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iShares MSCI Global Min Vol Factor ETF

296 hedge funds and large institutions have $2.98B invested in iShares MSCI Global Min Vol Factor ETF in 2023 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 83 increasing their positions, 123 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more call options, than puts

Call options by funds: $77K | Put options by funds: $48K

6% more capital invested

Capital invested by funds: $2.8B → $2.98B (+$179M)

5.49% more ownership

Funds ownership: 61.61%67.09% (+5.5%)

3% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 33

4% less funds holding

Funds holding: 308296 (-12)

16% less funds holding in top 10

Funds holding in top 10: 1916 (-3)

33% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 123

Holders
296
Holders Change
-12
Holders Change %
-3.9%
% of All Funds
4.72%
Holding in Top 10
16
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15.79%
% of All Funds
0.25%
New
32
Increased
83
Reduced
123
Closed
33
Calls
$77K
Puts
$48K
Net Calls
+$29K
Net Calls Change
+$418K
Name Holding Trade Value Shares
Change
Change in
Stake
ADL
201
Asset Dedication LLC
California
$356K
TNB
202
Thomasville National Bank
Georgia
$349K
FFN
203
Focus Financial Network
Minnesota
$349K -$82.2K -862 -19%
MA
204
Mutual Advisors
Nebraska
$348K -$8.86K -93 -3%
CA
205
CGN Advisors
Kansas
$347K +$50.4K +529 +17%
PFGIA
206
Patriot Financial Group Insurance Agency
Massachusetts
$339K +$334K +3,506 New
ASN
207
Advisory Services Network
Georgia
$335K -$108K -1,134 -25%
LC
208
Landaas & Company
Wisconsin
$327K
C
209
CEDRUS
Colorado
$324K +$4.76K +50 +2%
CAG
210
Csenge Advisory Group
Florida
$319K -$77K -808 -20%
CA
211
Clearstead Advisors
Ohio
$313K
SC
212
Scotia Capital
Ontario, Canada
$307K -$477 -5 -0.2%
PIMG
213
Patriot Investment Management Group
Tennessee
$307K +$4.29K +45 +1%
PTC
214
Private Trust Company
Ohio
$300K
CAL
215
Capital Analysts LLC
Pennsylvania
$298K -$3.43K -36 -1%
EB
216
Eastern Bank
Massachusetts
$291K -$17.6K -185 -6%
MLIC
217
Mandatum Life Insurance Company
Finland
$289K +$284K +2,984 New
SLWA
218
San Luis Wealth Advisors
California
$284K +$280K +2,937 New
VWA
219
V Wealth Advisors
Kansas
$284K
SOS
220
Silver Oak Securities
Tennessee
$281K -$9.91K -104 -3%
TP
221
Tranquility Partners
Tennessee
$277K -$5.53K -58 -2%
BCI
222
Brinker Capital Investments
Pennsylvania
$275K +$271K +2,842 New
OPS
223
Orion Portfolio Solutions
Nebraska
$275K +$271K +2,842 New
MWM
224
Mascoma Wealth Management
New Hampshire
$269K -$47.7K -500 -16%
SIA
225
Soltis Investment Advisors
Utah
$268K

ACWV Hedge Fund Activity: Q1 2023 in Review

296 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Global Min Vol Factor ETF (ACWV) for Q1 2023, worth a combined $2.98B — up 6.4% from $2.8B a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of ACWV and 32 opened new positions — a net loss of 1 holder — while 123 trimmed existing stakes and 83 added.

The largest buyer was Jane Street, adding an estimated $129M. The largest seller was Pictet Asset Management (Switzerland), exiting entirely with an estimated $16.9M sold.

  • 296 institutional investors held iShares MSCI Global Min Vol Factor ETF (ACWV) as of Q1 2023, down from 308 in Q4 2022.
  • Funds reported $2.98B of iShares MSCI Global Min Vol Factor ETF stock for Q1 2023, up 6.4% quarter-over-quarter.
  • 32 funds opened new iShares MSCI Global Min Vol Factor ETF positions in Q1 2023 and 33 closed out, a net change of -1 holder.
  • The largest iShares MSCI Global Min Vol Factor ETF buyer in Q1 2023 was Jane Street, an estimated $129M added.
  • The largest iShares MSCI Global Min Vol Factor ETF seller in Q1 2023 was Pictet Asset Management (Switzerland), an estimated $16.9M sold.

Based on aggregated 13F filings for Q1 2023.