iShares MSCI Global Min VolACWVETF

13F holders, Q4 2024 (December 31)
315holders +4
21new positions
31sold out
3famous investors
$109.20avg. 13F price*

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

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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions21$3.4M
Exits31$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.

Show all 315 holders