iShares MSCI Global Min VolACWVETF
13F holders, Q1 2025 (March 31)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
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 38 | $72.8M |
| Exits | 23 | $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.