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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 %
BA
176
Bellwether Advisors
Nebraska
$9.66M +$41.6K +444 +0.4%
NFG
177
Nations Financial Group
Iowa
$9.55M -$252K -2,693 -3%
MWM
178
MorganRosel Wealth Management
Colorado
$9.52M +$300K +3,199 +3%
IWM
179
IHT Wealth Management
Illinois
$9.38M -$233K -2,490 -2%
FFS
180
Founders Financial Securities
Maryland
$9.36M -$32.9K -361 -0.4%
ECM
181
Evergreen Capital Management
Washington
$9.29M +$469K +5,005 +5%
BRG
182
Bay Rivers Group
Virginia
$9.28M -$115K -1,231 -1%
SCA
183
Snowden Capital Advisors
New York
$9.16M -$41.3K -441 -0.4%
MFG
184
Merit Financial Group
Georgia
$9.14M +$1.94M +20,758 +27%
TWM
185
Tradition Wealth Management
Minnesota
$9.13M -$3.49M -37,313 -28%
AA
186
Ancora Advisors
Ohio
$9.07M +$225K +2,404 +3%
KIG
187
Kennedy Investment Group
New Jersey
$9.03M +$876K +9,352 +11%
CPC
188
Consolidated Planning Corp
Georgia
$8.9M +$6.81M +72,664 +326%
WA
189
Win Advisors
Florida
$8.88M -$178K -1,902 -2%
CWM
190
Calamos Wealth Management
Illinois
$8.85M +$120K +1,286 +1%
AL
191
Aspiriant LLC
California
$8.7M -$1.11M -11,819 -11%
SCM
192
Sheridan Capital Management
California
$8.61M -$60K -641 -0.7%
SC
193
Savant Capital
Illinois
$8.55M -$430K -4,593 -5%
MPW
194
MA Private Wealth
California
$8.42M -$1.83M -19,549 -18%
VHAM
195
Van Hulzen Asset Management
California
$8.4M -$27.6K -295 -0.3%
BFS
196
BridgePort Financial Solutions
Iowa
$8.29M +$660K +7,052 +9%
PS
197
Principal Securities
Iowa
$8.29M +$199K +2,237 +2%
KV
198
Kickstand Ventures
New York
$8.23M +$7.83M +83,617 +1,959%
William Blair & Company
199
William Blair & Company
Illinois
$8.2M -$134K -1,435 -2%
PSCM
200
Per Stirling Capital Management
Texas
$8.09M +$315K +3,360 +4%
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