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iShares MSCI Global Min Vol Factor ETF
ACWV

Overview Fund Activity

308 hedge funds and large institutions have $2.8B invested in iShares MSCI Global Min Vol Factor ETF in 2022 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 90 increasing their positions, 123 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
308
Holders Change
+15
Holders Change %
+5.12%
% of All Funds
4.97%
Holding in Top 10
19
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-17.39%
% of All Funds
0.31%
New
46
Increased
90
Reduced
123
Closed
21
Calls
$162K
Puts
$551K
Net Calls
-$389K
Net Calls Change
-$177K

Top Buyers

1
Jane Street
Jane Street
New York
$109M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$30.2M
3
GT
Glenmede Trust
Pennsylvania
$20M
4
WP
WMS Partners
Maryland
$46.1M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$27.6M

Top Sellers

1
AL
Aspiriant LLC
California
$266M
2
National Bank of Canada
National Bank of Canada
Quebec, Canada
$7.32M
3
KIM
Karpus Investment Management
New York
$310K
4
SEI Investments
SEI Investments
Pennsylvania
$207M
5
Wells Fargo
Wells Fargo
California
$19.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
HP
176
Hilltop Partners
Indiana
$537K +$537K +5,655 New
RJT
177
Raymond James Trust
Florida
$516K +$516K +5,430 New
SWP
178
Summit Wealth Partners
Florida
$490K +$23.6K +248 +5%
AP
179
Appleton Partners
Massachusetts
$482K – – –
CIAS
180
Capital Investment Advisory Services
North Carolina
$476K +$55.6K +585 +13%
WTC
181
WhitTier Trust Company
Nevada
$472K – – –
VC
182
Veery Capital
Delaware
$457K – – –
FHC
183
First Heartland Consultants
Missouri
$457K – – –
Comerica Bank
184
Comerica Bank
Texas
$438K -$57.8K -595 -12%
ASN
185
Advisory Services Network
Georgia
$437K +$27.1K +285 +7%
VC
186
Vicus Capital
Pennsylvania
$431K -$8.17K -86 -2%
NYLIM
187
New York Life Investment Management
New York
$428K -$37.2K -392 -8%
FFN
188
Focus Financial Network
Minnesota
$424K -$83.8K -882 -16%
SCA
189
Snowden Capital Advisors
New York
$424K +$11.4K +120 +3%
VHAM
190
Van Hulzen Asset Management
California
$424K -$7.89K -83 -2%
BCP
191
Blackhawk Capital Partners
Wisconsin
$420K -$11.9K -125 -3%
TGAM
192
TBH Global Asset Management
Tennessee
$412K -$5.99K -63 -1%
KFGK
193
Keystone Financial Group (Kentucky)
Kentucky
$410K -$12K -126 -3%
UWM
194
USAdvisors Wealth Management
Minnesota
$398K -$425K -4,478 -52%
CAG
195
Csenge Advisory Group
Florida
$390K -$14.8K -156 -4%
PP
196
PDS Planning
Ohio
$386K +$1.14K +12 +0.3%
SFWA
197
Summit Financial Wealth Advisors
Louisiana
$381K – – –
HWMA
198
Heritage Wealth Management (Arizona)
Arizona
$372K +$185K +1,950 +99%
IWC
199
Integrated Wealth Concepts
Massachusetts
$359K +$359K +3,777 New
TFS
200
Thoroughbred Financial Services
Tennessee
$358K +$140K +1,476 +64%
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