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iShares MSCI USA Min Vol Factor ETF
USMV

Overview Fund Activity

1,280 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 91 funds opening new positions, 445 increasing their positions, 514 reducing their positions, and 70 closing their positions.

Holders
1,280
Holders Change
-7
Holders Change %
-0.54%
% of All Funds
17.19%
Holding in Top 10
80
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-20.79%
% of All Funds
1.07%
New
91
Increased
445
Reduced
514
Closed
70
Calls
$479K
Puts
$2.83M
Net Calls
-$2.35M
Net Calls Change
+$1.06M

Top Buyers

1
Two Sigma Investments
1
Two Sigma Investments
New York
$204M
2
Ameriprise
2
Ameriprise
Minnesota
$272M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$201M
4
GIM
4
Glenmede Investment Management
Pennsylvania
$41.3M
5
LPL Financial
5
LPL Financial
California
$593M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.18B
2
APF
2
Alaska Permanent Fund
Alaska
$0
3
Cerity Partners
3
Cerity Partners
New York
$105M
4
LMIM
4
Lockheed Martin Investment Management
Maryland
$0
5
GWM
5
Geneos Wealth Management
Colorado
$52.6M
Name Market Value Shares Shares
Change 		Shares
Change %
UCFA
126
United Capital Financial Advisors
Texas
$13.8M 147,099 +1,856 +1%
Baird Financial Group
127
Baird Financial Group
Wisconsin
$13.7M 145,748 +8,482 +6%
IWS
128
Insight Wealth Strategies
California
$13.2M 139,642 -777 -0.6%
EW
129
Enzi Wealth
Texas
$13M 140,216 -422 -0.3%
MFG
130
Merit Financial Group
Georgia
$12.9M 137,220 +39,635 +41%
CW
131
CreativeOne Wealth
Kansas
$12.9M 136,903 +8,778 +7%
MWA
132
Meridian Wealth Advisors
Texas
$12.8M 136,747 +14,582 +12%
WMR
133
Wealth Management Resources
Rhode Island
$12.8M 136,092 -4,154 -3%
VWM
134
Valley Wealth Managers
New Jersey
$12.8M 135,922 +135,922 New
DADC
135
D.A. Davidson & Co
Montana
$12.7M 135,670 -7,167 -5%
AHC
136
Anderson Hoagland & Co
Missouri
$12.7M 135,357 -42 -0%
MCC
137
Money Concepts Capital
Florida
$12.5M 133,665 +10,843 +9%
M&T Bank
138
M&T Bank
New York
$12.5M 132,924 -8,869 -6%
IWMWV
139
Ironwood Wealth Management (West Virginia)
West Virginia
$12.4M 133,055 +183 +0.1%
WPIC
140
White Pine Investment Company
Michigan
$12.4M 132,198 -4,511 -3%
KL
141
KilterHowling LLC
Colorado
$12.3M 130,675 +2,088 +2%
NFG
142
Nations Financial Group
Iowa
$12.3M 130,625 +28,681 +28%
B
143
Birchbrook
Maine
$12.2M 129,631 -1,849 -1%
BB
144
Berkshire Bank
Massachusetts
$12M 127,676 +8,804 +7%
FFA
145
Fortune Financial Advisors
Kansas
$11.9M 126,507 +3,666 +3%
CAM
146
Cresset Asset Management
Illinois
$11.8M 126,102 +334 +0.3%
LAS
147
Legacy Advisory Services
Pennsylvania
$11.8M 125,541 +19,271 +18%
P
148
&Partners
Tennessee
$11.7M 124,623 +20,154 +19%
Kovitz Investment Group Partners
149
Kovitz Investment Group Partners
Illinois
$11.6M 123,914 -6,670 -5%
KL
150
KWMG LLC
Kansas
$11.5M 122,844 +1,570 +1%
4 5
6
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