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iShares MSCI Global Min Vol Factor ETF
ACWV

Overview Fund Activity

300 hedge funds and large institutions have $3.02B invested in iShares MSCI Global Min Vol Factor ETF in 2020 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 92 increasing their positions, 113 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
300
Holders Change
+44
Holders Change %
+17.19%
% of All Funds
5.32%
Holding in Top 10
27
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+17.39%
% of All Funds
0.48%
New
66
Increased
92
Reduced
113
Closed
18
Calls
$17.7M
Puts
–
Net Calls
+$17.7M
Net Calls Change
+$1.61M

Top Buyers

1
Jane Street
Jane Street
New York
$64.2M
2
AllianceBernstein
AllianceBernstein
Tennessee
$42.3M
3
RIA
Regal Investment Advisors
Michigan
$15.1M
4
Citadel Advisors
Citadel Advisors
Florida
$12.1M
5
PPA
Parametric Portfolio Associates
Washington
$10.3M

Top Sellers

1
FWP
FAS Wealth Partners
Kansas
$8.75M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$11.6M
3
WI
Wintrust Investments
Illinois
$0
4
BlackRock
BlackRock
New York
$314M
5
Wells Fargo
Wells Fargo
California
$22.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
ADL
201
Asset Dedication LLC
California
$356K +$356K +3,672 New
MC
202
Moors & Cabot
Massachusetts
$334K -$10.5K -108 -3%
CCM
203
Crabel Capital Management
California
$333K +$333K +3,436 New
TFS
204
Thoroughbred Financial Services
Tennessee
$319K -$71.6K -740 -18%
VFM
205
Vivid Financial Management
California
$319K -$51.1K -527 -14%
IWS
206
Insight Wealth Strategies
California
$317K +$86.8K +896 +38%
MWM
207
Mascoma Wealth Management
New Hampshire
$310K +$310K +3,195 New
Thrivent Financial for Lutherans
208
Thrivent Financial for Lutherans
Minnesota
$309K -$236K – –
LFA
209
Legacy Financial Advisors
Kentucky
$307K -$303K -3,123 -50%
BRWA
210
B. Riley Wealth Advisors
Florida
$299K -$136K -1,401 -31%
TC
211
Tacita Capital
Ontario, Canada
$299K +$299K +3,085 New
CTA
212
Colonial Trust Advisors
South Carolina
$297K +$297K +3,063 New
MSA
213
Marino Stram & Associates
Massachusetts
$295K -$191K -1,969 -39%
Citigroup
214
Citigroup
New York
$294K – – –
SFC
215
SYM Financial Corp
Indiana
$288K -$97 -1 -0%
TP
216
Tranquility Partners
Tennessee
$284K – – –
DADC
217
D.A. Davidson & Co
Montana
$277K +$10.6K +109 +4%
KM
218
Kalos Management
Georgia
$276K +$26.2K +271 +11%
SWP
219
ShoreHaven Wealth Partners
New Jersey
$270K +$270K +2,782 New
CWS
220
Cypress Wealth Services
California
$264K +$264K +2,724 New
PGWM
221
Parisi Gray Wealth Management
New Jersey
$263K – – –
Comerica Bank
222
Comerica Bank
Texas
$261K -$42.6K -437 -14%
Creative Planning
223
Creative Planning
Kansas
$261K +$47.8K +494 +22%
NA
224
Nottingham Advisors
New York
$257K – – –
NP
225
NorthRock Partners
Minnesota
$256K -$95.9K -990 -27%
7 8
9
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