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iShares MSCI Global Min Vol Factor ETF

313 hedge funds and large institutions have $1.91B invested in iShares MSCI Global Min Vol Factor ETF in 2024 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 98 increasing their positions, 113 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
313
Holders Change
+2
Holders Change %
+0.64%
% of All Funds
4.17%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
40
Increased
98
Reduced
113
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SP
201
Symmetry Partners
Connecticut
$298K +$298K +2,730 New
PGWM
202
Parisi Gray Wealth Management
New Jersey
$296K
TP
203
Tranquility Partners
Tennessee
$291K
OWM
204
OneAscent Wealth Management
Alabama
$283K
PIMG
205
Patriot Investment Management Group
Tennessee
$281K -$67.2K -615 -19%
PTC
206
Private Trust Company
Ohio
$277K
DWT
207
Dorsey & Whitney Trust
South Dakota
$273K
GL
208
Graypoint LLC
New York
$273K
FAB
209
First American Bank
Illinois
$273K
FHC
210
First Heartland Consultants
Missouri
$270K -$5.02K -46 -2%
LF
211
Lee Financial
Texas
$264K
GWA
212
Genesis Wealth Advisors
Massachusetts
$262K +$262K +2,402 New
JIC
213
Joel Isaacson & Co
New York
$261K +$3.82K +35 +1%
APC
214
Asset Planning Corporation
Tennessee
$259K
SPWG
215
Syntegra Private Wealth Group
Missouri
$256K -$87.8K -804 -26%
PWP
216
Prasad Wealth Partners
Ohio
$256K +$256K +2,345 New
SPC
217
Sigma Planning Corp
Michigan
$255K -$203K -1,858 -44%
WA
218
WP Advisors
California
$255K +$3.71K +34 +1%
WWM
219
Western Wealth Management
Colorado
$252K +$328 +3 +0.1%
BWP
220
BSW Wealth Partners
Colorado
$251K
ATC
221
Argent Trust Co
Tennessee
$251K
CFA
222
Cahill Financial Advisors
Minnesota
$248K -$55.1K -505 -18%
KA
223
Klingman & Associates
New York
$244K
BAS
224
Brueske Advisory Services
Washington
$241K +$241K +2,209 New
AAS
225
Avantax Advisory Services
Texas
$240K +$46.7K +428 +24%