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iShares MSCI Global Min Vol Factor ETF
ACWV

Overview Fund Activity

308 hedge funds and large institutions have $2.8B invested in iShares MSCI Global Min Vol Factor ETF in 2022 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 90 increasing their positions, 123 reducing their positions, and 21 closing their positions.

Holders
308
Holders Change
+15
Holders Change %
+5.12%
% of All Funds
4.97%
Holding in Top 10
19
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-17.39%
% of All Funds
0.31%
New
46
Increased
90
Reduced
123
Closed
21
Calls
$162K
Puts
$551K
Net Calls
-$389K
Net Calls Change
-$177K

Top Buyers

1
Jane Street
1
Jane Street
New York
$109M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$30.2M
3
GT
3
Glenmede Trust
Pennsylvania
$20M
4
WP
4
WMS Partners
Maryland
$46.1M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$27.6M

Top Sellers

1
AL
1
Aspiriant LLC
California
$266M
2
National Bank of Canada
2
National Bank of Canada
Quebec, Canada
$7.32M
3
KIM
3
Karpus Investment Management
New York
$310K
4
SEI Investments
4
SEI Investments
Pennsylvania
$207M
5
Wells Fargo
5
Wells Fargo
California
$19.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
APC
251
Asset Planning Corporation
Tennessee
$225K – – –
WAG
252
Windsor Advisory Group
Ohio
$223K +$223K +2,347 New
KA
253
Klingman & Associates
New York
$223K +$223K +2,345 New
SBL
254
Sargent Bickham Lagudis
Colorado
$223K +$95 +1 +0%
WWM
255
Western Wealth Management
Colorado
$218K -$230K -2,419 -51%
JIC
256
Joel Isaacson & Co
New York
$217K +$217K +2,281 New
CCM
257
Cox Capital Management
Massachusetts
$213K +$213K +2,239 New
AC
258
Avant Capital
Louisiana
$203K +$203K +2,140 New
CWP
259
CFM Wealth Partners
Texas
$200K +$200K +2,108 New
CS
260
Credit Suisse
Switzerland
$190K – – –
3IP
261
3Chopt Investment Partners
Virginia
$186K +$186K +1,954 New
SWM
262
Sugarloaf Wealth Management
Georgia
$168K -$32.2K -339 -16%
NA
263
NewEdge Advisors
Louisiana
$139K +$20.7K +1,391 +17%
RCM
264
Rain Capital Management
Oregon
$115K +$1.43K +15 +1%
CWM
265
Consultiva Wealth Management
Puerto Rico
$115K – – –
CS
266
Comerica Securities
Michigan
$114K +$114K +1,201 New
MCC
267
Money Concepts Capital
Florida
$109K +$107K +1,126 +4,504%
CA
268
CoreCap Advisors
Michigan
$96.7K +$96.7K +1,017 New
CFGS
269
Concourse Financial Group Securities
Alabama
$96.1K +$36.2K +381 +60%
CTA
270
Colonial Trust Advisors
South Carolina
$95K +$95K +1,000 New
RPCA
271
Running Point Capital Advisors
California
$88.8K – – –
ACA
272
Atlas Capital Advisors
Wyoming
$80.8K – – –
CPG
273
Cornerstone Planning Group
New Jersey
$69.8K +$69.8K +728 New
SIS
274
Sound Income Strategies
Florida
$65.2K +$65.2K +686 New
DWMG
275
DB Wealth Management Group
California
$57.7K – – –
9 10
11
12 13