We are live on ! Find out more
ACWV icon

iShares MSCI Global Min Vol Factor ETF

293 hedge funds and large institutions have $2.58B invested in iShares MSCI Global Min Vol Factor ETF in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 92 increasing their positions, 127 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 28

1% less funds holding

Funds holding: 296293 (-3)

13% less funds holding in top 10

Funds holding in top 10: 1614 (-2)

13.18% less ownership

Funds ownership: 67.09%53.91% (-13%)

13% less capital invested

Capital invested by funds: $2.98B → $2.58B (-$397M)

28% less repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 127

74% less call options, than puts

Call options by funds: $20K | Put options by funds: $78K

Holders
293
Holders Change
-3
Holders Change %
-1.01%
% of All Funds
4.6%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.22%
New
28
Increased
92
Reduced
127
Closed
28
Calls
$20K
Puts
$78K
Net Calls
-$58K
Net Calls Change
-$87K
Name Holding Trade Value Shares
Change
Change in
Stake
WA
226
WP Advisors
California
$267K +$2.36K +24 +0.9%
API
227
Advisor Partners II
California
$267K +$4.62K +47 +2%
MWM
228
Mascoma Wealth Management
New Hampshire
$265K
PGWM
229
Parisi Gray Wealth Management
New Jersey
$262K +$266K +2,711 New
Cerity Partners
230
Cerity Partners
New York
$262K -$578K -5,886 -69%
EP
231
Eudaimonia Partners
Tennessee
$256K +$491 +5 +0.2%
ATC
232
Argent Trust Co
Tennessee
$250K
NA
233
Nottingham Advisors
New York
$250K
FAB
234
First American Bank
Illinois
$245K -$477K -4,850 -66%
VCM
235
Virtue Capital Management
Tennessee
$244K
FPAS
236
Focus Partners Advisor Solutions
Missouri
$243K +$244K +2,480 New
JSL
237
JT Stratford LLC
Georgia
$239K -$3.84M -39,051 -94%
LF
238
Lee Financial
Texas
$237K -$2.06K -21 -0.9%
IWN
239
Independent Wealth Network
Iowa
$236K +$393 +4 +0.2%
Vanguard Group
240
Vanguard Group
Pennsylvania
$234K +$235K +2,391 New
CCM
241
Cox Capital Management
Massachusetts
$233K +$4.91K +50 +2%
APC
242
Asset Planning Corporation
Tennessee
$233K
PI
243
PFG Investments
New York
$230K +$8.35K +85 +4%
Lido Advisors
244
Lido Advisors
California
$230K -$18.4K -187 -7%
HFA
245
High Falls Advisors
New York
$229K -$12.3K -125 -5%
JIC
246
Joel Isaacson & Co
New York
$226K +$2.06K +21 +0.9%
WWM
247
Western Wealth Management
Colorado
$225K +$197 +2 +0.1%
KA
248
Klingman & Associates
New York
$219K
CWM
249
Cornerstone Wealth Management
Missouri
$213K +$214K +2,176 New
KFP
250
KB Financial Partners
New Jersey
$194K

ACWV Hedge Fund Activity: Q2 2023 in Review

293 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Global Min Vol Factor ETF (ACWV) for Q2 2023, worth a combined $2.58B — down 13% from $2.98B a quarter earlier.

Fund positioning in ACWV was balanced in Q2 2023: 28 funds opened new positions, 28 closed out, 92 added to existing stakes and 127 trimmed.

The largest buyer was Pictet Asset Management (Switzerland), opening a new position worth an estimated $26.5M. The largest seller was Jane Street, cutting an estimated $243M.

  • 293 institutional investors held iShares MSCI Global Min Vol Factor ETF (ACWV) as of Q2 2023, down from 296 in Q1 2023.
  • Funds reported $2.58B of iShares MSCI Global Min Vol Factor ETF stock for Q2 2023, down 13% quarter-over-quarter.
  • 28 funds opened new iShares MSCI Global Min Vol Factor ETF positions in Q2 2023 and 28 closed out, a net change of 0 holders.
  • The largest iShares MSCI Global Min Vol Factor ETF buyer in Q2 2023 was Pictet Asset Management (Switzerland), an estimated $26.5M added.
  • The largest iShares MSCI Global Min Vol Factor ETF seller in Q2 2023 was Jane Street, an estimated $243M sold.

Based on aggregated 13F filings for Q2 2023.