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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 %
PA
201
Parallel Advisors
California
$8.04M -$743K -7,928 -8%
JWCA
202
J.W. Cole Advisors
Florida
$7.85M -$1.71M -18,215 -18%
PC
203
Pecaut & Co
Iowa
$7.83M +$7.83M +83,595 New
BS
204
Banco Santander
Spain
$7.78M -$1.28M -13,631 -14%
DAS
205
Diversify Advisory Services
Utah
$7.74M +$23.1K +251 +0.3%
PFS
206
Prospera Financial Services
Texas
$7.69M +$22.5K +240 +0.3%
KNFPWM
207
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$7.65M -$453K -4,890 -6%
SCM
208
Spreng Capital Management
Ohio
$7.64M +$7.64M +81,603 New
SAG
209
SageView Advisory Group
California
$7.6M -$183K -1,952 -2%
KWA
210
Kingswood Wealth Advisors
California
$7.59M -$581K -6,206 -7%
AC
211
Avant Capital
Louisiana
$7.53M +$2.25K +24 +0%
AQR Capital Management
212
AQR Capital Management
Connecticut
$7.52M +$3.96M +42,298 +111%
GIA
213
Gladstone Institutional Advisory
Florida
$7.48M -$736K -7,861 -9%
RPCA
214
Running Point Capital Advisors
California
$7.37M -$317K -3,389 -4%
LRPA
215
L. Roy Papp & Associates
Arizona
$7.36M -$157K -1,678 -2%
MFA
216
Mayflower Financial Advisors
Massachusetts
$7.31M +$94.9K +1,013 +1%
VA
217
VestGen Advisors
Illinois
$7.21M +$7.21M +76,933 New
FCT
218
Family Capital Trust
Massachusetts
$7.09M -$430K -4,589 -6%
ACA
219
Aptus Capital Advisors
Alabama
$7.08M -$1.32M -14,108 -16%
CM
220
Columbus Macro
Pennsylvania
$7.05M -$48K -513 -0.7%
MG
221
Mather Group
Illinois
$7.01M +$22.9K +245 +0.3%
EFS
222
Essex Financial Services
Connecticut
$6.99M +$238K +2,538 +4%
KFG
223
Kelly Financial Group
Connecticut
$6.92M +$848K +9,056 +14%
FWP
224
FAS Wealth Partners
Kansas
$6.92M +$159K +1,702 +2%
MSAM
225
Moloney Securities Asset Management
Missouri
$6.92M +$57.8K +617 +0.8%
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