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iShares MSCI Global Min Vol Factor ETF

311 hedge funds and large institutions have $2.18B invested in iShares MSCI Global Min Vol Factor ETF in 2024 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 71 increasing their positions, 126 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 27

22% more call options, than puts

Call options by funds: $252K | Put options by funds: $206K

8% more capital invested

Capital invested by funds: $2.01B → $2.18B (+$166M)

2% more funds holding

Funds holding: 305311 (+6)

0.55% more ownership

Funds ownership: 48.61%49.16% (+0.55%)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

44% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 126

Holders
311
Holders Change
+6
Holders Change %
+1.97%
% of All Funds
4.47%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.1%
New
35
Increased
71
Reduced
126
Closed
27
Calls
$252K
Puts
$206K
Net Calls
+$46K
Net Calls Change
+$46K
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
51
Osaic Holdings
Arizona
$4.58M -$340K -3,091 -7%
HighTower Advisors
52
HighTower Advisors
Illinois
$4.57M -$261K -2,372 -6%
Fidelity Investments
53
Fidelity Investments
Massachusetts
$4.53M -$1.88M -17,115 -30%
TCWA
54
Turtle Creek Wealth Advisors
Texas
$4.53M
SFC
55
SYM Financial Corp
Indiana
$4.26M +$59.9K +544 +1%
CCA
56
Cadent Capital Advisors
Oklahoma
$4.24M -$123K -1,120 -3%
CAM
57
Cresset Asset Management
Illinois
$4.16M -$65.1K -592 -2%
FA
58
FDx Advisors
Illinois
$3.93M -$308K -2,803 -8%
KWM
59
Kingsview Wealth Management
Oregon
$3.91M +$2.92M +26,510 +349%
GA
60
GSG Advisors
New Jersey
$3.82M +$36.4K +331 +1%
CP
61
Creekside Partners
California
$3.74M -$770 -7 -0%
Carson Wealth (CWM LLC)
62
Carson Wealth (CWM LLC)
Nebraska
$3.72M +$110K +1,004 +3%
NA
63
NewEdge Advisors
Louisiana
$3.54M +$172K +1,561 +5%
Bank of New York Mellon
64
Bank of New York Mellon
New York
$3.25M +$1.65K +15 +0.1%
JWBC
65
John W. Brooker & Co
California
$2.97M -$81.7K -743 -3%
Renaissance Technologies
66
Renaissance Technologies
New York
$2.94M +$88K +800 +3%
SF
67
Summit Financial
New Jersey
$2.91M -$5.5K -50 -0.2%
BCM
68
Brookstone Capital Management
Illinois
$2.77M +$158K +1,438 +6%
PWM
69
Perigon Wealth Management
California
$2.71M -$135K -1,224 -5%
BL
70
Balentine LLC
Georgia
$2.66M -$37.2K -338 -1%
Qube Research & Technologies (QRT)
71
Qube Research & Technologies (QRT)
United Kingdom
$2.61M +$2.51M +22,793 +379,883%
PFGIA
72
Patriot Financial Group Insurance Agency
Massachusetts
$2.54M +$282K +2,567 +13%
Prudential Financial
73
Prudential Financial
New Jersey
$2.42M -$348K -3,163 -13%
PA
74
PFG Advisors
Arizona
$2.25M +$286K +2,597 +15%
ACP
75
Arcus Capital Partners
Georgia
$2.22M

ACWV Hedge Fund Activity: Q3 2024 in Review

311 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Global Min Vol Factor ETF (ACWV) for Q3 2024, worth a combined $2.18B — up 8.2% from $2.01B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new ACWV positions and 27 closed out — a net gain of 8 holders — while 71 added to existing stakes and 126 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $39M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $38.5M.

  • 311 institutional investors held iShares MSCI Global Min Vol Factor ETF (ACWV) as of Q3 2024, up from 305 in Q2 2024.
  • Funds reported $2.18B of iShares MSCI Global Min Vol Factor ETF stock for Q3 2024, up 8.2% quarter-over-quarter.
  • 35 funds opened new iShares MSCI Global Min Vol Factor ETF positions in Q3 2024 and 27 closed out, a net change of +8 holders.
  • The largest iShares MSCI Global Min Vol Factor ETF buyer in Q3 2024 was Citadel Advisors, an estimated $39M added.
  • The largest iShares MSCI Global Min Vol Factor ETF seller in Q3 2024 was Manulife (Manufacturers Life Insurance), an estimated $38.5M sold.

Based on aggregated 13F filings for Q3 2024.