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iShares MSCI Global Min Vol Factor ETF

304 hedge funds and large institutions have $2.1B invested in iShares MSCI Global Min Vol Factor ETF in 2023 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 77 increasing their positions, 141 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
304
Holders Change
+13
Holders Change %
+4.47%
% of All Funds
4.46%
Holding in Top 10
9
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-30.77%
% of All Funds
0.13%
New
38
Increased
77
Reduced
141
Closed
22
Calls
$955K
Puts
$963K
Net Calls
-$8K
Net Calls Change
+$488K
Name Holding Trade Value Shares
Change
Shares
Change %
WI
176
Wintrust Investments
Illinois
$447K -$400K -3,985 -47%
SPWG
177
Syntegra Private Wealth Group
Missouri
$447K -$23.3M -231,763 -98%
AWM
178
AE Wealth Management
Kansas
$439K -$389K -3,829 -47%
SCA
179
Snowden Capital Advisors
New York
$431K
WIA
180
World Investment Advisors
California
$420K +$420K +4,188 New
AP
181
Appleton Partners
Massachusetts
$416K
FFN
182
Focus Financial Network
Minnesota
$410K +$60.7K +605 +17%
KFGK
183
Keystone Financial Group (Kentucky)
Kentucky
$402K
PP
184
PDS Planning
Ohio
$397K -$21.8K -217 -5%
BCI
185
Brinker Capital Investments
Pennsylvania
$389K -$275K -2,725 -41%
OPS
186
Orion Portfolio Solutions
Nebraska
$389K -$275K -2,725 -41%
CA
187
CGN Advisors
Kansas
$388K -$4.42K -44 -1%
UAG
188
United Advisor Group
Ohio
$384K +$384K +3,725 New
TFS
189
Thoroughbred Financial Services
Tennessee
$379K +$301 +3 +0.1%
TPWM
190
Twelve Points Wealth Management
Massachusetts
$375K +$375K +3,739 New
BSW
191
Buckingham Strategic Wealth
Missouri
$372K -$15.7K -156 -4%
SIAG
192
Safeguard Investment Advisory Group
California
$368K -$34.8K -347 -9%
ADL
193
Asset Dedication LLC
California
$366K
SM
194
Sensible Money
Arizona
$366K
TGAM
195
TBH Global Asset Management
Tennessee
$345K -$42.7K -426 -11%
GI
196
Glovista Investments
New Jersey
$325K -$665K -6,613 -67%
Envestnet Portfolio Solutions
197
Envestnet Portfolio Solutions
Illinois
$324K -$12.1K -121 -4%
IPAM
198
Investment Partners Asset Management
New Jersey
$324K +$324K +3,228 New
Qube Research & Technologies (QRT)
199
Qube Research & Technologies (QRT)
United Kingdom
$324K +$322K +3,207 +16,879%
PIMG
200
Patriot Investment Management Group
Tennessee
$319K +$201 +2 +0.1%