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iShares MSCI Global Min Vol Factor ETF

315 hedge funds and large institutions have $3.35B invested in iShares MSCI Global Min Vol Factor ETF in 2021 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 96 increasing their positions, 103 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 26

27% more funds holding in top 10

Funds holding in top 10: 2228 (+6)

24% more capital invested

Capital invested by funds: $2.69B → $3.35B (+$651M)

10% more funds holding

Funds holding: 286315 (+29)

2.69% more ownership

Funds ownership: 62.05%64.73% (+2.7%)

7% less repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 103

Holders
315
Holders Change
+29
Holders Change %
+10.14%
% of All Funds
4.85%
Holding in Top 10
28
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+27.27%
% of All Funds
0.43%
New
58
Increased
96
Reduced
103
Closed
26
Calls
$249K
Puts
Net Calls
+$249K
Net Calls Change
-$18.4M
Name Holding Trade Value Shares
Change
Change in
Stake
W
1
Wealthsimple
Ontario, Canada
$608M +$593M +5,612,110 New
AL
2
Aspiriant LLC
California
$292M +$392K +3,712 +0.1%
SEI Investments
3
SEI Investments
Pennsylvania
$247M +$2.98M +28,217 +1%
BlackRock
4
BlackRock
New York
$220M -$6.87M -64,981 -3%
RWA
5
RGT Wealth Advisors
Texas
$209M +$6.55M +61,970 +3%
Bank of America
6
Bank of America
North Carolina
$200M +$5.04M +47,649 +3%
MFM
7
MD Financial Management
Ontario, Canada
$157M +$104M +979,581 +208%
LWA
8
Lenox Wealth Advisors
New York
$105M +$621K +5,871 +0.6%
Morgan Stanley
9
Morgan Stanley
New York
$75.4M -$2.61M -24,683 -3%
LPL Financial
10
LPL Financial
California
$63.4M +$2.68M +25,379 +5%
National Bank of Canada
11
National Bank of Canada
Quebec, Canada
$56.4M +$55.3M +523,535 New
SP
12
Symmetry Partners
Connecticut
$52.5M +$2.25M +21,323 +5%
UBS Group
13
UBS Group
Switzerland
$48M +$484K +4,577 +1%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$46.3M -$5.45M -51,516 -11%
Osaic Holdings
15
Osaic Holdings
Arizona
$44.8M -$241K -2,279 -0.5%
Wells Fargo
16
Wells Fargo
California
$37M +$21M +198,501 +138%
Ameriprise
17
Ameriprise
Minnesota
$36.6M -$359K -3,392 -1%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$27.7M +$5.24M +49,542 +24%
SFS
19
Searcy Financial Services
Kansas
$23.4M +$7.73M +73,075 +51%
KAS
20
Kestra Advisory Services
Texas
$23M -$231K -2,189 -1%
Jane Street
21
Jane Street
New York
$21.6M +$21.1M +199,838 New
Bessemer Group
22
Bessemer Group
New Jersey
$21.5M -$601K -5,687 -3%
RJA
23
Raymond James & Associates
Florida
$20.8M -$875K -8,278 -4%
US Bancorp
24
US Bancorp
Minnesota
$19.9M +$19M +180,006 +4,813%
Mariner
25
Mariner
Kansas
$19.8M -$662K -6,262 -3%