8K
MNA
1205
Manning & Napier Advisors
New York
$30.3K
SCA
1206
Stuart Chaussee & Associates
California
$30K
MA
1207
MCF Advisors
Kentucky
$29.7K
CFG
1208
Chapman Financial Group
Hawaii
$29.5K
PMFA
1209
Plante Moran Financial Advisors
Michigan
$29.4K
VWA
1210
VSM Wealth Advisory
Maryland
$28.8K
AW
1211
Avion Wealth
Texas
$28K
CFFP
1212
Center for Financial Planning
Michigan
$27.9K
AG
1213
AmeriFlex Group
Nevada
$27K
ME
1214
McIlrath & Eck
Washington
$26.1K
CB
1215
Centennial Bank
Arkansas
$24.5K
RP
1216
Rice Partnership
Hawaii
$23.1K
RCM
1217
Raleigh Capital Management
North Carolina
$22.1K
AIP
1218
Ameritas Investment Partners
Nebraska
$21.8K
MFT
1219
Moisand Fitzgerald Tamayo
Florida
$21.4K
KFP
1220
Keener Financial Planning
Texas
$21K
KA
1221
Kozak & Associates
Colorado
$20.9K
BBPWM
1222
Blue Bell Private Wealth Management
Pennsylvania
$20.6K
SN
1223
Sittner & Nelson
Oregon
$20.6K
BWL
1224
Bogart Wealth LLC
Virginia
$19.3K
Q1WB
1225
Quest 10 Wealth Builders
Virginia
$18K