Vault-13

ISHARES INC ACWV

MSCI GBL MIN VOL · ETP · CUSIP 464286525

313 institutional holders +1 vs Q1 2026
16,707,12016.7m shares reported held*
$2.0bnreported value*
27 new 100 added 107 reduced 24 sold out net sold ≈ $90.0m (-746.8k 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 ($5.9m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $120.26.

Trends to Q2 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: 312Q2 26: 313313Q3 22Q3 23Q3 24Q3 25Q2 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
Q2 2026313

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q3 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 25Q1 26: 111 bought or addedQ1 26: 141 cut or sold outQ2 26: 127 bought or addedQ2 26: 131 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 2024103153
Q4 2024119146
Q1 2025113152
Q2 2025131156
Q3 2025100137
Q4 2025137126
Q1 2026111141
Q2 2026127131

Calls vs puts

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

CallsPuts
$0$200k$400k$600kQ3 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 —Q2 26 calls: $0Q2 26 puts: $0Q2 26P/C —
Numbers
QuarterCallsPutsP/C
Q3 2025$251.8k$00.00
Q4 2025$475.0k$00.00
Q1 2026$0$0—
Q2 2026$0$0—

Biggest buyers

RFP Financial Group LLC New +102,954+103.0k
SEI INVESTMENTS CO Added +89,141+89.1k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +60,947+60.9k
HRT FINANCIAL LP New +48,457+48.5k
Cambridge Investment Research Advisors, Inc. Added +31,612+31.6k
Empowered Funds, LLC Added +28,318+28.3k
Cambria Investment Management, L.P. New +28,263+28.3k
LPL Financial LLC Added +19,234+19.2k
Arax Advisory Partners Added +15,565+15.6k
RHUMBLINE ADVISERS New +11,158+11.2k

Biggest sellers

1832 Asset Management L.P. Reduced -220,927-220.9k
BlackRock, Inc. Reduced -184,523-184.5k
JANE STREET GROUP, LLC Reduced -184,476-184.5k
MANUFACTURERS LIFE INSURANCE COMPANY, THE Reduced -94,154-94.2k
Equitable Holdings, Inc. Reduced -91,565-91.6k
Patriot Financial Group Insurance Agency, LLC Reduced -56,799-56.8k
FLOW TRADERS U.S. LLC Reduced -41,592-41.6k
JPMORGAN CHASE & CO Reduced -41,337-41.3k
M Holdings Securities, Inc. Sold out -37,587-37.6k
Brookstone Capital Management Reduced -32,482-32.5k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 SEI INVESTMENTS CO 0.29% of their portfolio OAKS, PA 2,745,9692.7m $330.1m $330.1m 0.29% Added +89.1k +89,141
2 ASPIRIANT, LLC 7.22% of their portfolio San Francisco, CA 2,432,8102.4m $292.5m $292.5m 7.22% Reduced -5.6k -5,622
3 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.15% of their portfolio Toronto, A6 1,633,4511.6m $196.4m $196.4m 0.15% Reduced -94.2k -94,154
4 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 1,181,2531.2m $142.0m $142.0m 0.01% Reduced -31.0k -30,981
5 BlackRock, Inc. 0.00% of their portfolio New York, NY 1,170,8341.2m $140.8m $140.8m 0.00% Reduced -184.5k -184,523
6 LPL Financial LLC 0.02% of their portfolio FORT MILL, SC 742,422742.4k $89.3m $89.3m 0.02% Added +19.2k +19,234
7 1832 Asset Management L.P. 0.10% of their portfolio TORONTO, A6 703,180703.2k $84.5m $84.5m 0.10% Reduced -220.9k -220,927
8 UBS Group AG 0.01% of their portfolio ZURICH, V8 475,683475.7k $57.2m $57.2m 0.01% Reduced -25.0k -24,965
9 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 399,735399.7k $48.1m $48.1m 0.00% Reduced -12.6k -12,594
10 JANE STREET GROUP, LLC 0.02% of their portfolio NEW YORK, NY 208,290208.3k $25.0m $25.0m 0.02% Reduced -184.5k -184,476
11 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 194,067194.1k $23.3m $23.3m 0.01% Added +599 +599
12 DORVAL Corp 6.46% of their portfolio MAPLE GROVE, MN 186,708186.7k $22.4m $22.4m 6.46% Added +6.2k +6,226
13 BESSEMER GROUP INC 0.03% of their portfolio WOODBRIDGE, NJ 167,514167.5k $20.1m $20.1m 0.03% Reduced -675 -675
14 Rockefeller Capital Management L.P. 0.03% of their portfolio NEW YORK, NY 149,432149.4k $18.0m $18.0m 0.03% Reduced -1.1k -1,066
15 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 135,700135.7k $16.3m $16.3m 0.00% Reduced -41.3k -41,337
16 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 134,472134.5k $16.2m $16.2m 0.00% Reduced -32.3k -32,319
17 BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 1.96% of their portfolio Boca Raton, FL 128,883128.9k $15.5m $15.5m 1.96% Reduced -5.7k -5,743
18 HB Wealth Management, LLC 0.08% of their portfolio Atlanta, GA 122,463122.5k $14.7m $14.7m 0.08% Reduced -269 -269
19 Ackerman Capital Advisors, LLC 2.91% of their portfolio DALLAS, TX 119,876119.9k $14.4m $14.4m 2.91% Reduced -9.6k -9,563
20 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 116,318116.3k $14.0m $14.0m 0.00% Added +273 +273
21 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 111,010111.0k $13.3m $13.3m 0.00% Added +83 +83
22 RFP Financial Group LLC 5.54% of their portfolio ATLANTA, GA 102,954103.0k $12.4m $12.4m 5.54% New
23 Tacita Capital Inc 5.91% of their portfolio TORONTO, A6 90,52290.5k $10.9m $10.9m 5.91% Added +1.3k +1,296
24 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.01% of their portfolio MILWAUKEE, WI 86,91486.9k $10.4m $10.4m 0.01% Reduced -1.4k -1,390
25 Mariner, LLC 0.01% of their portfolio Overland Park, KS 86,01986.0k $10.3m $10.3m 0.01% Reduced -2.1k -2,118
26 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.02% of their portfolio PLYMOUTH, MN 83,91183.9k $10.3m $10.3m 0.02% Reduced -1.2k -1,243
27 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 83,30683.3k $10.0m $10.0m 0.01% Reduced -10.6k -10,639
28 Dynamic Advisor Solutions LLC 0.28% of their portfolio PHOENIX, AZ 82,17282.2k $9.9m $9.9m 0.28% Added +1.2k +1,236
29 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio BALA CYNWYD, PA 81,48181.5k $9.8m $9.8m 0.01% Added +60.9k +60,947
30 Kestra Advisory Services, LLC 0.03% of their portfolio AUSTIN, TX 79,48379.5k $9.6m $9.6m 0.03% Reduced -6.0k -6,030
31 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 77,85377.9k $9.5m $9.5m 0.01% Reduced -1.7k -1,710
32 Beacon Pointe Advisors, LLC 0.04% of their portfolio NEWPORT BEACH, CA 77,59977.6k $9.3m $9.3m 0.04% Added +3.0k +3,040
33 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 74,69874.7k $8.8m $8.8m 0.00% Added +1.9k +1,875
34 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 69,81469.8k $8.4m $8.4m 0.00% Added +6.5k +6,493
35 Sequoia Financial Advisors, LLC 0.04% of their portfolio Akron, OH 68,17968.2k $8.2m $8.2m 0.04% Reduced -10.6k -10,587
36 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 67,48367.5k $8.1m $8.1m 0.01% Added +7.7k +7,710
37 MERCER GLOBAL ADVISORS INC /ADV 0.01% of their portfolio DENVER, CO 67,41567.4k $8.1m $8.1m 0.01% Added +2.2k +2,154
38 Patriot Financial Group Insurance Agency, LLC 0.77% of their portfolio Westborough, MA 62,48962.5k $7.5m $7.5m 0.77% Reduced -56.8k -56,799
39 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 60,47260.5k $7.3m $7.3m 0.01% Added +31.6k +31,612
40 GLENMEDE TRUST CO NA 0.03% of their portfolio PHILADELPHIA, PA 57,14057.1k $6.9m $6.9m 0.03% Reduced -15.8k -15,808
41 Parkway Wealth Management Group, LLC 0.79% of their portfolio Plano, TX 56,90956.9k $6.8m $6.8m 0.79% Added +4.9k +4,931
42 Choate Investment Advisors 0.10% of their portfolio BOSTON, MA 49,28849.3k $5.9m $5.9m 0.10% Unchanged
43 SYM FINANCIAL Corp 0.47% of their portfolio WINONA LAKE, IN 48,96149.0k $5.9m $5.9m 0.47% Added +723 +723
44 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 48,50448.5k $5.8m $5.8m 0.01% Reduced -267 -267
45 HRT FINANCIAL LP 0.01% of their portfolio NEW YORK, NY 48,45748.5k $5.8m $5.8m 0.01% New
46 IRON Financial LLC 2.39% of their portfolio NORTHBROOK, IL 48,12748.1k $5.8m $5.8m 2.39% Reduced -320 -320
47 Apella Capital, LLC 0.08% of their portfolio WEST HARTFORD, CT 44,99245.0k $5.5m $5.5m 0.08% Reduced -516 -516
48 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 43,43343.4k $5.2m $5.2m 0.00% Added +1.2k +1,198
49 Noble Wealth Partners LLC 4.30% of their portfolio DENVER, CO 41,13141.1k $4.9m $4.9m 4.30% First filing
50 Cadent Capital Advisors, LLC 0.89% of their portfolio TULSA, OK 35,74435.7k $4.3m $4.3m 0.89% Reduced -1.9k -1,896
51 Annex Advisory Services, LLC 0.07% of their portfolio BROOKFIELD, WI 35,55435.6k $4.3m $4.3m 0.07% Added +92 +92
52 GSG Advisors LLC 0.90% of their portfolio MOUNT LAUREL, NJ 34,04334.0k $4.1m $4.1m 0.90% Added +604 +604
53 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 33,66733.7k $4.0m $4.0m 0.01% Added +4.3k +4,301
54 &PARTNERS 0.02% of their portfolio NASHVILLE, TN 32,12432.1k $3.9m $3.9m 0.02% Reduced -1.3k -1,265
55 Creekside Partners 1.38% of their portfolio PETALUMA, CA 31,68431.7k $3.8m $3.8m 1.38% Added +121 +121
56 Empowered Funds, LLC 0.02% of their portfolio NEWTOWN SQUARE, PA 30,85030.9k $3.7m $3.7m 0.02% Added +28.3k +28,318
57 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 30,68030.7k $3.7m $3.7m 0.00% Reduced -2.3k -2,317
58 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 29,92429.9k $3.6m $3.6m 0.00% Reduced -18.2k -18,214
59 Merit Financial Group, LLC 0.02% of their portfolio ALPHARETTA, GA 29,16129.2k $3.5m $3.5m 0.02% Reduced -1.1k -1,144
60 OLD NATIONAL BANCORP /IN/ 0.07% of their portfolio EVANSVILLE, IN 28,75328.8k $3.5m $3.5m 0.07% Reduced -1.4k -1,351
61 Cambria Investment Management, L.P. 0.17% of their portfolio Manhattan Beach, CA 28,26328.3k $3.4m $3.4m 0.17% New
62 CAPTRUST FINANCIAL ADVISORS 0.01% of their portfolio RALEIGH, NC 27,55127.6k $3.3m $3.3m 0.01% Reduced -1.5k -1,464
63 Perigon Wealth Management, LLC 0.04% of their portfolio SAN FRANCISCO, CA 20,39920.4k $2.5m $2.5m 0.04% Reduced -166 -166
64 K2 Financial Inc. 1.75% of their portfolio GLENDORA, CA 20,32820.3k $2.5m $2.5m 1.75% Added +460 +460
65 Selby Wealth Management, LLC 0.86% of their portfolio EMERYVILLE, CA 20,28120.3k $2.4m $2.4m 0.86% Reduced -2.0k -2,003
66 Hudson Oak Wealth Advisory LLC 1.84% of their portfolio HOBOKEN, NJ 19,82519.8k $2.4m $2.4m 1.84% Added +637 +637
67 Arcus Capital Partners, LLC 0.89% of their portfolio ATLANTA, GA 17,87817.9k $2.1m $2.1m 0.89% Added +56 +56
68 Arax Advisory Partners 0.01% of their portfolio NEW YORK, NY 17,47517.5k $2.1m $2.1m 0.01% Added +15.6k +15,565
69 FWG Investments, LLC. 1.10% of their portfolio LEXINGTON, KY 17,28517.3k $2.1m $2.1m 1.10% Added +151 +151
70 PRUDENTIAL PLC 0.01% of their portfolio LONDON, X0 17,00017.0k $2.0m $2.0m 0.01% Reduced -8.6k -8,576
71 Lester Murray Antman dba SimplyRich 0.46% of their portfolio CARLSBAD, CA 16,45916.5k $2.0m $2.0m 0.46% Added +38 +38
72 Balentine LLC 0.07% of their portfolio ATLANTA, GA 16,38216.4k $2.0m $2.0m 0.07% Reduced -398 -398
73 CIBC WORLD MARKET INC. 0.00% of their portfolio TORONTO, A6 15,65515.7k $1.9m $1.9m 0.00% Added +32 +32
74 Stratos Wealth Advisors, LLC 0.10% of their portfolio BEACHWOOD, OH 15,44115.4k $1.9m $1.9m 0.10% Reduced -173 -173
75 FMR LLC 0.00% of their portfolio BOSTON, MA 15,42515.4k $1.9m $1.9m 0.00% Added +1.8k +1,761
76 XY Planning Network, Inc. 0.22% of their portfolio BOZEMAN, MT 14,75114.8k $1.8m $1.8m 0.22% Reduced -417 -417
77 Sanctuary Advisors, LLC 0.01% of their portfolio INDIANAPOLIS, IN 14,49414.5k $1.7m $1.7m 0.01% Added +1.8k +1,750
78 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 14,41714.4k $1.7m $1.7m 0.00% Added +1.6k +1,637
79 Visionary Wealth Advisors 0.06% of their portfolio O'FALLON, IL 13,07613.1k $1.6m $1.6m 0.06% Reduced -6 -6
80 Savant Capital, LLC 0.00% of their portfolio ROCKFORD, IL 13,00613.0k $1.6m $1.6m 0.00% Added +3.8k +3,776
81 Equitable Holdings, Inc. 0.01% of their portfolio NEW YORK, NY 12,84312.8k $1.5m $1.5m 0.01% Reduced -91.6k -91,565
82 Clearstead Advisors, LLC 0.01% of their portfolio CLEVELAND, OH 12,83012.8k $1.5m $1.5m 0.01% Reduced -853 -853
83 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.01% of their portfolio IRVING, TX 12,79712.8k $1.5m $1.5m 0.01% Added +53 +53
84 John A. Wolfe & Associates, Inc. 2.06% of their portfolio PORTAGE, MI 12,42712.4k $1.5m $1.5m 2.06% Reduced -1.7k -1,682
85 Chatterton & Associates Inc. 0.89% of their portfolio ANAHEIM, CA 12,33312.3k $1.5m $1.5m 0.89% Reduced -629 -629
86 Professional Financial Advisors, LLC 0.25% of their portfolio NORTH PLATTE, NE 11,96912.0k $1.4m $1.4m 0.25% Reduced -605 -605
87 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.03% of their portfolio LOS ANGELES, CA 11,92911.9k $1.4m $1.4m 0.03% Added +94 +94
88 Thrivent Financial for Lutherans 0.00% of their portfolio Minneapolis, MN 11,72711.7k $1.4m $1.4m 0.00% Added +886 +886
89 ARKANSAS FINANCIAL GROUP, INC. 0.18% of their portfolio LITTLE ROCK, AR 11,49311.5k $1.4m $1.4m 0.18% Unchanged
90 Portland Financial Advisors Inc 2.49% of their portfolio PORT WASHINGTON, NY 11,32811.3k $1.4m $1.4m 2.49% Unchanged
91 PLANNING DIRECTIONS INC 0.63% of their portfolio GLEN MILLS, PA 11,27811.3k $1.4m $1.4m 0.63% Reduced -128 -128
92 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 11,15811.2k $1.3m $1.3m 0.00% New
93 Csenge Advisory Group 0.05% of their portfolio CLEARWATER, FL 11,04011.0k $1.3m $1.3m 0.05% Added +546 +546
94 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 11,02711.0k $1.3m $1.3m 0.00% Added +274 +274
95 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 11,01011.0k $1.3m $1.3m 0.00% Added +1.7k +1,738
96 Mutual Advisors, LLC 0.02% of their portfolio OMAHA, NE 10,85510.9k $1.3m $1.3m 0.02% Reduced -151 -151
97 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 10,83410.8k $1.3m $1.3m 0.00% Added +459 +459
98 Valmark Advisers, Inc. 0.01% of their portfolio AKRON, OH 10,54310.5k $1.3m $1.3m 0.01% Reduced -1.1k -1,069
99 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 10,48610.5k $1.3m $1.3m 0.00% Reduced -7 -7
100 Alesco Advisors, LLC, An ESL Co 0.03% of their portfolio Pittsford, NY 10,44110.4k $1.3m $1.3m 0.03% Unchanged