ACWV icon

iShares MSCI Global Min Vol Factor ETF
ACWV

Overview Fund Activity

303 hedge funds and large institutions have $2.61B invested in iShares MSCI Global Min Vol Factor ETF in 2022 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 90 increasing their positions, 129 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
303
Holders Change
-7
Holders Change %
-2.26%
% of All Funds
5.12%
Holding in Top 10
22
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-12%
% of All Funds
0.37%
New
26
Increased
90
Reduced
129
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WANY
Wealthspire Advisors (New York)
New York
$92.2M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$82M
3
AL
Aspiriant LLC
California
$291M
4
KIM
Karpus Investment Management
New York
$14.4M
5
UBS Group
UBS Group
Switzerland
$56.8M

Top Sellers

1
Jane Street
Jane Street
New York
$0
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
$96.2M
3
BlackRock
BlackRock
New York
$172M
4
CAG
Csenge Advisory Group
Florida
$342K
5
NL
NEPC LLC
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Franklin Resources
176
Franklin Resources
California
$506K -$885K -9,362 -64%
3LCM
177
3D/L Capital Management
Connecticut
$493K +$284 +3 +0.1%
TNA
178
True North Advisors
Texas
$489K +$13.5K +143 +3%
FFN
179
Focus Financial Network
Minnesota
$486K -$3.4K -36 -0.7%
DY
180
Dowling & Yahnke
California
$483K – – –
AP
181
Appleton Partners
Massachusetts
$480K -$28.7K -303 -6%
COCM
182
Charter Oak Capital Management
New Hampshire
$479K -$220K -2,330 -31%
KM
183
Kalos Management
Georgia
$475K -$5.45K -57 -1%
WTC
184
WhitTier Trust Company
Nevada
$469K – – –
SWP
185
Summit Wealth Partners
Florida
$464K -$36.4K -385 -7%
VC
186
Vicus Capital
Pennsylvania
$461K +$196K +2,077 +74%
VC
187
Veery Capital
Delaware
$455K -$6.04K -64 -1%
FHC
188
First Heartland Consultants
Missouri
$454K +$53.1K +563 +13%
WWM
189
Western Wealth Management
Colorado
$446K +$284 +3 +0.1%
PP
190
PDS Planning
Ohio
$444K +$473 +5 +0.1%
Northern Trust
191
Northern Trust
Illinois
$428K – – –
Fidelity Investments
192
Fidelity Investments
Massachusetts
$427K -$43.2K -457 -9%
BCP
193
Blackhawk Capital Partners
Wisconsin
$423K -$39.3K -415 -8%
VHAM
194
Van Hulzen Asset Management
California
$418K +$31.3K +331 +8%
TGAM
195
TBH Global Asset Management
Tennessee
$416K +$1.7K +18 +0.4%
SCA
196
Snowden Capital Advisors
New York
$410K +$12.1K +128 +3%
RBA
197
Richard Bernstein Advisors
New York
$409K +$323K +3,417 +375%
LC
198
Landaas & Company
Wisconsin
$389K -$76K -803 -16%
AT
199
American Trust
Kentucky
$385K +$103K +1,092 +37%
SFWA
200
Summit Financial Wealth Advisors
Louisiana
$384K -$116K -1,211 -23%
6 7
8
9 10