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iShares MSCI Global Min Vol Factor ETF
ACWV

Overview Fund Activity

291 hedge funds and large institutions have $2.85B invested in iShares MSCI Global Min Vol Factor ETF in 2023 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 73 increasing their positions, 134 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
291
Holders Change
-2
Holders Change %
-0.68%
% of All Funds
4.64%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.21%
New
25
Increased
73
Reduced
134
Closed
25
Calls
$19K
Puts
$515K
Net Calls
-$496K
Net Calls Change
-$438K

Top Buyers

1
CS
Credit Suisse
Switzerland
$579M
2
Jane Street
Jane Street
New York
$87.2M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
$185M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$36.5M
5
OMC
Old Mission Capital
Illinois
$16.6M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$57.6M
2
Corient Private Wealth
Corient Private Wealth
Florida
$1.37M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$212M
4
WANY
Wealthspire Advisors (New York)
New York
$3.37M
5
Citadel Advisors
Citadel Advisors
Florida
$10.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northern Trust
126
Northern Trust
Illinois
$964K +$341K +3,572 +55%
SFG
127
StrategIQ Financial Group
Indiana
$951K -$19.8K -208 -2%
GI
128
Glovista Investments
New Jersey
$942K +$589K +6,162 +167%
FAM
129
Family Asset Management
South Carolina
$922K -$152K -1,595 -14%
BPA
130
Beacon Pointe Advisors
California
$908K +$121K +1,267 +15%
CC
131
Cypress Capital
Tennessee
$903K – – –
SC
132
Savant Capital
Illinois
$896K -$29.8K -312 -3%
CIBC World Market
133
CIBC World Market
Ontario, Canada
$880K +$286 +3 +0%
Creative Planning
134
Creative Planning
Kansas
$879K -$72.9K -764 -8%
PAG
135
Private Advisor Group
New Jersey
$836K +$157K +1,641 +23%
WI
136
Wintrust Investments
Illinois
$805K -$153K -1,602 -16%
SFC
137
Strategic Financial Concepts
Texas
$792K – – –
AWM
138
AE Wealth Management
Kansas
$778K +$3.91K +41 +0.5%
BDFN
139
Bond & Devick Financial Network
Minnesota
$762K – – –
AWS
140
Atria Wealth Solutions
New York
$747K -$3.05K -32 -0.4%
CFD
141
Creative Financial Designs
Indiana
$743K +$2.77K +29 +0.4%
VPP
142
Vertex Planning Partners
Illinois
$740K -$60.1K -630 -8%
OIA
143
OneDigital Investment Advisors
Kansas
$736K – – –
DWT
144
Dorsey & Whitney Trust
South Dakota
$735K -$47.7K -500 -6%
GHA
145
Granite Harbor Advisors
Texas
$732K -$7.63K -80 -1%
CFG
146
CKW Financial Group
Hawaii
$718K -$3.53K -37 -0.5%
SWP
147
Stratos Wealth Partners
Ohio
$713K +$33.9K +355 +5%
3LCM
148
3D/L Capital Management
Connecticut
$711K +$105K +1,103 +17%
Fidelity Investments
149
Fidelity Investments
Massachusetts
$698K -$569K -5,959 -45%
BA
150
Bridge Advisory
California
$669K -$668 -7 -0.1%
4 5
6
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