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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
SWP
176
Summit Wealth Partners
Florida
$433K
Baird Financial Group
177
Baird Financial Group
Wisconsin
$430K -$118K -1,043 -22%
ADL
178
Asset Dedication LLC
California
$424K
SM
179
Sensible Money
Arizona
$424K
Bank of Montreal
180
Bank of Montreal
Ontario, Canada
$421K -$5.08K -45 -1%
AP
181
Appleton Partners
Massachusetts
$419K -$19.8K -175 -5%
CCM
182
Cox Capital Management
Massachusetts
$410K +$36.7K +325 +10%
TC
183
TownSquare Capital
Utah
$408K -$4.97K -44 -1%
WSWA
184
Warren Street Wealth Advisors
California
$408K -$4.41K -39 -1%
VF
185
Vestment Financial
Minnesota
$407K -$24.6K -218 -6%
SA
186
Stewardship Advisors
Pennsylvania
$401K +$38.6K +342 +11%
SPIA
187
Steward Partners Investment Advisory
New York
$399K -$65.8K -582 -14%
SG
188
Stanich Group
New York
$396K -$45K -398 -10%
KFGK
189
Keystone Financial Group (Kentucky)
Kentucky
$386K -$4.41K -39 -1%
FFN
190
Focus Financial Network
Minnesota
$386K
HP
191
Hilltop Partners
Indiana
$385K -$904 -8 -0.2%
IPAM
192
Investment Partners Asset Management
New Jersey
$376K
CAS
193
Coppell Advisory Solutions
Texas
$370K +$984K +8,712 New
EB
194
Eastern Bank
Massachusetts
$369K
MA
195
MONECO Advisors
Connecticut
$357K -$82.7K -732 -19%
EWA
196
EP Wealth Advisors
California
$356K -$14.2K -126 -4%
WAP
197
Wealthcare Advisory Partners
Pennsylvania
$355K -$2.94K -26 -0.8%
WA
198
WPG Advisers
Maryland
$350K -$33.1K -293 -9%
AAS
199
Ameritas Advisory Services
Nebraska
$334K
LCWP
200
Legacy Capital Wealth Partners
Arkansas
$327K +$319K +2,823 New