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iShares MSCI Global Min Vol Factor ETF

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

10% more capital invested

Capital invested by funds: $2.58B → $2.85B (+$269M)

0% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 25

1% less funds holding

Funds holding: 293291 (-2)

2.89% less ownership

Funds ownership: 53.91%51.03% (-2.9%)

7% less funds holding in top 10

Funds holding in top 10: 1413 (-1)

46% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 134

96% less call options, than puts

Call options by funds: $19K | Put options by funds: $515K

Holders
291
Holders Change
-2
Holders Change %
-0.68%
% of All Funds
4.62%
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
Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
126
Northern Trust
Illinois
$964K +$349K +3,572 +55%
SFG
127
StrategIQ Financial Group
Indiana
$951K -$20.3K -208 -2%
GI
128
Glovista Investments
New Jersey
$942K +$603K +6,162 +167%
FAM
129
Family Asset Management
South Carolina
$922K -$156K -1,595 -14%
BPA
130
Beacon Pointe Advisors
California
$908K +$124K +1,267 +15%
CC
131
Cypress Capital
Tennessee
$903K
SC
132
Savant Capital
Illinois
$896K -$30.5K -312 -3%
CIBC World Market
133
CIBC World Market
Ontario, Canada
$880K +$293 +3 +0%
Creative Planning
134
Creative Planning
Kansas
$879K -$74.7K -764 -8%
PAG
135
Private Advisor Group
New Jersey
$836K +$161K +1,641 +23%
WI
136
Wintrust Investments
Illinois
$805K -$157K -1,602 -16%
SFC
137
Strategic Financial Concepts
Texas
$792K
AWM
138
AE Wealth Management
Kansas
$778K +$4.01K +41 +0.5%
BDFN
139
Bond & Devick Financial Network
Minnesota
$762K
AWS
140
Atria Wealth Solutions
New York
$747K -$3.13K -32 -0.4%
CFD
141
Creative Financial Designs
Indiana
$743K +$2.84K +29 +0.4%
VPP
142
Vertex Planning Partners
Illinois
$740K -$61.6K -630 -8%
OIA
143
OneDigital Investment Advisors
Kansas
$736K
DWT
144
Dorsey & Whitney Trust
South Dakota
$735K -$48.9K -500 -6%
GHA
145
Granite Harbor Advisors
Texas
$732K -$7.83K -80 -1%
CFG
146
CKW Financial Group
Hawaii
$718K -$3.62K -37 -0.5%
SWP
147
Stratos Wealth Partners
Ohio
$713K +$34.7K +355 +5%
3LCM
148
3D/L Capital Management
Connecticut
$711K +$108K +1,103 +17%
Fidelity Investments
149
Fidelity Investments
Massachusetts
$698K -$583K -5,959 -45%
BA
150
Bridge Advisory
California
$669K -$685 -7 -0.1%

ACWV Hedge Fund Activity: Q3 2023 in Review

291 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Global Min Vol Factor ETF (ACWV) for Q3 2023, worth a combined $2.85B — up 10% from $2.58B a quarter earlier.

Fund positioning in ACWV was balanced in Q3 2023: 25 funds opened new positions, 25 closed out, 73 added to existing stakes and 134 trimmed.

The largest buyer was Jane Street, adding an estimated $87.3M. The largest seller was Envestnet Asset Management, cutting an estimated $117M.

  • 291 institutional investors held iShares MSCI Global Min Vol Factor ETF (ACWV) as of Q3 2023, down from 293 in Q2 2023.
  • Funds reported $2.85B of iShares MSCI Global Min Vol Factor ETF stock for Q3 2023, up 10% quarter-over-quarter.
  • 25 funds opened new iShares MSCI Global Min Vol Factor ETF positions in Q3 2023 and 25 closed out, a net change of 0 holders.
  • The largest iShares MSCI Global Min Vol Factor ETF buyer in Q3 2023 was Jane Street, an estimated $87.3M added.
  • The largest iShares MSCI Global Min Vol Factor ETF seller in Q3 2023 was Envestnet Asset Management, an estimated $117M sold.

Based on aggregated 13F filings for Q3 2023.