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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
LRIA
101
Leonard Rickey Investment Advisors
Washington
$17M
EH
102
Equitable Holdings
New York
$16.7M
AHC
103
Anderson Hoagland & Co
Missouri
$16.6M
CCA
104
Carrera Capital Advisors
Michigan
$16.6M
FFS
105
Founders Financial Securities
Maryland
$16.5M
DC
106
Darrow Company
Massachusetts
$16.3M
AAIM
107
Asset Advisors Investment Management
Georgia
$16.1M
BC
108
Barrett & Company
Rhode Island
$16.1M
WLPWM
109
Walled Lake Planning & Wealth Management
Illinois
$16M
ACM
110
Armbruster Capital Management
New York
$15.8M
TWM
111
Trinity Wealth Management
Pennsylvania
$15.8M
FEG
112
Financial Enhancement Group
Indiana
$15.7M
SFA
113
Sequoia Financial Advisors
Ohio
$15.7M
DADC
114
D.A. Davidson & Co
Montana
$15.2M
P
115
&Partners
Tennessee
$15.2M
LS
116
Leelyn Smith
Illinois
$14.6M
SPC
117
Sigma Planning Corp
Michigan
$14.5M
CW
118
CreativeOne Wealth
Kansas
$14.1M
OCBCO
119
Oversea-Chinese Banking Corp (OCBC)
Singapore
$14M
TCM
120
TD Capital Management
Tennessee
$14M
UCFA
121
United Capital Financial Advisors
Texas
$13.8M
MWA
122
Meridian Wealth Advisors
Texas
$13.4M
EW
123
Enzi Wealth
Texas
$13.2M
AC
124
Apella Capital
Connecticut
$13.2M
MFG
125
Merit Financial Group
Georgia
$13.1M