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iShares MSCI Global Min Vol Factor ETF
ACWV

Overview Fund Activity

293 hedge funds and large institutions have $2.58B invested in iShares MSCI Global Min Vol Factor ETF in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 92 increasing their positions, 127 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
293
Holders Change
-3
Holders Change %
-1.01%
% of All Funds
4.62%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.22%
New
28
Increased
92
Reduced
127
Closed
28
Calls
$20K
Puts
$78K
Net Calls
-$58K
Net Calls Change
-$87K

Top Buyers

1
PAMS
Pictet Asset Management (Switzerland)
Switzerland
$26.4M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$176M
3
Goldman Sachs
Goldman Sachs
New York
$5.71M
4
CAM
Cresset Asset Management
Illinois
$5.6M
5
OMC
Old Mission Capital
Illinois
$8.77M

Top Sellers

1
Jane Street
Jane Street
New York
$2.1M
2
Corient Private Wealth
Corient Private Wealth
Florida
$93M
3
WANY
Wealthspire Advisors (New York)
New York
$39.7M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$2.15M
5
Osaic Holdings
Osaic Holdings
Arizona
$13.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWM
151
Drive Wealth Management
Utah
$671K -$115K -1,174 -15%
BCI
152
Brinker Capital Investments
Pennsylvania
$670K +$391K +3,988 +140%
OPS
153
Orion Portfolio Solutions
Nebraska
$670K +$391K +3,988 +140%
CF
154
Centaurus Financial
California
$659K -$113K -1,150 -15%
ACM
155
Armbruster Capital Management
New York
$649K -$94K -959 -13%
Stifel Financial
156
Stifel Financial
Missouri
$644K -$42.5K -433 -6%
JWCA
157
J.W. Cole Advisors
Florida
$642K +$3.33K +34 +0.5%
Northern Trust
158
Northern Trust
Illinois
$640K -$282K -2,875 -31%
RG
159
Rathbones Group
United Kingdom
$628K -$338K -3,444 -35%
MGIA
160
Moneta Group Investment Advisors
Missouri
$625K +$625K +6,373 New
3LCM
161
3D/L Capital Management
Connecticut
$622K +$3.33K +34 +0.5%
VC
162
Veery Capital
Delaware
$620K +$45.1K +460 +8%
MCM
163
MAI Capital Management
Ohio
$619K +$3.14K +32 +0.5%
RIA
164
Regal Investment Advisors
Michigan
$606K -$30.2K -308 -5%
WCFA
165
Walkner Condon Financial Advisors
Wisconsin
$599K – – –
AT
166
American Trust
Kentucky
$594K +$980 +10 +0.2%
SMA
167
Sage Mountain Advisors
Georgia
$587K -$32.4K -330 -5%
GWM
168
Geneos Wealth Management
Colorado
$583K +$196 +2 +0%
BA
169
Bellwether Advisors
Nebraska
$577K +$6.28K +64 +1%
BNP Paribas Financial Markets
170
BNP Paribas Financial Markets
France
$569K +$24.2K +247 +4%
WSWA
171
Warren Street Wealth Advisors
California
$531K -$14.5K -148 -3%
SS
172
Simplicity Solutions
Minnesota
$503K -$1.36M -13,914 -73%
SPIA
173
Steward Partners Investment Advisory
New York
$501K -$59.8K -610 -11%
HP
174
Hilltop Partners
Indiana
$498K -$70.1K -715 -12%
SWP
175
Summit Wealth Partners
Florida
$489K +$3.43K +35 +0.7%
5 6
7
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