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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 %
CB
1226
Centennial Bank
Arkansas
$24.2K – – –
FG
1227
Fairman Group
Pennsylvania
$23.5K – – –
KPP
1228
Kings Path Partners
Texas
$21.4K – – –
MFT
1229
Moisand Fitzgerald Tamayo
Florida
$21.1K – – –
APW
1230
Acima Private Wealth
Virginia
$20.6K – – –
KA
1231
Kozak & Associates
Colorado
$20.3K – – –
SN
1232
Sittner & Nelson
Oregon
$20.2K – – –
KFP
1233
Keener Financial Planning
Texas
$20K – – –
HR
1234
Howe & Rusling
New York
$20K -$8.24K -88 -29%
BWL
1235
Bogart Wealth LLC
Virginia
$19K +$4.78K +51 +34%
AWM
1236
Atticus Wealth Management
Florida
$17.6K – – –
RDFA
1237
Ritter Daniher Financial Advisory
Ohio
$17.2K – – –
MMCM
1238
Murphy & Mullick Capital Management
New York
$17.2K – – –
HWA
1239
Heritage Wealth Advisors
Virginia
$16.9K -$34.1K -364 -67%
Asset Management One
1240
Asset Management One
Japan
$16.2K +$16.2K +173 New
PWMG
1241
Prestige Wealth Management Group
New Jersey
$16.1K – – –
CA
1242
Crewe Advisors
Utah
$16K – – –
ITIM
1243
Indiana Trust & Investment Management
Indiana
$15.9K – – –
CWM
1244
Copia Wealth Management
Oregon
$15.3K – – –
NFSG
1245
Newbridge Financial Services Group
Florida
$14.6K -$7.89K -84 -35%
SIM
1246
Synergy Investment Management
Florida
$14.3K -$54.2K -578 -79%
AW
1247
Avion Wealth
Texas
$14K – – –
HFS
1248
Hopwood Financial Services
Virginia
$13.6K – – –
FDCP
1249
Foster Dykema Cabot & Partners
Massachusetts
$13.4K – – –
GFPC
1250
Global Financial Private Client
Florida
$13.3K – – –
48 49
50
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