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iShares MSCI Global Min Vol Factor ETF

306 hedge funds and large institutions have $2.02B invested in iShares MSCI Global Min Vol Factor ETF in 2025 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 80 increasing their positions, 110 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

2.69% less ownership

Funds ownership: 63.85%61.17% (-2.7%)

4% less funds holding

Funds holding: 320306 (-14)

5% less capital invested

Capital invested by funds: $2.13B → $2.02B (-$117M)

27% less repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 110

36% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 28

Holders
306
Holders Change
-14
Holders Change %
-4.38%
% of All Funds
4.02%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.12%
New
18
Increased
80
Reduced
110
Closed
28
Calls
$252K
Puts
Net Calls
+$252K
Net Calls Change
-$33K
Name Holding Trade Value Shares
Change
Change in
Stake
SEI Investments
1
SEI Investments
Pennsylvania
$306M +$6.06M +50,990 +2%
AL
2
Aspiriant LLC
California
$290M +$539K +4,540 +0.2%
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$242M +$445K +3,751 +0.2%
BlackRock
4
BlackRock
New York
$160M -$59.8M -503,694 -27%
Bank of America
5
Bank of America
North Carolina
$150M -$3.66M -30,790 -2%
LPL Financial
6
LPL Financial
California
$82.5M +$2.91M +24,467 +4%
Morgan Stanley
7
Morgan Stanley
New York
$46.6M -$493K -4,149 -1%
UBS Group
8
UBS Group
Switzerland
$44.4M -$3M -25,297 -6%
CFFNO
9
Common Fund For Nonprofit Organizations
Connecticut
$30.8M +$30.5M +257,027 New
Ameriprise
10
Ameriprise
Minnesota
$28.7M +$501K +4,215 +2%
SFS
11
Searcy Financial Services
Kansas
$26.8M +$365K +3,076 +1%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$24.8M -$3.9M -32,814 -14%
JP Morgan Chase
13
JP Morgan Chase
New York
$22.2M -$4.99M -42,010 -18%
ACA
14
Ackerman Capital Advisors
Texas
$20.8M +$3.61M +30,373 +21%
Bessemer Group
15
Bessemer Group
New Jersey
$20.2M
DC
16
Dorval Corp
Minnesota
$20M +$580K +4,885 +3%
Raymond James Financial
17
Raymond James Financial
Florida
$18.9M -$1.29M -10,865 -6%
BSSFA
18
Baron Silver Stevens Financial Advisors
Florida
$16.7M +$803K +6,763 +5%
HWM
19
HB Wealth Management
Georgia
$15.5M -$1.34M -11,284 -8%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$12.7M -$1.43M -12,046 -10%
Wealth Enhancement Advisory Services
21
Wealth Enhancement Advisory Services
Minnesota
$12M +$263K +2,211 +2%
GIM
22
Glenmede Investment Management
Pennsylvania
$11.8M -$297K -2,502 -2%
Wells Fargo
23
Wells Fargo
California
$11.8M -$241K -2,026 -2%
Mercer Global Advisors
24
Mercer Global Advisors
Colorado
$11.8M +$2.24M +18,904 +24%
EH
25
Equitable Holdings
New York
$11.3M +$357K +3,003 +3%