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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
SEI Investments
1
SEI Investments
Pennsylvania
$297M -$3.66M -32,424 -1%
AL
2
Aspiriant LLC
California
$285M +$2.58M +22,856 +0.9%
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$219M -$3.81M -33,747 -2%
BlackRock
4
BlackRock
New York
$189M -$4.99M -44,159 -3%
Bank of America
5
Bank of America
North Carolina
$152M -$3.88M -34,300 -3%
LPL Financial
6
LPL Financial
California
$75.8M -$219K -1,940 -0.3%
Morgan Stanley
7
Morgan Stanley
New York
$47.2M -$1.04M -9,165 -2%
UBS Group
8
UBS Group
Switzerland
$46.7M -$791K -6,996 -2%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$28.8M -$7.82M -69,209 -22%
Ameriprise
10
Ameriprise
Minnesota
$27.5M +$588K +5,207 +2%
TWM
11
Tanglewood Wealth Management
Texas
$27.1M +$26.3M +232,522 New
SFS
12
Searcy Financial Services
Kansas
$25.5M +$643K +5,688 +3%
Raymond James Financial
13
Raymond James Financial
Florida
$25.1M -$1.38M -12,201 -5%
1832 Asset Management
14
1832 Asset Management
Ontario, Canada
$24.9M -$1.5M -13,313 -6%
JP Morgan Chase
15
JP Morgan Chase
New York
$21.2M +$8.05M +71,214 +64%
HWM
16
HB Wealth Management
Georgia
$20.8M +$20.2M +179,035 New
Bessemer Group
17
Bessemer Group
New Jersey
$19.6M
DC
18
Dorval Corp
Minnesota
$18.3M +$233K +2,065 +1%
National Bank of Canada
19
National Bank of Canada
Quebec, Canada
$17.8M +$3.33M +29,462 +24%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$17M +$2.94M +25,993 +22%
BSSFA
21
Baron Silver Stevens Financial Advisors
Florida
$15.1M -$430K -3,808 -3%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$13.7M -$56.6K -501 -0.4%
ACA
23
Ackerman Capital Advisors
Texas
$12.8M +$228K +2,021 +2%
Wells Fargo
24
Wells Fargo
California
$12.1M -$1.71M -15,129 -13%
GT
25
Glenmede Trust
Pennsylvania
$11.6M +$45.8K +405 +0.4%