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iShares MSCI Global Min Vol Factor ETF

308 hedge funds and large institutions have $2.8B invested in iShares MSCI Global Min Vol Factor ETF in 2022 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 90 increasing their positions, 123 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 21

13% more capital invested

Capital invested by funds: $2.48B → $2.8B (+$321M)

5% more funds holding

Funds holding: 293308 (+15)

1.94% more ownership

Funds ownership: 59.67%61.61% (+1.9%)

17% less funds holding in top 10

Funds holding in top 10: 2319 (-4)

27% less repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 123

71% less call options, than puts

Call options by funds: $162K | Put options by funds: $551K

Holders
308
Holders Change
+15
Holders Change %
+5.12%
% of All Funds
4.95%
Holding in Top 10
19
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-17.39%
% of All Funds
0.31%
New
46
Increased
90
Reduced
123
Closed
21
Calls
$162K
Puts
$551K
Net Calls
-$389K
Net Calls Change
-$177K
Name Holding Trade Value Shares
Change
Change in
Stake
SPWG
26
Syntegra Private Wealth Group
Missouri
$17.9M +$17.6M +187,967 New
US Bancorp
27
US Bancorp
Minnesota
$17.4M +$2.28M +24,267 +15%
PAMS
28
Pictet Asset Management (Switzerland)
Switzerland
$16.9M +$610K +6,500 +4%
Bessemer Group
29
Bessemer Group
New Jersey
$15.9M
ACA
30
Ackerman Capital Advisors
Texas
$15.8M -$3.19M -33,959 -17%
BSSFA
31
Baron Silver Stevens Financial Advisors
Florida
$15.8M +$54.2K +578 +0.3%
AllianceBernstein
32
AllianceBernstein
Tennessee
$15.5M -$1.43M -15,193 -9%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$14.9M +$1.25M +13,310 +9%
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$14.8M +$1.64M +17,517 +13%
Truist Financial
35
Truist Financial
North Carolina
$14M +$103K +1,099 +0.7%
Mariner
36
Mariner
Kansas
$12.5M -$1.28M -13,637 -9%
Citadel Advisors
37
Citadel Advisors
Florida
$12.1M +$12M +127,510 New
CSWG
38
Cardinal Strategic Wealth Guidance
Kentucky
$11.7M +$11.5M +122,979 New
AF
39
Advisornet Financial
Minnesota
$11.7M +$534K +5,690 +5%
CAPTRUST Financial Advisors
40
CAPTRUST Financial Advisors
North Carolina
$11.3M +$139K +1,486 +1%
LCWP
41
Legacy Capital Wealth Partners
Arkansas
$10.9M +$137K +1,463 +1%
SI
42
Stephens Inc
Arkansas
$10.5M -$291K -3,102 -3%
WDL
43
Well Done LLC
Michigan
$9.1M -$43.8K -467 -0.5%
SAS
44
Sanford Advisory Services
Michigan
$8.55M +$186K +1,983 +2%
JMPWA
45
JP Morgan Private Wealth Advisors
California
$8.46M +$2.62M +27,925 +46%
AP
46
Agilis Partners
Massachusetts
$8.19M -$289K -3,085 -3%
IF
47
IRON Financial
Illinois
$8.13M -$153K -1,626 -2%
WI
48
WrapManager Inc
California
$8.05M -$694K -7,402 -8%
PP
49
Prudential plc
United Kingdom
$7.89M -$3.12M -33,285 -29%
Brown Advisory
50
Brown Advisory
Maryland
$7.82M +$5.3M +56,454 +219%

ACWV Hedge Fund Activity: Q4 2022 in Review

308 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Global Min Vol Factor ETF (ACWV) for Q4 2022, worth a combined $2.8B — up 13% from $2.48B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new ACWV positions and 21 closed out — a net gain of 25 holders — while 90 added to existing stakes and 123 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $108M. The largest seller was Aspiriant LLC, cutting an estimated $26.5M.

  • 308 institutional investors held iShares MSCI Global Min Vol Factor ETF (ACWV) as of Q4 2022, up from 293 in Q3 2022.
  • Funds reported $2.8B of iShares MSCI Global Min Vol Factor ETF stock for Q4 2022, up 13% quarter-over-quarter.
  • 46 funds opened new iShares MSCI Global Min Vol Factor ETF positions in Q4 2022 and 21 closed out, a net change of +25 holders.
  • The largest iShares MSCI Global Min Vol Factor ETF buyer in Q4 2022 was Jane Street, an estimated $108M added.
  • The largest iShares MSCI Global Min Vol Factor ETF seller in Q4 2022 was Aspiriant LLC, an estimated $26.5M sold.

Based on aggregated 13F filings for Q4 2022.