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iShares MSCI Global Min Vol Factor ETF

327 hedge funds and large institutions have $2.05B invested in iShares MSCI Global Min Vol Factor ETF in 2025 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 74 increasing their positions, 127 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 24

73% more call options, than puts

Call options by funds: $524K | Put options by funds: $303K

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

12.82% more ownership

Funds ownership: 48.11%60.93% (+13%)

7% more capital invested

Capital invested by funds: $1.91B → $2.05B (+$142M)

4% more funds holding

Funds holding: 315327 (+12)

42% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 127

Holders
327
Holders Change
+12
Holders Change %
+3.81%
% of All Funds
4.39%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.11%
New
42
Increased
74
Reduced
127
Closed
24
Calls
$524K
Puts
$303K
Net Calls
+$221K
Net Calls Change
+$221K
Name Holding Trade Value Shares
Change
Change in
Stake
VPP
126
Vertex Planning Partners
Illinois
$828K +$14.8K +131 +2%
GHA
127
Granite Harbor Advisors
Texas
$813K
KWM
128
Kingsview Wealth Management
Oregon
$797K +$43.7K +387 +6%
CF
129
Centaurus Financial
California
$788K +$15.3K +135 +2%
IWC
130
Integrated Wealth Concepts
Massachusetts
$784K +$3.05K +27 +0.4%
MGIA
131
Moneta Group Investment Advisors
Missouri
$773K +$13K +115 +2%
BA
132
Bellwether Advisors
Nebraska
$771K +$28.1K +249 +4%
WFI
133
West Family Investments
California
$765K -$159K -1,403 -21%
BWIA
134
Bryant Woods Investment Advisors
New York
$749K -$32.3K -286 -4%
DE
135
Diversified Enterprises
Delaware
$742K +$407K +3,604 +130%
Comerica Bank
136
Comerica Bank
Texas
$733K -$93.1K -824 -12%
WDG
137
Wealth Dimensions Group
Ohio
$729K -$59.5K -527 -8%
AWS
138
Atria Wealth Solutions
New York
$721K -$1.72M -15,214 -71%
AI
139
Atria Investments
North Carolina
$713K -$11.3K -100 -2%
William Blair & Company
140
William Blair & Company
Illinois
$698K -$214K -1,898 -24%
AQR Capital Management
141
AQR Capital Management
Connecticut
$696K
MA
142
Mutual Advisors
Nebraska
$688K +$77.2K +683 +13%
Corient Private Wealth
143
Corient Private Wealth
Florida
$688K
US Bancorp
144
US Bancorp
Minnesota
$682K -$540K -4,775 -45%
BPA
145
Beacon Pointe Advisors
California
$680K -$13.2K -117 -2%
OIA
146
OneDigital Investment Advisors
Kansas
$661K -$22.4K -198 -3%
MWG
147
Martin Worley Group
Utah
$638K -$62.3K -551 -9%
CA
148
Calton & Associates
Florida
$634K +$616K +5,448 New
SFC
149
Strategic Financial Concepts
Texas
$622K -$296K -2,618 -33%
MML Investors Services
150
MML Investors Services
Massachusetts
$613K -$123K -1,090 -17%