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iShares MSCI USA Min Vol Factor ETF
USMV

Overview Fund Activity

1,280 hedge funds and large institutions have $17B invested in iShares MSCI USA Min Vol Factor ETF in 2025 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 445 increasing their positions, 514 reducing their positions, and 70 closing their positions.

Holders
1,280
Holders Change
-7
Holders Change %
-0.54%
% of All Funds
17.19%
Holding in Top 10
80
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-20.79%
% of All Funds
1.07%
New
91
Increased
445
Reduced
514
Closed
70
Calls
$479K
Puts
$2.83M
Net Calls
-$2.35M
Net Calls Change
+$1.06M

Top Buyers

1
Two Sigma Investments
1
Two Sigma Investments
New York
$204M
2
Ameriprise
2
Ameriprise
Minnesota
$272M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$201M
4
GIM
4
Glenmede Investment Management
Pennsylvania
$41.3M
5
LPL Financial
5
LPL Financial
California
$593M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.18B
2
APF
2
Alaska Permanent Fund
Alaska
$0
3
Cerity Partners
3
Cerity Partners
New York
$105M
4
LMIM
4
Lockheed Martin Investment Management
Maryland
$0
5
GWM
5
Geneos Wealth Management
Colorado
$52.6M
Name Market Value Shares Shares
Change 		Shares
Change %
IB
101
Intrust Bank
Kansas
$18M 192,102 +1,392 +0.7%
Mirae Asset Global Investments
102
Mirae Asset Global Investments
South Korea
$17.8M 189,200 +39,200 +26%
Rockefeller Capital Management
103
Rockefeller Capital Management
New York
$17.4M 185,090 +1,404 +0.8%
Citigroup
104
Citigroup
New York
$17.2M 183,380 -70,775 -28%
OCBCO
105
Oversea-Chinese Banking Corp (OCBC)
Singapore
$17M 180,930 +180,930 New
AWM
106
AAF Wealth Management
Massachusetts
$16.9M 180,124 +180,124 New
LRIA
107
Leonard Rickey Investment Advisors
Washington
$16.6M 176,982 +598 +0.3%
SFA
108
Sequoia Financial Advisors
Ohio
$16.5M 176,246 -69,112 -28%
FPW
109
Flagship Private Wealth
Massachusetts
$16.5M 176,082 -19,340 -10%
EH
110
Equitable Holdings
New York
$16.5M 175,389 -15,448 -8%
WLPWM
111
Walled Lake Planning & Wealth Management
Illinois
$16.2M 172,268 +2,657 +2%
CCA
112
Carrera Capital Advisors
Michigan
$16.2M 172,072 -10,970 -6%
AC
113
Apella Capital
Connecticut
$15.7M 167,403 -31,533 -16%
ACM
114
Armbruster Capital Management
New York
$15.7M 167,091 +3,975 +2%
FFS
115
Founders Financial Securities
Maryland
$15.7M 166,800 +64,115 +62%
TWM
116
Trinity Wealth Management
Pennsylvania
$15.6M 166,388 +865 +0.5%
AAIM
117
Asset Advisors Investment Management
Georgia
$15.6M 166,089 +3,881 +2%
DC
118
Darrow Company
Massachusetts
$15.4M 164,325 +4,123 +3%
FEG
119
Financial Enhancement Group
Indiana
$15.2M 163,904 +2,144 +1%
BS
120
Banco Santander
Spain
$15.2M 161,696 +78,619 +95%
SPC
121
Sigma Planning Corp
Michigan
$15.1M 160,927 -2,945 -2%
BC
122
Barrett & Company
Rhode Island
$14.9M 158,643 +10,935 +7%
TCM
123
TD Capital Management
Tennessee
$14.6M 155,749 -4,744 -3%
LS
124
Leelyn Smith
Illinois
$14.2M 151,432 +892 +0.6%
Barclays
125
Barclays
United Kingdom
$13.9M 147,905 +23,928 +19%
3 4
5
6 7