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iShares MSCI Global Min Vol Factor ETF
ACWV

Overview Fund Activity

293 hedge funds and large institutions have $2.48B invested in iShares MSCI Global Min Vol Factor ETF in 2022 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 92 increasing their positions, 113 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
293
Holders Change
-10
Holders Change %
-3.3%
% of All Funds
5.07%
Holding in Top 10
23
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.55%
% of All Funds
0.4%
New
15
Increased
92
Reduced
113
Closed
22
Calls
$319K
Puts
$531K
Net Calls
-$212K
Net Calls Change
-$212K

Top Buyers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
$128M
2
WP
WMS Partners
Maryland
$28.1M
3
PAMS
Pictet Asset Management (Switzerland)
Switzerland
$15.2M
4
GI
Glovista Investments
New Jersey
$14M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$84.1M

Top Sellers

1
National Bank of Canada
National Bank of Canada
Quebec, Canada
$22.1M
2
W
Wealthsimple
Ontario, Canada
$5.9M
3
ONB
Old National Bancorp
Indiana
$0
4
KAS
Kestra Advisory Services
Texas
$17.7M
5
RIA
Regal Investment Advisors
Michigan
$1.16M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
226
CGN Advisors
Kansas
$247K – – –
SIA
227
Soltis Investment Advisors
Utah
$243K -$4.52K -51 -2%
PJSIMP
228
P.J. Schmidt Investment Management (PJS)
Wisconsin
$242K -$11.7K -130 -5%
EP
229
Eudaimonia Partners
Tennessee
$237K – – –
WA
230
WP Advisors
California
$236K – – –
TWC
231
TD Waterhouse Canada
Ontario, Canada
$235K -$66.4K -725 -22%
LF
232
Lee Financial
Texas
$232K – – –
NA
233
Nottingham Advisors
New York
$230K +$13.3K +150 +6%
ATC
234
Argent Trust Co
Tennessee
$226K -$4.43K -50 -2%
PFG
235
Peterson Financial Group
Iowa
$222K +$2.75K +31 +1%
IWN
236
Independent Wealth Network
Iowa
$220K +$5.31K +60 +2%
NW
237
NewEdge Wealth
Pennsylvania
$220K +$220K +2,487 New
TC
238
Tacita Capital
Ontario, Canada
$211K – – –
RBA
239
Richard Bernstein Advisors
New York
$210K -$173K -1,957 -45%
APC
240
Asset Planning Corporation
Tennessee
$210K – – –
MA
241
MUFG Americas
New York
$210K – – –
SBL
242
Sargent Bickham Lagudis
Colorado
$208K – – –
AA
243
ACT Advisors
North Carolina
$204K -$293K -3,304 -59%
COCM
244
Charter Oak Capital Management
New Hampshire
$204K -$245K -2,766 -55%
TFS
245
Thoroughbred Financial Services
Tennessee
$203K +$203K +2,295 New
SWM
246
Sugarloaf Wealth Management
Georgia
$187K +$30.4K +343 +19%
CS
247
Credit Suisse
Switzerland
$178K – – –
HWMA
248
Heritage Wealth Management (Arizona)
Arizona
$174K -$1.51K -17 -0.9%
Qube Research & Technologies (QRT)
249
Qube Research & Technologies (QRT)
United Kingdom
$136K -$10.7K -121 -7%
EIA
250
Eldridge Investment Advisors
New Hampshire
$131K +$131K +1,482 New
8 9
10
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