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iShares MSCI Global Min Vol Factor ETF
ACWV

Overview Fund Activity

315 hedge funds and large institutions have $3.35B invested in iShares MSCI Global Min Vol Factor ETF in 2021 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 96 increasing their positions, 103 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
315
Holders Change
+29
Holders Change %
+10.14%
% of All Funds
4.86%
Holding in Top 10
28
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+27.27%
% of All Funds
0.43%
New
58
Increased
96
Reduced
103
Closed
26
Calls
$249K
Puts
–
Net Calls
+$249K
Net Calls Change
-$18.4M

Top Buyers

1
MFM
MD Financial Management
Ontario, Canada
$157M
2
Jane Street
Jane Street
New York
$21.6M
3
Wells Fargo
Wells Fargo
California
$37M
4
US Bancorp
US Bancorp
Minnesota
$19.9M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$8.3M

Top Sellers

1
LCWP
Legacy Capital Wealth Partners
Arkansas
$14.9M
2
WANY
Wealthspire Advisors (New York)
New York
$0
3
Truist Financial
Truist Financial
North Carolina
$18.4M
4
AI
AXS Investments
New York
$0
5
OMC
Old Mission Capital
Illinois
$314K
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
201
Scotia Capital
Ontario, Canada
$416K +$416K +3,843 New
ADL
202
Asset Dedication LLC
California
$399K – – –
VCM
203
Virtue Capital Management
Tennessee
$397K +$397K +3,669 New
TNB
204
Thomasville National Bank
Georgia
$395K – – –
ARIS
205
Advanced Research Investment Solutions
California
$393K +$393K +3,631 New
TGAM
206
TBH Global Asset Management
Tennessee
$386K +$108 +1 +0%
ACK
207
Andrew C. Karlinski
$386K +$386K +3,569 New
Fidelity Investments
208
Fidelity Investments
Massachusetts
$367K -$18.7K -173 -5%
CAL
209
Capital Analysts LLC
Pennsylvania
$364K +$1.08K +10 +0.3%
C
210
CEDRUS
Colorado
$361K +$361K +3,335 New
PJSIMP
211
P.J. Schmidt Investment Management (PJS)
Wisconsin
$361K +$10.6K +103 +3%
CA
212
Clearstead Advisors
Ohio
$360K +$31.3K +289 +10%
VWA
213
V Wealth Advisors
Kansas
$351K +$216 +2 +0.1%
MWM
214
Mascoma Wealth Management
New Hampshire
$346K – – –
PIMG
215
Patriot Investment Management Group
Tennessee
$338K – – –
BRWA
216
B. Riley Wealth Advisors
Florida
$326K -$84.5K -780 -21%
IA
217
IFP Advisors
Florida
$324K -$20.5K -187 -6%
TP
218
Tranquility Partners
Tennessee
$317K – – –
OMC
219
Old Mission Capital
Illinois
$314K -$8.74M -80,742 -97%
RFN
220
RDA Financial Network
Iowa
$307K -$10.3K -95 -3%
SIA
221
Soltis Investment Advisors
Utah
$301K +$1.95K +18 +0.7%
VFM
222
Vivid Financial Management
California
$295K -$18K -166 -6%
BCA
223
Bay Colony Advisors
Massachusetts
$294K -$22K -203 -7%
PGWM
224
Parisi Gray Wealth Management
New Jersey
$294K – – –
PFG
225
Peterson Financial Group
Iowa
$294K +$294K +2,713 New
7 8
9
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