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iShares MSCI USA Min Vol Factor ETF
USMV

Overview Fund Activity

1,286 hedge funds and large institutions have $17B invested in iShares MSCI USA Min Vol Factor ETF in 2025 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 448 increasing their positions, 515 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,286
Holders Change
-1
Holders Change %
-0.08%
% of All Funds
17.23%
Holding in Top 10
80
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-20.79%
% of All Funds
1.07%
New
92
Increased
448
Reduced
515
Closed
70
Calls
$2.99M
Puts
$7.48M
Net Calls
-$4.5M
Net Calls Change
-$1.09M

Top Buyers

1
Two Sigma Investments
Two Sigma Investments
New York
+$148M
2
Ameriprise
Ameriprise
Minnesota
+$42.5M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$41.9M
4
LPL Financial
LPL Financial
California
+$41M
5
Truist Financial
Truist Financial
North Carolina
+$41M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$467M
2
APF
Alaska Permanent Fund
Alaska
-$270M
3
Cerity Partners
Cerity Partners
New York
-$99.6M
4
LMIM
Lockheed Martin Investment Management
Maryland
-$66.2M
5
GWM
Geneos Wealth Management
Colorado
-$60.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCP
1326
Clarity Capital Partners
California
– -$232K -2,482 Closed
RCA
1327
Runnymede Capital Advisors
Ohio
– -$219K -2,337 Closed
RFP
1328
Root Financial Partners
California
– -$206K -2,203 Closed
EFG
1329
Ethos Financial Group
Pennsylvania
– -$206K -2,198 Closed
CAM
1330
Clark Asset Management
New Hampshire
– -$205K -2,187 Closed
WEG
1331
World Equity Group
Illinois
– -$202K -2,155 Closed
QFW
1332
QTR Family Wealth
Florida
– -$202K -2,154 Closed
SW
1333
SVB Wealth
Massachusetts
– -$147K -1,566 Closed
CWC
1334
Carolinas Wealth Consulting
North Carolina
– -$145K -1,552 Closed
HCP
1335
Hexagon Capital Partners
Arkansas
– -$59K -630 Closed
EWM
1336
EPG Wealth Management
Georgia
– -$50.1K -535 Closed
WF
1337
Wayfinding Financial
Washington
– -$43K -466 Closed
FCAS
1338
First Command Advisory Services
Texas
– -$40.6K -434 Closed
FFO
1339
Fortitude Family Office
Arizona
– -$39.1K -418 Closed
CRFG
1340
Columbia River Financial Group
Washington
– -$30K -327 Closed
SFG
1341
Stonebridge Financial Group
Pennsylvania
– -$29.2K -312 Closed
PA
1342
PSI Advisors
Florida
– -$28.8K -307 Closed
RJA
1343
Ross\Johnson & Associates
Minnesota
– -$28.5K -304 Closed
CWM
1344
Compass Wealth Management
Connecticut
– -$25.6K -273 Closed
Asset Management One
1345
Asset Management One
Japan
– -$16.2K -173 Closed
SIM
1346
Synergy Investment Management
Florida
– -$14.3K -153 Closed
GFPC
1347
Global Financial Private Client
Florida
– -$13.3K -142 Closed
QC
1348
Quent Capital
New York
– -$8.33K -89 Closed
BHWM
1349
Bay Harbor Wealth Management
Maryland
– -$5.99K -64 Closed
IRC
1350
Investors Research Corp
Georgia
– -$3.84K -41 Closed
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