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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 %
KL
151
KWMG LLC
Kansas
$11.4M +$158K +1,691 +1%
BB
152
Berkshire Bank
Massachusetts
$11.1M +$880K +9,398 +9%
GWAG
153
Garrett Wealth Advisory Group
Texas
$11M -$136K -1,453 -1%
CP
154
Capital Planning
Washington
$11M -$27.3K -292 -0.2%
CA
155
Clearstead Advisors
Ohio
$10.9M -$187K -1,997 -2%
WCM
156
Winthrop Capital Management
Indiana
$10.9M -$217K -2,320 -2%
SAMC
157
Spectrum Asset Management (California)
California
$10.9M +$347K +3,700 +3%
Lido Advisors
158
Lido Advisors
California
$10.7M -$30.3K -323 -0.3%
VCP
159
Verus Capital Partners
Arizona
$10.6M +$32.9K +351 +0.3%
FDCDDQ
160
Federation des caisses Desjardins du Quebec
Quebec, Canada
$10.5M +$6.86M +73,227 +190%
MCA
161
Magnolia Capital Advisors
Mississippi
$10.4M +$8.38M +89,491 +414%
SFS
162
Sowell Financial Services
Arkansas
$10.4M +$381K +4,072 +4%
MA
163
Modus Advisors
Minnesota
$10.3M -$92.7K -990 -0.9%
AI
164
Atom Investors
Texas
$10.1M +$10.1M +108,214 New
MA
165
MONECO Advisors
Connecticut
$10M +$63.1K +674 +0.6%
BWM
166
Brickley Wealth Management
California
$9.98M +$94 +1 +0%
RIM
167
Rakuten Investment Management
Japan
$9.96M +$9.96M +107,385 New
LAS
168
Legacy Advisory Services
Pennsylvania
$9.95M +$9.95M +106,270 New
NEPWA
169
New England Private Wealth Advisors
Massachusetts
$9.88M -$324K -3,464 -3%
Thrivent Financial for Lutherans
170
Thrivent Financial for Lutherans
Minnesota
$9.86M -$4.71M -50,364 -32%
TSWM
171
Tyler-Stone Wealth Management
Ohio
$9.8M -$193K -2,058 -2%
SYBT
172
Stock Yards Bank & Trust
Kentucky
$9.74M -$1.39M -14,866 -13%
FFA
173
Fragasso Financial Advisors
Pennsylvania
$9.73M -$33.3M -355,873 -77%
P
174
&Partners
Tennessee
$9.69M +$1.03M +11,129 +12%
JE
175
JMAC Enterprises
Pennsylvania
$9.66M +$253K +2,697 +3%
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