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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 %
GGI
1201
Godsey & Gibb Inc
Virginia
$38.4K -$18.7K -200 -33%
HT
1202
Headlands Technologies
Illinois
$36.9K +$36.9K +394 New
BBPWM
1203
Blue Bell Private Wealth Management
Pennsylvania
$36.2K +$15.8K +169 +78%
JFG
1204
JDM Financial Group
Texas
$35.9K – – –
MTIC
1205
Missouri Trust & Investment Company
Missouri
$34.9K – – –
SMFG
1206
Sumitomo Mitsui Financial Group
Japan
$34.1K -$5.62K -60 -14%
Q1WB
1207
Quest 10 Wealth Builders
Virginia
$33.9K -$750 -8 -2%
LI
1208
LRI Investments
Florida
$33.4K +$33.4K +357 New
BHWM
1209
Beaird Harris Wealth Management
Texas
$32.7K – – –
PMFA
1210
Plante Moran Financial Advisors
Michigan
$32.7K -$20.2K -216 -38%
VWA
1211
Valued Wealth Advisors
Utah
$31.8K – – –
HCM
1212
Horrell Capital Management
Arkansas
$31.8K – – –
MSFP
1213
Mark Sheptoff Financial Planning
Connecticut
$31.3K +$8.15K +87 +35%
OA
1214
Operose Advisors
Wisconsin
$31K – – –
FAM
1215
Flaharty Asset Management
Florida
$30.4K +$30.4K +325 New
CRFG
1216
Columbia River Financial Group
Washington
$30K +$30K +327 New
SCA
1217
Stuart Chaussee & Associates
California
$29.5K – – –
SFG
1218
Stonebridge Financial Group
Pennsylvania
$29.2K – – –
PA
1219
PSI Advisors
Florida
$28.8K -$568K -6,066 -95%
RJA
1220
Ross\Johnson & Associates
Minnesota
$28.5K +$28.5K +304 New
VWA
1221
VSM Wealth Advisory
Maryland
$28.4K – – –
MA
1222
MCF Advisors
Kentucky
$28.3K – – –
Macquarie Group
1223
Macquarie Group
Australia
$27.8K -$86.3K -921 -76%
ME
1224
McIlrath & Eck
Washington
$25.7K – – –
CWM
1225
Compass Wealth Management
Connecticut
$25.6K +$11.5K +123 +82%
47 48
49
50 51