Vault-13

ISHARES INC ACWV

MSCI GBL MIN VOL · ETP · CUSIP 464286525

312 institutional holders -19 vs Q4 2025
17,487,91517.5m shares reported held*
$2.1bnreported value*
23 new 88 added 105 reduced 36 sold out net bought ≈ $2.1m (-29.9k 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 ($9.0m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $119.52.

Trends to Q1 2026

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: 331Q1 26: 312312Q3 22Q3 23Q3 24Q3 25Q1 26
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
Q1 2026312

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q2 24: 100 bought or addedQ2 24: 160 cut or sold outQ3 24: 103 bought or addedQ3 24: 153 cut or sold outQ3 24Q4 24: 119 bought or addedQ4 24: 146 cut or sold outQ1 25: 113 bought or addedQ1 25: 152 cut or sold outQ1 25Q2 25: 131 bought or addedQ2 25: 156 cut or sold outQ3 25: 100 bought or addedQ3 25: 137 cut or sold outQ3 25Q4 25: 137 bought or addedQ4 25: 126 cut or sold outQ1 26: 111 bought or addedQ1 26: 141 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 2024100160
Q3 2024103153
Q4 2024119146
Q1 2025113152
Q2 2025131156
Q3 2025100137
Q4 2025137126
Q1 2026111141

Calls vs puts

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

CallsPuts
$0$200k$400k$600kQ2 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 0.00Q1 26 calls: $0Q1 26 puts: $0Q1 26P/C —
Numbers
QuarterCallsPutsP/C
Q2 2025$284.6k$00.00
Q3 2025$251.8k$00.00
Q4 2025$475.0k$00.00
Q1 2026$0$0—

Biggest buyers

JANE STREET GROUP, LLC Added +297,993+298.0k
UBS Group AG Added +133,393+133.4k
BlackRock, Inc. Added +62,275+62.3k
Patriot Financial Group Insurance Agency, LLC Added +60,572+60.6k
SEI INVESTMENTS CO Added +54,662+54.7k
Choate Investment Advisors New +49,288+49.3k
FLOW TRADERS U.S. LLC New +46,170+46.2k
Apella Capital, LLC New +45,508+45.5k
JONES FINANCIAL COMPANIES LLLP Added +35,057+35.1k
ASPIRIANT, LLC Added +32,332+32.3k

Biggest sellers

MANUFACTURERS LIFE INSURANCE COMPANY, THE Reduced -257,085-257.1k
SEARCY FINANCIAL SERVICES INC /ADV Sold out -228,748-228.7k
AMERIPRISE FINANCIAL INC Reduced -124,846-124.8k
Fiera Capital Corp Sold out -67,230-67.2k
John A. Wolfe & Associates, Inc. Reduced -41,471-41.5k
MERCER GLOBAL ADVISORS INC /ADV Reduced -35,568-35.6k
BANK OF AMERICA CORP /DE/ Reduced -34,056-34.1k
Allianz Asset Management GmbH Sold out -28,700-28.7k
ROYAL BANK OF CANADA Reduced -16,795-16.8k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Reduced -15,483-15.5k

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 SEI INVESTMENTS CO 0.29% of their portfolio OAKS, PA 2,656,8282.7m $317.5m $317.5m 0.29% Added +54.7k +54,662
2 ASPIRIANT, LLC 8.30% of their portfolio San Francisco, CA 2,438,4322.4m $291.4m $291.4m 8.30% Added +32.3k +32,332
3 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.18% of their portfolio Toronto, A6 1,727,6051.7m $206.5m $206.5m 0.18% Reduced -257.1k -257,085
4 BlackRock, Inc. 0.00% of their portfolio New York, NY 1,355,3571.4m $162.0m $162.0m 0.00% Added +62.3k +62,275
5 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 1,212,2341.2m $144.9m $144.9m 0.01% Reduced -34.1k -34,056
6 1832 Asset Management L.P. 0.15% of their portfolio TORONTO, A6 924,107924.1k $110.4m $110.4m 0.15% Reduced -7.7k -7,699
7 LPL Financial LLC 0.02% of their portfolio FORT MILL, SC 723,188723.2k $86.4m $86.4m 0.02% Added +20.5k +20,529
8 UBS Group AG 0.01% of their portfolio ZURICH, V8 500,648500.6k $59.8m $59.8m 0.01% Added +133.4k +133,393
9 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 412,329412.3k $49.3m $49.3m 0.00% Added +10.4k +10,442
10 JANE STREET GROUP, LLC 0.05% of their portfolio NEW YORK, NY 392,766392.8k $46.9m $46.9m 0.05% Added +298.0k +297,993
11 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 193,468193.5k $23.1m $23.1m 0.01% Reduced -8.7k -8,657
12 DORVAL Corp 6.69% of their portfolio MAPLE GROVE, MN 180,482180.5k $21.6m $21.6m 6.69% Added +4.6k +4,553
13 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 177,037177.0k $20.9m $20.9m 0.00% Added +7.2k +7,167
14 BESSEMER GROUP INC 0.03% of their portfolio WOODBRIDGE, NJ 168,189168.2k $20.1m $20.1m 0.03% Unchanged
15 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 166,791166.8k $19.9m $19.9m 0.00% Added +28.3k +28,277
16 Rockefeller Capital Management L.P. 0.03% of their portfolio NEW YORK, NY 150,498150.5k $18.0m $18.0m 0.03% Reduced -3.5k -3,527
17 BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 2.33% of their portfolio Boca Raton, FL 134,626134.6k $16.1m $16.1m 2.33% Reduced -6.5k -6,452
18 Ackerman Capital Advisors, LLC 3.17% of their portfolio DALLAS, TX 129,439129.4k $15.5m $15.5m 3.17% Reduced -295 -295
19 HB Wealth Management, LLC 0.10% of their portfolio Atlanta, GA 122,732122.7k $14.7m $14.7m 0.10% Reduced -3.7k -3,676
20 Patriot Financial Group Insurance Agency, LLC 0.80% of their portfolio Westborough, MA 119,288119.3k $14.3m $14.3m 0.80% Added +60.6k +60,572
21 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 116,045116.0k $13.9m $13.9m 0.00% Reduced -124.8k -124,846
22 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 110,927110.9k $13.3m $13.3m 0.00% Added +2.5k +2,475
23 Equitable Holdings, Inc. 0.08% of their portfolio NEW YORK, NY 104,408104.4k $12.4m $12.4m 0.08% Added +3.5k +3,464
24 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 93,94593.9k $11.2m $11.2m 0.02% Reduced -9.0k -8,994
25 Tacita Capital Inc 6.31% of their portfolio TORONTO, A6 89,22689.2k $10.7m $10.7m 6.31% Added +1.1k +1,144
26 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.01% of their portfolio MILWAUKEE, WI 88,30488.3k $10.6m $10.6m 0.01% Reduced -928 -928
27 Mariner, LLC 0.01% of their portfolio Overland Park, KS 88,13788.1k $10.5m $10.5m 0.01% Reduced -4.1k -4,135
28 Kestra Advisory Services, LLC 0.04% of their portfolio AUSTIN, TX 85,51385.5k $10.2m $10.2m 0.04% Added +1.8k +1,830
29 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.02% of their portfolio PLYMOUTH, MN 85,15485.2k $10.2m $10.2m 0.02% Reduced -15.5k -15,483
30 Dynamic Advisor Solutions LLC 0.30% of their portfolio PHOENIX, AZ 80,93680.9k $9.7m $9.7m 0.30% Added +5.8k +5,765
31 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 79,56379.6k $9.5m $9.5m 0.01% Reduced -1.2k -1,162
32 Sequoia Financial Advisors, LLC 0.05% of their portfolio Akron, OH 78,76678.8k $9.4m $9.4m 0.05% Added +1.1k +1,108
33 Beacon Pointe Advisors, LLC 0.05% of their portfolio NEWPORT BEACH, CA 74,55974.6k $8.9m $8.9m 0.05% Added +15.9k +15,909
34 GLENMEDE TRUST CO NA 0.04% of their portfolio PHILADELPHIA, PA 72,94872.9k $8.7m $8.7m 0.04% Reduced -14.8k -14,750
35 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 72,82372.8k $8.5m $8.5m 0.00% Added +35.1k +35,057
36 MERCER GLOBAL ADVISORS INC /ADV 0.01% of their portfolio DENVER, CO 65,26165.3k $7.8m $7.8m 0.01% Reduced -35.6k -35,568
37 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 63,32163.3k $7.6m $7.6m 0.00% Reduced -16.8k -16,795
38 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 59,77359.8k $7.1m $7.1m 0.01% Added +852 +852
39 Parkway Wealth Management Group, LLC 0.80% of their portfolio Plano, TX 51,97852.0k $6.3m $6.3m 0.80% Reduced -6.2k -6,209
40 Choate Investment Advisors 0.12% of their portfolio BOSTON, MA 49,28849.3k $5.9m $5.9m 0.12% New
41 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 48,77148.8k $5.8m $5.8m 0.01% Added +860 +860
42 IRON Financial LLC 2.53% of their portfolio NORTHBROOK, IL 48,44748.4k $5.8m $5.8m 2.53% Reduced -3.8k -3,762
43 SYM FINANCIAL Corp 0.58% of their portfolio WINONA LAKE, IN 48,23848.2k $5.8m $5.8m 0.58% Added +3.0k +3,031
44 NATIONAL BANK OF CANADA /FI/ 0.01% of their portfolio MONTREAL, A8 48,13848.1k $5.8m $5.8m 0.01% Added +5.5k +5,497
45 FLOW TRADERS U.S. LLC 0.17% of their portfolio NEW YORK, NY 46,17046.2k $5.5m $5.5m 0.17% New
46 Apella Capital, LLC 0.08% of their portfolio WEST HARTFORD, CT 45,50845.5k $5.6m $5.6m 0.08% New
47 Financial Connections Group, Inc. 1.85% of their portfolio CORTE MADERA, CA 44,53944.5k $5.3m $5.3m 1.85% Reduced -437 -437
48 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 42,23542.2k $5.0m $5.0m 0.00% Added +72 +72
49 Cadent Capital Advisors, LLC 1.19% of their portfolio TULSA, OK 37,64037.6k $4.5m $4.5m 1.19% Reduced -2.6k -2,643
50 M Holdings Securities, Inc. 0.30% of their portfolio PORTLAND, OR 37,58737.6k $4.5m $4.5m 0.30% Reduced -134 -134
51 Brookstone Capital Management 0.05% of their portfolio WHEATON, IL 36,22136.2k $4.3m $4.3m 0.05% Added +2.0k +2,039
52 Annex Advisory Services, LLC 0.08% of their portfolio BROOKFIELD, WI 35,46235.5k $4.2m $4.2m 0.08% Reduced -14.4k -14,360
53 CWM, LLC 0.01% of their portfolio OMAHA, NE 34,14134.1k $4.1m $4.1m 0.01% Added +808 +808
54 GSG Advisors LLC 1.04% of their portfolio MOUNT LAUREL, NJ 33,43933.4k $4.0m $4.0m 1.04% Added +571 +571
55 &PARTNERS 0.02% of their portfolio NASHVILLE, TN 33,38933.4k $4.0m $4.0m 0.02% Reduced -2.4k -2,397
56 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 32,99733.0k $3.9m $3.9m 0.00% Reduced -701 -701
57 Creekside Partners 1.55% of their portfolio PETALUMA, CA 31,56331.6k $3.8m $3.8m 1.55% Reduced -490 -490
58 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 31,15031.1k $3.7m $3.7m 0.00% Added +19.1k +19,088
59 Merit Financial Group, LLC 0.03% of their portfolio ALPHARETTA, GA 30,30530.3k $3.6m $3.6m 0.03% Added +28 +28
60 OLD NATIONAL BANCORP /IN/ 0.06% of their portfolio EVANSVILLE, IN 30,10430.1k $3.6m $3.6m 0.06% Added +334 +334
61 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 29,36629.4k $3.5m $3.5m 0.01% Added +277 +277
62 CAPTRUST FINANCIAL ADVISORS 0.01% of their portfolio RALEIGH, NC 29,01529.0k $3.5m $3.5m 0.01% Reduced -2.3k -2,266
63 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 28,86028.9k $3.4m $3.4m 0.01% Added +146 +146
64 PRUDENTIAL PLC 0.02% of their portfolio LONDON, X0 25,57625.6k $3.1m $3.1m 0.02% Added +7.6k +7,576
65 Selby Wealth Management, LLC 1.05% of their portfolio EMERYVILLE, CA 22,28422.3k $2.7m $2.7m 1.05% Reduced -903 -903
66 Perigon Wealth Management, LLC 0.04% of their portfolio SAN FRANCISCO, CA 20,56520.6k $2.5m $2.5m 0.04% Reduced -1.0k -1,037
67 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 20,53420.5k $2.5m $2.5m 0.00% New
68 K2 Financial Inc. 1.74% of their portfolio GLENDORA, CA 19,86819.9k $2.4m $2.4m 1.74% Added +849 +849
69 Hudson Oak Wealth Advisory LLC 1.99% of their portfolio HOBOKEN, NJ 19,18819.2k $2.3m $2.3m 1.99% Added +1.0k +1,038
70 Arcus Capital Partners, LLC 0.77% of their portfolio ATLANTA, GA 17,82217.8k $2.1m $2.1m 0.77% Reduced -770 -770
71 FWG Investments, LLC. 1.30% of their portfolio LEXINGTON, KY 17,13417.1k $2.0m $2.0m 1.30% Unchanged
72 Balentine LLC 0.08% of their portfolio ATLANTA, GA 16,78016.8k $2.0m $2.0m 0.08% Added +231 +231
73 U.S. Capital Wealth Advisors, LLC 0.05% of their portfolio AUSTIN, TX 16,56016.6k $2.0m $2.0m 0.05% Added +3.6k +3,570
74 Lester Murray Antman dba SimplyRich 0.50% of their portfolio CARLSBAD, CA 16,42116.4k $2.0m $2.0m 0.50% Added +315 +315
75 CIBC WORLD MARKET INC. 0.00% of their portfolio TORONTO, A6 15,62315.6k $1.9m $1.9m 0.00% Added +150 +150
76 Stratos Wealth Advisors, LLC 0.11% of their portfolio BEACHWOOD, OH 15,61415.6k $1.9m $1.9m 0.11% Reduced -117 -117
77 XY Planning Network, Inc. 0.29% of their portfolio BOZEMAN, MT 15,16815.2k $1.8m $1.8m 0.29% Reduced -23 -23
78 Ausdal Financial Partners, Inc. 0.08% of their portfolio Davenport, IA 14,27414.3k $1.7m $1.7m 0.08% Reduced -87 -87
79 John A. Wolfe & Associates, Inc. 2.59% of their portfolio PORTAGE, MI 14,10914.1k $1.7m $1.7m 2.59% Reduced -41.5k -41,471
80 Clearstead Advisors, LLC 0.01% of their portfolio CLEVELAND, OH 13,68313.7k $1.6m $1.6m 0.01% Added +21 +21
81 FMR LLC 0.00% of their portfolio BOSTON, MA 13,66413.7k $1.6m $1.6m 0.00% Added +1.8k +1,786
82 Visionary Wealth Advisors 0.07% of their portfolio O'FALLON, IL 13,08213.1k $1.6m $1.6m 0.07% Reduced -145 -145
83 Independent Advisor Alliance 0.02% of their portfolio CHARLOTTE, NC 12,98013.0k $1.6m $1.6m 0.02% Added +10.8k +10,797
84 Chatterton & Associates Inc. 1.10% of their portfolio ANAHEIM, CA 12,96213.0k $1.6m $1.6m 1.10% Added +403 +403
85 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 12,78012.8k $1.5m $1.5m 0.00% Added +5.2k +5,194
86 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.01% of their portfolio IRVING, TX 12,74412.7k $1.5m $1.5m 0.01% Reduced -60 -60
87 Sanctuary Advisors, LLC 0.01% of their portfolio INDIANAPOLIS, IN 12,74412.7k $1.5m $1.5m 0.01% Reduced -2.5k -2,533
88 Professional Financial Advisors, LLC 0.31% of their portfolio NORTH PLATTE, NE 12,57412.6k $1.5m $1.5m 0.31% Added +2.3k +2,253
89 NewEdge Wealth, LLC 0.02% of their portfolio STAMFORD, CT 11,96312.0k $1.4m $1.4m 0.02% Unchanged
90 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.03% of their portfolio LOS ANGELES, CA 11,83511.8k $1.4m $1.4m 0.03% Added +9 +9
91 Valmark Advisers, Inc. 0.02% of their portfolio AKRON, OH 11,61211.6k $1.4m $1.4m 0.02% Reduced -8.9k -8,892
92 ARKANSAS FINANCIAL GROUP, INC. 0.19% of their portfolio LITTLE ROCK, AR 11,49311.5k $1.4m $1.4m 0.19% Unchanged
93 PLANNING DIRECTIONS INC 0.69% of their portfolio GLEN MILLS, PA 11,40611.4k $1.4m $1.4m 0.69% Unchanged
94 Portland Financial Advisors Inc 2.82% of their portfolio PORT WASHINGTON, NY 11,32811.3k $1.4m $1.4m 2.82% Reduced -826 -826
95 Ameritas Advisory Services, LLC 0.05% of their portfolio Lincoln, NE 11,07211.1k $1.3m $1.3m 0.05% Added +170 +170
96 Mutual Advisors, LLC 0.03% of their portfolio OMAHA, NE 11,00611.0k $1.3m $1.3m 0.03% Added +1.3k +1,346
97 Thrivent Financial for Lutherans 0.00% of their portfolio Minneapolis, MN 10,84110.8k $1.3m $1.3m 0.00% Added +1.1k +1,144
98 RIK SAYLOR FINANCIAL, INC. 0.98% of their portfolio FAIRFIELD, OH 10,76410.8k $1.3m $1.3m 0.98% Reduced -5 -5
99 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 10,75310.8k $1.3m $1.3m 0.00% Added +2.0k +1,962
100 Csenge Advisory Group 0.06% of their portfolio CLEARWATER, FL 10,49410.5k $1.3m $1.3m 0.06% Added +694 +694