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iShares MSCI Global Min Vol Factor ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
CA
151
Clearstead Advisors
Ohio
$631K -$623K -6,213 -50%
JWCA
152
J.W. Cole Advisors
Florida
$618K -$60.9K -607 -9%
RIA
153
Regal Investment Advisors
Michigan
$602K +$4.12K +41 +0.7%
CAG
154
Csenge Advisory Group
Florida
$598K +$331K +3,302 +124%
GWM
155
Geneos Wealth Management
Colorado
$587K +$53K +528 +10%
BA
156
Bellwether Advisors
Nebraska
$579K -$14.4K -143 -2%
Cetera Investment Advisers
157
Cetera Investment Advisers
Illinois
$572K -$1.3M -12,996 -70%
MCM
158
MAI Capital Management
Ohio
$568K +$100 +1 +0%
Corient Private Wealth
159
Corient Private Wealth
Florida
$564K -$877K -8,736 -61%
VA
160
Valmark Advisers
Ohio
$560K +$136K +1,357 +32%
FWP
161
FAS Wealth Partners
Kansas
$538K -$147K -1,467 -21%
PNC Financial Services Group
162
PNC Financial Services Group
Pennsylvania
$538K -$26.4K -263 -5%
HGERS
163
Householder Group Estate & Retirement Specialist
Arizona
$520K +$186K +1,851 +55%
Baird Financial Group
164
Baird Financial Group
Wisconsin
$511K -$180K -1,794 -26%
WCFA
165
Walkner Condon Financial Advisors
Wisconsin
$498K -$34.9K -348 -7%
SWP
166
Summit Wealth Partners
Florida
$478K +$6.02K +60 +1%
AWE
167
Avidian Wealth Enterprises
Texas
$476K -$725K -7,222 -60%
MA
168
Mutual Advisors
Nebraska
$476K
BA
169
Bridge Advisory
California
$474K -$230K -2,297 -33%
BAM
170
Belpointe Asset Management
Nevada
$473K +$473K +4,709 New
HP
171
Hilltop Partners
Indiana
$460K -$6.42K -64 -1%
WSWA
172
Warren Street Wealth Advisors
California
$458K -$60.9K -607 -12%
VHAM
173
Van Hulzen Asset Management
California
$458K
WTC
174
WhitTier Trust Company
Nevada
$449K
RG
175
Rathbones Group
United Kingdom
$448K -$186K -1,858 -29%