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iShares MSCI Global Min Vol Factor ETF
ACWV

Overview Fund Activity

305 hedge funds and large institutions have $2.01B invested in iShares MSCI Global Min Vol Factor ETF in 2024 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 75 increasing their positions, 136 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
305
Holders Change
+2
Holders Change %
+0.66%
% of All Funds
4.44%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
30
Increased
75
Reduced
136
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BWIA
1
Bryant Woods Investment Advisors
New York
$6.45M
2
FCG
2
Financial Connections Group
California
$5.01M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$13.2M
4
TC
4
Tacita Capital
Ontario, Canada
$9.22M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$5.93M

Top Sellers

1
US Bancorp
1
US Bancorp
Minnesota
$1.1M
2
Manulife (Manufacturers Life Insurance)
2
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$230M
3
National Bank of Canada
3
National Bank of Canada
Quebec, Canada
$11.5M
4
Bank of America
4
Bank of America
North Carolina
$152M
5
Allianz Asset Management
5
Allianz Asset Management
Germany
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
OAS
176
Optivise Advisory Services
Tennessee
$396K +$396K +3,786 New
TFS
177
Thoroughbred Financial Services
Tennessee
$395K +$314 +3 +0.1%
WSWA
178
Warren Street Wealth Advisors
California
$390K -$83K -793 -18%
ADL
179
Asset Dedication LLC
California
$382K – – –
SM
180
Sensible Money
Arizona
$382K – – –
SPWG
181
Syntegra Private Wealth Group
Missouri
$376K -$57K -545 -13%
HP
182
Hilltop Partners
Indiana
$367K -$92.2K -881 -20%
PS
183
Principal Securities
Iowa
$358K -$1.47K -14 -0.4%
D
184
Diversified
Delaware
$354K +$354K +3,388 New
RIA
185
Regal Investment Advisors
Michigan
$353K +$5.97K +57 +2%
Envestnet Portfolio Solutions
186
Envestnet Portfolio Solutions
Illinois
$351K +$18.7K +179 +6%
EWA
187
EP Wealth Advisors
California
$340K +$69.7K +666 +26%
IPAM
188
Investment Partners Asset Management
New Jersey
$338K – – –
TPWM
189
Twelve Points Wealth Management
Massachusetts
$334K -$105 -1 -0%
PIMG
190
Patriot Investment Management Group
Tennessee
$333K +$314 +3 +0.1%
OPS
191
Orion Portfolio Solutions
Nebraska
$333K -$26K -248 -7%
BCI
192
Brinker Capital Investments
Pennsylvania
$333K -$26K -248 -7%
EB
193
Eastern Bank
Massachusetts
$332K – – –
CCM
194
Cox Capital Management
Massachusetts
$323K +$1.15K +11 +0.4%
LC
195
Landaas & Company
Wisconsin
$320K – – –
CA
196
CGN Advisors
Kansas
$318K -$86.4K -826 -21%
FAM
197
Formidable Asset Management
Ohio
$314K +$314K +3,004 New
PTC
198
Private Trust Company
Ohio
$311K – – –
BSW
199
Buckingham Strategic Wealth
Missouri
$311K -$11.2K -107 -3%
CFA
200
Cahill Financial Advisors
Minnesota
$310K -$3.56K -34 -1%
6 7
8
9 10