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iShares MSCI Global Min Vol Factor ETF

325 hedge funds and large institutions have $2.08B invested in iShares MSCI Global Min Vol Factor ETF in 2025 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 105 increasing their positions, 102 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

3% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 102

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
325
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$475K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LIA
226
Lynx Investment Advisory
District of Columbia
$258K
OA
227
Operose Advisors
Wisconsin
$256K
ASN
228
Advisory Services Network
Georgia
$255K
GLLW
229
Graves Light Lenhart Wealth
Virginia
$255K
ECM
230
Evergreen Capital Management
Washington
$254K
SWM
231
Sherman Wealth Management
Maryland
$253K
Brown Advisory
232
Brown Advisory
Maryland
$249K
CAM
233
Cresset Asset Management
Illinois
$249K
SWA
234
SFMG Wealth Advisors
Texas
$249K
TPWM
235
Twelve Points Wealth Management
Massachusetts
$247K
CFA
236
Cahill Financial Advisors
Minnesota
$245K
LAS
237
Legacy Advisory Services
Pennsylvania
$243K
PP
238
Patten & Patten
Tennessee
$240K
VC
239
Veery Capital
Delaware
$235K
OWM
240
OneAscent Wealth Management
Alabama
$235K
SPC
241
Sigma Planning Corp
Michigan
$231K
PFA
242
Petra Financial Advisors
Colorado
$230K
LF
243
Lee Financial
Texas
$230K
SIA
244
Soltis Investment Advisors
Utah
$229K
LGA
245
Lebenthal Global Advisors
New York
$224K
KIA
246
Koenig Investment Advisory
Oregon
$223K
CCC
247
Compass Capital Corp
Massachusetts
$222K
DWM
248
Daner Wealth Management
Georgia
$221K
MFG
249
Magnus Financial Group
New York
$221K
MWM
250
Mascoma Wealth Management
New Hampshire
$221K