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iShares MSCI Global Min Vol Factor ETF

293 hedge funds and large institutions have $2.48B invested in iShares MSCI Global Min Vol Factor ETF in 2022 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 92 increasing their positions, 113 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more funds holding in top 10

Funds holding in top 10: 2223 (+1)

0.9% less ownership

Funds ownership: 60.57%59.67% (-0.9%)

5% less capital invested

Capital invested by funds: $2.61B → $2.48B (-$127M)

3% less funds holding

Funds holding: 303293 (-10)

19% less repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 113

32% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 22

40% less call options, than puts

Call options by funds: $319K | Put options by funds: $531K

Holders
293
Holders Change
-10
Holders Change %
-3.3%
% of All Funds
5.05%
Holding in Top 10
23
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.55%
% of All Funds
0.4%
New
15
Increased
92
Reduced
113
Closed
22
Calls
$319K
Puts
$531K
Net Calls
-$212K
Net Calls Change
-$212K
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
51
WFA Asset Management
Wisconsin
$5.93M +$67K +701 +1%
W
52
Wealthsimple
Ontario, Canada
$5.9M -$12.8M -133,751 -67%
Bank of New York Mellon
53
Bank of New York Mellon
New York
$5.67M +$243K +2,539 +4%
BWIA
54
Bryant Woods Investment Advisors
New York
$5.55M +$221K +2,307 +4%
JMPWA
55
JP Morgan Private Wealth Advisors
California
$5.41M +$1.82M +19,085 +45%
AWA
56
ARQ Wealth Advisors
Arizona
$5.38M +$106K +1,105 +2%
BWG
57
Beta Wealth Group
California
$5.36M -$187K -1,956 -3%
FCG
58
Financial Connections Group
California
$5.1M -$507K -5,305 -8%
Susquehanna International Group
59
Susquehanna International Group
Pennsylvania
$4.96M -$985K -10,302 -16%
Allianz Asset Management
60
Allianz Asset Management
Germany
$4.67M +$4.25M +44,500 +539%
SPC
61
Sigma Planning Corp
Michigan
$4.43M +$43.3K +453 +0.9%
WSTAM
62
Wilbanks Smith & Thomas Asset Management
Virginia
$4.23M -$58.6K -613 -1%
Betterment LLC
63
Betterment LLC
New York
$4.17M
LA
64
LVW Advisors
New York
$4.09M -$1.15M -12,028 -21%
RWA
65
Rainsberger Wealth Advisors
Colorado
$4.05M -$77.7K -813 -2%
AWM
66
AE Wealth Management
Kansas
$3.92M +$110K +1,151 +3%
HighTower Advisors
67
HighTower Advisors
Illinois
$3.91M -$25.9K -271 -0.6%
PWM
68
Perigon Wealth Management
California
$3.72M -$137K -1,434 -3%
OA
69
Operose Advisors
Wisconsin
$3.61M -$62.6K -655 -2%
Rockefeller Capital Management
70
Rockefeller Capital Management
New York
$3.53M -$20.6K -215 -0.5%
Janney Montgomery Scott
71
Janney Montgomery Scott
Pennsylvania
$3.51M -$823K -8,607 -18%
SF
72
Summit Financial
New Jersey
$3.48M +$11.9K +125 +0.3%
CCA
73
Cadent Capital Advisors
Oklahoma
$3.29M -$55.3K -579 -2%
HI
74
Harbour Investments
Wisconsin
$3.17M
TFS
75
TrustCore Financial Services
Tennessee
$3.16M -$192K -2,010 -5%

ACWV Hedge Fund Activity: Q3 2022 in Review

293 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Global Min Vol Factor ETF (ACWV) for Q3 2022, worth a combined $2.48B — down 4.9% from $2.61B a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of ACWV and 15 opened new positions — a net loss of 7 holders — while 113 trimmed existing stakes and 92 added.

The largest buyer was 1832 Asset Management, adding an estimated $41.4M. The largest seller was National Bank of Canada, cutting an estimated $17.1M.

  • 293 institutional investors held iShares MSCI Global Min Vol Factor ETF (ACWV) as of Q3 2022, down from 303 in Q2 2022.
  • Funds reported $2.48B of iShares MSCI Global Min Vol Factor ETF stock for Q3 2022, down 4.9% quarter-over-quarter.
  • 15 funds opened new iShares MSCI Global Min Vol Factor ETF positions in Q3 2022 and 22 closed out, a net change of -7 holders.
  • The largest iShares MSCI Global Min Vol Factor ETF buyer in Q3 2022 was 1832 Asset Management, an estimated $41.4M added.
  • The largest iShares MSCI Global Min Vol Factor ETF seller in Q3 2022 was National Bank of Canada, an estimated $17.1M sold.

Based on aggregated 13F filings for Q3 2022.