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iShares MSCI Global Min Vol Factor ETF
ACWV

Overview Fund Activity

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
Holders
293
Holders Change
-10
Holders Change %
-3.3%
% of All Funds
5.07%
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

Top Buyers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
$128M
2
WP
WMS Partners
Maryland
$28.1M
3
PAMS
Pictet Asset Management (Switzerland)
Switzerland
$15.2M
4
GI
Glovista Investments
New Jersey
$14M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$84.1M

Top Sellers

1
National Bank of Canada
National Bank of Canada
Quebec, Canada
$22.1M
2
W
Wealthsimple
Ontario, Canada
$5.9M
3
ONB
Old National Bancorp
Indiana
$0
4
KAS
Kestra Advisory Services
Texas
$17.7M
5
RIA
Regal Investment Advisors
Michigan
$1.16M
Name Holding Trade Value Shares
Change 		Shares
Change %
AT
201
American Trust
Kentucky
$345K -$16.1K -182 -4%
MA
202
Mutual Advisors
Nebraska
$342K +$20.3K +229 +6%
ADL
203
Asset Dedication LLC
California
$326K +$326K +3,682 New
MLA
204
My Legacy Advisors
Oregon
$324K -$322K -3,673 -50%
SC
205
Scotia Capital
Ontario, Canada
$323K – – –
HGWM
206
Harvest Group Wealth Management
Massachusetts
$321K -$160K -1,777 -33%
API
207
Advisor Partners II
California
$320K +$320K +3,611 New
TNB
208
Thomasville National Bank
Georgia
$319K – – –
AWE
209
Avidian Wealth Enterprises
Texas
$317K +$6.99K +79 +2%
C
210
CEDRUS
Colorado
$299K +$5.14K +58 +2%
MCA
211
Magnolia Capital Advisors
Mississippi
$297K +$28.3K +320 +11%
VWA
212
V Wealth Advisors
Kansas
$286K -$1.33K -15 -0.5%
CA
213
Clearstead Advisors
Ohio
$283K -$13.4K -151 -5%
EB
214
Eastern Bank
Massachusetts
$283K -$2.48K -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 -$34.3K -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 -$25.4K -286 -9%
TP
222
Tranquility Partners
Tennessee
$259K – – –
CAL
223
Capital Analysts LLC
Pennsylvania
$255K -$36.5K -412 -13%
VCM
224
Virtue Capital Management
Tennessee
$249K – – –
FAIM
225
Financial Advocates Investment Management
Washington
$248K -$81.5K -922 -25%
7 8
9
10 11