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iShares MSCI USA Min Vol Factor ETF
USMV

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 %
Balyasny Asset Management
101
Balyasny Asset Management
Illinois
$19.1M +$19.1M +204,269 New
WAOI
102
Wealth Advisors of Iowa
Iowa
$18.3M +$416K +4,446 +2%
FPW
103
Flagship Private Wealth
Massachusetts
$18.3M +$5.84M +62,342 +47%
SWP
104
Summit Wealth Partners
Florida
$18.3M -$444K -4,745 -2%
Comerica Bank
105
Comerica Bank
Texas
$18.3M -$677K -7,230 -4%
SGI
106
Summit Global Investments
Utah
$18.1M +$4.93M +52,625 +38%
AllianceBernstein
107
AllianceBernstein
Tennessee
$17.9M -$1.95M -20,849 -10%
AC
108
Apella Capital
Connecticut
$17.9M -$5.89M -65,590 -25%
EH
109
Equitable Holdings
New York
$17.9M -$18.6M -198,992 -51%
IB
110
Intrust Bank
Kansas
$17.9M +$1.11M +11,902 +7%
Rockefeller Capital Management
111
Rockefeller Capital Management
New York
$17.2M -$659K -7,035 -4%
LWA
112
Lineweaver Wealth Advisors
Ohio
$17.2M -$4.77M -50,884 -22%
CCA
113
Carrera Capital Advisors
Michigan
$17.1M -$14M -149,416 -45%
LRIA
114
Leonard Rickey Investment Advisors
Washington
$16.1M +$189K +2,076 +1%
WLPWM
115
Walled Lake Planning & Wealth Management
Illinois
$15.9M +$324K +3,460 +2%
TWM
116
Trinity Wealth Management
Pennsylvania
$15.5M +$76.6K +818 +0.5%
SPC
117
Sigma Planning Corp
Michigan
$15.3M +$676K +7,222 +5%
ACM
118
Armbruster Capital Management
New York
$15.3M -$105K -1,121 -0.7%
AAIM
119
Asset Advisors Investment Management
Georgia
$15.2M +$838K +8,946 +6%
TCM
120
TD Capital Management
Tennessee
$15M -$355K -3,789 -2%
DC
121
Darrow Company
Massachusetts
$15M +$495K +5,284 +3%
WIA
122
World Investment Advisors
California
$14.9M +$7.87M +83,977 +111%
FEG
123
Financial Enhancement Group
Indiana
$14.6M +$11.4M +126,197 +355%
LS
124
Leelyn Smith
Illinois
$14.1M -$824K -8,796 -6%
Mirae Asset Global Investments
125
Mirae Asset Global Investments
South Korea
$14M – – –
3 4
5
6 7