iShares MSCI Global Min VolACWVETF

13F holders, Q2 2024 (June 30)
305holders +4
25new positions
23sold out
5famous investors
$103.82avg. 13F price*

At the end of Q2 2024, 305 institutions reported holding iShares MSCI Global Min Vol (ACWV) in their 13F filings, up 4 from Q1 2024. 25 opened new positions and 23 sold out. The largest holders were Sei Investments Co. ($284.6M), Aspiriant, LLC ($252.3M) and Manufacturers Life Insurance Company, The ($230.3M). 5 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 David E. Shaw (0.0% of D. E. Shaw & Co.'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 → Q2 2024

InstitutionsTotal Value
New Positions25$16.2M
Exits23$24.4M

All 13F filers, Q1 2024 → Q2 2024: 605,662 shares bought and 1,491,241 shares sold, net −885,579 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 305 holders

Sei Investments Co. 0.40% Reduce -1.5% 2,720,023 $284.6M
Aspiriant, LLC 10.29% Reduce -2.4% 2,410,703 $252.3M
Manufacturers Life Insurance Company, The 0.22% Reduce -6.4% 2,200,755 $230.3M
BlackRock Inc. 0.00% Reduce -0.8% 1,722,971 $180.3M
Bank of America Corp. 0.01% Reduce -5.3% 1,456,390 $152.4M
1832 Asset Management L.P. 0.18% Reduce -2.9% 963,254 $100.8M
LPL Financial LLC 0.03% Reduce -2.4% 632,563 $66.2M
Morgan Stanley 0.00% Reduce -7.9% 451,828 $47.3M
UBS Group AG 0.01% Add +0.7% 399,870 $41.8M
Envestnet Asset Management Inc. 0.01% Reduce -2.3% 363,018 $38.0M
Symmetry Partners, LLC 1.35% Reduce -17.4% 250,953 $26.3M
Ameriprise Financial Inc. 0.01% Reduce -17.6% 237,464 $25.4M
Searcy Financial Services Inc. 10.92% Add +1.4% 209,216 $21.9M
WMS Partners, LLC 1.22% Reduce -3.3% 181,164 $19.0M
Bessemer Group Inc. 0.03% No change 166,436 $17.4M
Alliancebernstein L.P. 0.01% Reduce -3.9% 154,569 $16.2M
DORVAL Corp 7.02% Add +3.1% 152,617 $15.9M
Wells Fargo & Company 0.00% Add +0.6% 138,112 $14.5M
Baron Silver Stevens Financial Advisors, LLC 2.72% Reduce -1.5% 135,923 $14.2M
Raymond James & Associates 0.01% Reduce -0.4% 132,779 $13.9M
Commonwealth Equity Services, LLC 0.02% Reduce -6.9% 132,462 $13.9M
Royal Bank of Canada 0.00% Add +59.4% 125,991 $13.2M
Mariner, LLC 0.02% Reduce -4.3% 114,886 $12.0M
Truist Financial Corp. 0.02% Reduce -1.6% 112,649 $11.8M
National Bank of Canada 0.02% Reduce -55.6% 110,189 $11.5M
Captrust Financial Advisors 0.04% Reduce -7.7% 109,564 $11.5M
Kestra Advisory Services, LLC 0.06% Reduce -1.9% 106,425 $10.8M
JPMorgan Chase & Co. 0.00% Add +13.6% 102,552 $10.7M
Prudential PLC 0.07% Reduce -29.0% 99,683 $10.4M
Ackerman Capital Advisors, LLC 2.64% Reduce -1.6% 95,325 $10.0M
Glenmede Trust Co. NA 0.05% Add +1.1% 93,762 $9.8M
Raymond James Financial Services Advisors, Inc. 0.01% Reduce -1.7% 93,342 $9.8M
Equitable Holdings, Inc. 0.10% Add +5.4% 90,394 $9.5M
Tacita Capital Inc 6.51% Add +56.1% 88,119 $9.2M
Wealth Enhancement Advisory Services, LLC 0.02% Reduce -0.2% 87,413 $9.1M
Mercer Global Advisors Inc. 0.02% Reduce -7.7% 85,692 $9.0M
Northwestern Mutual Wealth Management Co. 0.01% Reduce -1.8% 84,088 $8.8M
IRON Financial LLC 3.94% Reduce -1.5% 67,210 $7.0M
WFA Asset Management Corp 3.84% Reduce -12.4% 64,970 $6.8M
Cetera Investment Advisers 0.01% Add +1.9% 61,799 $6.5M
Bryant Woods Investment Advisors, LLC 4.69% Add +394.5% 67,583 $6.4M
Dynamic Advisor Solutions LLC 0.20% Add +74.9% 60,012 $6.3M
FMR LLC 0.00% Add +103.5% 56,672 $5.9M
Hart & Patterson Financial Group LLC 2.65% Reduce -0.2% 51,119 $5.3M
Rockefeller Capital Management L.P. 0.01% Reduce -1.2% 48,448 $5.1M
Financial Connections Group, Inc. 2.60% New 47,898 $5.0M
Susquehanna International Group, LLP 0.01% Reduce -34.0% 43,890 $4.6M
Osaic Holdings, Inc. 0.01% Reduce -26.2% 43,096 $4.5M
HighTower Advisors, LLC 0.01% Reduce -11.1% 42,275 $4.4M
Cambridge Investment Research Advisors, Inc. 0.02% Reduce -7.6% 40,036 $4.2M
Turtle Creek Wealth Advisors, LLC 0.96% Reduce -8.7% 39,525 $4.1M
Cadent Capital Advisors, LLC 1.62% Add +1.0% 38,147 $4.0M
FDx Advisors, Inc. 1.07% Reduce -3.2% 37,086 $3.9M
Cresset Asset Management, LLC 0.02% Reduce -11.8% 36,896 $3.9M
SYM FINANCIAL Corp 0.61% Add +5.8% 36,646 $3.8M
GSG Advisors LLC 1.22% Reduce -2.6% 32,986 $3.4M
Creekside Partners 1.89% — 32,679 $3.4M
Cwm, LLC 0.02% Add +35.5% 31,449 $3.3M
NewEdge Advisors, LLC 0.02% Add +57.5% 29,367 $3.1M
Bank of New York Mellon Corp 0.00% Reduce -48.6% 28,393 $3.0M
John W. Brooker & Co., CPAs 1.40% Reduce -3.7% 26,695 $2.8M
Summit Financial, LLC 0.12% Add +0.9% 25,468 $2.7M
Renaissance Technologies 0.00% Add +6.0% 24,900 $2.6M
Perigon Wealth Management, LLC 0.08% Reduce -8.3% 24,873 $2.6M
Prudential Financial Inc. 0.00% Add +6.4% 24,318 $2.5M
Balentine LLC 0.11% Reduce -6.3% 23,531 $2.5M
Brookstone Capital Management 0.04% Add +17.6% 22,715 $2.5M
Old Mission Capital LLC 0.06% New 23,321 $2.4M
Clearstead Advisors, LLC 0.04% Add +221.4% 20,211 $2.1M
Patriot Financial Group Insurance Agency, LLC 0.30% Add +25.9% 19,586 $2.0M
Arcus Capital Partners, LLC 0.78% Reduce -9.2% 19,424 $2.0M
Ausdal Financial Partners, Inc. 0.22% Reduce -5.5% 19,383 $2.0M
Stratos Wealth Advisors, LLC 0.09% Add +5.9% 17,946 $1.9M
Dravo Bay LLC 1.02% Add +15.7% 17,635 $1.8M
Graves Light Lenhart Wealth, Inc. 0.21% Reduce -0.1% 17,242 $1.8M
Granite FO LLC 1.14% Add +1.3% 17,084 $1.8M
PFG Advisors 0.12% Add +84.1% 17,034 $1.8M
United Capital Financial Advisors, LLC 0.02% Reduce -2.8% 16,889 $1.8M
Cerity Partners LLC 0.00% Add +152.9% 16,398 $1.7M
Mandatum Life Insurance Co Ltd 0.57% Add +0.0% 16,328 $1.7M
Consolidated Portfolio Review Corp 0.39% Reduce -28.4% 16,033 $1.7M
First International Bank & Trust 0.57% No change 15,755 $1.6M
Lester Murray Antman dba SimplyRich 0.50% Reduce -1.3% 15,006 $1.6M
Philip James Wealth Mangement, LLC 1.04% Add +0.3% 14,943 $1.6M
Merit Financial Group, LLC 0.03% Reduce -0.4% 14,847 $1.6M
Stephens Inc. 0.02% No change 14,366 $1.5M
Financial Advisors, LLC 0.31% No change 14,277 $1.5M
Magnolia Capital Advisors LLC 0.83% New 14,174 $1.5M
Visionary Wealth Advisors 0.09% Add +0.6% 13,645 $1.4M
NewEdge Wealth, LLC 0.03% Reduce -0.2% 13,570 $1.4M
Planning Directions Inc. 0.96% Reduce -4.4% 13,531 $1.4M
Harbour Investments, Inc. 0.05% Reduce -7.6% 13,509 $1.4M
Sanctuary Advisors, LLC 0.01% — 13,669 $1.4M
Waverly Advisors, LLC 0.03% Reduce -74.0% 13,037 $1.4M
Valmark Advisers, Inc. 0.02% Add +89.7% 12,094 $1.3M
Arkansas Financial Group, Inc. 0.23% Reduce -0.5% 12,076 $1.3M
TFB Advisors LLC 0.41% Add +4.4% 12,034 $1.3M
Vantage Financial Partners, LLC 0.32% Add +24.2% 11,814 $1.2M
Angeles Wealth Management, LLC 0.11% No change 11,657 $1.2M
Professional Financial Advisors, LLC 0.33% Add +1.2% 11,524 $1.2M

"% 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 305 holders