iShares MSCI Global Min VolACWVETF

13F holders, Q1 2024 (March 31)
301holders
3famous investors
$105.25avg. 13F price*

At the end of Q1 2024, 301 institutions reported holding iShares MSCI Global Min Vol (ACWV) in their 13F filings. The largest holders were Sei Investments Co. ($290.8M), Aspiriant, LLC ($260.1M) and Manufacturers Life Insurance Company, The ($247.5M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
iShares MSCI Global Min Vol
CUSIP
464286525
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400 Q1 2024: 301Q1 2024Q2 2024: 305Q2 2024Q3 2024: 311Q3 2024Q4 2024: 315Q4 2024Q1 2025: 327Q1 2025Q2 2025: 320Q2 2025Q3 2025: 306Q3 2025Q4 2025: 330Q4 2025Q1 2026: 311Q1 2026Q2 2026: 311Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions28$15.8M
Exits28$80.3M

Ownership 301 holders

Sei Investments Co. 0.43% Add +30.9% 2,762,477 $290.8M
Aspiriant, LLC 10.77% Reduce -5.6% 2,470,804 $260.1M
Manufacturers Life Insurance Company, The 0.23% Reduce -1.5% 2,351,484 $247.5M
BlackRock Inc. 0.00% Reduce -3.8% 1,737,355 $182.9M
Bank of America Corp. 0.02% Reduce -3.3% 1,538,147 $161.9M
1832 Asset Management L.P. 0.19% Add +27.9% 991,885 $104.4M
LPL Financial LLC 0.04% Reduce -0.5% 647,967 $68.2M
Morgan Stanley 0.00% Reduce -3.5% 490,437 $51.6M
UBS Group AG 0.01% Reduce -3.6% 397,292 $41.8M
Envestnet Asset Management Inc. 0.01% Add +2.9% 371,409 $39.1M
Symmetry Partners, LLC 2.50% Reduce -7.0% 303,702 $32.0M
Ameriprise Financial Inc. 0.01% Reduce -7.0% 288,049 $30.3M
National Bank of Canada 0.04% Add +162.5% 248,023 $26.0M
US Bancorp \de 0.04% Reduce -0.7% 243,571 $25.6M
Searcy Financial Services Inc. 11.05% Add +3.0% 206,249 $21.7M
WMS Partners, LLC 1.36% Reduce -4.9% 187,387 $19.7M
Bessemer Group Inc. 0.03% Add +1.3% 166,436 $17.5M
Alliancebernstein L.P. 0.01% Reduce -4.2% 160,903 $16.9M
DORVAL Corp 7.06% Add +1.4% 148,067 $15.3M
Commonwealth Equity Services, LLC 0.02% Reduce -7.8% 142,285 $15.0M
Prudential PLC 0.12% Add +241.3% 140,365 $14.8M
Baron Silver Stevens Financial Advisors, LLC 2.83% Reduce -1.2% 137,954 $14.5M
Wells Fargo & Company 0.00% Reduce -6.4% 137,279 $14.5M
Raymond James & Associates 0.01% Add +2.2% 133,362 $14.0M
Mariner, LLC 0.03% Add +11.2% 119,987 $12.6M
Captrust Financial Advisors 0.05% Reduce -18.0% 118,703 $12.5M
Truist Financial Corp. 0.02% Add +17.1% 114,511 $12.1M
Kestra Advisory Services, LLC 0.08% Reduce -13.0% 108,516 $11.4M
Ackerman Capital Advisors, LLC 2.82% Reduce -1.6% 96,928 $10.2M
Raymond James Financial Services Advisors, Inc. 0.01% Reduce -0.4% 94,978 $10.0M
Mercer Global Advisors Inc. 0.03% Reduce -6.3% 92,860 $9.8M
Glenmede Trust Co. NA 0.05% Reduce -4.8% 92,712 $9.8M
JPMorgan Chase & Co. 0.00% Reduce -10.2% 90,265 $9.5M
Wealth Enhancement Advisory Services, LLC 0.02% Add +5.2% 87,617 $9.2M
Equitable Holdings, Inc. 0.10% Add +2.3% 85,739 $9.0M
Northwestern Mutual Wealth Management Co. 0.01% Reduce -2.3% 85,592 $9.0M
Royal Bank of Canada 0.00% Add +7.3% 79,022 $8.3M
WFA Asset Management Corp 4.08% Reduce -8.6% 74,173 $7.8M
IRON Financial LLC 4.00% Reduce -2.2% 68,238 $7.2M
Allianz Asset Management GmbH 0.01% Add +1.5% 68,100 $7.2M
Susquehanna International Group, LLP 0.01% Reduce -14.2% 66,461 $7.0M
Cetera Investment Advisers 0.02% Add +964.2% 60,640 $6.4M
Osaic Holdings, Inc. 0.01% Add +6.5% 58,401 $6.1M
Tacita Capital Inc 4.12% Add +38.3% 56,449 $5.9M
Bank of New York Mellon Corp 0.00% Add +0.7% 55,245 $5.8M
Hart & Patterson Financial Group LLC 2.67% Add +431.8% 51,240 $5.4M
Waverly Advisors, LLC 0.12% New 50,187 $5.3M
Thrivent Financial for Lutherans 0.01% New 49,422 $5.2M
Rockefeller Capital Management L.P. 0.02% Reduce -11.1% 49,051 $5.2M
HighTower Advisors, LLC 0.01% Reduce -5.5% 47,550 $5.0M
Cambridge Investment Research Advisors, Inc. 0.02% Reduce -33.6% 43,329 $4.6M
Turtle Creek Wealth Advisors, LLC 1.12% Reduce -1.1% 43,301 $4.6M
Cresset Asset Management, LLC 0.02% Reduce -14.5% 41,852 $4.4M
FDx Advisors, Inc. 0.61% Reduce -2.8% 38,327 $4.0M
Cadent Capital Advisors, LLC 1.59% Add +22.7% 37,771 $4.0M
Tilson Financial Group, Inc. 2.02% Add +3.8% 35,763 $3.8M
SYM FINANCIAL Corp 0.60% Add +23.2% 34,622 $3.6M
Dynamic Advisor Solutions LLC 0.12% Add +6.4% 34,309 $3.6M
GSG Advisors LLC 1.30% Add +2.7% 33,854 $3.5M
Wilbanks Smith & Thomas Asset Management LLC 0.10% Add +33.1% 32,752 $3.4M
FMR LLC 0.00% Reduce -19.3% 27,846 $2.9M
John W. Brooker & Co., CPAs 1.57% Reduce -3.7% 27,708 $2.9M
Perigon Wealth Management, LLC 0.09% Reduce -2.3% 27,127 $2.9M
Summit Financial, LLC 0.16% Add +0.3% 25,236 $2.7M
PFG Investments, LLC 0.16% Add +809.8% 25,182 $2.7M
Balentine LLC 0.08% Add +21.2% 25,127 $2.6M
Renaissance Technologies 0.00% Reduce -54.2% 23,500 $2.5M
Cwm, LLC 0.01% Add +69.9% 23,216 $2.4M
Prudential Financial Inc. 0.00% Reduce -6.5% 22,847 $2.4M
Consolidated Portfolio Review Corp 0.62% Reduce -1.2% 22,397 $2.4M
Qube Research & Technologies Ltd 0.00% Add +585.6% 22,117 $2.3M
Arcus Capital Partners, LLC 0.71% Reduce -34.0% 21,384 $2.3M
Ausdal Financial Partners, Inc. 0.25% Add +1.1% 20,520 $2.2M
Brookstone Capital Management 0.04% Add +4.9% 19,317 $2.0M
NewEdge Advisors, LLC 0.02% Add +14.0% 18,640 $2.0M
Granite FO LLC 1.12% Reduce -2.6% 16,863 $1.9M
Rhumbline Advisers 0.00% Reduce -0.2% 17,687 $1.9M
United Capital Financial Advisors, LLC 0.02% Reduce -1.3% 17,377 $1.8M
Kingsview Wealth Management, LLC 0.05% Reduce -12.5% 17,290 $1.8M
Graves Light Lenhart Wealth, Inc. 0.21% Reduce -45.3% 17,262 $1.8M
Stratos Wealth Advisors, LLC 0.11% Add +71.5% 16,947 $1.8M
Mandatum Life Insurance Co Ltd 0.57% Reduce -3.7% 16,321 $1.7M
First International Bank & Trust 0.57% No change 15,755 $1.7M
Patriot Financial Group Insurance Agency, LLC 0.26% Add +19.4% 15,562 $1.6M
Dravo Bay LLC 0.95% Add +8.1% 15,247 $1.6M
Lester Murray Antman dba SimplyRich 0.52% Add +5.6% 15,199 $1.6M
Philip James Wealth Mangement, LLC 1.11% Reduce -0.6% 14,904 $1.6M
Merit Financial Group, LLC 0.04% Add +0.4% 14,912 $1.5M
Harbour Investments, Inc. 0.05% Reduce -6.4% 14,627 $1.5M
Stephens Inc. 0.02% Reduce -44.0% 14,366 $1.5M
Stratos Wealth Partners, LTD. 0.03% Add +8.2% 14,346 $1.5M
Financial Advisors, LLC 0.31% Reduce -9.9% 14,277 $1.5M
Planning Directions Inc. 1.04% Reduce -1.2% 14,157 $1.5M
Bryant Woods Investment Advisors, LLC 0.85% Reduce -71.4% 13,668 $1.4M
Visionary Wealth Advisors 0.10% Reduce -5.3% 13,568 $1.4M
NewEdge Wealth, LLC 0.03% Add +1.3% 13,595 $1.4M
Well Done, LLC 0.27% Reduce -85.9% 12,992 $1.4M
United Advisor Group, LLC 0.49% Add +235.3% 12,489 $1.3M
Arkansas Financial Group, Inc. 0.22% Reduce -8.8% 12,137 $1.3M
Laidlaw Wealth Management LLC 0.70% Reduce -16.1% 11,985 $1.3M

"% of holder's portfolio" is ACWV's weight in each manager's 13F, not the share of iShares MSCI Global Min Vol the manager owns.

Show all 301 holders