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iShares MSCI Global Min Vol Factor ETF
ACWV

Overview Fund Activity

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
Holders
291
Holders Change
-2
Holders Change %
-0.68%
% of All Funds
4.64%
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

Top Buyers

1
CS
1
Credit Suisse
Switzerland
$579M
2
Jane Street
2
Jane Street
New York
$87.2M
3
1832 Asset Management
3
1832 Asset Management
Ontario, Canada
$185M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$36.5M
5
OMC
5
Old Mission Capital
Illinois
$16.6M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$57.6M
2
Corient Private Wealth
2
Corient Private Wealth
Florida
$1.37M
3
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$212M
4
WANY
4
Wealthspire Advisors (New York)
New York
$3.37M
5
Citadel Advisors
5
Citadel Advisors
Florida
$10.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Baird Financial Group
151
Baird Financial Group
Wisconsin
$657K -$15.2K -159 -2%
FWP
152
FAS Wealth Partners
Kansas
$652K -$28.2K -296 -4%
Stifel Financial
153
Stifel Financial
Missouri
$647K +$19.8K +208 +3%
JWCA
154
J.W. Cole Advisors
Florida
$645K +$20.5K +215 +3%
WFI
155
West Family Investments
California
$639K +$639K +5,422 New
CF
156
Centaurus Financial
California
$637K -$4.2K -44 -0.7%
OPS
157
Orion Portfolio Solutions
Nebraska
$628K -$24K -251 -4%
BCI
158
Brinker Capital Investments
Pennsylvania
$628K -$24K -251 -4%
ACM
159
Armbruster Capital Management
New York
$627K -$5.06K -53 -0.8%
Cerity Partners
160
Cerity Partners
New York
$610K +$355K +3,718 +139%
MGIA
161
Moneta Group Investment Advisors
Missouri
$608K – – –
VC
162
Veery Capital
Delaware
$603K – – –
RG
163
Rathbones Group
United Kingdom
$603K -$8.11K -85 -1%
RIA
164
Regal Investment Advisors
Michigan
$568K -$21.9K -230 -4%
DWM
165
Drive Wealth Management
Utah
$568K -$85.3K -894 -13%
BA
166
Bellwether Advisors
Nebraska
$564K +$3.15K +33 +0.6%
MCM
167
MAI Capital Management
Ohio
$540K -$62.8K -658 -10%
PNC Financial Services Group
168
PNC Financial Services Group
Pennsylvania
$536K -$3.06M -32,079 -85%
GWM
169
Geneos Wealth Management
Colorado
$507K -$60.4K -633 -11%
WCFA
170
Walkner Condon Financial Advisors
Wisconsin
$507K -$75.9K -795 -13%
WSWA
171
Warren Street Wealth Advisors
California
$494K -$22.5K -236 -4%
OWM
172
OneAscent Wealth Management
Alabama
$488K +$488K +5,111 New
BNP Paribas Financial Markets
173
BNP Paribas Financial Markets
France
$487K -$66.5K -697 -12%
WSTAM
174
Wilbanks Smith & Thomas Asset Management
Virginia
$454K – – –
MA
175
Mutual Advisors
Nebraska
$452K +$74K +776 +20%
5 6
7
8 9