USMV icon

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 %
DIP
1276
DT Investment Partners
Pennsylvania
$2.36K +$2.36K +25 New
LWMI
1277
Legacy Wealth Management (Idaho)
Idaho
$2.25K – – –
FIM
1278
FWL Investment Management
Texas
$2.1K -$4.1K -43 -66%
NEWAS
1279
N.E.W. Advisory Services
Wisconsin
$2.06K +$2.06K +22 New
TFA
1280
Transamerica Financial Advisors
Florida
$2K – – –
HFS
1281
Hughes Financial Services
Virginia
$1.97K +$1.97K +21 New
SC
1282
Swan Capital
Florida
$1.78K +$1.78K +19 New
PAI
1283
Pittenger & Anderson Inc
Nebraska
$1.59K – – –
LCM
1284
Logan Capital Management
Pennsylvania
$1.59K – – –
KWM
1285
Kiker Wealth Management
Georgia
$1.31K – – –
PB
1286
Pinnacle Bancorp
Nebraska
$1.03K +$1.03K +11 New
CCMI
1287
Creative Capital Management Investments
California
$562 – – –
SWIM
1288
Smallwood Wealth Investment Management
New Jersey
$468 +$468 +5 New
FWM
1289
FFT Wealth Management
Pennsylvania
– -$18.4M -207,455 Closed
IAA
1290
Independent Advisor Alliance
North Carolina
– -$17.9M -201,156 Closed
NEI
1291
Northwest & Ethical Investments
Ontario, Canada
– -$9.74M -109,700 Closed
FHB
1292
First Hawaiian Bank
Hawaii
– -$8.75M -98,510 Closed
TRCT
1293
Tower Research Capital (TRC)
New York
– -$5.99M -67,476 Closed
Squarepoint
1294
Squarepoint
New York
– -$5.85M -65,856 Closed
A
1295
Allianz
Germany
– -$5.1M -57,472 Closed
MNA
1296
Manning & Napier Advisors
New York
– -$3.65M -41,105 Closed
CFGS
1297
Concourse Financial Group Securities
Alabama
– -$2.71M -29,910 Closed
TSS
1298
Two Sigma Securities
New York
– -$2.57M -28,988 Closed
HCC
1299
Hirtle Callaghan & Co
Pennsylvania
– -$2.32M -26,138 Closed
GCWM
1300
Graham Capital Wealth Management
District of Columbia
– -$2.02M -22,796 Closed
50 51
52
53 54