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iShares MSCI Global Min Vol Factor ETF

293 hedge funds and large institutions have $2.48B invested in iShares MSCI Global Min Vol Factor ETF in 2022 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 92 increasing their positions, 113 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more funds holding in top 10

Funds holding in top 10: 2223 (+1)

0.9% less ownership

Funds ownership: 60.57%59.67% (-0.9%)

5% less capital invested

Capital invested by funds: $2.61B → $2.48B (-$127M)

3% less funds holding

Funds holding: 303293 (-10)

19% less repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 113

32% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 22

40% less call options, than puts

Call options by funds: $319K | Put options by funds: $531K

Holders
293
Holders Change
-10
Holders Change %
-3.3%
% of All Funds
5.05%
Holding in Top 10
23
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.55%
% of All Funds
0.4%
New
15
Increased
92
Reduced
113
Closed
22
Calls
$319K
Puts
$531K
Net Calls
-$212K
Net Calls Change
-$212K
Name Holding Trade Value Shares
Change
Change in
Stake
AT
201
American Trust
Kentucky
$345K -$17.4K -182 -4%
MA
202
Mutual Advisors
Nebraska
$342K +$21.9K +229 +6%
ADL
203
Asset Dedication LLC
California
$326K +$352K +3,682 New
MLA
204
My Legacy Advisors
Oregon
$324K -$351K -3,673 -50%
SC
205
Scotia Capital
Ontario, Canada
$323K
HGWM
206
Harvest Group Wealth Management
Massachusetts
$321K -$170K -1,777 -33%
API
207
Advisor Partners II
California
$320K +$345K +3,611 New
TNB
208
Thomasville National Bank
Georgia
$319K
AWE
209
Avidian Wealth Enterprises
Texas
$317K +$7.55K +79 +2%
C
210
CEDRUS
Colorado
$299K +$5.54K +58 +2%
MCA
211
Magnolia Capital Advisors
Mississippi
$297K +$30.6K +320 +11%
VWA
212
V Wealth Advisors
Kansas
$286K -$1.43K -15 -0.5%
CA
213
Clearstead Advisors
Ohio
$283K -$14.4K -151 -5%
EB
214
Eastern Bank
Massachusetts
$283K -$2.68K -28 -0.9%
MWM
215
Mascoma Wealth Management
New Hampshire
$283K
PIMG
216
Patriot Investment Management Group
Tennessee
$276K
SOS
217
Silver Oak Securities
Tennessee
$275K -$34.4K -360 -11%
PTC
218
Private Trust Company
Ohio
$274K
ACK
219
Andrew C. Karlinski
$271K
KFP
220
KB Financial Partners
New Jersey
$261K
HFA
221
High Falls Advisors
New York
$259K -$27.3K -286 -9%
TP
222
Tranquility Partners
Tennessee
$259K
CAL
223
Capital Analysts LLC
Pennsylvania
$255K -$39.4K -412 -13%
VCM
224
Virtue Capital Management
Tennessee
$249K
FAIM
225
Financial Advocates Investment Management
Washington
$248K -$88.1K -922 -25%

ACWV Hedge Fund Activity: Q3 2022 in Review

293 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Global Min Vol Factor ETF (ACWV) for Q3 2022, worth a combined $2.48B — down 4.9% from $2.61B a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of ACWV and 15 opened new positions — a net loss of 7 holders — while 113 trimmed existing stakes and 92 added.

The largest buyer was 1832 Asset Management, adding an estimated $41.4M. The largest seller was National Bank of Canada, cutting an estimated $17.1M.

  • 293 institutional investors held iShares MSCI Global Min Vol Factor ETF (ACWV) as of Q3 2022, down from 303 in Q2 2022.
  • Funds reported $2.48B of iShares MSCI Global Min Vol Factor ETF stock for Q3 2022, down 4.9% quarter-over-quarter.
  • 15 funds opened new iShares MSCI Global Min Vol Factor ETF positions in Q3 2022 and 22 closed out, a net change of -7 holders.
  • The largest iShares MSCI Global Min Vol Factor ETF buyer in Q3 2022 was 1832 Asset Management, an estimated $41.4M added.
  • The largest iShares MSCI Global Min Vol Factor ETF seller in Q3 2022 was National Bank of Canada, an estimated $17.1M sold.

Based on aggregated 13F filings for Q3 2022.