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iShares MSCI Global Min Vol Factor ETF

315 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 42 funds opening new positions, 98 increasing their positions, 113 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 32

1% more funds holding

Funds holding: 311315 (+4)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

1.06% less ownership

Funds ownership: 49.16%48.11% (-1.1%)

12% less capital invested

Capital invested by funds: $2.18B → $1.91B (-$267M)

13% less repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 113

Holders
315
Holders Change
+4
Holders Change %
+1.29%
% of All Funds
4.15%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
42
Increased
98
Reduced
113
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SEI Investments
1
SEI Investments
Pennsylvania
$283M -$8.49M -75,017 -3%
AL
2
Aspiriant LLC
California
$265M +$1.48M +13,103 +0.5%
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$209M +$7.36M +64,974 +4%
BlackRock
4
BlackRock
New York
$182M -$7.81M -68,966 -4%
Bank of America
5
Bank of America
North Carolina
$146M -$9.58M -84,589 -6%
LPL Financial
6
LPL Financial
California
$71.4M +$3.39M +29,933 +5%
Morgan Stanley
7
Morgan Stanley
New York
$45.3M -$1.95M -17,258 -4%
UBS Group
8
UBS Group
Switzerland
$44.6M +$1.43M +12,644 +3%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$34.6M -$2.69M -23,742 -7%
Ameriprise
10
Ameriprise
Minnesota
$25.2M +$273K +2,416 +1%
Raymond James Financial
11
Raymond James Financial
Florida
$24.9M +$25.8M +228,167 New
1832 Asset Management
12
1832 Asset Management
Ontario, Canada
$24.9M -$79M -697,838 -75%
SFS
13
Searcy Financial Services
Kansas
$23.3M +$164K +1,445 +0.7%
WP
14
WMS Partners
Maryland
$20.1M +$249K +2,198 +1%
Bessemer Group
15
Bessemer Group
New Jersey
$18.4M
DC
16
Dorval Corp
Minnesota
$17.1M +$514K +4,539 +3%
BSSFA
17
Baron Silver Stevens Financial Advisors
Florida
$14.6M -$27.6K -244 -0.2%
AllianceBernstein
18
AllianceBernstein
Tennessee
$14.4M -$507K -4,481 -3%
National Bank of Canada
19
National Bank of Canada
Quebec, Canada
$13.5M -$10.5M -92,317 -43%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$13.1M +$9.1M +80,359 +203%
Wells Fargo
21
Wells Fargo
California
$13M -$3.27M -28,869 -20%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$12.9M -$704K -6,220 -5%
JP Morgan Chase
23
JP Morgan Chase
New York
$12.2M +$1.14M +10,037 +10%
ACA
24
Ackerman Capital Advisors
Texas
$11.8M +$68.4K +604 +0.6%
Mariner
25
Mariner
Kansas
$11.2M -$263K -2,323 -2%

ACWV Hedge Fund Activity: Q4 2024 in Review

315 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Global Min Vol Factor ETF (ACWV) for Q4 2024, worth a combined $1.91B — down 12% from $2.18B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new ACWV positions and 32 closed out — a net gain of 10 holders — while 98 added to existing stakes and 113 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $9.1M. The largest seller was 1832 Asset Management, cutting an estimated $79M.

  • 315 institutional investors held iShares MSCI Global Min Vol Factor ETF (ACWV) as of Q4 2024, up from 311 in Q3 2024.
  • Funds reported $1.91B of iShares MSCI Global Min Vol Factor ETF stock for Q4 2024, down 12% quarter-over-quarter.
  • 42 funds opened new iShares MSCI Global Min Vol Factor ETF positions in Q4 2024 and 32 closed out, a net change of +10 holders.
  • The largest iShares MSCI Global Min Vol Factor ETF buyer in Q4 2024 was Fidelity Investments, an estimated $9.1M added.
  • The largest iShares MSCI Global Min Vol Factor ETF seller in Q4 2024 was 1832 Asset Management, an estimated $79M sold.

Based on aggregated 13F filings for Q4 2024.