Vault-13

ISHARES INC ACWV

MSCI GBL MIN VOL · ETP · CUSIP 464286525

331 institutional holders +24 vs Q3 2025
17,556,44417.6m shares reported held*
$2.1bnreported value*
31 new 106 added 104 reduced 22 sold out net bought ≈ $57.3m (+482.7k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($7.2m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $118.46. Options: 1 managers hold calls ($475.0k notional), 0 hold puts (—).

Trends to Q4 2025

Institutional holders

Managers reporting a position, each quarter

0200400Q3 22: 294Q4 22: 308Q1 23: 296Q2 23: 294Q3 23: 292Q4 23: 305Q1 24: 302Q2 24: 306Q3 24: 312Q4 24: 316Q1 25: 330Q2 25: 322Q3 25: 307Q4 25: 331331Q3 22Q2 23Q1 24Q4 24Q4 25
Numbers
QuarterHolders
Q3 2022294
Q4 2022308
Q1 2023296
Q2 2023294
Q3 2023292
Q4 2023305
Q1 2024302
Q2 2024306
Q3 2024312
Q4 2024316
Q1 2025330
Q2 2025322
Q3 2025307
Q4 2025331

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
2000200Q1 24: 100 bought or addedQ1 24: 153 cut or sold outQ2 24: 100 bought or addedQ2 24: 160 cut or sold outQ2 24Q3 24: 103 bought or addedQ3 24: 153 cut or sold outQ4 24: 119 bought or addedQ4 24: 146 cut or sold outQ4 24Q1 25: 113 bought or addedQ1 25: 152 cut or sold outQ2 25: 131 bought or addedQ2 25: 156 cut or sold outQ2 25Q3 25: 100 bought or addedQ3 25: 137 cut or sold outQ4 25: 137 bought or addedQ4 25: 126 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 2024100153
Q2 2024100160
Q3 2024103153
Q4 2024119146
Q1 2025113152
Q2 2025131156
Q3 2025100137
Q4 2025137126

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$200k$400k$600kQ1 25 calls: $523.7kQ1 25 puts: $302.6kQ1 25P/C 0.58Q2 25 calls: $284.6kQ2 25 puts: $0Q2 25P/C 0.00Q3 25 calls: $251.8kQ3 25 puts: $0Q3 25P/C 0.00Q4 25 calls: $475.0kQ4 25 puts: $0Q4 25P/C 0.00
Numbers
QuarterCallsPutsP/C
Q1 2025$523.7k$302.6k0.58
Q2 2025$284.6k$00.00
Q3 2025$251.8k$00.00
Q4 2025$475.0k$00.00

Biggest buyers

1832 Asset Management L.P. New +931,806+931.8k
Rockefeller Capital Management L.P. Added +70,615+70.6k
JANE STREET GROUP, LLC Added +54,315+54.3k
SEI INVESTMENTS CO Added +52,388+52.4k
Annex Advisory Services, LLC New +49,822+49.8k
WELLS FARGO & COMPANY/MN Added +40,521+40.5k
Allianz Asset Management GmbH New +28,700+28.7k
LPL Financial LLC Added +14,944+14.9k
MORGAN STANLEY Added +13,139+13.1k
Corient Private Wealth LP New +12,780+12.8k

Biggest sellers

COMMON FUND FOR NONPROFIT ORGANIZATIONS Sold out -257,027-257.0k
JPMORGAN CHASE & CO Reduced -201,116-201.1k
RAYMOND JAMES FINANCIAL INC Reduced -49,408-49.4k
BlackRock, Inc. Reduced -44,965-45.0k
Ackerman Capital Advisors, LLC Reduced -43,429-43.4k
CAPTRUST FINANCIAL ADVISORS Reduced -40,687-40.7k
Turtle Creek Wealth Advisors, LLC Reduced -31,748-31.7k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -31,012-31.0k
MANUFACTURERS LIFE INSURANCE COMPANY, THE Reduced -29,403-29.4k
ALLIANCEBERNSTEIN L.P. Reduced -27,970-28.0k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $475.0k4.0k shares

Biggest puts

None

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Holders, Q4 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 SEI INVESTMENTS CO 0.31% of their portfolio OAKS, PA 2,602,1662.6m $309.0m $309.0m 0.31% Added +52.4k +52,388
2 ASPIRIANT, LLC 8.21% of their portfolio San Francisco, CA 2,406,1002.4m $285.7m $285.7m 8.21% Reduced -13.6k -13,577
3 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.19% of their portfolio Toronto, A6 1,984,6902.0m $235.7m $235.7m 0.19% Reduced -29.4k -29,403
4 BlackRock, Inc. 0.00% of their portfolio New York, NY 1,293,0821.3m $153.6m $153.6m 0.00% Reduced -45.0k -44,965
5 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 1,246,2901.2m $148.0m $148.0m 0.01% Reduced -1.1k -1,104
6 1832 Asset Management L.P. 0.14% of their portfolio TORONTO, A6 931,806931.8k $110.7m $110.7m 0.14% New
7 LPL Financial LLC 0.02% of their portfolio FORT MILL, SC 702,659702.7k $83.4m $83.4m 0.02% Added +14.9k +14,944
8 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 401,887401.9k $47.7m $47.7m 0.00% Added +13.1k +13,139
9 UBS Group AG 0.01% of their portfolio ZURICH, V8 367,255367.3k $43.6m $43.6m 0.01% Reduced -3.2k -3,236
10 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 240,891240.9k $28.6m $28.6m 0.01% Added +1.8k +1,779
11 SEARCY FINANCIAL SERVICES INC /ADV 10.07% of their portfolio OVERLAND PARK, KS 228,748228.7k $27.2m $27.2m 10.07% Added +5.6k +5,569
12 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 202,125202.1k $24.0m $24.0m 0.01% Reduced -4.6k -4,645
13 DORVAL Corp 6.67% of their portfolio MAPLE GROVE, MN 175,929175.9k $20.9m $20.9m 6.67% Added +9.2k +9,150
14 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 169,870169.9k $20.2m $20.2m 0.00% Reduced -201.1k -201,116
15 BESSEMER GROUP INC 0.03% of their portfolio WOODBRIDGE, NJ 168,189168.2k $20.0m $20.0m 0.03% Added +1 +1
16 Rockefeller Capital Management L.P. 0.03% of their portfolio NEW YORK, NY 154,025154.0k $18.3m $18.3m 0.03% Added +70.6k +70,615
17 BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 2.42% of their portfolio Boca Raton, FL 141,078141.1k $16.8m $16.8m 2.42% Added +1.5k +1,507
18 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 138,514138.5k $16.4m $16.4m 0.00% Added +40.5k +40,521
19 Ackerman Capital Advisors, LLC 3.09% of their portfolio DALLAS, TX 129,734129.7k $15.4m $15.4m 3.09% Reduced -43.4k -43,429
20 HB Wealth Management, LLC 0.10% of their portfolio Atlanta, GA 126,408126.4k $15.0m $15.0m 0.10% Reduced -3.1k -3,107
21 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 108,452108.5k $12.9m $12.9m 0.00% Reduced -49.4k -49,408
22 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 102,939102.9k $12.2m $12.2m 0.02% Reduced -2.7k -2,693
23 Equitable Holdings, Inc. 0.08% of their portfolio NEW YORK, NY 100,944100.9k $12.0m $12.0m 0.08% Added +6.5k +6,467
24 MERCER GLOBAL ADVISORS INC /ADV 0.02% of their portfolio DENVER, CO 100,829100.8k $12.0m $12.0m 0.02% Added +2.8k +2,838
25 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.02% of their portfolio PLYMOUTH, MN 100,637100.6k $12.0m $12.0m 0.02% Added +874 +874
26 JANE STREET GROUP, LLC 0.01% of their portfolio NEW YORK, NY 94,77394.8k $11.3m $11.3m 0.01% Added +54.3k +54,315
27 Mariner, LLC 0.01% of their portfolio Overland Park, KS 92,27292.3k $11.0m $11.0m 0.01% Reduced -2.1k -2,136
28 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.01% of their portfolio MILWAUKEE, WI 89,23289.2k $10.6m $10.6m 0.01% Added +1.4k +1,439
29 Tacita Capital Inc 6.06% of their portfolio TORONTO, A6 88,08288.1k $10.5m $10.5m 6.06% Added +2.2k +2,250
30 GLENMEDE TRUST CO NA 0.05% of their portfolio PHILADELPHIA, PA 87,69887.7k $10.4m $10.4m 0.05% First filing
31 Kestra Advisory Services, LLC 0.04% of their portfolio AUSTIN, TX 83,68383.7k $9.9m $9.9m 0.04% Reduced -2.9k -2,860
32 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 80,72580.7k $9.6m $9.6m 0.01% Added +720 +720
33 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 80,11680.1k $9.5m $9.5m 0.00% Added +4.8k +4,838
34 Sequoia Financial Advisors, LLC 0.05% of their portfolio Akron, OH 77,65877.7k $9.2m $9.2m 0.05% Added +1.6k +1,552
35 Dynamic Advisor Solutions LLC 0.29% of their portfolio PHOENIX, AZ 75,17175.2k $8.9m $8.9m 0.29% Reduced -8.6k -8,607
36 Fiera Capital Corp 0.03% of their portfolio MONTREAL, A8 67,23067.2k $8.0m $8.0m 0.03% Unchanged
37 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 58,92158.9k $7.0m $7.0m 0.01% Added +1.2k +1,183
38 Patriot Financial Group Insurance Agency, LLC 0.83% of their portfolio Westborough, MA 58,71658.7k $7.0m $7.0m 0.83% Added +1.4k +1,435
39 Beacon Pointe Advisors, LLC 0.05% of their portfolio NEWPORT BEACH, CA 58,65058.6k $7.0m $7.0m 0.05% Added +541 +541
40 Parkway Wealth Management Group, LLC 0.93% of their portfolio Plano, TX 58,18758.2k $6.9m $6.9m 0.93% First filing
41 John A. Wolfe & Associates, Inc. 1.04% of their portfolio PORTAGE, MI 55,58055.6k $1.9m $1.9m 1.04% First filing
42 IRON Financial LLC 2.85% of their portfolio NORTHBROOK, IL 52,20952.2k $6.2m $6.2m 2.85% Reduced -482 -482
43 Annex Advisory Services, LLC 0.11% of their portfolio BROOKFIELD, WI 49,82249.8k $5.9m $5.9m 0.11% New
44 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 47,91147.9k $5.7m $5.7m 0.01% Reduced -2.6k -2,569
45 SYM FINANCIAL Corp 0.55% of their portfolio WINONA LAKE, IN 45,20745.2k $5.4m $5.4m 0.55% Added +2.8k +2,834
46 Financial Connections Group, Inc. 1.84% of their portfolio CORTE MADERA, CA 44,97645.0k $5.3m $5.3m 1.84% Reduced -725 -725
47 NATIONAL BANK OF CANADA /FI/ 0.01% of their portfolio MONTREAL, A8 42,64142.6k $5.1m $5.1m 0.01% Added +7.1k +7,059
48 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 42,16342.2k $5.0m $5.0m 0.00% Reduced -28.0k -27,970
49 Cadent Capital Advisors, LLC 1.26% of their portfolio TULSA, OK 40,28340.3k $4.8m $4.8m 1.26% Reduced -1.4k -1,410
50 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 37,76637.8k $4.5m $4.5m 0.00% Added +8.0k +7,994
51 M Holdings Securities, Inc. 0.32% of their portfolio PORTLAND, OR 37,72137.7k $4.5m $4.5m 0.32% Added +2 +2
52 &PARTNERS 0.02% of their portfolio NASHVILLE, TN 35,78635.8k $4.2m $4.2m 0.02% Reduced -1.5k -1,468
53 Brookstone Capital Management 0.05% of their portfolio WHEATON, IL 34,18234.2k $4.1m $4.1m 0.05% Added +2.9k +2,869
54 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 33,69833.7k $4.0m $4.0m 0.00% Reduced -640 -640
55 CWM, LLC 0.01% of their portfolio OMAHA, NE 33,33333.3k $4.0m $4.0m 0.01% Added +23 +23
56 GSG Advisors LLC 1.01% of their portfolio MOUNT LAUREL, NJ 32,86832.9k $3.9m $3.9m 1.01% Reduced -648 -648
57 Creekside Partners 1.61% of their portfolio PETALUMA, CA 32,05332.1k $3.8m $3.8m 1.61% Added +32 +32
58 CAPTRUST FINANCIAL ADVISORS 0.01% of their portfolio RALEIGH, NC 31,28131.3k $3.7m $3.7m 0.01% Reduced -40.7k -40,687
59 Merit Financial Group, LLC 0.03% of their portfolio ALPHARETTA, GA 30,27730.3k $3.6m $3.6m 0.03% Added +22 +22
60 OLD NATIONAL BANCORP /IN/ 0.06% of their portfolio EVANSVILLE, IN 29,77029.8k $3.5m $3.5m 0.06% Added +90 +90
61 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 29,08929.1k $3.5m $3.5m 0.01% Added +215 +215
62 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 28,71428.7k $3.4m $3.4m 0.01% Reduced -620 -620
63 Allianz Asset Management GmbH 0.00% of their portfolio MUNICH, 2M 28,70028.7k $3.4m $3.4m 0.00% New
64 Selby Wealth Management, LLC 1.11% of their portfolio EMERYVILLE, CA 23,18723.2k $2.8m $2.8m 1.11% First filing
65 Perigon Wealth Management, LLC 0.05% of their portfolio SAN FRANCISCO, CA 21,60221.6k $2.6m $2.6m 0.05% Reduced -67 -67
66 Valmark Advisers, Inc. 0.03% of their portfolio AKRON, OH 20,50420.5k $2.4m $2.4m 0.03% Reduced -24.7k -24,703
67 K2 Financial Inc. 1.75% of their portfolio GLENDORA, CA 19,01919.0k $2.3m $2.3m 1.75% Reduced -376 -376
68 Arcus Capital Partners, LLC 0.79% of their portfolio ATLANTA, GA 18,59218.6k $2.2m $2.2m 0.79% Reduced -367 -367
69 Hudson Oak Wealth Advisory LLC 1.90% of their portfolio HOBOKEN, NJ 18,15018.1k $2.2m $2.2m 1.90% First filing
70 PRUDENTIAL PLC 0.02% of their portfolio LONDON, X0 18,00018.0k $2.1m $2.1m 0.02% Reduced -26.5k -26,518
71 PFG Advisors 0.10% of their portfolio Phoenix, AZ 17,57617.6k $2.1m $2.1m 0.10% Reduced -269 -269
72 FWG Investments, LLC. 1.30% of their portfolio LEXINGTON, KY 17,13417.1k $2.0m $2.0m 1.30% Added +186 +186
73 Balentine LLC 0.07% of their portfolio ATLANTA, GA 16,54916.5k $2.0m $2.0m 0.07% Reduced -4.5k -4,517
74 Lester Murray Antman dba SimplyRich 0.50% of their portfolio CARLSBAD, CA 16,10616.1k $1.9m $1.9m 0.50% Added +120 +120
75 Vantage Financial Partners, LLC 0.38% of their portfolio ELM GROVE, WI 15,79215.8k $1.9m $1.9m 0.38% Added +120 +120
76 Stratos Wealth Advisors, LLC 0.09% of their portfolio BEACHWOOD, OH 15,73115.7k $1.9m $1.9m 0.09% Reduced -455 -455
77 CIBC WORLD MARKET INC. 0.00% of their portfolio TORONTO, A6 15,47315.5k $1.8m $1.8m 0.00% Reduced -4 -4
78 Sanctuary Advisors, LLC 0.01% of their portfolio INDIANAPOLIS, IN 15,27715.3k $1.8m $1.8m 0.01% Reduced -19.1k -19,091
79 XY Planning Network, Inc. 0.31% of their portfolio BOZEMAN, MT 15,19115.2k $1.8m $1.8m 0.31% Added +91 +91
80 Ausdal Financial Partners, Inc. 0.08% of their portfolio Davenport, IA 14,36114.4k $1.7m $1.7m 0.08% Added +52 +52
81 TFB Advisors LLC 0.47% of their portfolio OVERLAND PARK, KS 14,06814.1k $1.7m $1.7m 0.47% Added +948 +948
82 Clearstead Advisors, LLC 0.02% of their portfolio CLEVELAND, OH 13,66213.7k $1.6m $1.6m 0.02% Added +3.4k +3,398
83 Milestones Private Investment Advisors LLC 1.11% of their portfolio FAIRPORT, NY 13,56113.6k $1.6m $1.6m 1.11% Reduced -243 -243
84 Visionary Wealth Advisors 0.07% of their portfolio O'FALLON, IL 13,22713.2k $1.6m $1.6m 0.07% Added +5 +5
85 U.S. Capital Wealth Advisors, LLC 0.04% of their portfolio AUSTIN, TX 12,99013.0k $1.5m $1.5m 0.04% Reduced -2.3k -2,263
86 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.01% of their portfolio IRVING, TX 12,80412.8k $1.5m $1.5m 0.01% Reduced -394 -394
87 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 12,78012.8k $1.5m $1.5m 0.00% New
88 Chatterton & Associates Inc. 1.28% of their portfolio ANAHEIM, CA 12,55912.6k $1.5m $1.5m 1.28% First filing
89 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 12,40312.4k $1.5m $1.5m 0.00% Added +9.5k +9,484
90 Portland Financial Advisors Inc 3.07% of their portfolio PORT WASHINGTON, NY 12,15412.2k $1.4m $1.4m 3.07% Unchanged
91 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 12,06212.1k $1.4m $1.4m 0.00% New
92 NewEdge Wealth, LLC 0.02% of their portfolio STAMFORD, CT 11,96312.0k $1.4m $1.4m 0.02% Reduced -800 -800
93 FMR LLC 0.00% of their portfolio BOSTON, MA 11,87811.9k $1.4m $1.4m 0.00% Reduced -1.3k -1,318
94 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.03% of their portfolio LOS ANGELES, CA 11,82611.8k $1.4m $1.4m 0.03% Added +43 +43
95 Savant Capital, LLC 0.01% of their portfolio ROCKFORD, IL 11,63611.6k $1.4m $1.4m 0.01% Added +4.5k +4,519
96 ARKANSAS FINANCIAL GROUP, INC. 0.20% of their portfolio LITTLE ROCK, AR 11,49311.5k $1.4m $1.4m 0.20% Unchanged
97 PLANNING DIRECTIONS INC 0.68% of their portfolio GLEN MILLS, PA 11,40611.4k $1.4m $1.4m 0.68% Added +89 +89
98 Ameritas Advisory Services, LLC 0.05% of their portfolio Lincoln, NE 10,90210.9k $1.3m $1.3m 0.05% Added +9.1k +9,090
99 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 10,84310.8k $1.3m $1.3m 0.00% Added +6.4k +6,380
100 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 10,83810.8k $1.3m $1.3m 0.00% Added +231 +231