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iShares MSCI Global Min Vol Factor ETF

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

5% more funds holding in top 10

Funds holding in top 10: 2223 (+1)

0.9% less ownership

Funds ownership: 60.57%59.67% (-0.9%)

5% less capital invested

Capital invested by funds: $2.61B → $2.48B (-$127M)

3% less funds holding

Funds holding: 303293 (-10)

19% less repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 113

32% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 22

40% less call options, than puts

Call options by funds: $319K | Put options by funds: $531K

Holders
293
Holders Change
-10
Holders Change %
-3.3%
% of All Funds
5.05%
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
Name Holding Trade Value Shares
Change
Change in
Stake
AP
176
Appleton Partners
Massachusetts
$449K
HGERS
177
Householder Group Estate & Retirement Specialist
Arizona
$444K -$90.8K -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 -$287K -3,004 -38%
VC
181
Veery Capital
Delaware
$426K -$765 -8 -0.2%
WWM
182
Western Wealth Management
Colorado
$418K
Fidelity Investments
183
Fidelity Investments
Massachusetts
$411K +$12.9K +135 +3%
VC
184
Vicus Capital
Pennsylvania
$410K -$24.2K -253 -5%
BCP
185
Blackhawk Capital Partners
Wisconsin
$402K +$6.5K +68 +2%
VHAM
186
Van Hulzen Asset Management
California
$402K +$11.6K +121 +3%
Northern Trust
187
Northern Trust
Illinois
$401K
KFGK
188
Keystone Financial Group (Kentucky)
Kentucky
$393K -$428K -4,475 -50%
CIAS
189
Capital Investment Advisory Services
North Carolina
$392K +$52.6K +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 -$102K -1,068 -20%
ASN
193
Advisory Services Network
Georgia
$382K +$134K +1,405 +48%
CAG
194
Csenge Advisory Group
Florida
$377K +$61.2K +640 +18%
Carson Wealth (CWM LLC)
195
Carson Wealth (CWM LLC)
Nebraska
$369K +$145K +1,515 +57%
SFWA
196
Summit Financial Wealth Advisors
Louisiana
$367K
LC
197
Landaas & Company
Wisconsin
$364K
BL
198
Balentine LLC
Georgia
$362K +$391K +4,086 New
Franklin Resources
199
Franklin Resources
California
$358K -$125K -1,308 -24%
PP
200
PDS Planning
Ohio
$358K -$61.8K -647 -14%

ACWV Hedge Fund Activity: Q3 2022 in Review

293 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Global Min Vol Factor ETF (ACWV) for Q3 2022, worth a combined $2.48B — down 4.9% from $2.61B a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of ACWV and 15 opened new positions — a net loss of 7 holders — while 113 trimmed existing stakes and 92 added.

The largest buyer was 1832 Asset Management, adding an estimated $41.4M. The largest seller was National Bank of Canada, cutting an estimated $17.1M.

  • 293 institutional investors held iShares MSCI Global Min Vol Factor ETF (ACWV) as of Q3 2022, down from 303 in Q2 2022.
  • Funds reported $2.48B of iShares MSCI Global Min Vol Factor ETF stock for Q3 2022, down 4.9% quarter-over-quarter.
  • 15 funds opened new iShares MSCI Global Min Vol Factor ETF positions in Q3 2022 and 22 closed out, a net change of -7 holders.
  • The largest iShares MSCI Global Min Vol Factor ETF buyer in Q3 2022 was 1832 Asset Management, an estimated $41.4M added.
  • The largest iShares MSCI Global Min Vol Factor ETF seller in Q3 2022 was National Bank of Canada, an estimated $17.1M sold.

Based on aggregated 13F filings for Q3 2022.