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iShares MSCI Global Min Vol Factor ETF
ACWV

Overview Fund Activity

293 hedge funds and large institutions have $2.58B invested in iShares MSCI Global Min Vol Factor ETF in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 92 increasing their positions, 127 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
293
Holders Change
-3
Holders Change %
-1.01%
% of All Funds
4.62%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.22%
New
28
Increased
92
Reduced
127
Closed
28
Calls
$20K
Puts
$78K
Net Calls
-$58K
Net Calls Change
-$87K

Top Buyers

1
PAMS
Pictet Asset Management (Switzerland)
Switzerland
$26.4M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$176M
3
Goldman Sachs
Goldman Sachs
New York
$5.71M
4
CAM
Cresset Asset Management
Illinois
$5.6M
5
OMC
Old Mission Capital
Illinois
$8.77M

Top Sellers

1
Jane Street
Jane Street
New York
$2.1M
2
Corient Private Wealth
Corient Private Wealth
Florida
$93M
3
WANY
Wealthspire Advisors (New York)
New York
$39.7M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$2.15M
5
Osaic Holdings
Osaic Holdings
Arizona
$13.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
126
Savant Capital
Illinois
$952K +$19.8K +202 +2%
CC
127
Cypress Capital
Tennessee
$928K +$928K +9,468 New
CIBC World Market
128
CIBC World Market
Ontario, Canada
$904K -$6.48K -66 -0.7%
TA
129
TFB Advisors
Kansas
$868K +$868K +8,857 New
FANJ
130
Financial Architects (New Jersey)
New Jersey
$864K +$2.16K +22 +0.3%
NA
131
NewEdge Advisors
Louisiana
$843K +$122K +1,240 +17%
EWA
132
EP Wealth Advisors
California
$830K +$483K +19,283 +140%
VPP
133
Vertex Planning Partners
Illinois
$822K +$588 +6 +0.1%
SFC
134
Strategic Financial Concepts
Texas
$813K -$58.2K -594 -7%
BPA
135
Beacon Pointe Advisors
California
$809K -$333K -3,395 -29%
DWT
136
Dorsey & Whitney Trust
South Dakota
$804K – – –
AWM
137
AE Wealth Management
Kansas
$795K -$36.5K -372 -4%
BDFN
138
Bond & Devick Financial Network
Minnesota
$783K -$46.1K -470 -6%
AWS
139
Atria Wealth Solutions
New York
$771K +$240K +2,444 +45%
CFD
140
Creative Financial Designs
Indiana
$761K +$56.9K +580 +8%
GHA
141
Granite Harbor Advisors
Texas
$761K -$12.7K -130 -2%
OIA
142
OneDigital Investment Advisors
Kansas
$757K -$33.7K -344 -4%
CFG
143
CKW Financial Group
Hawaii
$741K -$33.3K -340 -4%
TC
144
Tacita Capital
Ontario, Canada
$717K +$484K +4,930 +207%
PFGIA
145
Patriot Financial Group Insurance Agency
Massachusetts
$717K +$373K +3,806 +109%
FWP
146
FAS Wealth Partners
Kansas
$699K -$10.4K -106 -1%
PAG
147
Private Advisor Group
New Jersey
$699K -$979K -9,981 -58%
SWP
148
Stratos Wealth Partners
Ohio
$698K +$308K +3,139 +79%
Baird Financial Group
149
Baird Financial Group
Wisconsin
$690K +$16.7K +170 +2%
BA
150
Bridge Advisory
California
$689K +$4.51K +46 +0.7%
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