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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 %
NMG
1251
New Millennium Group
Utah
$12.8K – – –
CF
1252
Collier Financial
Colorado
$12.7K – – –
CPG
1253
Cornerstone Planning Group
New Jersey
$11.7K +$4.42K +49 +60%
BI
1254
Binnacle Investments
Iowa
$10.9K +$10.9K +116 New
RF
1255
Rossby Financial
Florida
$9.44K +$9.44K +104 New
QC
1256
Quent Capital
New York
$8.33K -$50.8K -543 -86%
AWM
1257
AllSquare Wealth Management
New York
$7.77K -$468 -5 -6%
CHC
1258
City Holding Co
West Virginia
$7.59K +$7.59K +81 New
BIG
1259
Brooklyn Investment Group
New York
$6.93K – – –
CFS
1260
CGC Financial Services
Oregon
$6.37K – – –
VWM
1261
Vermillion Wealth Management
Minnesota
$6.17K – – –
BHWM
1262
Bay Harbor Wealth Management
Maryland
$5.99K – – –
HWM
1263
Hemington Wealth Management
Virginia
$5K – – –
PWA
1264
Provenance Wealth Advisors
Florida
$4.78K – – –
DWM
1265
Darwin Wealth Management
Florida
$4.03K – – –
IRC
1266
Investors Research Corp
Georgia
$3.84K – – –
CPBTD
1267
Central Pacific Bank - Trust Division
Hawaii
$3.75K -$29.8K -318 -89%
RCM
1268
Raleigh Capital Management
North Carolina
$3.6K – – –
M
1269
MOTCO
Texas
$3.56K – – –
CTB
1270
Country Trust Bank
Illinois
$3.37K -$281 -3 -8%
1IA
1271
1620 Investment Advisors
Massachusetts
$2.81K +$2.81K +30 New
OP
1272
ORG Partners
Indiana
$2.66K -$3.32M -34,940 -100%
FMP
1273
Financial Management Professionals
Texas
$2.53K – – –
CIA
1274
Cape Investment Advisory
Georgia
$2.53K +$937 +10 +59%
AF
1275
Atala Financial
California
$2.44K – – –
49 50
51
52 53