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iShares MSCI Global Min Vol Factor ETF

311 hedge funds and large institutions have $2.1B invested in iShares MSCI Global Min Vol Factor ETF in 2026 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 89 increasing their positions, 104 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $2.09B → $2.1B (+$12.8M)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

0.18% less ownership

Funds ownership: 63.35%63.17% (-0.18%)

6% less funds holding

Funds holding: 330311 (-19)

14% less repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 104

30% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 37

Holders
311
Holders Change
-19
Holders Change %
-5.76%
% of All Funds
3.83%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
26
Increased
89
Reduced
104
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
76
Stratos Wealth Advisors
Ohio
$1.87M -$14.2K -117 -0.7%
XPN
77
XY Planning Network
Montana
$1.81M -$2.79K -23 -0.2%
AFP
78
Ausdal Financial Partners
Iowa
$1.71M -$10.5K -87 -0.6%
JAWA
79
John A. Wolfe & Associates
Michigan
$1.69M -$5.02M -41,471 -75%
CA
80
Clearstead Advisors
Ohio
$1.64M +$2.54K +21 +0.2%
Fidelity Investments
81
Fidelity Investments
Massachusetts
$1.63M +$216K +1,786 +15%
CA
82
Chatterton & Associates
California
$1.57M +$48.8K +403 +3%
VWA
83
Visionary Wealth Advisors
Illinois
$1.56M -$17.6K -145 -1%
IAA
84
Independent Advisor Alliance
North Carolina
$1.55M +$1.31M +10,797 +495%
AQR Capital Management
85
AQR Capital Management
Connecticut
$1.53M +$629K +5,194 +68%
UCFA
86
United Capital Financial Advisors
Texas
$1.52M -$7.27K -60 -0.5%
SA
87
Sanctuary Advisors
Indiana
$1.52M -$307K -2,533 -17%
PFA
88
Professional Financial Advisors
Nebraska
$1.5M +$273K +2,253 +22%
NW
89
NewEdge Wealth
Pennsylvania
$1.43M
SEIA
90
Signature Estate & Investment Advisors
California
$1.41M +$1.09K +9 +0.1%
AFG
91
Arkansas Financial Group
Arkansas
$1.4M
VA
92
Valmark Advisers
Ohio
$1.39M -$1.08M -8,892 -43%
PD
93
Planning Directions
Pennsylvania
$1.36M
PFA
94
Portland Financial Advisors
New York
$1.35M -$100K -826 -7%
AAS
95
Ameritas Advisory Services
Nebraska
$1.32M +$20.6K +170 +2%
MA
96
Mutual Advisors
Nebraska
$1.32M +$163K +1,346 +14%
Focus Partners Wealth
97
Focus Partners Wealth
Massachusetts
$1.31M -$190K -1,571 -14%
Thrivent Financial for Lutherans
98
Thrivent Financial for Lutherans
Minnesota
$1.3M +$139K +1,144 +12%
RSF
99
Rik Saylor Financial
Ohio
$1.29M -$606 -5 -0%
Creative Planning
100
Creative Planning
Kansas
$1.29M +$238K +1,962 +22%