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iShares MSCI Global Min Vol Factor ETF

293 hedge funds and large institutions have $2.48B invested in iShares MSCI Global Min Vol Factor ETF in 2022 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 92 increasing their positions, 113 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more funds holding in top 10

Funds holding in top 10: 2223 (+1)

0.9% less ownership

Funds ownership: 60.57%59.67% (-0.9%)

5% less capital invested

Capital invested by funds: $2.61B → $2.48B (-$127M)

3% less funds holding

Funds holding: 303293 (-10)

19% less repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 113

32% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 22

40% less call options, than puts

Call options by funds: $319K | Put options by funds: $531K

Holders
293
Holders Change
-10
Holders Change %
-3.3%
% of All Funds
5.05%
Holding in Top 10
23
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.55%
% of All Funds
0.4%
New
15
Increased
92
Reduced
113
Closed
22
Calls
$319K
Puts
$531K
Net Calls
-$212K
Net Calls Change
-$212K
Name Holding Trade Value Shares
Change
Change in
Stake
AL
1
Aspiriant LLC
California
$273M +$265K +2,773 +0.1%
Manulife (Manufacturers Life Insurance)
2
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$228M +$7.04M +73,650 +3%
SEI Investments
3
SEI Investments
Pennsylvania
$206M +$3.41M +35,646 +2%
RWA
4
RGT Wealth Advisors
Texas
$175M +$2.69M +28,177 +1%
BlackRock
5
BlackRock
New York
$161M -$673K -7,039 -0.4%
Bank of America
6
Bank of America
North Carolina
$152M -$6.1M -63,811 -4%
1832 Asset Management
7
1832 Asset Management
Ontario, Canada
$128M +$41.4M +433,320 +43%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$84.1M +$7.77M +81,252 +9%
WANY
9
Wealthspire Advisors (New York)
New York
$79.2M -$7.84M -81,992 -8%
Morgan Stanley
10
Morgan Stanley
New York
$64.8M +$3.68M +38,540 +6%
LPL Financial
11
LPL Financial
California
$55.8M -$1M -10,498 -2%
UBS Group
12
UBS Group
Switzerland
$55.3M +$2.24M +23,413 +4%
SP
13
Symmetry Partners
Connecticut
$42M +$606K +6,337 +1%
Osaic Holdings
14
Osaic Holdings
Arizona
$37.5M +$338K +3,534 +0.8%
Ameriprise
15
Ameriprise
Minnesota
$30.7M +$194K +2,034 +0.6%
Wells Fargo
16
Wells Fargo
California
$29.3M -$338K -3,534 -1%
WP
17
WMS Partners
Maryland
$28.1M +$29.4M +307,658 +3,358%
National Bank of Canada
18
National Bank of Canada
Quebec, Canada
$22.1M -$17.1M -179,408 -42%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$18M +$962K +10,069 +5%
ACA
20
Ackerman Capital Advisors
Texas
$17.7M +$5.92M +61,947 +45%
KAS
21
Kestra Advisory Services
Texas
$17.7M -$9.04M -94,538 -32%
SFS
22
Searcy Financial Services
Kansas
$16.6M -$5.08M -53,119 -22%
AllianceBernstein
23
AllianceBernstein
Tennessee
$15.8M -$286K -2,990 -2%
PAMS
24
Pictet Asset Management (Switzerland)
Switzerland
$15.2M +$16.4M +171,533 New
Bessemer Group
25
Bessemer Group
New Jersey
$14.8M -$1.14M -11,926 -7%

ACWV Hedge Fund Activity: Q3 2022 in Review

293 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Global Min Vol Factor ETF (ACWV) for Q3 2022, worth a combined $2.48B — down 4.9% from $2.61B a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of ACWV and 15 opened new positions — a net loss of 7 holders — while 113 trimmed existing stakes and 92 added.

The largest buyer was 1832 Asset Management, adding an estimated $41.4M. The largest seller was National Bank of Canada, cutting an estimated $17.1M.

  • 293 institutional investors held iShares MSCI Global Min Vol Factor ETF (ACWV) as of Q3 2022, down from 303 in Q2 2022.
  • Funds reported $2.48B of iShares MSCI Global Min Vol Factor ETF stock for Q3 2022, down 4.9% quarter-over-quarter.
  • 15 funds opened new iShares MSCI Global Min Vol Factor ETF positions in Q3 2022 and 22 closed out, a net change of -7 holders.
  • The largest iShares MSCI Global Min Vol Factor ETF buyer in Q3 2022 was 1832 Asset Management, an estimated $41.4M added.
  • The largest iShares MSCI Global Min Vol Factor ETF seller in Q3 2022 was National Bank of Canada, an estimated $17.1M sold.

Based on aggregated 13F filings for Q3 2022.