ACWV icon

iShares MSCI Global Min Vol Factor ETF
ACWV

Overview Fund Activity

304 hedge funds and large institutions have $2.1B invested in iShares MSCI Global Min Vol Factor ETF in 2023 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 77 increasing their positions, 141 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
304
Holders Change
+13
Holders Change %
+4.47%
% of All Funds
4.46%
Holding in Top 10
9
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-30.77%
% of All Funds
0.13%
New
38
Increased
77
Reduced
141
Closed
22
Calls
$955K
Puts
$963K
Net Calls
-$8K
Net Calls Change
+$488K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$102M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$240M
3
Goldman Sachs
Goldman Sachs
New York
$13.8M
4
Ameriprise
Ameriprise
Minnesota
$31.1M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$10.1M

Top Sellers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
$77.8M
2
Jane Street
Jane Street
New York
$36.9M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$1.79M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$36.2M
5
SPWG
Syntegra Private Wealth Group
Missouri
$447K
Name Holding Trade Value Shares
Change 		Shares
Change %
SFG
126
StrategIQ Financial Group
Indiana
$883K -$118K -1,174 -12%
Comerica Bank
127
Comerica Bank
Texas
$858K -$309K -3,076 -26%
CFD
128
Creative Financial Designs
Indiana
$833K +$51.5K +513 +7%
FIM
129
Freedom Investment Management
Connecticut
$829K +$829K +8,257 New
BPA
130
Beacon Pointe Advisors
California
$802K -$153K -1,523 -16%
BDFN
131
Bond & Devick Financial Network
Minnesota
$801K – – –
FAM
132
Family Asset Management
South Carolina
$796K -$174K -1,730 -18%
Northern Trust
133
Northern Trust
Illinois
$794K -$220K -2,190 -22%
VPP
134
Vertex Planning Partners
Illinois
$779K +$1.1K +11 +0.1%
WDG
135
Wealth Dimensions Group
Ohio
$778K -$1.69M -16,841 -68%
Creative Planning
136
Creative Planning
Kansas
$777K -$148K -1,471 -16%
GHA
137
Granite Harbor Advisors
Texas
$759K -$11.3K -113 -1%
Stifel Financial
138
Stifel Financial
Missouri
$758K +$77.4K +771 +11%
CFG
139
CKW Financial Group
Hawaii
$752K -$3.01K -30 -0.4%
CF
140
Centaurus Financial
California
$711K +$40.8K +406 +6%
Cerity Partners
141
Cerity Partners
New York
$680K +$38.5K +383 +6%
SFC
142
Strategic Financial Concepts
Texas
$673K -$159K -1,588 -19%
DWT
143
Dorsey & Whitney Trust
South Dakota
$672K -$100K -1,000 -13%
BNP Paribas Financial Markets
144
BNP Paribas Financial Markets
France
$672K +$160K +1,594 +31%
WFI
145
West Family Investments
California
$668K -$12.9K -103 -2%
OIA
146
OneDigital Investment Advisors
Kansas
$662K -$113K -1,124 -15%
AWS
147
Atria Wealth Solutions
New York
$650K -$136K -1,351 -17%
MGIA
148
Moneta Group Investment Advisors
Missouri
$640K – – –
ACM
149
Armbruster Capital Management
New York
$634K -$25.5K -254 -4%
VC
150
Veery Capital
Delaware
$632K -$2.91K -29 -0.5%
4 5
6
7 8