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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
SWA
76
Stratos Wealth Advisors
Ohio
$1.87M -$54.4K -455 -3%
CIBC World Market
77
CIBC World Market
Ontario, Canada
$1.84M -$478 -4 -0%
SA
78
Sanctuary Advisors
Indiana
$1.81M -$66.8K -559 -4%
XPN
79
XY Planning Network
Montana
$1.8M +$10.9K +91 +0.6%
AFP
80
Ausdal Financial Partners
Iowa
$1.71M +$6.22K +52 +0.4%
TA
81
TFB Advisors
Kansas
$1.67M +$113K +948 +7%
CA
82
Clearstead Advisors
Ohio
$1.62M +$406K +3,398 +33%
MPIA
83
Milestones Private Investment Advisors
New York
$1.61M -$29K -243 -2%
VWA
84
Visionary Wealth Advisors
Illinois
$1.57M +$598 +5 +0%
USCWA
85
U.S. Capital Wealth Advisors
Texas
$1.54M -$271K -2,263 -15%
UCFA
86
United Capital Financial Advisors
Texas
$1.52M -$47.1K -394 -3%
Corient Private Wealth
87
Corient Private Wealth
Florida
$1.52M +$1.53M +12,780 New
CA
88
Chatterton & Associates
California
$1.49M +$1.5M +12,559 New
Citadel Advisors
89
Citadel Advisors
Florida
$1.47M +$1.13M +9,484 +325%
PFA
90
Portland Financial Advisors
New York
$1.44M
UBS AM
91
UBS AM
Illinois
$1.43M +$1.44M +12,062 New
NW
92
NewEdge Wealth
Pennsylvania
$1.42M -$95.6K -800 -6%
Fidelity Investments
93
Fidelity Investments
Massachusetts
$1.41M -$158K -1,318 -10%
SEIA
94
Signature Estate & Investment Advisors
California
$1.4M +$5.14K +43 +0.4%
SC
95
Savant Capital
Illinois
$1.38M +$540K +4,519 +63%
AFG
96
Arkansas Financial Group
Arkansas
$1.36M
PD
97
Planning Directions
Pennsylvania
$1.35M +$10.6K +89 +0.8%
AAS
98
Ameritas Advisory Services
Nebraska
$1.29M +$1.09M +9,090 +502%
Focus Partners Wealth
99
Focus Partners Wealth
Massachusetts
$1.29M +$763K +6,380 +143%
Janney Montgomery Scott
100
Janney Montgomery Scott
Pennsylvania
$1.29M +$27.6K +231 +2%