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iShares MSCI USA Min Vol Factor ETF

1,280 hedge funds and large institutions have $17B invested in iShares MSCI USA Min Vol Factor ETF in 2025 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 402 increasing their positions, 541 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

9% less funds holding in top 10

Funds holding in top 10: 8073 (-7)

26% less repeat investments, than reductions

Existing positions increased: 402 | Existing positions reduced: 541

67% less call options, than puts

Call options by funds: $2.97M | Put options by funds: $9.06M

Holders
1,280
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
73
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.97M
Puts
$9.06M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AC
201
Avant Capital
Louisiana
$7.26M
SAG
202
SageView Advisory Group
California
$7.2M
MG
203
Mather Group
Illinois
$7.19M
LRPA
204
L. Roy Papp & Associates
Arizona
$7.17M
SPA
205
Shore Point Advisors
New Jersey
$7.16M
MFA
206
Mayflower Financial Advisors
Massachusetts
$7.14M
B
207
Birchbrook
Maine
$7.12M
SCM
208
Spreng Capital Management
Ohio
$7.12M
MSAM
209
Moloney Securities Asset Management
Missouri
$7.1M
FWP
210
FAS Wealth Partners
Kansas
$7.07M
AWM
211
Able Wealth Management
New Jersey
$6.89M
RPCA
212
Running Point Capital Advisors
California
$6.88M
BCWM
213
Ball & Co Wealth Management
Tennessee
$6.79M
AWM
214
AE Wealth Management
Kansas
$6.78M
SAMT
215
Select Asset Management & Trust
Pennsylvania
$6.7M
BCI
216
Brinker Capital Investments
Pennsylvania
$6.55M
CAG
217
Csenge Advisory Group
Florida
$6.55M
SKK
218
Shepherd Kaplan Krochuk
Massachusetts
$6.54M
GPA
219
Guerra Pan Advisors
New Jersey
$6.54M
WIA
220
World Investment Advisors
California
$6.53M
PWM
221
Perigon Wealth Management
California
$6.5M
IAG
222
Investment Advisory Group
Massachusetts
$6.47M
FCT
223
Family Capital Trust
Massachusetts
$6.46M
WBG
224
Wharton Business Group
Pennsylvania
$6.46M
ACM
225
Allred Capital Management
Texas
$6.44M