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iShares MSCI Global Min Vol Factor ETF

304 hedge funds and large institutions have $2.1B invested in iShares MSCI Global Min Vol Factor ETF in 2023 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 77 increasing their positions, 141 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
304
Holders Change
+13
Holders Change %
+4.47%
% of All Funds
4.46%
Holding in Top 10
9
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-30.77%
% of All Funds
0.13%
New
38
Increased
77
Reduced
141
Closed
22
Calls
$955K
Puts
$963K
Net Calls
-$8K
Net Calls Change
+$488K
Name Holding Trade Value Shares
Change
Shares
Change %
OA
101
Operose Advisors
Wisconsin
$1.43M -$1.02M -10,119 -41%
DB
102
Dravo Bay
Delaware
$1.42M -$116K -1,154 -8%
Carson Wealth (CWM LLC)
103
Carson Wealth (CWM LLC)
Nebraska
$1.37M +$30.2K +301 +2%
NW
104
NewEdge Wealth
Pennsylvania
$1.35M +$1.35M +13,427 New
AFG
105
Arkansas Financial Group
Arkansas
$1.34M -$5.42K -54 -0.4%
WANY
106
Wealthspire Advisors (New York)
New York
$1.33M -$2.21M -22,034 -62%
SWP
107
Stratos Wealth Partners
Ohio
$1.33M +$581K +5,792 +78%
PFGIA
108
Patriot Financial Group Insurance Agency
Massachusetts
$1.31M +$269K +2,681 +26%
IAS
109
Insigneo Advisory Services
Florida
$1.2M -$162K -1,612 -12%
AWM
110
Angeles Wealth Management
California
$1.17M
MML Investors Services
111
MML Investors Services
Massachusetts
$1.13M -$267K -2,666 -19%
TA
112
TFB Advisors
Kansas
$1.09M +$1.09M +10,865 New
CBFP
113
Cedar Brook Financial Partners
Ohio
$1.06M -$92.7K -919 -8%
Janney Montgomery Scott
114
Janney Montgomery Scott
Pennsylvania
$1.06M -$65.9K -657 -6%
AA
115
Alesco Advisors
New York
$1.05M
PAG
116
Private Advisor Group
New Jersey
$1.01M +$130K +1,297 +15%
William Blair & Company
117
William Blair & Company
Illinois
$1M -$74.6K -743 -7%
SWA
118
Stratos Wealth Advisors
Ohio
$991K +$777K +7,740 +362%
VFPW
119
Vantage Financial Partners (Wisconsin)
Wisconsin
$976K +$976K +9,724 New
HPFG
120
Hart & Patterson Financial Group
Massachusetts
$967K +$967K +9,636 New
CC
121
Cypress Capital
Tennessee
$950K
PA
122
PFG Advisors
Arizona
$944K -$82.3K -820 -8%
WA
123
WBH Advisory
Maryland
$921K -$325K -3,240 -26%
SC
124
Savant Capital
Illinois
$916K -$26.7K -266 -3%
CIBC World Market
125
CIBC World Market
Ontario, Canada
$891K -$34.3K -342 -4%