USMV icon

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 %
Goldman Sachs
151
Goldman Sachs
New York
$11.5M 122,541 +81,822 +201%
GKWIM
152
Gerber Kawasaki Wealth & Investment Management
California
$11.4M 121,516 -925 -0.8%
SAMC
153
Spectrum Asset Management (California)
California
$11.2M 119,806 +3,671 +3%
VCP
154
Verus Capital Partners
Arizona
$11.2M 119,540 +6,366 +6%
MWM
155
MorganRosel Wealth Management
Colorado
$10.9M 116,624 +14,963 +15%
CP
156
Capital Planning
Washington
$10.9M 115,938 -1,345 -1%
GWAG
157
Garrett Wealth Advisory Group
Texas
$10.8M 115,540 -1,993 -2%
VI
158
Vestcor Inc
New Brunswick, Canada
$10.8M 114,961 +105,630 +1,132%
AI
159
Atom Investors
Texas
$10.6M 112,508 +4,294 +4%
CA
160
Clearstead Advisors
Ohio
$10.6M 112,432 -4,458 -4%
ECM
161
Evergreen Capital Management
Washington
$10.5M 112,045 +12,879 +13%
SFS
162
Sowell Financial Services
Arkansas
$10.5M 112,009 +1,020 +0.9%
MA
163
MONECO Advisors
Connecticut
$10.5M 111,733 +4,535 +4%
WCM
164
Winthrop Capital Management
Indiana
$10.5M 111,557 -4,812 -4%
MA
165
Modus Advisors
Minnesota
$10.3M 109,578 -170 -0.2%
JWCA
166
J.W. Cole Advisors
Florida
$10.2M 108,791 +25,002 +30%
Lido Advisors
167
Lido Advisors
California
$10.1M 107,828 -6,205 -5%
AA
168
Ancora Advisors
Ohio
$10.1M 107,186 +10,322 +11%
BWM
169
Brickley Wealth Management
California
$9.97M 106,225 -309 -0.3%
AQR Capital Management
170
AQR Capital Management
Connecticut
$9.91M 105,617 +25,360 +32%
JE
171
JMAC Enterprises
Pennsylvania
$9.84M 104,874 +1,707 +2%
NEPWA
172
New England Private Wealth Advisors
Massachusetts
$9.76M 104,561 -919 -0.9%
BA
173
Bellwether Advisors
Nebraska
$9.66M 102,923 -275 -0.3%
KIG
174
Kennedy Investment Group
New Jersey
$9.52M 101,389 +5,008 +5%
TSWM
175
Tyler-Stone Wealth Management
Ohio
$9.48M 101,023 -3,597 -3%
5 6
7
8 9