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iShares MSCI Global Min Vol Factor ETF

303 hedge funds and large institutions have $2.61B invested in iShares MSCI Global Min Vol Factor ETF in 2022 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 90 increasing their positions, 129 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.29% less ownership

Funds ownership: 61.86%60.57% (-1.3%)

2% less funds holding

Funds holding: 310303 (-7)

12% less funds holding in top 10

Funds holding in top 10: 2522 (-3)

15% less capital invested

Capital invested by funds: $3.06B → $2.61B (-$450M)

16% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 31

30% less repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 129

Holders
303
Holders Change
-7
Holders Change %
-2.26%
% of All Funds
5.1%
Holding in Top 10
22
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-12%
% of All Funds
0.37%
New
26
Increased
90
Reduced
129
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFS
276
Prospera Financial Services
Texas
$36K -$49.5K -500 -56%
CPFP
277
Clear Perspectives Financial Planning
Ohio
$31K -$27.2K -275 -46%
GWSG
278
GPS Wealth Strategies Group
Colorado
$29K
S
279
SignatureFD
Georgia
$29K +$21.3K +215 +231%
GRP
280
Global Retirement Partners
California
$24K
AWM
281
Accel Wealth Management
Iowa
$22K
TSWM
282
Tyler-Stone Wealth Management
Ohio
$22K
Citigroup
283
Citigroup
New York
$20K
ACA
284
Atlas Capital Advisors
Wyoming
$18.9K
FHA
285
First Horizon Advisors
Tennessee
$15K +$16.3K +165 New
FA
286
Faithward Advisors
Pennsylvania
$13K
PP
287
Pacifica Partners
Canada
$12K
NSIM
288
North Star Investment Management
Illinois
$11K +$11.1K +112 New
CA
289
Crewe Advisors
Utah
$9K
HNWAG
290
High Net Worth Advisory Group
Florida
$9K
Deutsche Bank
291
Deutsche Bank
Germany
$8K
PGAM
292
Princeton Global Asset Management
New Jersey
$7K +$99 +1 +1%
OCM
293
Orion Capital Management
California
$6K
TFGT
294
TS Financial Group (TSFG)
Illinois
$6K
CMP
295
Coston McIsaac & Partners
Maine
$6K +$6.04K +61 New
TSW
296
Thompson Siegel & Walmsley
Virginia
$3K -$214K -2,161 -99%
MCC
297
Money Concepts Capital
Florida
$2K -$111K -1,120 -98%
BCMLT
298
Beacon Capital Management LLC (Tennessee)
Tennessee
$2K
Lazard Asset Management
299
Lazard Asset Management
New York
$2K
Bank of Montreal
300
Bank of Montreal
Ontario, Canada
$1.91K +$1.7M +17,118 +932%