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iShares MSCI Global Min Vol Factor ETF
ACWV

Overview Fund Activity

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
Holders
315
Holders Change
+29
Holders Change %
+10.14%
% of All Funds
4.86%
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

Top Buyers

1
MFM
1
MD Financial Management
Ontario, Canada
$157M
2
Jane Street
2
Jane Street
New York
$21.6M
3
Wells Fargo
3
Wells Fargo
California
$37M
4
US Bancorp
4
US Bancorp
Minnesota
$19.9M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$8.3M

Top Sellers

1
LCWP
1
Legacy Capital Wealth Partners
Arkansas
$14.9M
2
WANY
2
Wealthspire Advisors (New York)
New York
$0
3
Truist Financial
3
Truist Financial
North Carolina
$18.4M
4
AI
4
AXS Investments
New York
$0
5
OMC
5
Old Mission Capital
Illinois
$314K
Name Holding Trade Value Shares
Change 		Shares
Change %
HGWM
51
Harvest Group Wealth Management
Massachusetts
$7.68M +$269K +2,482 +4%
Mercer Global Advisors
52
Mercer Global Advisors
Colorado
$7.66M -$39.3K -363 -0.5%
EH
53
Equitable Holdings
New York
$7.6M +$44.3K +409 +0.6%
Qube Research & Technologies (QRT)
54
Qube Research & Technologies (QRT)
United Kingdom
$7.08M +$3.36M +31,038 +90%
WAM
55
WFA Asset Management
Wisconsin
$6.97M +$6.97M +64,395 New
PP
56
Prudential plc
United Kingdom
$6.5M +$2.49M +23,015 +62%
CAG
57
Csenge Advisory Group
Florida
$6.42M -$291K -2,823 -4%
BWIA
58
Bryant Woods Investment Advisors
New York
$6.37M +$6.37M +58,813 New
CF
59
Centaurus Financial
California
$6.33M -$650 -6 -0%
BWG
60
Beta Wealth Group
California
$6.3M – – –
CCC
61
Crescent Capital Consulting
Louisiana
$6.2M +$3.91M +36,157 +171%
SF
62
Summit Financial
New Jersey
$6.04M – – –
Betterment LLC
63
Betterment LLC
New York
$5.93M -$570K -5,261 -9%
SPC
64
Sigma Planning Corp
Michigan
$5.93M +$94.8K +875 +2%
WSTAM
65
Wilbanks Smith & Thomas Asset Management
Virginia
$5.91M +$286K +2,638 +5%
Bank of New York Mellon
66
Bank of New York Mellon
New York
$5.82M +$236K +2,182 +4%
AWA
67
ARQ Wealth Advisors
Arizona
$5.75M -$445K -4,114 -7%
LA
68
LVW Advisors
New York
$5.71M +$1.11M +10,296 +24%
FMBTD
69
First Midwest Bank Trust Division
Illinois
$5.59M +$105K +973 +2%
RWA
70
Rainsberger Wealth Advisors
Colorado
$5.05M +$5.05M +46,651 New
NL
71
NEPC LLC
Massachusetts
$4.99M +$4.99M +46,111 New
OA
72
Operose Advisors
Wisconsin
$4.98M +$4.98M +46,029 New
HighTower Advisors
73
HighTower Advisors
Illinois
$4.81M -$94.4K -872 -2%
Creative Planning
74
Creative Planning
Kansas
$4.62M -$665K -6,138 -13%
AWM
75
AE Wealth Management
Kansas
$4.59M +$2.56M +23,645 +126%
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