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iShares MSCI Global Min Vol Factor ETF

311 hedge funds and large institutions have $2.18B invested in iShares MSCI Global Min Vol Factor ETF in 2024 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 71 increasing their positions, 126 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
311
Holders Change
+6
Holders Change %
+1.97%
% of All Funds
4.5%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.1%
New
35
Increased
71
Reduced
126
Closed
27
Calls
$252K
Puts
$206K
Net Calls
+$46K
Net Calls Change
+$46K
Name Holding Trade Value Shares
Change
Shares
Change %
SPIA
201
Steward Partners Investment Advisory
New York
$315K +$14.9K +130 +5%
SOS
202
Silver Oak Securities
Tennessee
$314K
PGWM
203
Parisi Gray Wealth Management
New Jersey
$310K
RG
204
Rathbones Group
United Kingdom
$309K -$19.6K -171 -6%
TP
205
Tranquility Partners
Tennessee
$306K -$29.4K -257 -9%
Brown Advisory
206
Brown Advisory
Maryland
$298K
OWM
207
OneAscent Wealth Management
Alabama
$296K +$296K +2,587 New
SWP
208
Stratos Wealth Partners
Ohio
$295K -$890K -7,770 -75%
HNB
209
Huntington National Bank
Ohio
$292K -$267K
PTC
210
Private Trust Company
Ohio
$291K -$49.7K -434 -15%
FHC
211
First Heartland Consultants
Missouri
$289K
BWM
212
Brown Wealth Management
Illinois
$289K
DWT
213
Dorsey & Whitney Trust
South Dakota
$286K -$344K -3,000 -55%
FAB
214
First American Bank
Illinois
$286K
GL
215
Graypoint LLC
New York
$286K
FPAS
216
Focus Partners Advisor Solutions
Missouri
$283K +$1.95K +17 +0.7%
BFWM
217
Bright Futures Wealth Management
New York
$278K
LF
218
Lee Financial
Texas
$277K
APC
219
Asset Planning Corporation
Tennessee
$272K
SA
220
Stewardship Advisors
Pennsylvania
$272K +$272K +2,371 New
JIC
221
Joel Isaacson & Co
New York
$270K
NA
222
Nottingham Advisors
New York
$269K
BWP
223
BSW Wealth Partners
Colorado
$264K +$264K +2,302 New
WWM
224
Western Wealth Management
Colorado
$264K
ATC
225
Argent Trust Co
Tennessee
$263K