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iShares MSCI Global Min Vol Factor ETF
ACWV

Overview Fund Activity

185 hedge funds and large institutions have $1.79B invested in iShares MSCI Global Min Vol Factor ETF in 2018 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 73 increasing their positions, 49 reducing their positions, and 21 closing their positions.

Holders
185
Holders Change
+16
Holders Change %
+9.47%
% of All Funds
4.13%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.27%
New
39
Increased
73
Reduced
49
Closed
21
Calls
$14.3M
Puts
–
Net Calls
+$14.3M
Net Calls Change
+$13.9M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$289M
2
LWA
2
Lenox Wealth Advisors
New York
$53M
3
BCI
3
Brinker Capital Investments
Pennsylvania
$27.2M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$27.6M
5
AL
5
Aspiriant LLC
California
$149M

Top Sellers

1
GI
1
Glovista Investments
New Jersey
$11.2M
2
Jane Street
2
Jane Street
New York
$0
3
WSTAM
3
Wilbanks Smith & Thomas Asset Management
Virginia
$483K
4
AG
4
Advisor Group
Arizona
$5.99M
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BF
126
BOK Financial
Oklahoma
$342K 4,203 -3,743 -47%
NAM
127
NorthCoast Asset Management
Connecticut
$342K 4,211 +4,211 New
Citigroup
128
Citigroup
New York
$325K 3,996 -1,504 -27%
BCA
129
Berman Capital Advisors
Georgia
$313K 3,863 -588 -13%
AA
130
Ancora Advisors
Ohio
$306K 3,766 – –
ATC
131
Argent Trust Co
Tennessee
$304K 3,745 – –
CA
132
Calton & Associates
Florida
$298K 3,666 +1,384 +61%
HFS
133
HL Financial Services
Kentucky
$285K 3,503 – –
Bank of New York Mellon
134
Bank of New York Mellon
New York
$271K 3,330 -646 -16%
SCM
135
Sterneck Capital Management
Missouri
$262K 3,230 -966 -23%
KA
136
Kovack Advisors
Florida
$257K 3,164 -1,205 -28%
Carson Wealth (CWM LLC)
137
Carson Wealth (CWM LLC)
Nebraska
$253K 3,111 +673 +28%
VWA
138
V Wealth Advisors
Kansas
$249K 3,010 +700 +30%
LCM
139
Leisure Capital Management
California
$244K 3,000 – –
BAM
140
Belpointe Asset Management
Nevada
$242K 2,980 -252 -8%
BFPW
141
BOK Financial Private Wealth
Colorado
$232K 2,859 – –
DADC
142
D.A. Davidson & Co
Montana
$232K 2,858 +2,858 New
PGWM
143
Parisi Gray Wealth Management
New Jersey
$219K 2,711 – –
LFPWM
144
Leicht Financial Planning & Wealth Management
New Jersey
$219K 2,699 +2,699 New
SBL
145
Sargent Bickham Lagudis
Colorado
$209K 2,575 -347 -12%
ACM
146
Allred Capital Management
Texas
$207K 2,556 +2,556 New
RSWM
147
Robertson Stephens Wealth Management
California
$203K 2,496 +2,496 New
WA
148
WP Advisors
California
$201K 2,476 +31 +1%
JCM
149
Jacobi Capital Management
Pennsylvania
$173K 2,127 -21 -1%
GTAM
150
Global Trust Asset Management
Florida
$159K 1,950 +1,950 New
4 5
6
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