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iShares MSCI USA Min Vol Factor ETF

1,304 hedge funds and large institutions have $17.1B invested in iShares MSCI USA Min Vol Factor ETF in 2025 Q3 according to their latest regulatory filings, with 94 funds opening new positions, 408 increasing their positions, 552 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 69

1.03% more ownership

Funds ownership: 71.15%72.18% (+1%)

1% more capital invested

Capital invested by funds: $17B → $17.1B (+$143M)

0% more funds holding

Funds holding: 1,3001,304 (+4)

9% less funds holding in top 10

Funds holding in top 10: 8174 (-7)

26% less repeat investments, than reductions

Existing positions increased: 408 | Existing positions reduced: 552

67% less call options, than puts

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

Holders
1,304
Holders Change
+4
Holders Change %
+0.31%
% of All Funds
17.12%
Holding in Top 10
74
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-8.64%
% of All Funds
0.97%
New
94
Increased
408
Reduced
552
Closed
69
Calls
$2.97M
Puts
$9.06M
Net Calls
-$6.09M
Net Calls Change
-$1.59M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$1.41B +$210M +2,237,806 +18%
Bank of America
2
Bank of America
North Carolina
$1.31B +$9.2M +98,221 +0.7%
Raymond James Financial
3
Raymond James Financial
Florida
$1.29B +$19.3M +206,108 +2%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$970M -$36.7M -392,103 -4%
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$651M +$14.6M +156,234 +2%
LPL Financial
6
LPL Financial
California
$623M +$21.9M +233,287 +4%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$487M -$31.9M -340,237 -6%
BlackRock
8
BlackRock
New York
$448M +$15.3M +163,163 +4%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$358M -$86.6M -924,803 -20%
CCA
10
Catalyst Capital Advisors
New York
$357M +$17.9M +190,646 +5%
MRC
11
Millburn Ridgefield Corp
New York
$357M +$17.9M +190,646 +5%
UBS Group
12
UBS Group
Switzerland
$337M +$7.5M +80,056 +2%
Wells Fargo
13
Wells Fargo
California
$330M -$17.3M -184,806 -5%
JP Morgan Chase
14
JP Morgan Chase
New York
$318M -$8.02M -85,642 -2%
Two Sigma Investments
15
Two Sigma Investments
New York
$260M +$52.9M +565,200 +26%
Ameriprise
16
Ameriprise
Minnesota
$247M -$28.3M -301,768 -10%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$197M -$6.67M -71,238 -3%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$194M -$15.5M -166,020 -8%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$171M -$10M -106,751 -6%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$155M +$9.79M +104,553 +7%
AssetMark Inc
21
AssetMark Inc
California
$154M -$11.5M -122,398 -7%
SEI Investments
22
SEI Investments
Pennsylvania
$143M +$952K +10,162 +0.7%
Mercer Global Advisors
23
Mercer Global Advisors
Colorado
$122M -$14.5M -154,602 -11%
JIC
24
Johnson Investment Counsel
Ohio
$121M +$1.23M +13,176 +1%
DWM
25
Dynasty Wealth Management
Florida
$120M +$7.96M +84,969 +7%

USMV Hedge Fund Activity: Q3 2025 in Review

1,304 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Min Vol Factor ETF (USMV) for Q3 2025, worth a combined $17.1B — up 0.84% from $17B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new USMV positions and 69 closed out — a net gain of 25 holders — while 408 added to existing stakes and 552 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $210M. The largest seller was Caisse de Depot et Placement du Quebec (CDPQ), exiting entirely with an estimated $122M sold.

  • 1,304 institutional investors held iShares MSCI USA Min Vol Factor ETF (USMV) as of Q3 2025, up from 1,300 in Q2 2025.
  • Funds reported $17.1B of iShares MSCI USA Min Vol Factor ETF stock for Q3 2025, up 0.84% quarter-over-quarter.
  • 94 funds opened new iShares MSCI USA Min Vol Factor ETF positions in Q3 2025 and 69 closed out, a net change of +25 holders.
  • The largest iShares MSCI USA Min Vol Factor ETF buyer in Q3 2025 was Morgan Stanley, an estimated $210M added.
  • The largest iShares MSCI USA Min Vol Factor ETF seller in Q3 2025 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $122M sold.

Based on aggregated 13F filings for Q3 2025.