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iShares MSCI Global Min Vol Factor ETF

315 hedge funds and large institutions have $3.35B invested in iShares MSCI Global Min Vol Factor ETF in 2021 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 96 increasing their positions, 103 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 26

27% more funds holding in top 10

Funds holding in top 10: 2228 (+6)

24% more capital invested

Capital invested by funds: $2.69B → $3.35B (+$651M)

10% more funds holding

Funds holding: 286315 (+29)

2.69% more ownership

Funds ownership: 62.05%64.73% (+2.7%)

7% less repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 103

Holders
315
Holders Change
+29
Holders Change %
+10.14%
% of All Funds
4.85%
Holding in Top 10
28
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+27.27%
% of All Funds
0.43%
New
58
Increased
96
Reduced
103
Closed
26
Calls
$249K
Puts
Net Calls
+$249K
Net Calls Change
-$18.4M
Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
276
Concourse Financial Group Securities
Alabama
$68K -$2.54K -24 -4%
CPFP
277
Clear Perspectives Financial Planning
Ohio
$68K
DWMG
278
DB Wealth Management Group
California
$66K
SC
279
SouthState Corp
Florida
$62K +$60.1K +568 New
FAG
280
Fortitude Advisory Group
Washington
$49K +$47.6K +450 New
LF
281
Lee Financial
Texas
$46K
AW
282
Alaethes Wealth
Nevada
$46K +$45.3K +428 New
AWM
283
Avior Wealth Management
Nebraska
$46K +$45.5K +430 New
CFD
284
Creative Financial Designs
Indiana
$44K -$18.8K -178 -30%
PA
285
Parallel Advisors
California
$43K
GWSG
286
GPS Wealth Strategies Group
Colorado
$33K
CWS
287
Confluence Wealth Services
Pennsylvania
$31K +$31K +293 New
AWM
288
Accel Wealth Management
Iowa
$25K
TSWM
289
Tyler-Stone Wealth Management
Ohio
$25K +$24.7K +234 New
Citigroup
290
Citigroup
New York
$23K
CA
291
CoreCap Advisors
Michigan
$22K +$21.8K +206 New
ACA
292
Atlas Capital Advisors
Wyoming
$21.7K
FHA
293
First Horizon Advisors
Tennessee
$17K
Simplex Trading
294
Simplex Trading
Illinois
$15K -$2.64K -25 -15%
FA
295
Faithward Advisors
Pennsylvania
$15K
SFM
296
Signet Financial Management
New Jersey
$13K +$12.7K +120 New
S
297
Surevest
California
$13K +$13K +123 New
CA
298
Crewe Advisors
Utah
$11K
HNWAG
299
High Net Worth Advisory Group
Florida
$11K +$10.6K +100 New
PP
300
Pacifica Partners
Canada
$10K