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iShares MSCI Global Min Vol Factor ETF

329 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 52 funds opening new positions, 106 increasing their positions, 103 reducing their positions, and 22 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: 106 | Existing positions reduced: 103

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
329
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
SWA
76
Stratos Wealth Advisors
Ohio
$1.87M
CIBC World Market
77
CIBC World Market
Ontario, Canada
$1.84M
SA
78
Sanctuary Advisors
Indiana
$1.81M
XPN
79
XY Planning Network
Montana
$1.8M
AFP
80
Ausdal Financial Partners
Iowa
$1.71M
TA
81
TFB Advisors
Kansas
$1.67M
CA
82
Clearstead Advisors
Ohio
$1.62M
MPIA
83
Milestones Private Investment Advisors
New York
$1.61M
VWA
84
Visionary Wealth Advisors
Illinois
$1.57M
USCWA
85
U.S. Capital Wealth Advisors
Texas
$1.54M
UCFA
86
United Capital Financial Advisors
Texas
$1.52M
Corient Private Wealth
87
Corient Private Wealth
Florida
$1.52M
CA
88
Chatterton & Associates
California
$1.49M
Citadel Advisors
89
Citadel Advisors
Florida
$1.47M
PFA
90
Portland Financial Advisors
New York
$1.44M
UBS AM
91
UBS AM
Illinois
$1.43M
NW
92
NewEdge Wealth
Pennsylvania
$1.42M
Fidelity Investments
93
Fidelity Investments
Massachusetts
$1.41M
SEIA
94
Signature Estate & Investment Advisors
California
$1.4M
SC
95
Savant Capital
Illinois
$1.38M
AFG
96
Arkansas Financial Group
Arkansas
$1.36M
PD
97
Planning Directions
Pennsylvania
$1.35M
AAS
98
Ameritas Advisory Services
Nebraska
$1.29M
Focus Partners Wealth
99
Focus Partners Wealth
Massachusetts
$1.29M
Janney Montgomery Scott
100
Janney Montgomery Scott
Pennsylvania
$1.29M