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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
CCA
51
Cadent Capital Advisors
Oklahoma
$3.78M -$276K -2,440 -7%
P
52
&Partners
Tennessee
$3.77M +$3.4M +30,014 +671%
FA
53
FDx Advisors
Illinois
$3.74M -$1.02K -9 -0%
GA
54
GSG Advisors
New Jersey
$3.67M +$38K +336 +1%
CP
55
Creekside Partners
California
$3.58M +$14.6K +129 +0.4%
Carson Wealth (CWM LLC)
56
Carson Wealth (CWM LLC)
Nebraska
$3.43M -$118K -1,038 -3%
NA
57
NewEdge Advisors
Louisiana
$3.41M +$30.3K +268 +0.9%
VA
58
Valmark Advisers
Ohio
$3.39M +$1.66M +14,686 +90%
CAM
59
Cresset Asset Management
Illinois
$3.23M -$758K -6,696 -18%
CA
60
Clearstead Advisors
Ohio
$3.02M +$1.55M +13,679 +98%
PFGIA
61
Patriot Financial Group Insurance Agency
Massachusetts
$2.96M +$564K +4,982 +22%
JWBC
62
John W. Brooker & Co
California
$2.83M -$566 -5 -0%
BCM
63
Brookstone Capital Management
Illinois
$2.8M +$173K +1,532 +6%
PWM
64
Perigon Wealth Management
California
$2.54M -$42.5K -375 -2%
BL
65
Balentine LLC
Georgia
$2.47M -$65.2K -576 -2%
AWS
66
Atria Wealth Solutions
New York
$2.34M +$1.49M +13,170 +160%
ACP
67
Arcus Capital Partners
Georgia
$2.25M +$222K +1,960 +10%
SA
68
Sanctuary Advisors
Indiana
$2.15M +$970K +8,573 +81%
SF
69
Summit Financial
New Jersey
$2.11M -$692K -6,112 -24%
PA
70
PFG Advisors
Arizona
$2.04M -$103K -909 -5%
SWA
71
Stratos Wealth Advisors
Ohio
$2.02M +$30.5K +269 +1%
KF
72
K2 Financial
California
$2M +$2.11M +18,603 New
Jones Financial Companies
73
Jones Financial Companies
Missouri
$2M +$943K +8,333 +84%
PP
74
Prudential plc
United Kingdom
$1.86M -$4.9M -43,301 -72%
GFL
75
Granite FO LLC
New Hampshire
$1.83M -$6.79K -60 -0.4%

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.