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iShares MSCI Global Min Vol Factor ETF
ACWV

Overview Fund Activity

293 hedge funds and large institutions have $2.48B invested in iShares MSCI Global Min Vol Factor ETF in 2022 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 92 increasing their positions, 113 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
293
Holders Change
-10
Holders Change %
-3.3%
% of All Funds
5.07%
Holding in Top 10
23
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.55%
% of All Funds
0.4%
New
15
Increased
92
Reduced
113
Closed
22
Calls
$319K
Puts
$531K
Net Calls
-$212K
Net Calls Change
-$212K

Top Buyers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
$128M
2
WP
WMS Partners
Maryland
$28.1M
3
PAMS
Pictet Asset Management (Switzerland)
Switzerland
$15.2M
4
GI
Glovista Investments
New Jersey
$14M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$84.1M

Top Sellers

1
National Bank of Canada
National Bank of Canada
Quebec, Canada
$22.1M
2
W
Wealthsimple
Ontario, Canada
$5.9M
3
ONB
Old National Bancorp
Indiana
$0
4
KAS
Kestra Advisory Services
Texas
$17.7M
5
RIA
Regal Investment Advisors
Michigan
$1.16M
Name Holding Trade Value Shares
Change 		Shares
Change %
AP
176
Appleton Partners
Massachusetts
$449K – – –
HGERS
177
Householder Group Estate & Retirement Specialist
Arizona
$444K -$84K -950 -16%
WTC
178
WhitTier Trust Company
Nevada
$440K – – –
SWP
179
Summit Wealth Partners
Florida
$434K – – –
NYLIM
180
New York Life Investment Management
New York
$434K -$266K -3,004 -38%
VC
181
Veery Capital
Delaware
$426K -$708 -8 -0.2%
WWM
182
Western Wealth Management
Colorado
$418K – – –
Fidelity Investments
183
Fidelity Investments
Massachusetts
$411K +$11.9K +135 +3%
VC
184
Vicus Capital
Pennsylvania
$410K -$22.4K -253 -5%
BCP
185
Blackhawk Capital Partners
Wisconsin
$402K +$6.02K +68 +2%
VHAM
186
Van Hulzen Asset Management
California
$402K +$10.7K +121 +3%
Northern Trust
187
Northern Trust
Illinois
$401K – – –
KFGK
188
Keystone Financial Group (Kentucky)
Kentucky
$393K -$396K -4,475 -50%
CIAS
189
Capital Investment Advisory Services
North Carolina
$392K +$48.7K +550 +14%
TGAM
190
TBH Global Asset Management
Tennessee
$390K – – –
SCA
191
Snowden Capital Advisors
New York
$384K – – –
BNP Paribas Financial Markets
192
BNP Paribas Financial Markets
France
$382K -$94.6K -1,068 -20%
ASN
193
Advisory Services Network
Georgia
$382K +$125K +1,405 +48%
CAG
194
Csenge Advisory Group
Florida
$377K +$56.7K +640 +18%
Carson Wealth (CWM LLC)
195
Carson Wealth (CWM LLC)
Nebraska
$369K +$134K +1,515 +57%
SFWA
196
Summit Financial Wealth Advisors
Louisiana
$367K – – –
LC
197
Landaas & Company
Wisconsin
$364K – – –
BL
198
Balentine LLC
Georgia
$362K +$362K +4,086 New
Franklin Resources
199
Franklin Resources
California
$358K -$116K -1,308 -24%
PP
200
PDS Planning
Ohio
$358K -$57.2K -647 -14%
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