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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 %
Morgan Stanley
1
Morgan Stanley
New York
$1.64B +$73.7M +787,411 +5%
Bank of America
2
Bank of America
North Carolina
$1.32B -$162M -1,731,393 -11%
Raymond James Financial
3
Raymond James Financial
Florida
$1.23B -$11.7M -124,957 -0.9%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.04B -$56.3M -601,253 -5%
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$620M +$314M +3,352,591 +102%
LPL Financial
6
LPL Financial
California
$550M +$17.9M +190,680 +3%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$539M -$39M -416,557 -7%
BlackRock
8
BlackRock
New York
$440M -$18.7M -199,879 -4%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$431M +$10.6M +112,814 +3%
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$360M +$53.3M +568,565 +17%
Wells Fargo
11
Wells Fargo
California
$358M +$11.9M +126,544 +3%
MRC
12
Millburn Ridgefield Corp
New York
$352M +$9.75M +104,095 +3%
CCA
13
Catalyst Capital Advisors
New York
$352M +$9.75M +104,095 +3%
UBS Group
14
UBS Group
Switzerland
$333M -$29M -309,597 -8%
APF
15
Alaska Permanent Fund
Alaska
$270M -$165M -1,784,013 -38%
Ameriprise
16
Ameriprise
Minnesota
$229M +$22M +235,117 +11%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$205M +$5.53M +59,001 +3%
Cerity Partners
18
Cerity Partners
New York
$204M +$7.82M +83,529 +4%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$172M -$12.3M -130,975 -7%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$162M +$8.54M +91,185 +6%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$159M -$2.29M -24,403 -1%
AssetMark Inc
22
AssetMark Inc
California
$154M +$3.44M +36,685 +2%
Mercer Global Advisors
23
Mercer Global Advisors
Colorado
$143M -$15.8M -168,187 -10%
SEI Investments
24
SEI Investments
Pennsylvania
$137M -$1.23M -13,180 -0.9%
Osaic Holdings
25
Osaic Holdings
Arizona
$134M -$402K -4,293 -0.3%
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