iShares MSCI Global Min VolACWVETF

13F holders, Q3 2024 (September 30)
311holders +6
34new positions
27sold out
4famous investors
$114.53avg. 13F price*

At the end of Q3 2024, 311 institutions reported holding iShares MSCI Global Min Vol (ACWV) in their 13F filings, up 6 from Q2 2024. 34 opened new positions and 27 sold out. The largest holders were Sei Investments Co. ($305.1M), Aspiriant, LLC ($276.4M) and Manufacturers Life Insurance Company, The ($212.0M). 4 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Cliff Asness (0.0% of AQR Capital Management'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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions34$43.5M
Exits27$35.0M

All 13F filers, Q2 2024 → Q3 2024: 1,061,314 shares bought and 1,446,239 shares sold, net −384,925 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 311 holders

Sei Investments Co. 0.40% Reduce -2.1% 2,663,760 $305.1M
Aspiriant, LLC 10.49% Add +0.1% 2,413,437 $276.4M
Manufacturers Life Insurance Company, The 0.19% Reduce -15.9% 1,851,056 $212.0M
BlackRock, Inc. 0.00% — 1,737,592 $199.0M
Bank of America Corp. 0.01% Reduce -2.4% 1,421,408 $162.8M
1832 Asset Management L.P. 0.18% Reduce -3.9% 925,477 $106.0M
LPL Financial LLC 0.03% Reduce -1.4% 623,563 $71.4M
Morgan Stanley 0.00% Reduce -4.4% 431,962 $49.5M
UBS Group AG 0.01% Reduce -1.1% 395,672 $45.3M
Citadel Advisors 0.04% Add +12222.9% 357,610 $41.0M
Envestnet Asset Management Inc. 0.01% Reduce -6.2% 340,607 $39.0M
Ameriprise Financial Inc. 0.01% Reduce -3.8% 228,569 $26.2M
National Bank of Canada 0.03% Add +96.0% 216,030 $24.7M
Searcy Financial Services Inc. 11.38% Add +1.2% 211,790 $24.3M
WMS Partners, LLC 1.17% Add +0.6% 182,276 $20.9M
Bessemer Group Inc. 0.03% Add +1.1% 168,188 $19.3M
DORVAL Corp 7.10% Reduce -0.3% 152,199 $17.3M
Wells Fargo & Company 0.00% Add +6.9% 147,688 $16.9M
Alliancebernstein L.P. 0.01% Reduce -11.6% 136,682 $15.7M
Baron Silver Stevens Financial Advisors, LLC 2.68% Reduce -1.5% 133,843 $15.3M
Raymond James & Associates 0.01% Add +0.2% 133,045 $15.2M
Commonwealth Equity Services, LLC 0.02% Reduce -6.1% 124,368 $14.2M
Ackerman Capital Advisors, LLC 3.17% Add +12.3% 107,024 $12.3M
Mariner, LLC 0.02% Reduce -9.0% 104,521 $12.0M
JPMorgan Chase & Co. 0.00% Reduce -1.2% 101,343 $11.6M
Kestra Advisory Services, LLC 0.06% Reduce -5.5% 100,573 $11.5M
Jane Street Group, LLC 0.02% New 100,486 $11.5M
Rockefeller Capital Management L.P. 0.03% Add +104.8% 99,200 $11.4M
Truist Financial Corp. 0.02% Reduce -14.7% 96,095 $11.0M
Raymond James Financial Services Advisors, Inc. 0.01% Add +0.6% 93,914 $10.8M
Glenmede Trust Co. NA 0.05% Reduce -1.3% 92,552 $10.6M
Equitable Holdings, Inc. 0.10% Add +1.8% 92,015 $10.5M
Captrust Financial Advisors 0.03% Reduce -17.1% 90,854 $10.4M
Tacita Capital Inc 6.74% Add +2.3% 90,167 $10.3M
Wealth Enhancement Advisory Services, LLC 0.02% Add +2.0% 89,204 $10.2M
B. Riley Wealth Advisors, Inc. 0.28% New 87,274 $10.0M
Northwestern Mutual Wealth Management Co. 0.01% Reduce -1.1% 83,185 $9.5M
Mercer Global Advisors Inc. 0.02% Reduce -4.1% 82,187 $9.4M
Royal Bank of Canada 0.00% Reduce -43.1% 71,736 $8.2M
IRON Financial LLC 4.14% Reduce -1.2% 66,400 $7.6M
Fiera Capital Corp 0.02% New 65,880 $7.5M
Dynamic Advisor Solutions LLC 0.22% Add +8.9% 65,340 $7.5M
Cetera Investment Advisers 0.02% Reduce -2.3% 60,367 $6.9M
Prudential PLC 0.04% Reduce -39.5% 60,361 $6.9M
WFA Asset Management Corp 3.65% Reduce -9.6% 58,709 $6.7M
Old Mission Capital LLC 0.15% Add +148.4% 57,927 $6.6M
Hart & Patterson Financial Group LLC 2.68% Reduce -3.3% 49,411 $5.7M
Executive Wealth Management, LLC 0.43% New 48,061 $5.5M
Financial Connections Group, Inc. 2.67% Reduce -1.0% 47,409 $5.4M
Cambridge Investment Research Advisors, Inc. 0.02% Add +0.3% 40,167 $4.6M
Osaic Holdings, Inc. 0.01% Reduce -7.2% 40,005 $4.6M
HighTower Advisors, LLC 0.01% Reduce -5.6% 39,903 $4.6M
FMR LLC 0.00% Reduce -30.2% 39,557 $4.5M
Turtle Creek Wealth Advisors, LLC 0.91% No change 39,525 $4.5M
SYM FINANCIAL Corp 0.57% Add +1.5% 37,190 $4.3M
Cadent Capital Advisors, LLC 1.44% Reduce -2.9% 37,027 $4.2M
Cresset Asset Management, LLC 0.02% Reduce -1.6% 36,304 $4.2M
FDx Advisors, Inc. 1.07% Reduce -7.6% 34,283 $3.9M
Kingsview Wealth Management, LLC 0.08% Add +348.9% 34,109 $3.9M
GSG Advisors LLC 1.26% Add +1.0% 33,317 $3.8M
Creekside Partners 1.93% Reduce -0.0% 32,672 $3.7M
Cwm, LLC 0.02% Add +3.2% 32,453 $3.7M
NewEdge Advisors, LLC 0.02% Add +5.3% 30,928 $3.5M
Bank of New York Mellon Corp 0.00% Add +0.1% 28,408 $3.3M
John W. Brooker & Co., CPAs 1.36% Reduce -2.8% 25,952 $3.0M
Renaissance Technologies 0.00% Add +3.2% 25,700 $2.9M
Summit Financial, LLC 0.11% Reduce -0.2% 25,418 $2.9M
Brookstone Capital Management 0.04% Add +6.3% 24,153 $2.8M
Perigon Wealth Management, LLC 0.07% Reduce -4.9% 23,649 $2.7M
Balentine LLC 0.10% Reduce -1.4% 23,193 $2.7M
Qube Research & Technologies Ltd 0.00% Add +379883.3% 22,799 $2.6M
Patriot Financial Group Insurance Agency, LLC 0.34% Add +13.1% 22,153 $2.5M
Prudential Financial Inc. 0.00% Reduce -13.0% 21,155 $2.4M
PFG Advisors 0.14% Add +15.3% 19,631 $2.2M
Arcus Capital Partners, LLC 0.81% No change 19,424 $2.2M
Stratos Wealth Advisors, LLC 0.10% Add +1.7% 18,251 $2.1M
Granite FO LLC 1.09% Reduce -1.3% 16,863 $1.9M
United Capital Financial Advisors, LLC 0.02% Reduce -0.8% 16,751 $1.9M
Ausdal Financial Partners, Inc. 0.20% Reduce -15.7% 16,344 $1.9M
Valmark Advisers, Inc. 0.03% Add +35.0% 16,322 $1.9M
Consolidated Portfolio Review Corp 0.41% Reduce -1.1% 15,848 $1.8M
First International Bank & Trust 0.55% Reduce -4.2% 15,100 $1.7M
Brown Brothers Harriman & Co. 0.01% New 15,097 $1.7M
Lester Murray Antman dba SimplyRich 0.48% Add +0.0% 15,008 $1.7M
Philip James Wealth Mangement, LLC 0.22% No change 14,943 $1.7M
W1M Asset Management Ltd 0.13% New 14,528 $1.7M
Mandatum Life Insurance Co Ltd 0.50% Reduce -12.2% 14,337 $1.6M
Financial Advisors, LLC 0.31% No change 14,277 $1.6M
Merit Financial Group, LLC 0.04% Reduce -5.9% 13,977 $1.6M
Clearstead Advisors, LLC 0.02% Reduce -31.1% 13,936 $1.6M
NewEdge Wealth, LLC 0.03% Add +0.1% 13,590 $1.6M
Planning Directions Inc. 0.92% Reduce -0.3% 13,486 $1.5M
Visionary Wealth Advisors 0.09% Reduce -1.9% 13,385 $1.5M
Laidlaw Wealth Management LLC 0.74% Add +14.4% 12,995 $1.5M
Vantage Financial Partners, LLC 0.37% Add +9.5% 12,939 $1.5M
Harbour Investments, Inc. 0.04% Reduce -10.0% 12,160 $1.4M
Arkansas Financial Group, Inc. 0.23% No change 12,076 $1.4M
Snowden Capital Advisors LLC 0.04% Add +4.8% 12,071 $1.4M
TFB Advisors LLC 0.41% Reduce -0.9% 11,926 $1.4M
Waverly Advisors, LLC 0.02% Reduce -11.0% 11,602 $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 311 holders