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iShares MSCI Global Min Vol Factor ETF (ACWV) Institutional Ownership

iShares MSCI Global Min Vol Factor ETF logo
$109.30 +0.48 (+0.44%)
(As of 12/20/2024 ET)

Institutional Ownership Changes (13F Filings) for iShares MSCI Global Min Vol Factor ETF (BATS:ACWV)

Number of
Institutional Buyers
(last 12 months)
15
Total
Institutional Inflows
(last 12 months)
$11.07M
Number of
Institutional Sellers
(last 12 months)
24
Total
Institutional Outflows
(last 12 months)
$39.94M
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ACWV Institutional Buying and Selling by Quarter

iShares MSCI Global Min Vol Factor ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/25/2024 Wilmington Savings Fund Society FSB670$77K0.0%N/A0.002%
11/15/2024 Integrated Wealth Concepts LLC6,336$726K0.0%-2.3%0.016%
11/14/2024 Captrust Financial Advisors90,854$10.41M0.0%-17.1%0.224%
11/13/2024 BNP Paribas Financial Markets3,736$428K0.0%-46.9%0.009%
11/13/2024 Private Trust Co. NA2,541$291K0.0%-14.6%0.006%
11/13/2024 Brown Brothers Harriman & Co.15,097$1.73M0.0%N/A0.037%
11/12/2024 Cahill Financial Advisors Inc.2,779$318K0.0%-6.3%0.007%
11/6/2024 Cable Hill Partners LLC2,147$246K0.0%N/A0.005%
11/5/2024 FDx Advisors Inc.34,283$3.93M1.1%-7.6%0.085%
11/5/2024 Lynx Investment Advisory2,016$231K0.2%+17.9%0.005%
10/28/2024 Creative Financial Designs Inc. ADV7,518$861K0.1%-9.1%0.019%
10/5/2024 First International Bank & Trust15,100$1.73M0.6%-4.2%0.037%
8/16/2024 Magnolia Capital Advisors LLC14,961$1.57M0.1%N/A0.037%
8/9/2024 Rathbones Group PLC2,865$300K0.0%-18.8%0.007%
8/7/2024 Vantage Financial Partners LLC11,814$1.24M0.3%+24.2%0.029%
8/2/2024 FDx Advisors Inc.37,086$3.88M1.1%-3.2%0.092%
8/1/2024 Rhumbline Advisers2,370$248K0.0%-86.6%0.006%
8/1/2024 Hilltop Partners LLC3,510$367K0.1%-20.1%0.009%
8/1/2024 Summit Financial LLC25,468$2.67M0.1%+0.9%0.063%
7/26/2024 Bank of New York Mellon Corp28,393$2.97M0.0%-48.6%0.070%
7/11/2024 Symmetry Partners LLC250,953$26.26M1.4%-17.4%0.620%
7/9/2024 Lynx Investment Advisory1,710$179K0.1%N/A0.004%
7/8/2024 Sugarloaf Wealth Management LLC375$39K0.0%-32.2%0.001%
5/17/2024 Comerica Bank8,307$874K0.0%-2.9%0.021%
5/13/2024 Bessemer Group Inc.166,436$17.52M0.0%+1.3%0.411%
5/13/2024 Hilltop Partners LLC4,391$462K0.2%-4.1%0.011%
5/9/2024 Dorsey & Whitney Trust CO LLC5,500$579K0.0%-17.9%0.014%
5/3/2024 FDx Advisors Inc.38,327$4.04M0.6%-2.8%0.095%
5/2/2024 Vantage Financial Partners LLC9,513$1.00M0.3%-2.2%0.023%
5/1/2024 Janney Montgomery Scott LLC9,315$981K0.0%-11.6%0.023%
5/1/2024 BNP Paribas Financial Markets7,125$750K0.0%+6.3%0.017%
4/22/2024 CKW Financial Group6,606$693K0.1%-11.9%0.016%
4/16/2024 Arkansas Financial Group Inc.12,137$1.28M0.2%-8.8%0.025%
4/2/2024 Symmetry Partners LLC303,702$31.97M2.5%-7.0%0.620%
4/1/2024 Appleton Partners Inc. MA3,850$405K0.0%-7.2%0.008%
2/21/2024 Garde Capital Inc.2,800$281K0.0%N/A0.006%
2/16/2024 United Advisor Group LLC3,725$384K0.5%N/A0.008%
2/15/2024 OLD Mission Capital LLC127,042$12.75M0.2%-26.9%0.259%
2/13/2024 Rathbones Group PLC4,461$448K0.0%-29.4%0.009%
2/12/2024 Dorsey & Whitney Trust CO LLC6,700$672K0.1%-13.0%0.014%
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2/9/2024 Tidemark LLC2,877$289K0.2%N/A0.006%
2/8/2024 Janney Montgomery Scott LLC10,543$1.06M0.0%-5.9%0.022%
2/7/2024 BNP Paribas Financial Markets6,700$672K0.0%+31.2%0.014%
2/5/2024 Vantage Financial Partners LLC9,724$976K0.3%N/A0.020%
1/26/2024 Turtle Creek Wealth Advisors LLC43,784$4.39M1.3%N/A0.089%
1/24/2024 Mascoma Wealth Management LLC1,860$187K0.1%-31.0%0.004%
1/23/2024Householder Group Estate & Retirement Specialist LLC5,187$520K0.2%+55.5%0.011%
1/19/2024 AdvisorNet Financial Inc297$30K0.0%-99.8%0.001%
1/10/2024 Creative Financial Designs Inc. ADV8,299$833K0.1%+6.6%0.017%
1/10/2024 Sugarloaf Wealth Management LLC372$37K0.0%-73.6%0.001%
1/9/2024 First International Bank & Trust15,755$1.58M0.6%-16.5%0.032%
1/2/2024 Symmetry Partners LLC326,604$32.68M1.8%-11.3%0.667%
11/14/2023 Operose Advisors LLC24,402$2.33M0.9%-5.0%0.050%
11/8/2023 Janney Montgomery Scott LLC11,200$1.07M0.0%-61.2%0.023%
11/8/2023 Dorsey & Whitney Trust CO LLC7,700$735K0.1%-6.1%0.016%
11/7/2023 Summit Financial LLC25,143$2.40M0.2%-23.5%0.051%
11/6/2023 Keystone Financial Group4,006$382K0.1%-5.3%0.008%
11/4/2023 NBC Securities Inc.294$28K0.0%N/A0.001%
11/2/2023 FDx Advisors Inc.41,520$3.96M0.3%-2.2%0.085%
10/26/2023 Graypoint LLC2,500$239K0.0%-14.4%0.005%
10/24/2023 Bank of New York Mellon Corp57,634$5.50M0.0%-8.9%0.118%
10/18/2023 Private Trust Co. NA2,975$284K0.0%-3.9%0.006%
10/12/2023 AdvisorNet Financial Inc137,792$13.15M1.2%+2.3%0.281%
10/10/2023Householder Group Estate & Retirement Specialist LLC3,336$318K0.1%N/A0.007%
10/10/2023 Symmetry Partners LLC368,125$35.13M1.9%-11.7%0.751%
10/3/2023 Appleton Partners Inc. MA4,150$396K0.0%-11.5%0.008%
8/17/2023 Vicus Capital3,698$363K0.0%-19.0%0.008%
8/11/2023 Summit Financial LLC32,873$3.22M0.2%-23.7%0.067%
8/10/2023 Bessemer Group Inc.171,380$16.80M0.0%-1.1%0.350%
8/10/2023 Wintrust Investments LLC10,038$984K0.1%-38.4%0.020%
8/9/2023 BNP Paribas Arbitrage SNC5,803$569K0.0%+4.4%0.012%
8/9/2023 Flow Traders U.S. LLC2,886$283K0.0%-83.4%0.006%
8/9/2023 Operose Advisors LLC25,698$2.52M1.1%-15.6%0.052%
8/8/2023 Rhumbline Advisers15,967$1.57M0.0%N/A0.033%
8/7/2023 Keystone Financial Group4,230$415K0.1%N/A0.009%
8/4/2023Lester Murray Antman dba SimplyRich14,619$1.43M0.5%+31.7%0.030%
8/4/2023 Rathbones Group PLC6,404$628K0.0%-35.0%0.013%
8/3/2023 Landaas & Co. WI ADV3,061$300K0.1%-9.5%0.007%
8/3/2023 Bank of New York Mellon Corp63,260$6.20M0.0%-2.4%0.137%
8/2/2023 Hilltop Partners LLC5,077$498K0.2%-12.3%0.011%
7/26/2023 Creative Financial Designs Inc. ADV7,757$761K0.1%+8.1%0.017%
7/26/2023 Janney Montgomery Scott LLC28,891$2.83M0.0%-24.5%0.063%
7/21/2023 Graypoint LLC2,920$286K0.0%N/A0.006%
7/18/2023 Fiduciary Alliance LLC300$29K0.0%N/A0.001%
7/18/2023 CKW Financial Group7,562$741K0.1%-4.3%0.016%
7/17/2023 FDx Advisors Inc.42,439$4.16M0.2%N/A0.092%
7/14/2023 AdvisorNet Financial Inc134,698$13.21M1.1%+3.5%0.292%
7/13/2023 Sugarloaf Wealth Management LLC1,410$138K0.0%-20.2%0.003%
7/10/2023 Appleton Partners Inc. MA4,688$460K0.0%-6.2%0.010%
7/5/2023 Symmetry Partners LLC417,006$40.89M2.2%-7.3%0.903%
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I created one of the first quantitative analysis-based stock picking systems long before "quants" became a thing on Wall Street… leading Forbes to call me "King of the Quants." I'm writing to you today because my system has recently uncovered a market phenomenon I haven't seen in 30 years.

This market shakeup is going to be much more intense.
5/22/2023 American Trust6,053$603K0.0%N/A0.013%
5/16/2023 Graves Light Lenhart Wealth Inc.31,629$3.06M0.5%-0.4%0.068%
5/15/2023 Crabel Capital Management LLC4,621$447K0.2%+46.7%0.010%
5/15/2023 Flow Traders U.S. LLC17,432$1.69M0.1%N/A0.038%
5/12/2023 Rathbones Group PLC9,848$953K0.0%-18.6%0.021%
5/10/2023 Bessemer Group Inc.173,324$16.77M0.0%+3.6%0.375%
5/9/2023 Hilltop Partners LLC5,792$560K0.3%+2.4%0.013%
5/9/2023 Wintrust Investments LLC16,296$1.58M0.2%-1.3%0.035%
5/9/2023 Operose Advisors LLC30,463$2.95M1.5%-15.8%0.066%
5/9/2023 US Bancorp DE226,928$21.96M0.0%+24.0%0.491%
(Data available from 1/1/2016 forward)

ACWV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ACWV shares?

During the previous two years, 70 institutional investors and hedge funds held shares of iShares MSCI Global Min Vol Factor ETF. The most heavily invested institutionals were Symmetry Partners LLC ($26.26M), US Bancorp DE ($21.96M), Bessemer Group Inc. ($17.52M), OLD Mission Capital LLC ($12.75M), Legacy Capital Wealth Partners LLC ($10.91M), Captrust Financial Advisors ($10.41M), and Well Done LLC ($9.10M).Learn more on ACWV's institutional investors.

Which institutional investors have been buying iShares MSCI Global Min Vol Factor ETF stock?

Of the 45 institutional investors that purchased iShares MSCI Global Min Vol Factor ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: US Bancorp DE ($43.96K), Turtle Creek Wealth Advisors LLC ($43.78K), FDx Advisors Inc. ($42.44K), AdvisorNet Financial Inc ($20.68K), Flow Traders U.S. LLC ($17.43K), Rhumbline Advisers ($15.97K), and Brown Brothers Harriman & Co. ($15.10K).

How much institutional buying is happening at iShares MSCI Global Min Vol Factor ETF?

Institutional investors have bought a total of 368,314 shares in the last 24 months. This purchase volume represents approximately $36.36M in transactions.

Which iShares MSCI Global Min Vol Factor ETF major shareholders have been selling company stock?

Of the 44 institutional investors that sold iShares MSCI Global Min Vol Factor ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Symmetry Partners LLC ($231.60K), AdvisorNet Financial Inc ($137.50K), Arcus Capital Partners LLC ($62.27K), OLD Mission Capital LLC ($46.69K), Bank of New York Mellon Corp ($34.07K), Janney Montgomery Scott LLC ($31.14K), and Summit Financial LLC ($20.37K).

How much institutional selling is happening at iShares MSCI Global Min Vol Factor ETF?

Institutional investors have sold a total of 684,868 shares in the last 24 months. This volume of shares sold represents approximately $68.42M in transactions.



This page (BATS:ACWV) was last updated on 12/22/2024 by MarketBeat.com Staff
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