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iShares MSCI Global Min Vol Factor ETF
ACWV

Overview Fund Activity

308 hedge funds and large institutions have $2.8B invested in iShares MSCI Global Min Vol Factor ETF in 2022 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 90 increasing their positions, 123 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
308
Holders Change
+15
Holders Change %
+5.12%
% of All Funds
4.97%
Holding in Top 10
19
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-17.39%
% of All Funds
0.31%
New
46
Increased
90
Reduced
123
Closed
21
Calls
$162K
Puts
$551K
Net Calls
-$389K
Net Calls Change
-$177K

Top Buyers

1
Jane Street
Jane Street
New York
$109M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$30.2M
3
GT
Glenmede Trust
Pennsylvania
$20M
4
WP
WMS Partners
Maryland
$46.1M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$27.6M

Top Sellers

1
AL
Aspiriant LLC
California
$266M
2
National Bank of Canada
National Bank of Canada
Quebec, Canada
$7.32M
3
KIM
Karpus Investment Management
New York
$310K
4
SEI Investments
SEI Investments
Pennsylvania
$207M
5
Wells Fargo
Wells Fargo
California
$19.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
201
Accurate Wealth Management
Florida
$353K +$353K +3,652 New
MA
202
Mutual Advisors
Nebraska
$351K -$16.5K -174 -5%
ADL
203
Asset Dedication LLC
California
$350K – – –
SM
204
Sensible Money
Arizona
$350K +$350K +3,682 New
TNB
205
Thomasville National Bank
Georgia
$343K – – –
FDCDDQ
206
Federation des caisses Desjardins du Quebec
Quebec, Canada
$340K +$233K +2,448 +216%
AWE
207
Avidian Wealth Enterprises
Texas
$337K -$3.14K -33 -0.9%
AF
208
Allworth Financial
California
$326K -$279K -2,937 -46%
Marshall Wace
209
Marshall Wace
United Kingdom
$323K +$323K +3,400 New
LC
210
Landaas & Company
Wisconsin
$321K -$69.3K -730 -18%
Qube Research & Technologies (QRT)
211
Qube Research & Technologies (QRT)
United Kingdom
$321K +$175K +1,842 +120%
MCA
212
Magnolia Capital Advisors
Mississippi
$319K – – –
HGWM
213
Harvest Group Wealth Management
Massachusetts
$316K -$23.7K -249 -7%
C
214
CEDRUS
Colorado
$314K -$6.94K -73 -2%
KIM
215
Karpus Investment Management
New York
$310K -$14.1M -148,090 -98%
CA
216
Clearstead Advisors
Ohio
$307K +$2.85K +30 +0.9%
MWM
217
Mascoma Wealth Management
New Hampshire
$304K – – –
EB
218
Eastern Bank
Massachusetts
$303K – – –
PIMG
219
Patriot Investment Management Group
Tennessee
$303K – – –
SC
220
Scotia Capital
Ontario, Canada
$302K -$44.7K -470 -13%
CCM
221
Crabel Capital Management
California
$299K +$299K +3,151 New
CAL
222
Capital Analysts LLC
Pennsylvania
$296K +$22.7K +239 +8%
CG
223
Colony Group
Massachusetts
$296K +$296K +3,119 New
PTC
224
Private Trust Company
Ohio
$294K – – –
CA
225
CGN Advisors
Kansas
$290K +$25K +263 +9%
7 8
9
10 11