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iShares MSCI Global Min Vol Factor ETF

303 hedge funds and large institutions have $2.14B invested in iShares MSCI Global Min Vol Factor ETF in 2024 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 71 increasing their positions, 126 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more call options, than puts

Call options by funds: $1.08M | Put options by funds: $632K

11% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 28

2% more capital invested

Capital invested by funds: $2.1B → $2.14B (+$36.3M)

0% less funds holding

Funds holding: 304303 (-1)

0.68% less ownership

Funds ownership: 50.25%49.56% (-0.68%)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

44% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 126

Holders
303
Holders Change
-1
Holders Change %
-0.33%
% of All Funds
4.36%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
31
Increased
71
Reduced
126
Closed
28
Calls
$1.08M
Puts
$632K
Net Calls
+$445K
Net Calls Change
+$453K
Name Holding Trade Value Shares
Change
Change in
Stake
AFG
101
Arkansas Financial Group
Arkansas
$1.28M -$120K -1,170 -9%
LWM
102
Laidlaw Wealth Management
New York
$1.26M -$237K -2,306 -16%
WANY
103
Wealthspire Advisors (New York)
New York
$1.25M -$138K -1,345 -10%
AWM
104
Angeles Wealth Management
California
$1.23M
PFA
105
Professional Financial Advisors
Nebraska
$1.2M -$631K -6,153 -35%
SCA
106
Snowden Capital Advisors
New York
$1.19M +$718K +6,993 +163%
TA
107
TFB Advisors
Kansas
$1.18M +$67.7K +660 +6%
CBFP
108
Cedar Brook Financial Partners
Ohio
$1.13M +$22.1K +215 +2%
AA
109
Alesco Advisors
New York
$1.1M
William Blair & Company
110
William Blair & Company
Illinois
$1.05M
VFPW
111
Vantage Financial Partners (Wisconsin)
Wisconsin
$1M -$21.7K -211 -2%
PFPT
112
Pinnacle Financial Partners (Tennessee)
Tennessee
$997K +$972K +9,468 New
Janney Montgomery Scott
113
Janney Montgomery Scott
Pennsylvania
$981K -$126K -1,228 -12%
PA
114
PFG Advisors
Arizona
$974K -$16.1K -157 -2%
CAG
115
Csenge Advisory Group
Florida
$971K +$335K +3,265 +55%
CIBC World Market
116
CIBC World Market
Ontario, Canada
$966K +$30.6K +298 +3%
SC
117
Savant Capital
Illinois
$946K -$14.4K -140 -2%
HSBC Holdings
118
HSBC Holdings
United Kingdom
$940K -$1.61M -15,667 -64%
PAG
119
Private Advisor Group
New Jersey
$933K -$123K -1,200 -12%
WA
120
WBH Advisory
Maryland
$924K -$41.6K -405 -4%
OA
121
Operose Advisors
Wisconsin
$923K -$566K -5,514 -39%
IAS
122
Insigneo Advisory Services
Florida
$888K -$357K -3,481 -29%
Comerica Bank
123
Comerica Bank
Texas
$874K -$25K -244 -3%
FIM
124
Freedom Investment Management
Connecticut
$869K -$616 -6 -0.1%
MML Investors Services
125
MML Investors Services
Massachusetts
$867K -$306K -2,982 -27%

ACWV Hedge Fund Activity: Q1 2024 in Review

303 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Global Min Vol Factor ETF (ACWV) for Q1 2024, worth a combined $2.14B — up 1.7% from $2.1B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new ACWV positions and 28 closed out — a net gain of 3 holders — while 71 added to existing stakes and 126 trimmed.

The largest buyer was SEI Investments, adding an estimated $66.9M. The largest seller was Morgan Stanley, cutting an estimated $54M.

  • 303 institutional investors held iShares MSCI Global Min Vol Factor ETF (ACWV) as of Q1 2024, down from 304 in Q4 2023.
  • Funds reported $2.14B of iShares MSCI Global Min Vol Factor ETF stock for Q1 2024, up 1.7% quarter-over-quarter.
  • 31 funds opened new iShares MSCI Global Min Vol Factor ETF positions in Q1 2024 and 28 closed out, a net change of +3 holders.
  • The largest iShares MSCI Global Min Vol Factor ETF buyer in Q1 2024 was SEI Investments, an estimated $66.9M added.
  • The largest iShares MSCI Global Min Vol Factor ETF seller in Q1 2024 was Morgan Stanley, an estimated $54M sold.

Based on aggregated 13F filings for Q1 2024.