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iShares MSCI Global Min Vol Factor ETF

304 hedge funds and large institutions have $2.1B invested in iShares MSCI Global Min Vol Factor ETF in 2023 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 77 increasing their positions, 141 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
304
Holders Change
+13
Holders Change %
+4.47%
% of All Funds
4.46%
Holding in Top 10
9
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-30.77%
% of All Funds
0.13%
New
38
Increased
77
Reduced
141
Closed
22
Calls
$955K
Puts
$963K
Net Calls
-$8K
Net Calls Change
+$488K
Name Holding Trade Value Shares
Change
Shares
Change %
CAL
201
Capital Analysts LLC
Pennsylvania
$317K +$2.21K +22 +0.7%
EB
202
Eastern Bank
Massachusetts
$308K
LC
203
Landaas & Company
Wisconsin
$307K
SOS
204
Silver Oak Securities
Tennessee
$300K +$11K +110 +4%
PTC
205
Private Trust Company
Ohio
$299K
TP
206
Tranquility Partners
Tennessee
$294K -$5.82K -58 -2%
Simplex Trading
207
Simplex Trading
Illinois
$293K +$293K +2,928 New
CCM
208
Cox Capital Management
Massachusetts
$291K +$27.1K +270 +10%
SFWA
209
Summit Financial Wealth Advisors
Louisiana
$289K -$97.3K -970 -25%
T
210
Tidemark
California
$289K +$289K +2,877 New
WAP
211
Wealthcare Advisory Partners
Pennsylvania
$285K -$13.4K -134 -4%
GC
212
Garde Capital
Washington
$281K +$281K +2,800 New
PI
213
PFG Investments
New York
$278K +$38K +379 +16%
WA
214
WP Advisors
California
$278K +$4.31K +43 +2%
PGWM
215
Parisi Gray Wealth Management
New Jersey
$272K
EWA
216
EP Wealth Advisors
California
$268K -$19.8K -197 -7%
Pathstone Holdings
217
Pathstone Holdings
New Jersey
$267K +$267K +2,661 New
AAS
218
Ameritas Advisory Services
Nebraska
$265K -$1.05M -10,355 -80%
BWM
219
Brown Wealth Management
Illinois
$265K -$33.4K -333 -11%
Brown Advisory
220
Brown Advisory
Maryland
$261K -$100K -1,000 -28%
SPIA
221
Steward Partners Investment Advisory
New York
$261K +$1.91K +19 +0.7%
EFG
222
Embree Financial Group
Illinois
$260K +$260K +2,586 New
OWM
223
OneAscent Wealth Management
Alabama
$257K -$256K -2,551 -50%
SWM
224
Spire Wealth Management
Virginia
$256K -$23.4K -232 -8%
NA
225
Nottingham Advisors
New York
$256K