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 %
MPWT
1351
MassMutual Private Wealth & Trust
Connecticut
– -$19.4K -219 Closed
KIM
1352
Kestra Investment Management
Texas
– -$17.6K -199 Closed
CJ
1353
Caitlin John
Michigan
– -$16.8K -189 Closed
FDW
1354
Fourth Dimension Wealth
Ohio
– -$15K -169 Closed
PFA
1355
Pathway Financial Advisers
Indiana
– -$14.5K -163 Closed
HWP
1356
Highline Wealth Partners
California
– -$14.2K -160 Closed
AIP
1357
Alexis Investment Partners
Texas
– -$12.6K -142 Closed
MFG
1358
Mendota Financial Group
Wisconsin
– -$9.05K -102 Closed
WAM
1359
WFA Asset Management
Wisconsin
– -$3.91K -44 Closed
FLP
1360
Financial Life Planners
Arizona
– -$3.79K -43 Closed
ZRP
1361
Zynergy Retirement Planning
New Jersey
– -$3.01K -33 Closed
ICM
1362
Islay Capital Management
Texas
– -$2.26K -26 Closed
GIA
1363
GHP Investment Advisors
Colorado
– -$1.95K -22 Closed
GA
1364
GoalVest Advisory
New York
– -$977 -11 Closed
DRP
1365
Decker Retirement Planning
Utah
– -$799 -9 Closed
SAM
1366
Synergy Asset Management
Washington
– -$365 -4 Closed
EPW
1367
Endeavor Private Wealth
Kansas
– -$93 -1 Closed
LOIP
1368
Live Oak Investment Partners
Texas
– -$16.2K – –
51 52 53 54
55