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 %
SAG
201
SageView Advisory Group
California
$7.43M 79,513 -1,685 -2%
KFG
202
Kelly Financial Group
Connecticut
$7.42M 79,083 +5,195 +7%
SAM
203
Silvercrest Asset Management
New York
$7.42M 79,076 +75,183 +1,931%
KWA
204
Kingswood Wealth Advisors
California
$7.41M 78,967 -2,054 -3%
LRPA
205
L. Roy Papp & Associates
Arizona
$7.38M 78,603 +17 +0%
AF
206
Allworth Financial
California
$7.38M 78,585 +18,167 +30%
GIA
207
Gladstone Institutional Advisory
Florida
$7.35M 78,252 -1,562 -2%
MFA
208
Mayflower Financial Advisors
Massachusetts
$7.24M 77,102 -979 -1%
AC
209
Avant Capital
Louisiana
$7.23M 76,993 -3,383 -4%
HWP
210
Hibernia Wealth Partners
Louisiana
$7.15M 76,157 +38,703 +103%
GLA
211
Good Life Advisors
Pennsylvania
$7.12M 75,807 +67,689 +834%
SKK
212
Shepherd Kaplan Krochuk
Massachusetts
$7.11M 75,749 +2,903 +4%
WIA
213
World Investment Advisors
California
$7.1M 75,601 -83,838 -53%
ACA
214
Aptus Capital Advisors
Alabama
$7.06M 75,224 -419 -0.6%
MG
215
Mather Group
Illinois
$7.02M 74,791 -22 -0%
MSAM
216
Moloney Securities Asset Management
Missouri
$7M 74,587 +742 +1%
CPC
217
Consolidated Planning Corp
Georgia
$7M 74,586 -20,391 -21%
FWP
218
FAS Wealth Partners
Kansas
$6.95M 74,030 +175 +0.2%
EFS
219
Essex Financial Services
Connecticut
$6.91M 73,609 -1,049 -1%
RPCA
220
Running Point Capital Advisors
California
$6.88M 73,246 -5,477 -7%
FCT
221
Family Capital Trust
Massachusetts
$6.75M 71,877 -3,850 -5%
CC
222
Courier Capital
New York
$6.71M 71,519 +17,578 +33%
AWM
223
Able Wealth Management
New Jersey
$6.71M 71,516 +1,205 +2%
FDCDDQ
224
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.68M 71,139 -40,714 -36%
Capstone Investment Advisors
225
Capstone Investment Advisors
New York
$6.65M 70,870 -282,131 -80%
7 8
9
10 11