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iShares MSCI Global Min Vol Factor ETF

330 hedge funds and large institutions have $2.09B invested in iShares MSCI Global Min Vol Factor ETF in 2025 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 106 increasing their positions, 103 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 22

8% more funds holding

Funds holding: 306330 (+24)

2.18% more ownership

Funds ownership: 61.17%63.35% (+2.2%)

3% more capital invested

Capital invested by funds: $2.02B → $2.09B (+$69.1M)

3% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 103

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
330
Holders Change
+24
Holders Change %
+7.84%
% of All Funds
4.01%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.09%
New
53
Increased
106
Reduced
103
Closed
22
Calls
$475K
Puts
Net Calls
+$475K
Net Calls Change
+$223K
Name Holding Trade Value Shares
Change
Change in
Stake
IAA
226
Independent Advisor Alliance
North Carolina
$259K -$7.77K -65 -3%
LIA
227
Lynx Investment Advisory
District of Columbia
$258K +$48.3K +404 +23%
OA
228
Operose Advisors
Wisconsin
$256K +$2.51K +21 +1%
ASN
229
Advisory Services Network
Georgia
$255K -$6.22K -52 -2%
GLLW
230
Graves Light Lenhart Wealth
Virginia
$255K
ECM
231
Evergreen Capital Management
Washington
$254K
SWM
232
Sherman Wealth Management
Maryland
$253K +$255K +2,135 New
Brown Advisory
233
Brown Advisory
Maryland
$249K
CAM
234
Cresset Asset Management
Illinois
$249K
SWA
235
SFMG Wealth Advisors
Texas
$249K -$11K -92 -4%
TPWM
236
Twelve Points Wealth Management
Massachusetts
$247K -$9.2K -77 -4%
CFA
237
Cahill Financial Advisors
Minnesota
$245K -$15.5K -130 -6%
LAS
238
Legacy Advisory Services
Pennsylvania
$243K -$2.75K -23 -1%
PP
239
Patten & Patten
Tennessee
$240K
VC
240
Veery Capital
Delaware
$235K
OWM
241
OneAscent Wealth Management
Alabama
$235K
SPC
242
Sigma Planning Corp
Michigan
$231K +$31.9K +267 +16%
PFA
243
Petra Financial Advisors
Colorado
$230K +$25.8K +216 +13%
LF
244
Lee Financial
Texas
$230K
SIA
245
Soltis Investment Advisors
Utah
$229K +$2.39K +20 +1%
LGA
246
Lebenthal Global Advisors
New York
$224K +$7.65K +64 +4%
KIA
247
Koenig Investment Advisory
Oregon
$223K +$215K +1,796 New
CCC
248
Compass Capital Corp
Massachusetts
$222K -$1.91K -16 -0.9%
DWM
249
Daner Wealth Management
Georgia
$221K
MFG
250
Magnus Financial Group
New York
$221K -$1.43K -12 -0.6%