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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
S
301
SignatureFD
Georgia
$10K +$106 +1 +1%
Deutsche Bank
302
Deutsche Bank
Germany
$9K -$58.1K -550 -87%
SWM
303
Selective Wealth Management
Virginia
$9K +$9.09K +86 New
PGAM
304
Princeton Global Asset Management
New Jersey
$8K +$106 +1 +1%
OCM
305
Orion Capital Management
California
$7K
TFGT
306
TS Financial Group (TSFG)
Illinois
$7K
CFA
307
Carroll Financial Associates
North Carolina
$7K +$6.98K +66 New
IWMWV
308
Ironwood Wealth Management (West Virginia)
West Virginia
$5K
PCG
309
Private Capital Group
Connecticut
$5K
MTIC
310
Missouri Trust & Investment Company
Missouri
$5K +$4.65K +44 New
Lazard Asset Management
311
Lazard Asset Management
New York
$3K
ST
312
Sageworth Trust
Pennsylvania
$2K
HNB
313
Huntington National Bank
Ohio
$1K
RIM
314
Rockbridge Investment Management
New York
$1K
CP
315
Castleview Partners
Texas
$963 +$11M +104,273 New
FHC
316
First Heartland Consultants
Missouri
$529
WANY
317
Wealthspire Advisors (New York)
New York
-$99.2M -965,855 Closed
AI
318
AXS Investments
New York
-$15.8M -153,526 Closed
Barclays
319
Barclays
United Kingdom
-$5.58M -54,281 Closed
PAMS
320
Pictet Asset Management (Switzerland)
Switzerland
-$5.03M -49,000 Closed
GI
321
Glovista Investments
New Jersey
-$4.86M -47,154 Closed
SLWA
322
San Luis Wealth Advisors
California
-$1.03M -10,000 Closed
SS
323
Simplicity Solutions
Minnesota
-$970K -9,445 Closed
ASFA
324
All Season Financial Advisors
Colorado
-$942K -9,173 Closed
TWP
325
Total Wealth Planning
Ohio
-$637K -6,202 Closed