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iShares MSCI Global Min Vol Factor ETF
ACWV

Overview Fund Activity

311 hedge funds and large institutions have $2.18B invested in iShares MSCI Global Min Vol Factor ETF in 2024 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 71 increasing their positions, 126 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
311
Holders Change
+6
Holders Change %
+1.97%
% of All Funds
4.5%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.1%
New
35
Increased
71
Reduced
126
Closed
27
Calls
$252K
Puts
$206K
Net Calls
+$46K
Net Calls Change
+$46K

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$41M
2
National Bank of Canada
National Bank of Canada
Quebec, Canada
$24.7M
3
Jane Street
Jane Street
New York
$11.5M
4
BRWA
B. Riley Wealth Advisors
Florida
$9.96M
5
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$7.55M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$212M
2
SP
Symmetry Partners
Connecticut
$0
3
BWIA
Bryant Woods Investment Advisors
New York
$828K
4
SEI Investments
SEI Investments
Pennsylvania
$305M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$8.22M
Name Holding Trade Value Shares
Change 		Shares
Change %
WSWA
176
Warren Street Wealth Advisors
California
$427K – – –
SM
177
Sensible Money
Arizona
$418K – – –
ADL
178
Asset Dedication LLC
California
$418K – – –
EWA
179
EP Wealth Advisors
California
$410K +$37.3K +326 +10%
PS
180
Principal Securities
Iowa
$398K +$6.53K +57 +2%
TGAM
181
TBH Global Asset Management
Tennessee
$386K +$72K +629 +23%
HP
182
Hilltop Partners
Indiana
$385K -$16.7K -146 -4%
KFGK
183
Keystone Financial Group (Kentucky)
Kentucky
$385K +$385K +3,357 New
VC
184
Veery Capital
Delaware
$377K -$74.7K -652 -17%
IPAM
185
Investment Partners Asset Management
New Jersey
$370K – – –
Envestnet Portfolio Solutions
186
Envestnet Portfolio Solutions
Illinois
$367K -$16.5K -144 -4%
PIMG
187
Patriot Investment Management Group
Tennessee
$365K – – –
EB
188
Eastern Bank
Massachusetts
$363K – – –
CCM
189
Cox Capital Management
Massachusetts
$363K +$9.39K +82 +3%
D
190
Diversified
Delaware
$361K -$26.7K -233 -7%
DE
191
Diversified Enterprises
Delaware
$361K +$361K +3,155 New
SPWG
192
Syntegra Private Wealth Group
Missouri
$361K -$50.6K -442 -12%
BCI
193
Brinker Capital Investments
Pennsylvania
$354K -$10.2K -89 -3%
OPS
194
Orion Portfolio Solutions
Nebraska
$354K -$10.2K -89 -3%
LC
195
Landaas & Company
Wisconsin
$351K – – –
CA
196
CGN Advisors
Kansas
$349K – – –
TPWM
197
Twelve Points Wealth Management
Massachusetts
$337K -$28.3K -247 -8%
GC
198
Garde Capital
Washington
$321K – – –
CFA
199
Cahill Financial Advisors
Minnesota
$318K -$21.3K -186 -6%
AAS
200
Ameritas Advisory Services
Nebraska
$318K -$516K -4,503 -62%
6 7
8
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