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iShares MSCI Global Min Vol Factor ETF

296 hedge funds and large institutions have $2.98B invested in iShares MSCI Global Min Vol Factor ETF in 2023 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 83 increasing their positions, 123 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more call options, than puts

Call options by funds: $77K | Put options by funds: $48K

6% more capital invested

Capital invested by funds: $2.8B → $2.98B (+$179M)

5.49% more ownership

Funds ownership: 61.61%67.09% (+5.5%)

3% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 33

4% less funds holding

Funds holding: 308296 (-12)

16% less funds holding in top 10

Funds holding in top 10: 1916 (-3)

33% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 123

Holders
296
Holders Change
-12
Holders Change %
-3.9%
% of All Funds
4.72%
Holding in Top 10
16
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15.79%
% of All Funds
0.25%
New
32
Increased
83
Reduced
123
Closed
33
Calls
$77K
Puts
$48K
Net Calls
+$29K
Net Calls Change
+$418K
Name Holding Trade Value Shares
Change
Change in
Stake
CA
76
Cetera Advisors
Colorado
$2.89M -$59.3K -622 -2%
HI
77
Harbour Investments
Wisconsin
$2.89M -$144K -1,510 -5%
JWBC
78
John W. Brooker & Co
California
$2.89M -$15.3K -160 -0.5%
GCA
79
Greenwood Capital Associates
South Carolina
$2.8M +$2.76M +28,925 New
UCFA
80
United Capital Financial Advisors
Texas
$2.75M +$268K +2,813 +11%
WDG
81
Wealth Dimensions Group
Ohio
$2.7M -$59.7K -626 -2%
LWM
82
Laidlaw Wealth Management
New York
$2.47M -$197K -2,072 -8%
Wealth Enhancement Advisory Services
83
Wealth Enhancement Advisory Services
Minnesota
$2.19M -$3.48M -36,516 -62%
CAN
84
Cetera Advisor Networks
California
$2.16M -$23.5K -247 -1%
KWM
85
Kingsview Wealth Management
Oregon
$2.12M -$45.4K -476 -2%
Prudential Financial
86
Prudential Financial
New Jersey
$2.06M +$175K +1,831 +9%
BFA
87
Beacon Financial Advisory
Ohio
$2.06M -$18.5K -194 -0.9%
AFP
88
Ausdal Financial Partners
Iowa
$1.99M -$21.1K -221 -1%
AAS
89
Ameritas Advisory Services
Nebraska
$1.98M -$1.33M -13,985 -41%
PFA
90
Professional Financial Advisors
Nebraska
$1.93M +$107K +1,126 +6%
BL
91
Balentine LLC
Georgia
$1.88M +$350K +3,676 +23%
SFC
92
SYM Financial Corp
Indiana
$1.88M -$76.3K -801 -4%
SS
93
Simplicity Solutions
Minnesota
$1.84M +$1.19M +12,481 +190%
FIBT
94
First International Bank & Trust
North Dakota
$1.83M
GFL
95
Granite FO LLC
New Hampshire
$1.76M +$680K +7,138 +68%
SSC
96
Syverson Strege & Co
Iowa
$1.69M -$11.7K -123 -0.7%
FTUS
97
Flow Traders U.S.
New York
$1.69M +$1.66M +17,432 New
Cetera Investment Advisers
98
Cetera Investment Advisers
Illinois
$1.67M -$3.81K -40 -0.2%
PAG
99
Private Advisor Group
New Jersey
$1.65M +$41K +430 +3%
FA
100
Financial Advisors
Massachusetts
$1.65M -$151K -1,583 -9%

ACWV Hedge Fund Activity: Q1 2023 in Review

296 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Global Min Vol Factor ETF (ACWV) for Q1 2023, worth a combined $2.98B — up 6.4% from $2.8B a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of ACWV and 32 opened new positions — a net loss of 1 holder — while 123 trimmed existing stakes and 83 added.

The largest buyer was Jane Street, adding an estimated $129M. The largest seller was Pictet Asset Management (Switzerland), exiting entirely with an estimated $16.9M sold.

  • 296 institutional investors held iShares MSCI Global Min Vol Factor ETF (ACWV) as of Q1 2023, down from 308 in Q4 2022.
  • Funds reported $2.98B of iShares MSCI Global Min Vol Factor ETF stock for Q1 2023, up 6.4% quarter-over-quarter.
  • 32 funds opened new iShares MSCI Global Min Vol Factor ETF positions in Q1 2023 and 33 closed out, a net change of -1 holder.
  • The largest iShares MSCI Global Min Vol Factor ETF buyer in Q1 2023 was Jane Street, an estimated $129M added.
  • The largest iShares MSCI Global Min Vol Factor ETF seller in Q1 2023 was Pictet Asset Management (Switzerland), an estimated $16.9M sold.

Based on aggregated 13F filings for Q1 2023.