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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
SWA
76
Stratos Wealth Advisors
Ohio
$2.09M +$33.6K +305 +2%
GFL
77
Granite FO LLC
New Hampshire
$1.93M -$24.3K -221 -1%
UCFA
78
United Capital Financial Advisors
Texas
$1.92M -$15.2K -138 -0.8%
AFP
79
Ausdal Financial Partners
Iowa
$1.87M -$334K -3,039 -16%
VA
80
Valmark Advisers
Ohio
$1.87M +$465K +4,228 +35%
CPRC
81
Consolidated Portfolio Review Corp
New York
$1.82M -$20.4K -185 -1%
FIBT
82
First International Bank & Trust
North Dakota
$1.73M -$72.1K -655 -4%
BBHC
83
Brown Brothers Harriman & Co
New York
$1.73M +$1.66M +15,097 New
S
84
SimplyRich
California
$1.72M +$220 +2 +0%
PJWM
85
Philip James Wealth Mangement
Georgia
$1.71M
LCAM
86
London & Capital Asset Management
United Kingdom
$1.66M +$1.6M +14,528 New
MLIC
87
Mandatum Life Insurance Company
Finland
$1.64M -$219K -1,991 -12%
FA
88
Financial Advisors
Massachusetts
$1.64M
MFG
89
Merit Financial Group
Georgia
$1.6M -$95.7K -870 -6%
CA
90
Clearstead Advisors
Ohio
$1.6M -$690K -6,275 -31%
NW
91
NewEdge Wealth
Pennsylvania
$1.56M +$2.2K +20 +0.1%
PD
92
Planning Directions
Pennsylvania
$1.54M -$4.95K -45 -0.3%
VWA
93
Visionary Wealth Advisors
Illinois
$1.53M -$28.6K -260 -2%
LWM
94
Laidlaw Wealth Management
New York
$1.49M +$180K +1,636 +14%
VFPW
95
Vantage Financial Partners (Wisconsin)
Wisconsin
$1.48M +$124K +1,125 +10%
HI
96
Harbour Investments
Wisconsin
$1.39M -$148K -1,349 -10%
AFG
97
Arkansas Financial Group
Arkansas
$1.38M
SCA
98
Snowden Capital Advisors
New York
$1.38M +$60.3K +548 +5%
TA
99
TFB Advisors
Kansas
$1.37M -$11.9K -108 -0.9%
WA
100
Waverly Advisors
Alabama
$1.33M -$158K -1,435 -11%

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.