iShares MSCI Global Min VolACWVETF
13F holders, Q4 2024 (December 31)At the end of Q4 2024, 315 institutions reported holding iShares MSCI Global Min Vol (ACWV) in their 13F filings, up 4 from Q3 2024. 21 opened new positions and 31 sold out. The largest holders were Sei Investments Co. ($282.7M), Aspiriant, LLC ($265.0M) and Manufacturers Life Insurance Company, The ($209.2M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors'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
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 21 | $3.4M |
| Exits | 31 | $37.9M |
All 13F filers, Q3 2024 → Q4 2024: 442,465 shares bought and 2,025,807 shares sold, net −1,583,342 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 315 holders
| Sei Investments Co. | 0.36% | Reduce -2.8% | 2,588,743 | $282.7M |
| Aspiriant, LLC | 9.57% | Add +0.5% | 2,426,540 | $265.0M |
| Manufacturers Life Insurance Company, The | 0.18% | Add +3.5% | 1,916,030 | $209.2M |
| BlackRock, Inc. | 0.00% | Reduce -4.0% | 1,668,626 | $182.2M |
| Bank of America Corp. | 0.01% | Reduce -6.0% | 1,336,819 | $146.0M |
| LPL Financial LLC | 0.03% | Add +4.8% | 653,496 | $71.4M |
| Morgan Stanley | 0.00% | Reduce -4.0% | 414,704 | $45.3M |
| UBS Group AG | 0.01% | Add +3.2% | 408,316 | $44.6M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -7.0% | 316,865 | $34.6M |
| Ameriprise Financial Inc. | 0.01% | Add +1.1% | 230,985 | $25.2M |
| Raymond James Financial Inc. | 0.01% | — | 228,167 | $24.9M |
| 1832 Asset Management L.P. | 0.04% | Reduce -75.4% | 227,639 | $24.9M |
| Searcy Financial Services Inc. | 10.75% | Add +0.7% | 213,235 | $23.3M |
| WMS Partners, LLC | 1.13% | Add +1.2% | 184,474 | $20.1M |
| Bessemer Group Inc. | 0.03% | No change | 168,188 | $18.4M |
| DORVAL Corp | 6.80% | Add +3.0% | 156,738 | $17.1M |
| Baron Silver Stevens Financial Advisors, LLC | 2.48% | Reduce -0.2% | 133,599 | $14.6M |
| Alliancebernstein L.P. | 0.00% | Reduce -3.3% | 132,201 | $14.4M |
| National Bank of Canada | 0.02% | Reduce -42.7% | 123,713 | $13.5M |
| FMR LLC | 0.00% | Add +203.2% | 119,916 | $13.1M |
| Wells Fargo & Company | 0.00% | Reduce -19.6% | 118,819 | $13.0M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -5.0% | 118,148 | $12.9M |
| JPMorgan Chase & Co. | 0.00% | Add +9.9% | 111,380 | $12.2M |
| Ackerman Capital Advisors, LLC | 3.08% | Add +0.6% | 107,628 | $11.8M |
| Mariner, LLC | 0.02% | Reduce -2.2% | 102,198 | $11.2M |
| Glenmede Trust Co. NA | 0.06% | Add +7.6% | 99,593 | $10.9M |
| Truist Financial Corp. | 0.02% | Reduce -0.8% | 95,331 | $10.4M |
| Equitable Holdings, Inc. | 0.10% | Add +3.3% | 95,038 | $10.4M |
| Kestra Advisory Services, LLC | 0.06% | Reduce -7.0% | 93,532 | $10.2M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +3.7% | 92,498 | $10.1M |
| Captrust Financial Advisors | 0.03% | Reduce -4.0% | 87,249 | $9.5M |
| Mercer Global Advisors Inc. | 0.02% | Add +2.1% | 83,912 | $9.2M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +0.3% | 83,419 | $9.1M |
| Tacita Capital Inc | 6.48% | Reduce -7.8% | 83,106 | $9.1M |
| Dynamic Advisor Solutions LLC | 0.37% | Add +20.7% | 78,861 | $8.6M |
| Royal Bank of Canada | 0.00% | Add +0.1% | 71,834 | $7.8M |
| IRON Financial LLC | 4.06% | Reduce -0.3% | 66,189 | $7.2M |
| Fiera Capital Corp | 0.02% | No change | 65,880 | $7.2M |
| Cetera Investment Advisers | 0.01% | Add +3.3% | 62,381 | $6.8M |
| WFA Asset Management Corp | 3.47% | Add +0.1% | 58,778 | $6.4M |
| B. Riley Wealth Advisors, Inc. | 0.18% | Reduce -41.2% | 51,330 | $5.6M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -50.0% | 49,591 | $5.4M |
| Hart & Patterson Financial Group LLC | 2.56% | Reduce -2.3% | 48,253 | $5.3M |
| Financial Connections Group, Inc. | 2.47% | Reduce -0.8% | 47,041 | $5.1M |
| Osaic Holdings, Inc. | 0.01% | Add +1.5% | 40,601 | $4.4M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -1.3% | 39,665 | $4.3M |
| Turtle Creek Wealth Advisors, LLC | 1.00% | No change | 39,525 | $4.3M |
| SYM FINANCIAL Corp | 0.53% | Add +0.8% | 37,499 | $4.1M |
| Renaissance Technologies | 0.01% | Add +44.4% | 37,100 | $4.1M |
| HighTower Advisors, LLC | 0.01% | Reduce -9.3% | 36,193 | $4.0M |
| Cadent Capital Advisors, LLC | 1.32% | Reduce -6.6% | 34,587 | $3.8M |
| &partners | 0.05% | Add +671.1% | 34,486 | $3.8M |
| FDx Advisors, Inc. | 1.09% | Reduce -0.0% | 34,274 | $3.7M |
| GSG Advisors LLC | 1.16% | Add +1.0% | 33,653 | $3.7M |
| Creekside Partners | 1.86% | Add +0.4% | 32,801 | $3.6M |
| Cwm, LLC | 0.01% | Reduce -3.2% | 31,415 | $3.4M |
| NewEdge Advisors, LLC | 0.02% | Add +0.9% | 31,196 | $3.4M |
| Valmark Advisers, Inc. | 0.05% | Add +90.0% | 31,008 | $3.4M |
| Cresset Asset Management, LLC | 0.02% | Reduce -18.4% | 29,608 | $3.2M |
| Clearstead Advisors, LLC | 0.05% | Add +98.2% | 27,615 | $3.0M |
| Patriot Financial Group Insurance Agency, LLC | 0.40% | Add +22.5% | 27,135 | $3.0M |
| John W. Brooker & Co., CPAs | 1.22% | Reduce -0.0% | 25,947 | $2.8M |
| Brookstone Capital Management | 0.04% | Add +6.3% | 25,685 | $2.8M |
| Perigon Wealth Management, LLC | 0.06% | Reduce -1.6% | 23,274 | $2.5M |
| Balentine LLC | 0.10% | Reduce -2.5% | 22,617 | $2.5M |
| Atria Wealth Solutions, Inc. | 0.03% | Add +159.8% | 21,410 | $2.3M |
| Arcus Capital Partners, LLC | 0.71% | Add +10.1% | 21,384 | $2.3M |
| Sanctuary Advisors, LLC | 0.01% | Add +81.5% | 19,098 | $2.2M |
| Summit Financial, LLC | 0.07% | Reduce -24.1% | 19,306 | $2.1M |
| PFG Advisors | 0.13% | Reduce -4.6% | 18,722 | $2.0M |
| Stratos Wealth Advisors, LLC | 0.10% | Add +1.5% | 18,520 | $2.0M |
| K2 Financial Inc. | 1.99% | — | 18,603 | $2.0M |
| Jones Financial Companies LLLP | 0.00% | Add +83.5% | 18,308 | $2.0M |
| Prudential PLC | 0.01% | Reduce -71.7% | 17,060 | $1.9M |
| Granite FO LLC | 1.05% | Reduce -0.4% | 16,803 | $1.8M |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -2.8% | 16,284 | $1.8M |
| Consolidated Portfolio Review Corp | 0.28% | Add +2.7% | 16,274 | $1.8M |
| Independent Advisor Alliance | 0.02% | Add +732.6% | 15,662 | $1.7M |
| Philip James Wealth Mangement, LLC | 0.22% | Add +1.1% | 15,103 | $1.6M |
| First International Bank & Trust | 0.53% | No change | 15,100 | $1.6M |
| Brown Brothers Harriman & Co. | 0.01% | No change | 15,097 | $1.6M |
| Lester Murray Antman dba SimplyRich | 0.47% | Add +0.4% | 15,066 | $1.6M |
| Janney Montgomery Scott LLC | 0.00% | Add +55.4% | 14,403 | $1.6M |
| Financial Advisors, LLC | 0.30% | No change | 14,277 | $1.6M |
| Merit Financial Group, LLC | 0.03% | Add +0.2% | 14,003 | $1.5M |
| Ausdal Financial Partners, Inc. | 0.13% | Reduce -14.6% | 13,961 | $1.5M |
| Qube Research & Technologies Ltd | 0.00% | Reduce -40.5% | 13,568 | $1.5M |
| Visionary Wealth Advisors | 0.09% | Reduce -0.6% | 13,304 | $1.5M |
| NewEdge Wealth, LLC | 0.03% | Reduce -2.4% | 13,266 | $1.4M |
| Planning Directions Inc. | 0.84% | Reduce -1.6% | 13,263 | $1.4M |
| Vantage Financial Partners, LLC | 0.35% | Reduce -0.7% | 12,853 | $1.4M |
| Portland Financial Advisors Inc | 3.70% | — | 12,598 | $1.4M |
| Citadel Advisors | 0.00% | Reduce -96.6% | 12,228 | $1.3M |
| Snowden Capital Advisors LLC | 0.04% | Add +0.4% | 12,124 | $1.3M |
| TFB Advisors LLC | 0.37% | Add +0.1% | 11,936 | $1.3M |
| Harbour Investments, Inc. | 0.04% | Reduce -2.0% | 11,915 | $1.3M |
| Arkansas Financial Group, Inc. | 0.21% | Reduce -3.0% | 11,709 | $1.3M |
| Stephens Inc. | 0.02% | Reduce -2.0% | 11,241 | $1.2M |
| Cibc World Market Inc. | 0.00% | Add +14.5% | 11,209 | $1.2M |
| Rik Saylor Financial, Inc. | 1.13% | — | 11,183 | $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.