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iShares MSCI Global Min Vol Factor ETF
ACWV

Overview Fund Activity

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.

Holders
293
Holders Change
-3
Holders Change %
-1.01%
% of All Funds
4.62%
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

Top Buyers

1
PAMS
1
Pictet Asset Management (Switzerland)
Switzerland
$26.4M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$176M
3
Goldman Sachs
3
Goldman Sachs
New York
$5.71M
4
CAM
4
Cresset Asset Management
Illinois
$5.6M
5
OMC
5
Old Mission Capital
Illinois
$8.77M

Top Sellers

1
Jane Street
1
Jane Street
New York
$2.1M
2
Corient Private Wealth
2
Corient Private Wealth
Florida
$93M
3
WANY
3
Wealthspire Advisors (New York)
New York
$39.7M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$2.15M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$13.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
251
Spire Wealth Management
Virginia
$173K – – –
SWM
252
Sugarloaf Wealth Management
Georgia
$138K -$35K -357 -20%
RCM
253
Rain Capital Management
Oregon
$120K +$1.08K +11 +0.9%
CWM
254
Consultiva Wealth Management
Puerto Rico
$119K – – –
PCFFS
255
Pacific Center for Financial Services
California
$118K +$981 +10 +0.8%
AF
256
Allworth Financial
California
$108K -$20K -204 -16%
CTA
257
Colonial Trust Advisors
South Carolina
$98.1K – – –
RPCA
258
Running Point Capital Advisors
California
$91.7K – – –
CIA
259
Cape Investment Advisory
Georgia
$79.2K +$9.51K +97 +14%
CPG
260
Cornerstone Planning Group
New Jersey
$71.4K +$71.4K +728 New
SIS
261
Sound Income Strategies
Florida
$67.3K – – –
FDCDDQ
262
Federation des caisses Desjardins du Quebec
Quebec, Canada
$66.3K – – –
DWMG
263
DB Wealth Management Group
California
$59.5K – – –
AWM
264
Avior Wealth Management
Nebraska
$52K +$9.81K +100 +23%
TWC
265
TD Waterhouse Canada
Ontario, Canada
$45.1K -$7.01K -68 -13%
PA
266
Parallel Advisors
California
$43.4K -$9.62K -98 -18%
ACA
267
Atlas Capital Advisors
Wyoming
$34.3K -$49K -500 -59%
GWSG
268
GPS Wealth Strategies Group
Colorado
$30.2K – – –
CFGS
269
Concourse Financial Group Securities
Alabama
$29.9K -$57.9K -591 -66%
FA
270
Fiduciary Alliance
South Carolina
$29.4K +$29.4K +300 New
SHIM
271
Stone House Investment Management
Pennsylvania
$26.9K +$196 +2 +0.7%
CTC
272
Central Trust Company
Missouri
$26.4K – – –
GRP
273
Global Retirement Partners
California
$25.2K – – –
MG
274
Mather Group
Illinois
$24.8K +$24.8K +253 New
TSWM
275
Tyler-Stone Wealth Management
Ohio
$23K +$23K +234 New
9 10
11
12 13