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iShares MSCI USA Min Vol Factor ETF
USMV

Overview Fund Activity

1,283 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, 447 increasing their positions, 514 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,283
Holders Change
-4
Holders Change %
-0.31%
% of All Funds
17.21%
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
447
Reduced
514
Closed
70
Calls
$2.99M
Puts
$7.48M
Net Calls
-$4.5M
Net Calls Change
-$1.09M

Top Buyers

1
Two Sigma Investments
Two Sigma Investments
New York
$204M
2
Ameriprise
Ameriprise
Minnesota
$272M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$201M
4
LPL Financial
LPL Financial
California
$593M
5
Truist Financial
Truist Financial
North Carolina
$68.7M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$1.18B
2
APF
Alaska Permanent Fund
Alaska
$0
3
Cerity Partners
Cerity Partners
New York
$105M
4
LMIM
Lockheed Martin Investment Management
Maryland
$0
5
GWM
Geneos Wealth Management
Colorado
$52.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
BRG
176
Bay Rivers Group
Virginia
$9.48M +$181K +1,929 +2%
IWM
177
IHT Wealth Management
Illinois
$9.34M -$64.1K -683 -0.7%
SCA
178
Snowden Capital Advisors
New York
$9.26M +$76.3K +813 +0.8%
SYBT
179
Stock Yards Bank & Trust
Kentucky
$9.2M -$564K -6,013 -6%
TWM
180
Tradition Wealth Management
Minnesota
$9.09M -$57.6K -614 -0.6%
PA
181
Parallel Advisors
California
$8.99M +$938K +9,993 +12%
MPW
182
MA Private Wealth
California
$8.95M +$517K +5,509 +6%
CWM
183
Calamos Wealth Management
Illinois
$8.87M +$188 +2 +0%
BFS
184
BridgePort Financial Solutions
Iowa
$8.74M +$424K +4,518 +5%
SCM
185
Sheridan Capital Management
California
$8.62M -$18.2K -194 -0.2%
VHAM
186
Van Hulzen Asset Management
California
$8.6M +$174K +1,857 +2%
DAS
187
Diversify Advisory Services
Utah
$8.59M +$766K +8,249 +10%
SC
188
Savant Capital
Illinois
$8.38M -$197K -2,103 -2%
William Blair & Company
189
William Blair & Company
Illinois
$8.33M +$105K +1,120 +1%
PS
190
Principal Securities
Iowa
$8.28M -$482K -5,138 -6%
PSCM
191
Per Stirling Capital Management
Texas
$8.26M +$148K +1,575 +2%
MOS
192
MGO One Seven
Ohio
$8.18M -$4.74M -50,510 -37%
AL
193
Aspiriant LLC
California
$8.13M -$590K -6,285 -7%
PC
194
Pecaut & Co
Iowa
$8.1M +$251K +2,673 +3%
AWS
195
Atria Wealth Solutions
New York
$7.97M -$15.9M -169,129 -67%
IWA
196
IBEX Wealth Advisors
New Jersey
$7.96M +$2.16M +23,033 +37%
CIA
197
Concurrent Investment Advisors
Florida
$7.88M +$2.57M +27,418 +48%
SCM
198
Spreng Capital Management
Ohio
$7.83M +$167K +1,778 +2%
KNFPWM
199
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$7.67M -$72.7K -775 -0.9%
PFS
200
Prospera Financial Services
Texas
$7.58M -$131K -1,396 -2%
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