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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 %
CSS
1326
Cubist Systematic Strategies
Connecticut
– -$304K -3,427 Closed
AWC
1327
Adamsbrown Wealth Consultants
Kansas
– -$285K -3,215 Closed
FAT
1328
First American Trust
California
– -$282K -3,171 Closed
ACM
1329
Alamar Capital Management
California
– -$276K -3,114 Closed
AA
1330
Aire Advisors
California
– -$272K -3,066 Closed
RHP
1331
Royal Harbor Partners
Texas
– -$251K -2,824 Closed
AWM
1332
Accurate Wealth Management
Florida
– -$227K -2,579 Closed
Koshinski Asset Management
1333
Koshinski Asset Management
Illinois
– -$218M -2,451 Closed
WKWM
1334
Walter & Keenan Wealth Management
Indiana
– -$212K -2,385 Closed
UW
1335
Unique Wealth
Florida
– -$212K -2,384 Closed
AP
1336
Appleton Partners
Massachusetts
– -$205K -2,314 Closed
TWP
1337
Tempus Wealth Planning
California
– -$205K -2,311 Closed
CFP
1338
Comprehensive Financial Planning
Pennsylvania
– -$151K -1,706 Closed
VAG
1339
VisionPoint Advisory Group
Texas
– -$119K -1,337 Closed
VWM
1340
Venturi Wealth Management
Texas
– -$118K -1,326 Closed
HFS
1341
Hantz Financial Services
Michigan
– -$79K -891 Closed
EBA
1342
Eagle Bay Advisors
New York
– -$71K -800 Closed
LDB
1343
Lee, Danner & Bass
Tennessee
– -$65.4K -737 Closed
EW
1344
Element Wealth
Mississippi
– -$46.6K -525 Closed
CAS
1345
Coppell Advisory Solutions
Texas
– -$45.2K -509 Closed
OC
1346
Oarsman Capital
Wisconsin
– -$44.7K -504 Closed
CP
1347
Castleview Partners
Texas
– -$42.8K -483 Closed
OC
1348
Oakworth Capital
Alabama
– -$32K -360 Closed
Manulife (Manufacturers Life Insurance)
1349
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$20.5K -231 Closed
AFG
1350
Albion Financial Group
Utah
– -$20.4K -230 Closed
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