ACWV icon

iShares MSCI Global Min Vol Factor ETF
ACWV

Overview Fund Activity

293 hedge funds and large institutions have $2.58B invested in iShares MSCI Global Min Vol Factor ETF in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 92 increasing their positions, 127 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
293
Holders Change
-3
Holders Change %
-1.01%
% of All Funds
4.62%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.22%
New
28
Increased
92
Reduced
127
Closed
28
Calls
$20K
Puts
$78K
Net Calls
-$58K
Net Calls Change
-$87K

Top Buyers

1
PAMS
Pictet Asset Management (Switzerland)
Switzerland
$26.4M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$176M
3
Goldman Sachs
Goldman Sachs
New York
$5.71M
4
CAM
Cresset Asset Management
Illinois
$5.6M
5
OMC
Old Mission Capital
Illinois
$8.77M

Top Sellers

1
Jane Street
Jane Street
New York
$2.1M
2
Corient Private Wealth
Corient Private Wealth
Florida
$93M
3
WANY
Wealthspire Advisors (New York)
New York
$39.7M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$2.15M
5
Osaic Holdings
Osaic Holdings
Arizona
$13.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Brown Advisory
176
Brown Advisory
Maryland
$489K -$932K -9,507 -66%
VHAM
177
Van Hulzen Asset Management
California
$483K -$27.7K -282 -5%
AWA
178
ARQ Wealth Advisors
Arizona
$480K -$2.59M -26,433 -84%
WSTAM
179
Wilbanks Smith & Thomas Asset Management
Virginia
$466K – – –
TGAM
180
TBH Global Asset Management
Tennessee
$466K +$4.12K +42 +0.9%
AP
181
Appleton Partners
Massachusetts
$460K -$30.6K -312 -6%
LA
182
LVW Advisors
New York
$449K -$17K -173 -4%
BSW
183
Buckingham Strategic Wealth
Missouri
$439K +$439K +4,474 New
WTC
184
WhitTier Trust Company
Nevada
$438K – – –
SCA
185
Snowden Capital Advisors
New York
$438K -$71.4K -728 -14%
PP
186
PDS Planning
Ohio
$427K -$12.1K -123 -3%
VAS
187
Vestmark Advisory Solutions
Massachusetts
$418K -$163K -1,661 -28%
KFGK
188
Keystone Financial Group (Kentucky)
Kentucky
$415K +$415K +4,230 New
VA
189
Valmark Advisers
Ohio
$414K +$414K +4,225 New
WC
190
Waterloo Capital
Texas
$414K -$178K -1,817 -30%
SIAG
191
Safeguard Investment Advisory Group
California
$407K -$75.3K -768 -16%
Millennium Management
192
Millennium Management
New York
$402K -$72.7K -741 -15%
MA
193
Mutual Advisors
Nebraska
$389K +$36K +367 +10%
IA
194
IFP Advisors
Florida
$385K -$106K -1,083 -22%
CIAS
195
Capital Investment Advisory Services
North Carolina
$385K -$39.3K -401 -9%
SFWA
196
Summit Financial Wealth Advisors
Louisiana
$378K – – –
TFS
197
Thoroughbred Financial Services
Tennessee
$369K +$196 +2 +0.1%
VC
198
Vicus Capital
Pennsylvania
$363K -$85.2K -869 -19%
GI
199
Glovista Investments
New Jersey
$362K -$1.29M -13,191 -78%
SM
200
Sensible Money
Arizona
$360K -$981 -10 -0.3%
6 7
8
9 10