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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 %
BC
126
Barrett & Company
Rhode Island
$13.8M -$190K -2,033 -1%
UCFA
127
United Capital Financial Advisors
Texas
$13.6M -$596K -6,368 -4%
DADC
128
D.A. Davidson & Co
Montana
$13.4M +$58.2K +621 +0.4%
M&T Bank
129
M&T Bank
New York
$13.3M -$1.54M -16,473 -10%
IWS
130
Insight Wealth Strategies
California
$13.2M -$19M -203,070 -59%
WMR
131
Wealth Management Resources
Rhode Island
$13.1M +$285K +3,039 +2%
MOS
132
MGO One Seven
Ohio
$12.9M +$7.09M +75,693 +122%
Baird Financial Group
133
Baird Financial Group
Wisconsin
$12.9M -$608K -6,489 -5%
WPIC
134
White Pine Investment Company
Michigan
$12.8M -$529K -5,645 -4%
EW
135
Enzi Wealth
Texas
$12.8M -$45.1K -496 -0.4%
B
136
Birchbrook
Maine
$12.3M +$187K +1,998 +2%
Kovitz Investment Group Partners
137
Kovitz Investment Group Partners
Illinois
$12.2M -$1.48M -15,773 -11%
AWM
138
AE Wealth Management
Kansas
$12.2M +$5.4M +57,666 +79%
CW
139
CreativeOne Wealth
Kansas
$12M -$509K -5,432 -4%
KL
140
KilterHowling LLC
Colorado
$11.9M +$201K +2,170 +2%
EF
141
Empowered Funds
Pennsylvania
$11.8M +$11.8M +125,986 New
RWP
142
RWA Wealth Partners
Massachusetts
$11.8M +$11.8M +125,957 New
CAM
143
Cresset Asset Management
Illinois
$11.8M -$1.34M -14,337 -10%
IWMWV
144
Ironwood Wealth Management (West Virginia)
West Virginia
$11.8M -$874K -9,861 -7%
Barclays
145
Barclays
United Kingdom
$11.6M -$28.8M -307,085 -71%
AHC
146
Anderson Hoagland & Co
Missouri
$11.6M -$9.4K -110 -0.1%
FFA
147
Fortune Financial Advisors
Kansas
$11.5M +$50.9K +543 +0.4%
MCC
148
Money Concepts Capital
Florida
$11.5M +$19.5K +208 +0.2%
GKWIM
149
Gerber Kawasaki Wealth & Investment Management
California
$11.5M -$153K -1,638 -1%
MWA
150
Meridian Wealth Advisors
Texas
$11.4M +$13K +139 +0.1%
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