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iShares MSCI Global Min Vol Factor ETF

330 hedge funds and large institutions have $2.09B invested in iShares MSCI Global Min Vol Factor ETF in 2025 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 106 increasing their positions, 103 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 22

8% more funds holding

Funds holding: 306330 (+24)

2.18% more ownership

Funds ownership: 61.17%63.35% (+2.2%)

3% more capital invested

Capital invested by funds: $2.02B → $2.09B (+$69.1M)

3% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 103

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
330
Holders Change
+24
Holders Change %
+7.84%
% of All Funds
4.01%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.09%
New
53
Increased
106
Reduced
103
Closed
22
Calls
$475K
Puts
Net Calls
+$475K
Net Calls Change
+$223K
Name Holding Trade Value Shares
Change
Change in
Stake
SEI Investments
1
SEI Investments
Pennsylvania
$309M +$6.26M +52,388 +2%
AL
2
Aspiriant LLC
California
$286M -$1.62M -13,577 -0.6%
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$236M -$3.51M -29,403 -1%
BlackRock
4
BlackRock
New York
$154M -$5.38M -44,965 -3%
Bank of America
5
Bank of America
North Carolina
$148M -$132K -1,104 -0.1%
1832 Asset Management
6
1832 Asset Management
Ontario, Canada
$111M +$111M +931,806 New
LPL Financial
7
LPL Financial
California
$83.4M +$1.79M +14,944 +2%
Morgan Stanley
8
Morgan Stanley
New York
$47.7M +$1.57M +13,139 +3%
UBS Group
9
UBS Group
Switzerland
$43.6M -$387K -3,236 -0.9%
Ameriprise
10
Ameriprise
Minnesota
$28.6M +$213K +1,779 +0.7%
SFS
11
Searcy Financial Services
Kansas
$27.2M +$666K +5,569 +2%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$24M -$555K -4,645 -2%
DC
13
Dorval Corp
Minnesota
$20.9M +$1.09M +9,150 +5%
JP Morgan Chase
14
JP Morgan Chase
New York
$20.2M -$1.87M -15,623 -8%
Bessemer Group
15
Bessemer Group
New Jersey
$20M +$120 +1 +0%
Rockefeller Capital Management
16
Rockefeller Capital Management
New York
$18.3M +$8.44M +70,615 +85%
BSSFA
17
Baron Silver Stevens Financial Advisors
Florida
$16.8M +$180K +1,507 +1%
Wells Fargo
18
Wells Fargo
California
$16.4M +$4.84M +40,521 +41%
ACA
19
Ackerman Capital Advisors
Texas
$15.4M -$5.19M -43,429 -25%
HWM
20
HB Wealth Management
Georgia
$15M -$371K -3,107 -2%
Raymond James Financial
21
Raymond James Financial
Florida
$12.9M -$5.91M -49,408 -31%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$12.2M -$322K -2,693 -3%
Wealth Enhancement Advisory Services
23
Wealth Enhancement Advisory Services
Minnesota
$12M +$104K +874 +0.9%
EH
24
Equitable Holdings
New York
$12M +$773K +6,467 +7%
Mercer Global Advisors
25
Mercer Global Advisors
Colorado
$12M +$339K +2,838 +3%