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iShares MSCI Global Min Vol Factor ETF

325 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, 126 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more ownership

Funds ownership:

7% more capital invested

Capital invested by funds: $1.91B → $2.05B (+$140M)

4% more funds holding

Funds holding: 314325 (+11)

41% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 126

Holders
325
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$524K
Puts
$303K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
176
Baird Financial Group
Wisconsin
$430K
SM
177
Sensible Money
Arizona
$424K
ADL
178
Asset Dedication LLC
California
$424K
Bank of Montreal
179
Bank of Montreal
Ontario, Canada
$421K
AP
180
Appleton Partners
Massachusetts
$419K
CCM
181
Cox Capital Management
Massachusetts
$410K
TC
182
TownSquare Capital
Utah
$408K
WSWA
183
Warren Street Wealth Advisors
California
$408K
VF
184
Vestment Financial
Minnesota
$407K
SA
185
Stewardship Advisors
Pennsylvania
$401K
SPIA
186
Steward Partners Investment Advisory
New York
$399K
SG
187
Stanich Group
New York
$396K
KFGK
188
Keystone Financial Group (Kentucky)
Kentucky
$386K
FFN
189
Focus Financial Network
Minnesota
$386K
HP
190
Hilltop Partners
Indiana
$385K
IPAM
191
Investment Partners Asset Management
New Jersey
$376K
CAS
192
Coppell Advisory Solutions
Texas
$370K
EB
193
Eastern Bank
Massachusetts
$369K
MA
194
MONECO Advisors
Connecticut
$357K
EWA
195
EP Wealth Advisors
California
$356K
WAP
196
Wealthcare Advisory Partners
Pennsylvania
$355K
WA
197
WPG Advisers
Maryland
$350K
AAS
198
Ameritas Advisory Services
Nebraska
$334K
LCWP
199
Legacy Capital Wealth Partners
Arkansas
$327K
GC
200
Garde Capital
Washington
$326K