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iShares MSCI Global Min Vol Factor ETF (ACWV) Institutional Ownership

iShares MSCI Global Min Vol Factor ETF logo
$118.69 +10.55 (+9.75%)
As of 02:14 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares MSCI Global Min Vol Factor ETF (BATS:ACWV)

Number of
Institutional Buyers
(last 12 months)
28
Total
Institutional Inflows
(last 12 months)
$15.95M
Number of
Institutional Sellers
(last 12 months)
24
Total
Institutional Outflows
(last 12 months)
$13.38M
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ACWV Institutional Buying and Selling by Quarter

iShares MSCI Global Min Vol Factor ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/24/2025Lester Murray Antman dba SimplyRich15,985$1.90M0.5%+2.0%0.057%
7/18/2025 Lynx Investment Advisory1,746$207K0.1%N/A0.006%
7/17/2025 Janney Montgomery Scott LLC12,874$1.53M0.0%+0.8%0.046%
7/17/2025 Fifth Third Securities Inc.4,159$493K0.0%N/A0.015%
7/17/2025 Keystone Global Partners LLC381$45K0.0%+2,830.8%0.001%
5/16/2025Jones Financial Companies Lllp10,984$1.28M0.0%-40.0%0.038%
5/16/2025NewEdge Advisors LLC29,138$3.39M0.0%-6.6%0.100%
5/15/2025Baird Financial Group Inc.3,699$430K0.0%-22.0%0.013%
5/15/2025OLD Mission Capital LLC28,579$3.33M0.0%N/A0.099%
5/14/2025Summit Financial LLC7,541$878K0.0%-60.9%0.026%
5/14/2025Flow Traders U.S. LLC13,580$1.58M0.1%N/A0.047%
5/13/2025Rathbones Group PLC2,707$315K0.0%-4.3%0.009%
5/12/2025Operose Advisors LLC2,281$265K0.1%-49.9%0.008%
5/9/2025Lester Murray Antman dba SimplyRich15,671$1.82M0.5%+4.0%0.054%
5/7/2025Vantage Financial Partners LLC12,051$1.40M0.3%-6.2%0.042%
5/2/2025Cable Hill Partners LLC2,575$301K0.0%+17.7%0.009%
5/2/2025Landaas & Co. WI ADV4,448$518K0.1%+47.0%0.015%
4/29/2025von Borstel & Associates Inc.287$33K0.0%N/A0.001%
4/28/2025Private Trust Co. NA2,126$247K0.0%-16.3%0.007%
4/28/2025 Arlington Trust Co LLC400$47K0.0%N/A0.001%
4/23/2025Creative Financial Designs Inc. ADV1,280$149K0.0%-82.9%0.004%
4/22/2025 Appleton Partners Inc. MA3,600$419K0.0%-4.6%0.012%
4/17/2025 Janney Montgomery Scott LLC12,773$1.49M0.0%-11.3%0.044%
4/9/2025 NBC Securities Inc.407$47K0.0%N/A0.001%
4/7/2025Summit Global Investments10,554$1.23M0.1%N/A0.036%
4/7/2025 GAMMA Investing LLC17,921$2.09M0.0%+7,760.1%0.062%
2/17/2025Cahill Financial Advisors Inc.2,274$248K0.0%-18.2%0.006%
2/17/2025Captrust Financial Advisors87,249$9.53M0.0%-4.0%0.215%
2/17/2025Ameriprise Financial Inc.230,985$25.22M0.0%+1.1%0.570%
2/14/2025Integrated Wealth Concepts LLC6,708$733K0.0%+5.9%0.017%
2/13/2025Operose Advisors LLC4,556$497K0.2%-25.2%0.011%
2/13/2025United Capital Financial Advisors LLC16,284$1.78M0.0%-2.8%0.040%
2/13/2025Keystone Financial Group3,358$367K0.0%N/A0.008%
2/13/2025Rathbones Group PLC2,829$309K0.0%+5.0%0.007%
2/12/2025Summit Financial LLC19,306$2.11M0.1%-24.0%0.048%
2/12/2025JPMorgan Chase & Co.111,380$12.16M0.0%+9.9%0.275%
2/11/2025Lee Danner & Bass Inc.300$33K0.0%N/A0.001%
2/10/2025 Farther Finance Advisors LLC1,462$160K0.0%+3,148.9%0.004%
1/22/2025CKW Financial Group5,110$558K0.1%-19.7%0.013%
1/17/2025 Arkansas Financial Group Inc.11,709$1.28M0.2%-3.0%0.029%
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1/17/2025 Janney Montgomery Scott LLC14,403$1.57M0.0%+55.4%0.036%
1/13/2025 AdvisorNet Financial Inc1,388$152K0.0%+52.5%0.003%
1/3/2025 Modus Advisors LLC480$52K0.0%N/A0.001%
12/26/2024JPMorgan Chase & Co.101,343$11.61M0.0%-1.2%0.250%
11/25/2024Wilmington Savings Fund Society FSB670$77K0.0%N/A0.002%
11/15/2024Integrated Wealth Concepts LLC6,336$726K0.0%-2.3%0.016%
11/14/2024Captrust Financial Advisors90,854$10.41M0.0%-17.1%0.224%
11/13/2024BNP Paribas Financial Markets3,736$428K0.0%-46.9%0.009%
11/13/2024Private Trust Co. NA2,541$291K0.0%-14.6%0.006%
11/13/2024Brown Brothers Harriman & Co.15,097$1.73M0.0%N/A0.037%
11/12/2024Cahill Financial Advisors Inc.2,779$318K0.0%-6.3%0.007%
11/6/2024Cable Hill Partners LLC2,147$246K0.0%N/A0.005%
11/5/2024FDx Advisors Inc.34,283$3.93M1.1%-7.6%0.085%
11/5/2024 Lynx Investment Advisory2,016$231K0.2%+17.9%0.005%
10/28/2024Creative Financial Designs Inc. ADV7,518$861K0.1%-9.1%0.019%
10/5/2024 First International Bank & Trust15,100$1.73M0.6%-4.2%0.037%
8/16/2024Magnolia Capital Advisors LLC14,961$1.57M0.1%N/A0.037%
8/9/2024Rathbones Group PLC2,865$300K0.0%-18.8%0.007%
8/7/2024Vantage Financial Partners LLC11,814$1.24M0.3%+24.2%0.029%
8/2/2024FDx Advisors Inc.37,086$3.88M1.1%-3.2%0.092%
8/1/2024Rhumbline Advisers2,370$248K0.0%-86.6%0.006%
8/1/2024Hilltop Partners LLC3,510$367K0.1%-20.1%0.009%
8/1/2024Summit Financial LLC25,468$2.67M0.1%+0.9%0.063%
7/26/2024Bank of New York Mellon Corp28,393$2.97M0.0%-48.6%0.070%
7/11/2024 Symmetry Partners LLC250,953$26.26M1.4%-17.4%0.620%
7/9/2024 Lynx Investment Advisory1,710$179K0.1%N/A0.004%
7/8/2024Sugarloaf Wealth Management LLC375$39K0.0%-32.2%0.001%
5/17/2024Comerica Bank8,307$874K0.0%-2.9%0.021%
5/13/2024Bessemer Group Inc.166,436$17.52M0.0%+1.3%0.411%
5/13/2024Hilltop Partners LLC4,391$462K0.2%-4.1%0.011%
5/9/2024Dorsey & Whitney Trust CO LLC5,500$579K0.0%-17.9%0.014%
5/3/2024FDx Advisors Inc.38,327$4.04M0.6%-2.8%0.095%
5/2/2024Vantage Financial Partners LLC9,513$1.00M0.3%-2.2%0.023%
5/1/2024 Janney Montgomery Scott LLC9,315$981K0.0%-11.6%0.023%
5/1/2024BNP Paribas Financial Markets7,125$750K0.0%+6.3%0.017%
4/22/2024CKW Financial Group6,606$693K0.1%-11.9%0.016%
4/16/2024 Arkansas Financial Group Inc.12,137$1.28M0.2%-8.8%0.025%
4/2/2024 Symmetry Partners LLC303,702$31.97M2.5%-7.0%0.620%
4/1/2024 Appleton Partners Inc. MA3,850$405K0.0%-7.2%0.008%
2/21/2024 Garde Capital Inc.2,800$281K0.0%N/A0.006%
2/16/2024United Advisor Group LLC3,725$384K0.5%N/A0.008%
2/15/2024OLD Mission Capital LLC127,042$12.75M0.2%-26.9%0.259%
2/13/2024Rathbones Group PLC4,461$448K0.0%-29.4%0.009%
2/12/2024Dorsey & Whitney Trust CO LLC6,700$672K0.1%-13.0%0.014%
2/9/2024Tidemark LLC2,877$289K0.2%N/A0.006%
2/8/2024 Janney Montgomery Scott LLC10,543$1.06M0.0%-5.9%0.022%
2/7/2024BNP Paribas Financial Markets6,700$672K0.0%+31.2%0.014%
2/5/2024Vantage Financial Partners LLC9,724$976K0.3%N/A0.020%
1/26/2024Turtle Creek Wealth Advisors LLC43,784$4.39M1.3%N/A0.089%
1/24/2024 Mascoma Wealth Management LLC1,860$187K0.1%-31.0%0.004%
A grave, grave error. (Ad)

I thought what happened 25 years ago was a once- in-a-lifetime event… but how wrong I was. Because here we are, a quarter of a century later, almost to the exact day, and it’s happening again.

Here’s the full story for you.
1/23/2024Householder Group Estate & Retirement Specialist LLC5,187$520K0.2%+55.5%0.011%
1/19/2024 AdvisorNet Financial Inc297$30K0.0%-99.8%0.001%
1/10/2024Creative Financial Designs Inc. ADV8,299$833K0.1%+6.6%0.017%
1/10/2024Sugarloaf Wealth Management LLC372$37K0.0%-73.6%0.001%
1/9/2024 First International Bank & Trust15,755$1.58M0.6%-16.5%0.032%
1/2/2024 Symmetry Partners LLC326,604$32.68M1.8%-11.3%0.667%
11/14/2023Operose Advisors LLC24,402$2.33M0.9%-5.0%0.050%
11/8/2023 Janney Montgomery Scott LLC11,200$1.07M0.0%-61.2%0.023%
11/8/2023Dorsey & Whitney Trust CO LLC7,700$735K0.1%-6.1%0.016%
11/7/2023Summit Financial LLC25,143$2.40M0.2%-23.5%0.051%
(Data available from 1/1/2016 forward)

ACWV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ACWV shares?

During the previous two years, 61 institutional investors and hedge funds held shares of iShares MSCI Global Min Vol Factor ETF. The most heavily invested institutionals were Symmetry Partners LLC ($26.26M), Ameriprise Financial Inc. ($25.22M), Bessemer Group Inc. ($17.52M), JPMorgan Chase & Co. ($12.16M), Captrust Financial Advisors ($9.53M), Turtle Creek Wealth Advisors LLC ($4.39M), and FDx Advisors Inc. ($3.93M).Learn more on iShares MSCI Global Min Vol Factor ETF's institutional investors.

Which institutional investors have been buying iShares MSCI Global Min Vol Factor ETF's stock?

Of the 38 institutional investors that purchased iShares MSCI Global Min Vol Factor ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Turtle Creek Wealth Advisors LLC ($43.78K), OLD Mission Capital LLC ($28.58K), GAMMA Investing LLC ($17.69K), Rhumbline Advisers ($15.97K), Brown Brothers Harriman & Co. ($15.10K), Magnolia Capital Advisors LLC ($14.96K), and Flow Traders U.S. LLC ($13.58K).

How much institutional buying is happening at iShares MSCI Global Min Vol Factor ETF?

Institutional investors have bought a total of 140,444 shares in the last 24 months. This purchase volume represents approximately $15.95M in transactions.

Which of iShares MSCI Global Min Vol Factor ETF's major shareholders have been selling company stock?

Of the 24 institutional investors that sold iShares MSCI Global Min Vol Factor ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Bank of New York Mellon Corp ($26.85K), Captrust Financial Advisors ($22.32K), Summit Financial LLC ($17.88K), Rhumbline Advisers ($15.32K), Jones Financial Companies Lllp ($7.32K), Creative Financial Designs Inc. ADV ($6.98K), and FDx Advisors Inc. ($4.04K).

How much institutional selling is happening at iShares MSCI Global Min Vol Factor ETF?

Institutional investors have sold a total of 120,833 shares in the last 24 months. This volume of shares sold represents approximately $13.38M in transactions.


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This page (BATS:ACWV) was last updated on 7/25/2025 by MarketBeat.com Staff
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