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iShares MSCI Global Min Vol Factor ETF
ACWV

Overview Fund Activity

286 hedge funds and large institutions have $2.69B invested in iShares MSCI Global Min Vol Factor ETF in 2021 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 77 increasing their positions, 109 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
286
Holders Change
+1
Holders Change %
+0.35%
% of All Funds
5.02%
Holding in Top 10
22
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+22.22%
% of All Funds
0.39%
New
28
Increased
77
Reduced
109
Closed
22
Calls
$19.4M
Puts
$679K
Net Calls
+$18.7M
Net Calls Change
-$704K

Top Buyers

1
WANY
1
Wealthspire Advisors (New York)
New York
$99.2M
2
MFM
2
MD Financial Management
Ontario, Canada
$48.5M
3
AI
3
AXS Investments
New York
$15.8M
4
LCWP
4
Legacy Capital Wealth Partners
Arkansas
$14.2M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$19.3M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$238M
2
Bank of America
2
Bank of America
North Carolina
$185M
3
Bessemer Group
3
Bessemer Group
New Jersey
$21M
4
BlackRock
4
BlackRock
New York
$215M
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KFP
126
KB Financial Partners
New Jersey
$1.06M -$56.5K -550 -5%
Baird Financial Group
127
Baird Financial Group
Wisconsin
$1.06M -$18.1K -176 -2%
WCFA
128
Walkner Condon Financial Advisors
Wisconsin
$1.05M +$234K +2,280 +29%
BCM
129
Brookstone Capital Management
Illinois
$1.04M +$273K +2,635 +36%
SLWA
130
San Luis Wealth Advisors
California
$1.03M +$1.03M +10,000 New
FA
131
Financial Advisors
Massachusetts
$1.01M – – –
COCM
132
Charter Oak Capital Management
New Hampshire
$1M -$4.83K -47 -0.5%
S
133
SimplyRich
California
$992K +$992K +9,661 New
CC
134
Cypress Capital
Tennessee
$973K +$973K +9,468 New
SS
135
Simplicity Solutions
Minnesota
$970K +$436K +4,245 +82%
ASFA
136
All Season Financial Advisors
Colorado
$942K +$339K +3,302 +56%
CFG
137
CKW Financial Group
Hawaii
$939K -$303K -2,946 -24%
SPIA
138
Steward Partners Investment Advisory
New York
$928K -$10.7K -104 -1%
GL
139
Graypoint LLC
New York
$927K -$157K -1,524 -14%
BDFN
140
Bond & Devick Financial Network
Minnesota
$859K – – –
DWT
141
Dorsey & Whitney Trust
South Dakota
$842K +$349K +3,400 +71%
NA
142
NewEdge Advisors
Louisiana
$835K – – –
SIAG
143
Safeguard Investment Advisory Group
California
$801K -$44.3K -432 -5%
Stifel Financial
144
Stifel Financial
Missouri
$799K +$52K +506 +7%
OIA
145
OneDigital Investment Advisors
Kansas
$789K – – –
RG
146
Rathbones Group
United Kingdom
$768K +$23.3K +227 +3%
PNC Financial Services Group
147
PNC Financial Services Group
Pennsylvania
$763K -$25.1K -244 -3%
HSBC Holdings
148
HSBC Holdings
United Kingdom
$746K -$38.5K -375 -5%
PFGIA
149
Patriot Financial Group Insurance Agency
Massachusetts
$743K +$115K +1,119 +18%
AA
150
ACT Advisors
North Carolina
$735K -$24.3K -237 -3%
4 5
6
7 8