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iShares MSCI Global Min Vol Factor ETF

296 hedge funds and large institutions have $2.98B invested in iShares MSCI Global Min Vol Factor ETF in 2023 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 83 increasing their positions, 123 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more call options, than puts

Call options by funds: $77K | Put options by funds: $48K

6% more capital invested

Capital invested by funds: $2.8B → $2.98B (+$179M)

5.49% more ownership

Funds ownership: 61.61%67.09% (+5.5%)

3% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 33

4% less funds holding

Funds holding: 308296 (-12)

16% less funds holding in top 10

Funds holding in top 10: 1916 (-3)

33% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 123

Holders
296
Holders Change
-12
Holders Change %
-3.9%
% of All Funds
4.72%
Holding in Top 10
16
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15.79%
% of All Funds
0.25%
New
32
Increased
83
Reduced
123
Closed
33
Calls
$77K
Puts
$48K
Net Calls
+$29K
Net Calls Change
+$418K
Name Holding Trade Value Shares
Change
Change in
Stake
FWP
151
FAS Wealth Partners
Kansas
$700K -$741K -7,775 -52%
CFD
152
Creative Financial Designs
Indiana
$694K -$5.43K -57 -0.8%
Stifel Financial
153
Stifel Financial
Missouri
$677K +$8.58K +90 +1%
BA
154
Bridge Advisory
California
$675K -$358K -3,753 -35%
Baird Financial Group
155
Baird Financial Group
Wisconsin
$665K -$67.9K -712 -9%
WFI
156
West Family Investments
California
$648K
JWCA
157
J.W. Cole Advisors
Florida
$630K +$43.9K +461 +8%
RIA
158
Regal Investment Advisors
Michigan
$628K -$354K -3,719 -36%
SMA
159
Sage Mountain Advisors
Georgia
$611K
3LCM
160
3D/L Capital Management
Connecticut
$611K -$8.77K -92 -1%
Marshall Wace
161
Marshall Wace
United Kingdom
$609K +$276K +2,899 +85%
MCM
162
MAI Capital Management
Ohio
$608K
AT
163
American Trust
Kentucky
$603K +$577K +6,053 New
WCFA
164
Walkner Condon Financial Advisors
Wisconsin
$591K -$2.38K -25 -0.4%
WC
165
Waterloo Capital
Texas
$584K +$575K +6,035 New
GWM
166
Geneos Wealth Management
Colorado
$575K +$5.15K +54 +0.9%
VAS
167
Vestmark Advisory Solutions
Massachusetts
$573K -$27.5K -289 -5%
VC
168
Veery Capital
Delaware
$567K +$100K +1,052 +22%
BA
169
Bellwether Advisors
Nebraska
$563K -$25.4K -267 -4%
HP
170
Hilltop Partners
Indiana
$560K +$13.1K +137 +2%
SPIA
171
Steward Partners Investment Advisory
New York
$554K -$67.7K -710 -11%
PNC Financial Services Group
172
PNC Financial Services Group
Pennsylvania
$541K -$8.77K -92 -2%
WSWA
173
Warren Street Wealth Advisors
California
$538K -$54.5K -572 -9%
BNP Paribas Financial Markets
174
BNP Paribas Financial Markets
France
$538K -$19.9K -209 -4%
AWS
175
Atria Wealth Solutions
New York
$524K -$37.2K -390 -7%

ACWV Hedge Fund Activity: Q1 2023 in Review

296 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Global Min Vol Factor ETF (ACWV) for Q1 2023, worth a combined $2.98B — up 6.4% from $2.8B a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of ACWV and 32 opened new positions — a net loss of 1 holder — while 123 trimmed existing stakes and 83 added.

The largest buyer was Jane Street, adding an estimated $129M. The largest seller was Pictet Asset Management (Switzerland), exiting entirely with an estimated $16.9M sold.

  • 296 institutional investors held iShares MSCI Global Min Vol Factor ETF (ACWV) as of Q1 2023, down from 308 in Q4 2022.
  • Funds reported $2.98B of iShares MSCI Global Min Vol Factor ETF stock for Q1 2023, up 6.4% quarter-over-quarter.
  • 32 funds opened new iShares MSCI Global Min Vol Factor ETF positions in Q1 2023 and 33 closed out, a net change of -1 holder.
  • The largest iShares MSCI Global Min Vol Factor ETF buyer in Q1 2023 was Jane Street, an estimated $129M added.
  • The largest iShares MSCI Global Min Vol Factor ETF seller in Q1 2023 was Pictet Asset Management (Switzerland), an estimated $16.9M sold.

Based on aggregated 13F filings for Q1 2023.