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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
UCFA
76
United Capital Financial Advisors
Texas
$1.78M -$52.9K -467 -3%
CPRC
77
Consolidated Portfolio Review Corp
New York
$1.78M +$48.2K +426 +3%
IAA
78
Independent Advisor Alliance
North Carolina
$1.71M +$1.56M +13,781 +733%
PJWM
79
Philip James Wealth Mangement
Georgia
$1.65M +$18.1K +160 +1%
FIBT
80
First International Bank & Trust
North Dakota
$1.65M
BBHC
81
Brown Brothers Harriman & Co
New York
$1.65M
S
82
SimplyRich
California
$1.65M +$6.57K +58 +0.4%
Janney Montgomery Scott
83
Janney Montgomery Scott
Pennsylvania
$1.57M +$581K +5,134 +55%
FA
84
Financial Advisors
Massachusetts
$1.56M
MFG
85
Merit Financial Group
Georgia
$1.53M +$2.94K +26 +0.2%
AFP
86
Ausdal Financial Partners
Iowa
$1.52M -$270K -2,383 -15%
Qube Research & Technologies (QRT)
87
Qube Research & Technologies (QRT)
United Kingdom
$1.48M -$1.04M -9,231 -40%
VWA
88
Visionary Wealth Advisors
Illinois
$1.45M -$9.17K -81 -0.6%
NW
89
NewEdge Wealth
Pennsylvania
$1.45M -$36.7K -324 -2%
PD
90
Planning Directions
Pennsylvania
$1.45M -$25.2K -223 -2%
VFPW
91
Vantage Financial Partners (Wisconsin)
Wisconsin
$1.4M -$9.73K -86 -0.7%
PFA
92
Portland Financial Advisors
New York
$1.38M +$1.43M +12,598 New
Citadel Advisors
93
Citadel Advisors
Florida
$1.34M -$39.1M -345,382 -97%
SCA
94
Snowden Capital Advisors
New York
$1.32M +$6K +53 +0.4%
TA
95
TFB Advisors
Kansas
$1.3M +$1.13K +10 +0.1%
HI
96
Harbour Investments
Wisconsin
$1.3M -$27.7K -245 -2%
AFG
97
Arkansas Financial Group
Arkansas
$1.28M -$41.5K -367 -3%
SI
98
Stephens Inc
Arkansas
$1.23M -$26K -230 -2%
CIBC World Market
99
CIBC World Market
Ontario, Canada
$1.22M +$161K +1,423 +15%
RSF
100
Rik Saylor Financial
Ohio
$1.22M +$1.27M +11,183 New

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.