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iShares MSCI Global Min Vol Factor ETF
ACWV

Overview Fund Activity

222 hedge funds and large institutions have $2.65B invested in iShares MSCI Global Min Vol Factor ETF in 2019 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 94 increasing their positions, 59 reducing their positions, and 23 closing their positions.

Holders
222
Holders Change
–
Holders Change %
0%
% of All Funds
4.88%
Holding in Top 10
20
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+17.65%
% of All Funds
0.44%
New
25
Increased
94
Reduced
59
Closed
23
Calls
$29.6M
Puts
–
Net Calls
+$29.6M
Net Calls Change
+$14.1M

Top Buyers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$79.8M
2
BlackRock
2
BlackRock
New York
$286M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$22.1M
4
NP
4
NorthRock Partners
Minnesota
$20.8M
5
Ameriprise
5
Ameriprise
Minnesota
$57.5M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$14.1M
2
BCI
2
Brinker Capital Investments
Pennsylvania
$267K
3
DF
3
Donoghue Forlines
Massachusetts
$0
4
CFGS
4
Concourse Financial Group Securities
Alabama
$15K
5
SWM
5
Sequoia Wealth Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PIMG
151
Patriot Investment Management Group
Tennessee
$401K – – –
CIAS
152
Capital Investment Advisory Services
North Carolina
$400K -$5.03K -53 -1%
CWS
153
Cypress Wealth Services
California
$385K -$9.75K -103 -2%
WAP
154
Wealthcare Advisory Partners
Pennsylvania
$346K +$92.9K +980 +37%
VWA
155
V Wealth Advisors
Kansas
$344K +$19K +200 +6%
FANJ
156
Financial Architects (New Jersey)
New Jersey
$318K +$196K +2,070 +161%
Citigroup
157
Citigroup
New York
$312K -$11.3K -119 -3%
BAM
158
Belpointe Asset Management
Nevada
$311K -$6.07K -64 -2%
TP
159
Tranquility Partners
Tennessee
$306K +$28.5K +300 +10%
IC
160
Iconiq Capital
California
$304K – – –
MWM
161
Mascoma Wealth Management
New Hampshire
$293K +$9.47K +100 +3%
NWM
162
Northwest Wealth Management
Iowa
$292K +$292K +3,085 New
WP
163
WealthSource Partners
California
$291K +$291K +3,074 New
AFNAS
164
American Financial Network Advisory Services
California
$291K +$291K +3,074 New
Northern Trust
165
Northern Trust
Illinois
$289K – – –
Bank of New York Mellon
166
Bank of New York Mellon
New York
$284K -$75K -792 -21%
BFPW
167
BOK Financial Private Wealth
Colorado
$271K – – –
BCI
168
Brinker Capital Investments
Pennsylvania
$267K -$29.9M -315,066 -99%
CWM
169
Cornerstone Wealth Management
Missouri
$264K -$12.8K -135 -5%
PGWM
170
Parisi Gray Wealth Management
New Jersey
$257K – – –
IWS
171
Insight Wealth Strategies
California
$254K +$18K +190 +8%
MA
172
MONECO Advisors
Connecticut
$244K – – –
WA
173
WP Advisors
California
$237K – – –
AWE
174
Avidian Wealth Enterprises
Texas
$233K +$233K +2,462 New
PJSIMP
175
P.J. Schmidt Investment Management (PJS)
Wisconsin
$233K +$233K +2,462 New
5 6
7
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