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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 %
EAM
1301
Empirical Asset Management
Massachusetts
– -$96.7K -19,980 Closed
QC
1302
Quadrature Capital
United Kingdom
– -$1.45M -16,281 Closed
OCBCO
1303
Oversea-Chinese Banking Corp (OCBC)
Singapore
– -$1.2M -13,547 Closed
TGAM
1304
TBH Global Asset Management
Tennessee
– -$1.15M -12,999 Closed
YIH
1305
Y-Intercept (HK)
Hong Kong
– -$1.13M -12,728 Closed
Millennium Management
1306
Millennium Management
New York
– -$1.08M -12,150 Closed
PWG
1307
Private Wealth Group
Florida
– -$849K -9,557 Closed
AAA
1308
American Alpha Advisors
New York
– -$845K -9,522 Closed
MSWMA
1309
Market Street Wealth Management Advisors
Indiana
– -$743K -8,365 Closed
JWM
1310
JFG Wealth Management
Colorado
– -$742K -8,362 Closed
LWM
1311
Liberty Wealth Management
California
– -$627K -7,046 Closed
QT
1312
Quantbot Technologies
New York
– -$531K -5,978 Closed
BFG
1313
Bleakley Financial Group
New Jersey
– -$486K -5,478 Closed
HSA
1314
HBK Sorce Advisory
Pennsylvania
– -$449K -5,058 Closed
MWM
1315
Moran Wealth Management
Florida
– -$429K -4,832 Closed
LWM
1316
Laidlaw Wealth Management
New York
– -$381K -4,296 Closed
AA
1317
ArborFi Advisors
Michigan
– -$366K -4,121 Closed
ISB
1318
Iowa State Bank
Iowa
– -$364K -4,101 Closed
SWA
1319
Stratos Wealth Advisors
Ohio
– -$363K -4,090 Closed
CWS
1320
Confluence Wealth Services
Pennsylvania
– -$356K -3,915 Closed
PMWMG
1321
Parr McKnight Wealth Management Group
Minnesota
– -$329K -3,706 Closed
CGFA
1322
Colton Groome Financial Advisors
North Carolina
– -$327K -3,680 Closed
WAG
1323
Winthrop Advisory Group
Massachusetts
– -$327K -3,678 Closed
ACP
1324
Aveo Capital Partners
Colorado
– -$319K -3,598 Closed
SF
1325
Symphony Financial
Texas
– -$322K -3,550 Closed
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