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iShares MSCI Global Min Vol Factor ETF

304 hedge funds and large institutions have $2.1B invested in iShares MSCI Global Min Vol Factor ETF in 2023 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 77 increasing their positions, 141 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
304
Holders Change
+13
Holders Change %
+4.47%
% of All Funds
4.46%
Holding in Top 10
9
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-30.77%
% of All Funds
0.13%
New
38
Increased
77
Reduced
141
Closed
22
Calls
$955K
Puts
$963K
Net Calls
-$8K
Net Calls Change
+$488K
Name Holding Trade Value Shares
Change
Shares
Change %
Lazard Asset Management
301
Lazard Asset Management
New York
$2K
SFA
302
Semmax Financial Advisors
North Carolina
$1.82K +$1.82K +18 New
KWAG
303
Kiely Wealth Advisory Group
North Carolina
$1.32K +$1.32K +13 New
AA
304
Ancora Advisors
Ohio
$903 +$903 +9 New
DFA
305
DHJJ Financial Advisors
Illinois
$603
AP
306
Agilis Partners
Massachusetts
-$8.95M -93,783 Closed
KL
307
KilterHowling LLC
Colorado
-$7.77M -81,440 Closed
SPC
308
Sigma Planning Corp
Michigan
-$3.58M -37,544 Closed
Pictet Asset Management
309
Pictet Asset Management
Switzerland
-$1.37M -14,392 Closed
Thrivent Financial for Lutherans
310
Thrivent Financial for Lutherans
Minnesota
-$1.02M -10,717 Closed
3LCM
311
3D/L Capital Management
Connecticut
-$711K -7,449 Closed
DWM
312
Drive Wealth Management
Utah
-$568K -5,951 Closed
VC
313
Vicus Capital
Pennsylvania
-$352K -3,689 Closed
TNB
314
Thomasville National Bank
Georgia
-$344K -3,605 Closed
TSS
315
Two Sigma Securities
New York
-$288K -3,023 Closed
EP
316
Eudaimonia Partners
Tennessee
-$250K -2,615 Closed
SIS
317
Sound Income Strategies
Florida
-$65.5K -686 Closed
RFA
318
Resurgent Financial Advisors
Georgia
-$62.6K -656 Closed
HT
319
Headlands Technologies
Illinois
-$16.6K -174 Closed
IPW
320
Impact Partnership Wealth
Georgia
-$15.5K -162 Closed
BFP
321
Briaud Financial Planning
Texas
-$10K -109 Closed
Deutsche Bank
322
Deutsche Bank
Germany
-$7.63K -80 Closed
MA
323
MCF Advisors
Kentucky
-$7.16K -75 Closed
PP
324
Pacifica Partners
Canada
-$3.4K -36 Closed
RIA
325
Realta Investment Advisors
Delaware
-$1.77K -18 Closed