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iShares MSCI Global Min Vol Factor ETF

315 hedge funds and large institutions have $1.91B invested in iShares MSCI Global Min Vol Factor ETF in 2024 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 98 increasing their positions, 113 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 32

1% more funds holding

Funds holding: 311315 (+4)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

1.06% less ownership

Funds ownership: 49.16%48.11% (-1.1%)

12% less capital invested

Capital invested by funds: $2.18B → $1.91B (-$267M)

13% less repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 113

Holders
315
Holders Change
+4
Holders Change %
+1.29%
% of All Funds
4.15%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
42
Increased
98
Reduced
113
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GT
26
Glenmede Trust
Pennsylvania
$10.9M +$797K +7,041 +8%
Truist Financial
27
Truist Financial
North Carolina
$10.4M -$86.5K -764 -0.8%
EH
28
Equitable Holdings
New York
$10.4M +$342K +3,023 +3%
KAS
29
Kestra Advisory Services
Texas
$10.2M -$797K -7,041 -7%
Wealth Enhancement Advisory Services
30
Wealth Enhancement Advisory Services
Minnesota
$10.1M +$373K +3,294 +4%
CAPTRUST Financial Advisors
31
CAPTRUST Financial Advisors
North Carolina
$9.53M -$408K -3,605 -4%
Mercer Global Advisors
32
Mercer Global Advisors
Colorado
$9.16M +$195K +1,725 +2%
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$9.11M +$26.5K +234 +0.3%
TC
34
Tacita Capital
Ontario, Canada
$9.08M -$799K -7,061 -8%
DAS
35
Dynamic Advisor Solutions
Arizona
$8.61M +$1.53M +13,521 +21%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$7.84M +$11.1K +98 +0.1%
IF
37
IRON Financial
Illinois
$7.23M -$23.9K -211 -0.3%
Fiera Capital (Canada)
38
Fiera Capital (Canada)
Quebec, Canada
$7.19M
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$6.81M +$228K +2,014 +3%
WAM
40
WFA Asset Management
Wisconsin
$6.42M +$7.81K +69 +0.1%
BRWA
41
B. Riley Wealth Advisors
Florida
$5.61M -$4.07M -35,944 -41%
Rockefeller Capital Management
42
Rockefeller Capital Management
New York
$5.42M -$5.62M -49,609 -50%
HPFG
43
Hart & Patterson Financial Group
Massachusetts
$5.27M -$131K -1,158 -2%
FCG
44
Financial Connections Group
California
$5.14M -$41.7K -368 -0.8%
Osaic Holdings
45
Osaic Holdings
Arizona
$4.43M +$67.5K +596 +1%
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$4.33M -$56.8K -502 -1%
TCWA
47
Turtle Creek Wealth Advisors
Texas
$4.32M
SFC
48
SYM Financial Corp
Indiana
$4.09M +$35K +309 +0.8%
Renaissance Technologies
49
Renaissance Technologies
New York
$4.05M +$1.29M +11,400 +44%
HighTower Advisors
50
HighTower Advisors
Illinois
$3.95M -$420K -3,710 -9%

ACWV Hedge Fund Activity: Q4 2024 in Review

315 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Global Min Vol Factor ETF (ACWV) for Q4 2024, worth a combined $1.91B — down 12% from $2.18B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new ACWV positions and 32 closed out — a net gain of 10 holders — while 98 added to existing stakes and 113 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $9.1M. The largest seller was 1832 Asset Management, cutting an estimated $79M.

  • 315 institutional investors held iShares MSCI Global Min Vol Factor ETF (ACWV) as of Q4 2024, up from 311 in Q3 2024.
  • Funds reported $1.91B of iShares MSCI Global Min Vol Factor ETF stock for Q4 2024, down 12% quarter-over-quarter.
  • 42 funds opened new iShares MSCI Global Min Vol Factor ETF positions in Q4 2024 and 32 closed out, a net change of +10 holders.
  • The largest iShares MSCI Global Min Vol Factor ETF buyer in Q4 2024 was Fidelity Investments, an estimated $9.1M added.
  • The largest iShares MSCI Global Min Vol Factor ETF seller in Q4 2024 was 1832 Asset Management, an estimated $79M sold.

Based on aggregated 13F filings for Q4 2024.