iShares MSCI Global Min VolACWVETF

13F holders, Q1 2025 (March 31)
327holders +12
38new positions
23sold out
3famous investors
$116.26avg. 13F price*

At the end of Q1 2025, 327 institutions reported holding iShares MSCI Global Min Vol (ACWV) in their 13F filings, up 12 from Q4 2024. 38 opened new positions and 23 sold out. The largest holders were Sei Investments Co. ($297.5M), Aspiriant, LLC ($285.0M) and Manufacturers Life Insurance Company, The ($219.0M). 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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions38$72.8M
Exits23$13.8M

All 13F filers, Q4 2024 → Q1 2025: 1,004,059 shares bought and 640,541 shares sold, net +363,518 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 327 holders

Sei Investments Co. 0.38% Reduce -1.3% 2,556,319 $297.5M
Aspiriant, LLC 9.90% Add +0.9% 2,449,396 $285.0M
Manufacturers Life Insurance Company, The 0.21% Reduce -1.8% 1,882,283 $219.0M
BlackRock, Inc. 0.00% Reduce -2.6% 1,624,467 $189.0M
Bank of America Corp. 0.01% Reduce -2.6% 1,302,519 $151.6M
LPL Financial LLC 0.03% Reduce -0.3% 651,556 $75.8M
Morgan Stanley 0.00% Reduce -2.2% 405,539 $47.2M
UBS Group AG 0.01% Reduce -1.7% 401,320 $46.7M
Envestnet Asset Management Inc. 0.01% Reduce -21.8% 247,656 $28.8M
Ameriprise Financial Inc. 0.01% Add +2.3% 236,192 $27.5M
Tanglewood Wealth Management, Inc. 3.04% New 232,522 $27.1M
Searcy Financial Services Inc. 11.02% Add +2.7% 218,923 $25.5M
Raymond James Financial Inc. 0.01% Reduce -5.3% 215,966 $25.1M
1832 Asset Management L.P. 0.05% Reduce -5.8% 214,326 $24.9M
JPMorgan Chase & Co. 0.00% Add +63.9% 182,594 $21.2M
HB Wealth Management, LLC 0.18% New 179,035 $20.8M
Bessemer Group Inc. 0.04% No change 168,188 $19.6M
DORVAL Corp 7.35% Add +1.3% 158,803 $18.3M
National Bank of Canada 0.02% Add +23.8% 153,175 $17.8M
FMR LLC 0.00% Add +21.7% 145,909 $17.0M
Baron Silver Stevens Financial Advisors, LLC 2.64% Reduce -2.9% 129,791 $15.1M
Commonwealth Equity Services, LLC 0.02% Reduce -0.4% 117,647 $13.7M
Ackerman Capital Advisors, LLC 3.37% Add +1.9% 109,649 $12.8M
Wells Fargo & Company 0.00% Reduce -12.7% 103,690 $12.1M
Glenmede Trust Co. NA 0.06% Add +0.4% 99,998 $11.6M
Mariner, LLC 0.02% Reduce -4.2% 97,910 $11.4M
Captrust Financial Advisors 0.03% Add +8.7% 94,833 $11.0M
Wealth Enhancement Advisory Services, LLC 0.02% Add +1.9% 94,298 $11.0M
Equitable Holdings, Inc. 0.10% Reduce -1.5% 93,579 $10.9M
Dynamic Advisor Solutions LLC 0.33% Add +10.2% 86,932 $10.1M
Kestra Advisory Services, LLC 0.05% Reduce -7.2% 86,839 $10.1M
Truist Financial Corp. 0.02% Reduce -11.3% 84,607 $9.8M
Tacita Capital Inc 6.94% Reduce -0.4% 82,751 $9.6M
Renaissance Technologies 0.01% Add +118.6% 81,100 $9.4M
Mercer Global Advisors Inc. 0.02% Reduce -4.8% 79,911 $9.3M
Northwestern Mutual Wealth Management Co. 0.01% Reduce -7.2% 77,432 $9.0M
Royal Bank of Canada 0.00% Add +1.3% 72,745 $8.5M
Alliancebernstein L.P. 0.00% Reduce -47.6% 69,204 $8.1M
WFA Asset Management Corp 4.08% Add +26.2% 74,173 $7.8M
Fiera Capital Corp 0.03% Add +1.2% 66,680 $7.8M
IRON Financial LLC 3.67% Reduce -15.0% 56,234 $6.5M
Cetera Investment Advisers 0.01% Reduce -11.9% 54,971 $6.4M
Financial Connections Group, Inc. 2.44% Reduce -0.6% 46,777 $5.4M
Rockefeller Capital Management L.P. 0.01% Reduce -10.5% 44,385 $5.2M
Osaic Holdings, Inc. 0.01% Add +7.8% 43,759 $5.1M
Valmark Advisers, Inc. 0.07% Add +35.9% 42,129 $4.9M
Turtle Creek Wealth Advisors, LLC 0.69% No change 39,525 $4.6M
SYM FINANCIAL Corp 0.56% Add +4.3% 39,093 $4.5M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -4.3% 37,946 $4.4M
HighTower Advisors, LLC 0.01% Reduce -2.4% 35,320 $4.1M
&partners 0.04% Add +1.3% 34,918 $4.0M
Cadent Capital Advisors, LLC 1.53% Add +0.0% 34,598 $4.0M
Patriot Financial Group Insurance Agency, LLC 0.54% Add +27.5% 34,597 $4.0M
Cwm, LLC 0.02% Add +6.3% 33,380 $3.9M
GSG Advisors LLC 1.25% Add +0.9% 33,973 $3.8M
Qube Research & Technologies Ltd 0.01% Add +137.9% 32,282 $3.8M
Creekside Partners 1.95% Reduce -2.3% 32,038 $3.7M
NewEdge Advisors, LLC 0.02% Reduce -6.6% 29,138 $3.4M
Cresset Asset Management, LLC 0.02% Reduce -3.3% 28,625 $3.3M
Old Mission Capital LLC 0.06% New 28,579 $3.3M
Brookstone Capital Management 0.05% Add +10.5% 28,390 $3.3M
Assetmark, Inc. 0.01% Add +44375.0% 26,685 $3.1M
Merit Financial Group, LLC 0.04% Add +82.6% 25,569 $3.0M
John W. Brooker & Co., CPAs 1.22% Reduce -2.3% 25,360 $3.0M
Clearstead Advisors, LLC 0.05% Reduce -9.8% 24,914 $2.9M
Susquehanna International Group, LLP 0.00% New 23,827 $2.8M
Geneos Wealth Management Inc. 0.09% Add +152.4% 23,665 $2.8M
Perigon Wealth Management, LLC 0.07% Reduce -1.8% 22,848 $2.7M
Rwa Wealth Partners, LLC 0.03% New 22,644 $2.6M
Old National Bancorp 0.07% New 22,466 $2.6M
Jones Financial Companies LLLP 0.00% Add +17.1% 21,443 $2.5M
Balentine LLC 0.10% Reduce -6.2% 21,211 $2.5M
Algorithmic Investment Models, LLC 1.77% New 20,704 $2.4M
Prudential PLC 0.01% Add +20.5% 20,562 $2.4M
Arcus Capital Partners, LLC 0.88% Reduce -11.8% 18,868 $2.2M
K2 Financial Inc. 2.12% Add +2.5% 19,064 $2.2M
Sanctuary Advisors, LLC 0.02% Reduce -3.0% 18,532 $2.2M
PFG Advisors 0.12% Reduce -1.3% 18,471 $2.1M
Stratos Wealth Advisors, LLC 0.12% Reduce -0.7% 18,393 $2.1M
Consolidated Portfolio Review Corp 0.30% Reduce -0.1% 16,252 $1.9M
Lester Murray Antman dba SimplyRich 0.53% Add +4.0% 15,671 $1.8M
First International Bank & Trust 0.56% No change 15,100 $1.8M
Granite FO LLC 0.98% Reduce -12.2% 14,753 $1.7M
Financial Advisors, LLC 0.33% No change 14,277 $1.7M
United Capital Financial Advisors, LLC 0.01% Reduce -14.3% 13,954 $1.6M
Citadel Advisors 0.00% Add +13.9% 13,926 $1.6M
Philip James Wealth Mangement, LLC 0.21% Reduce -7.8% 13,924 $1.6M
Ausdal Financial Partners, Inc. 0.12% Reduce -0.6% 13,883 $1.6M
Flow Traders U.S. LLC 0.07% New 13,580 $1.6M
U.S. Capital Wealth Advisors, LLC 0.05% Add +40.7% 13,563 $1.6M
NewEdge Wealth, LLC 0.03% No change 13,266 $1.5M
Visionary Wealth Advisors 0.09% Reduce -0.4% 13,250 $1.5M
Janney Montgomery Scott LLC 0.00% Reduce -11.3% 12,773 $1.5M
Snowden Capital Advisors LLC 0.05% Add +4.1% 12,625 $1.5M
Planning Directions Inc. 0.62% Reduce -5.5% 12,533 $1.5M
Portland Financial Advisors Inc 3.67% Reduce -2.0% 12,341 $1.4M
Cibc World Market Inc. 0.00% Add +7.7% 12,069 $1.4M
Vantage Financial Partners, LLC 0.35% Reduce -6.2% 12,051 $1.4M
TFB Advisors LLC 0.40% Add +0.5% 12,001 $1.4M
Harbour Investments, Inc. 0.04% Reduce -3.9% 11,446 $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 327 holders