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iShares MSCI Global Min Vol Factor ETF
ACWV

Overview Fund Activity

293 hedge funds and large institutions have $2.48B invested in iShares MSCI Global Min Vol Factor ETF in 2022 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 92 increasing their positions, 113 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
293
Holders Change
-10
Holders Change %
-3.3%
% of All Funds
5.07%
Holding in Top 10
23
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.55%
% of All Funds
0.4%
New
15
Increased
92
Reduced
113
Closed
22
Calls
$319K
Puts
$531K
Net Calls
-$212K
Net Calls Change
-$212K

Top Buyers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
$128M
2
WP
WMS Partners
Maryland
$28.1M
3
PAMS
Pictet Asset Management (Switzerland)
Switzerland
$15.2M
4
GI
Glovista Investments
New Jersey
$14M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$84.1M

Top Sellers

1
National Bank of Canada
National Bank of Canada
Quebec, Canada
$22.1M
2
W
Wealthsimple
Ontario, Canada
$5.9M
3
ONB
Old National Bancorp
Indiana
$0
4
KAS
Kestra Advisory Services
Texas
$17.7M
5
RIA
Regal Investment Advisors
Michigan
$1.16M
Name Holding Trade Value Shares
Change 		Shares
Change %
HNWAG
276
High Net Worth Advisory Group
Florida
$9K – – –
CA
277
Crewe Advisors
Utah
$9K – – –
SWM
278
Spire Wealth Management
Virginia
$8K -$157K -1,822 -95%
S
279
SignatureFD
Georgia
$8K -$18.2K -214 -69%
Deutsche Bank
280
Deutsche Bank
Germany
$7K – – –
PGAM
281
Princeton Global Asset Management
New Jersey
$7K – – –
AssetMark Inc
282
AssetMark Inc
California
$7K +$6.91K +77 +7,700%
TFGT
283
TS Financial Group (TSFG)
Illinois
$5K – – –
OCM
284
Orion Capital Management
California
$5K – – –
CMP
285
Coston McIsaac & Partners
Maine
$5K – – –
TSW
286
Thompson Siegel & Walmsley
Virginia
$3K – – –
Bank of Montreal
287
Bank of Montreal
Ontario, Canada
$2.15K +$299 +3,065 +16%
Lazard Asset Management
288
Lazard Asset Management
New York
$2K – – –
MCC
289
Money Concepts Capital
Florida
$2K – – –
BCMLT
290
Beacon Capital Management LLC (Tennessee)
Tennessee
$2K – – –
RIA
291
Realta Investment Advisors
Delaware
$2K +$2K +18 New
JFGIW
292
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1K +$1K +11 New
FHC
293
First Heartland Consultants
Missouri
$426 – – –
ONB
294
Old National Bancorp
Indiana
– -$10.2M -107,866 Closed
BCI
295
Brinker Capital Investments
Pennsylvania
– -$1.55M -16,424 Closed
Renaissance Technologies
296
Renaissance Technologies
New York
– -$1.3M -13,700 Closed
PFGIA
297
Patriot Financial Group Insurance Agency
Massachusetts
– -$1.03M -10,945 Closed
TFCP
298
Twin Focus Capital Partners
Massachusetts
– -$567K -6,000 Closed
KM
299
Kalos Management
Georgia
– -$475K -4,966 Closed
PA
300
Paragon Advisors
Texas
– -$301K -3,182 Closed
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