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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

30% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 27

22% more call options, than puts

Call options by funds: $252K | Put options by funds: $206K

8% more capital invested

Capital invested by funds: $2.01B → $2.18B (+$166M)

2% more funds holding

Funds holding: 305311 (+6)

0.55% more ownership

Funds ownership: 48.61%49.16% (+0.55%)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

44% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 126

Holders
311
Holders Change
+6
Holders Change %
+1.97%
% of All Funds
4.47%
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
Change in
Stake
SEI Investments
1
SEI Investments
Pennsylvania
$305M -$6.19M -56,263 -2%
AL
2
Aspiriant LLC
California
$276M +$301K +2,734 +0.1%
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$212M -$38.5M -349,699 -16%
BlackRock
4
BlackRock
New York
$199M +$1.61M +14,621 +0.8%
Bank of America
5
Bank of America
North Carolina
$163M -$3.85M -34,982 -2%
1832 Asset Management
6
1832 Asset Management
Ontario, Canada
$106M -$4.16M -37,777 -4%
LPL Financial
7
LPL Financial
California
$71.4M -$990K -9,000 -1%
Morgan Stanley
8
Morgan Stanley
New York
$49.5M -$2.19M -19,866 -4%
UBS Group
9
UBS Group
Switzerland
$45.3M -$462K -4,198 -1%
Citadel Advisors
10
Citadel Advisors
Florida
$41M +$39M +354,708 +12,223%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$39M -$2.47M -22,411 -6%
Ameriprise
12
Ameriprise
Minnesota
$26.2M -$979K -8,895 -4%
National Bank of Canada
13
National Bank of Canada
Quebec, Canada
$24.7M +$11.6M +105,841 +96%
SFS
14
Searcy Financial Services
Kansas
$24.3M +$283K +2,574 +1%
WP
15
WMS Partners
Maryland
$20.9M +$122K +1,112 +0.6%
Bessemer Group
16
Bessemer Group
New Jersey
$19.3M +$193K +1,752 +1%
DC
17
Dorval Corp
Minnesota
$17.3M -$46K -418 -0.3%
Wells Fargo
18
Wells Fargo
California
$16.9M +$1.05M +9,576 +7%
AllianceBernstein
19
AllianceBernstein
Tennessee
$15.7M -$1.97M -17,887 -12%
BSSFA
20
Baron Silver Stevens Financial Advisors
Florida
$15.3M -$229K -2,080 -2%
RJA
21
Raymond James & Associates
Florida
$15.2M +$29.3K +266 +0.2%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$14.2M -$891K -8,094 -6%
ACA
23
Ackerman Capital Advisors
Texas
$12.3M +$1.29M +11,699 +12%
Mariner
24
Mariner
Kansas
$12M -$1.14M -10,365 -9%
JP Morgan Chase
25
JP Morgan Chase
New York
$11.6M -$133K -1,209 -1%

ACWV Hedge Fund Activity: Q3 2024 in Review

311 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Global Min Vol Factor ETF (ACWV) for Q3 2024, worth a combined $2.18B — up 8.2% from $2.01B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new ACWV positions and 27 closed out — a net gain of 8 holders — while 71 added to existing stakes and 126 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $39M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $38.5M.

  • 311 institutional investors held iShares MSCI Global Min Vol Factor ETF (ACWV) as of Q3 2024, up from 305 in Q2 2024.
  • Funds reported $2.18B of iShares MSCI Global Min Vol Factor ETF stock for Q3 2024, up 8.2% quarter-over-quarter.
  • 35 funds opened new iShares MSCI Global Min Vol Factor ETF positions in Q3 2024 and 27 closed out, a net change of +8 holders.
  • The largest iShares MSCI Global Min Vol Factor ETF buyer in Q3 2024 was Citadel Advisors, an estimated $39M added.
  • The largest iShares MSCI Global Min Vol Factor ETF seller in Q3 2024 was Manulife (Manufacturers Life Insurance), an estimated $38.5M sold.

Based on aggregated 13F filings for Q3 2024.