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iShares MSCI Global Min Vol Factor ETF
ACWV

Overview Fund Activity

300 hedge funds and large institutions have $3.02B invested in iShares MSCI Global Min Vol Factor ETF in 2020 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 92 increasing their positions, 113 reducing their positions, and 18 closing their positions.

Holders
300
Holders Change
+44
Holders Change %
+17.19%
% of All Funds
5.32%
Holding in Top 10
27
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+17.39%
% of All Funds
0.48%
New
66
Increased
92
Reduced
113
Closed
18
Calls
$17.7M
Puts
–
Net Calls
+$17.7M
Net Calls Change
+$1.61M

Top Buyers

1
Jane Street
1
Jane Street
New York
$64.2M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$42.3M
3
RIA
3
Regal Investment Advisors
Michigan
$15.1M
4
Citadel Advisors
4
Citadel Advisors
Florida
$12.1M
5
PPA
5
Parametric Portfolio Associates
Washington
$10.3M

Top Sellers

1
FWP
1
FAS Wealth Partners
Kansas
$8.75M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$11.6M
3
WI
3
Wintrust Investments
Illinois
$0
4
BlackRock
4
BlackRock
New York
$314M
5
Wells Fargo
5
Wells Fargo
California
$22.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
HGWM
51
Harvest Group Wealth Management
Massachusetts
$8.26M +$3.4M +35,043 +70%
JWBC
52
John W. Brooker & Co
California
$8.14M -$949K -9,791 -10%
P
53
Palladiem
Pennsylvania
$7.88M +$7.88M +81,278 New
WDL
54
Well Done LLC
Michigan
$7.71M +$117K +1,205 +2%
MIAN
55
Mariner Independent Advisor Network
Kansas
$7.62M -$1.67M -17,204 -18%
Janney Montgomery Scott
56
Janney Montgomery Scott
Pennsylvania
$7.5M -$188K -1,945 -2%
FMBTD
57
First Midwest Bank Trust Division
Illinois
$7.38M -$1.96M -20,190 -21%
BWG
58
Beta Wealth Group
California
$7.38M +$7.38M +76,144 New
EH
59
Equitable Holdings
New York
$6.97M +$86.7K +895 +1%
LA
60
LVW Advisors
New York
$6.76M -$2.06M -21,266 -23%
PP
61
Prudential plc
United Kingdom
$6.65M -$804K -8,300 -11%
KFGK
62
Keystone Financial Group (Kentucky)
Kentucky
$6.15M +$42K +433 +0.7%
PWM
63
Perigon Wealth Management
California
$5.91M +$44.6K +460 +0.8%
PFA
64
Professional Financial Advisors
Nebraska
$5.82M +$14K +144 +0.2%
CF
65
Centaurus Financial
California
$5.79M +$387K +3,996 +7%
CCC
66
Crescent Capital Consulting
Louisiana
$5.77M +$5.77M +59,522 New
IWMWV
67
Ironwood Wealth Management (West Virginia)
West Virginia
$5.7M +$5.7M +58,787 New
NL
68
NEPC LLC
Massachusetts
$5.6M +$5.6M +57,741 New
KWM
69
Keebeck Wealth Management
Illinois
$5.58M +$530K +5,467 +10%
TFS
70
TrustCore Financial Services
Tennessee
$5.39M -$1.51M -15,605 -22%
SPC
71
Sigma Planning Corp
Michigan
$5.32M -$535K -5,524 -9%
SSC
72
Syverson Strege & Co
Iowa
$5.1M +$5.1M +52,609 New
JPMPWA
73
J.P. Morgan Private Wealth Advisors
California
$5.08M +$1.11M +11,469 +28%
Brown Advisory
74
Brown Advisory
Maryland
$4.95M -$9.27M -95,616 -65%
FFN
75
Focus Financial Network
Minnesota
$4.81M +$395K +4,073 +9%
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3
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