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

$102.47
-0.24 (-0.23%)
(As of 04/26/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
26
Total
Institutional Inflows
(last 12 months)
$24.99M
Number of
Institutional Sellers
(last 12 months)
31
Total
Institutional Outflows
(last 12 months)
$44.26M
Get ACWV Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares MSCI Global Min Vol Factor ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

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
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%
2/21/2024Garde Capital Inc.2,800$281K0.0%N/A0.006%
2/16/2024United Advisor Group LLC3,725$384K0.5%N/A0.008%
2/15/2024OLD Mission Capital LLC127,042$12.75M0.2%-26.9%0.259%
2/13/2024Rathbones Group PLC4,461$448K0.0%-29.4%0.009%
2/12/2024Dorsey & Whitney Trust CO LLC6,700$672K0.1%-13.0%0.014%
2/9/2024Tidemark LLC2,877$289K0.2%N/A0.006%
2/8/2024Janney Montgomery Scott LLC10,543$1.06M0.0%-5.9%0.022%
2/7/2024BNP Paribas Financial Markets6,700$672K0.0%+31.2%0.014%
2/5/2024Vantage Financial Partners LLC9,724$976K0.3%N/A0.020%
1/26/2024Turtle Creek Wealth Advisors LLC43,784$4.39M1.3%N/A0.089%
1/24/2024Mascoma 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%
1/10/2024Creative 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%
11/14/2023Operose Advisors LLC24,402$2.33M0.9%-5.0%0.050%
11/8/2023Janney Montgomery Scott LLC11,200$1.07M0.0%-61.2%0.023%
11/8/2023Dorsey & 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%
11/6/2023Keystone Financial Group4,006$382K0.1%-5.3%0.008%
11/4/2023 NBC Securities Inc.294$28K0.0%N/A0.001%
11/2/2023FDx Advisors Inc.41,520$3.96M0.3%-2.2%0.085%
10/26/2023Graypoint LLC2,500$239K0.0%-14.4%0.005%
10/24/2023Bank 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%
8/10/2023Bessemer Group Inc.171,380$16.80M0.0%-1.1%0.350%
8/10/2023Wintrust Investments LLC10,038$984K0.1%-38.4%0.020%
8/9/2023BNP Paribas Arbitrage SNC5,803$569K0.0%+4.4%0.012%
The Gold Grab of the Century (Ad)

When central banks buy gold… The rich buy right along with them. And central banks are buying at breakneck pace. Last year… 1,037 tons. Just 45 tons less than the record set two years ago.

That's why we have released our Free Precious Metals Investment Guide.
8/9/2023Flow Traders U.S. LLC2,886$283K0.0%-83.4%0.006%
8/9/2023Operose Advisors LLC25,698$2.52M1.1%-15.6%0.052%
8/8/2023Rhumbline Advisers15,967$1.57M0.0%N/A0.033%
8/7/2023Keystone Financial Group4,230$415K0.1%N/A0.009%
8/4/2023Lester Murray Antman dba SimplyRich14,619$1.43M0.5%+31.7%0.030%
8/4/2023Rathbones Group PLC6,404$628K0.0%-35.0%0.013%
8/3/2023Landaas & Co. WI ADV3,061$300K0.1%-9.5%0.007%
8/3/2023Bank of New York Mellon Corp63,260$6.20M0.0%-2.4%0.137%
8/2/2023Hilltop Partners LLC5,077$498K0.2%-12.3%0.011%
7/26/2023Creative Financial Designs Inc. ADV7,757$761K0.1%+8.1%0.017%
7/26/2023Janney Montgomery Scott LLC28,891$2.83M0.0%-24.5%0.063%
7/21/2023Graypoint 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%
7/17/2023FDx 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%
5/22/2023American Trust6,053$603K0.0%N/A0.013%
5/16/2023Graves Light Lenhart Wealth Inc.31,629$3.06M0.5%-0.4%0.068%
5/15/2023Crabel Capital Management LLC4,621$447K0.2%+46.7%0.010%
5/15/2023Flow Traders U.S. LLC17,432$1.69M0.1%N/A0.038%
5/12/2023Rathbones Group PLC9,848$953K0.0%-18.6%0.021%
5/10/2023Bessemer Group Inc.173,324$16.77M0.0%+3.6%0.375%
5/9/2023Hilltop Partners LLC5,792$560K0.3%+2.4%0.013%
5/9/2023Wintrust Investments LLC16,296$1.58M0.2%-1.3%0.035%
5/9/2023Operose Advisors LLC30,463$2.95M1.5%-15.8%0.066%
5/9/2023US Bancorp DE226,928$21.96M0.0%+24.0%0.491%
5/5/2023Bellwether Advisors LLC5,817$563K0.2%-4.4%0.013%
5/5/2023Financial Connections Group Inc.55,660$5.39M3.8%-0.8%0.120%
5/5/2023Silver Oak Securities Incorporated2,908$281K0.0%-3.5%0.006%
5/5/2023Lester Murray Antman dba SimplyRich11,100$1.07M0.4%+7.0%0.024%
5/4/2023Summit Global Investments8,869$858K0.1%N/A0.019%
5/3/2023 Summit Financial LLC43,071$4.17M0.4%-5.4%0.093%
5/3/2023 Arkansas Financial Group Inc.13,426$1.30M0.3%+109.2%0.029%
5/2/2023Arkadios Wealth Advisors2,131$206K0.0%-11.8%0.005%
5/1/2023Mascoma Wealth Management LLC2,695$269K0.1%-15.6%0.006%
5/1/2023Agilis Partners LLC93,783$9.07M4.0%+8.8%0.201%
4/28/2023 AdvisorNet Financial Inc130,143$12.59M1.2%+6.0%0.279%
4/28/2023Janney Montgomery Scott LLC38,258$3.70M0.0%-5.4%0.082%
4/28/2023Harvest Group Wealth Management LLC2,674$259K0.2%-19.6%0.006%
4/21/2023Whittier Trust Co. of Nevada Inc.4,470$432K0.0%-10.1%0.010%
4/17/2023GPS Wealth Strategies Group LLC308$30K0.0%N/A0.001%
4/13/2023Householder Group Estate & Retirement Specialist LLC4,318$418K0.2%N/A0.009%
4/3/2023 Symmetry Partners LLC449,806$43.52M2.4%+1.8%0.965%
3/6/2023OLD Mission Capital LLC18,529$1.76M0.0%+112.7%0.040%
2/13/2023 Wealthcare Advisory Partners LLC10,932$1.04M0.0%N/A0.000%
2/13/2023Integrated Wealth Concepts LLC3,777$359K0.0%N/A0.000%
2/13/2023Bellwether Advisors LLC6,084$578K0.2%+3.5%0.000%
Claim Your Complimentary Bitcoin Reward (Ad)

Many have already secured their free Bitcoin reward offered by our esteemed guest. How about you? In an effort to spread the word about our upcoming workshop, he's generously offering $10 in Bitcoin (BTC) to participants. Absolutely no strings attached.

Secure Your Spot Now
2/13/2023Wintrust Investments LLC16,503$1.57M0.2%-6.2%0.000%
2/10/2023USAdvisors Wealth Management LLC4,192$398K0.2%-51.6%0.000%
2/10/2023CoreCap Advisors LLC1,017$97K0.0%N/A0.000%
2/9/2023Legacy Capital Wealth Partners LLC114,796$10.91M5.2%+1.3%0.000%
2/9/2023MAI Capital Management6,282$597K0.0%+12.8%0.000%
2/8/2023Sanford Advisory Services LLC89,940$8.55M2.0%+2.3%0.000%
2/7/2023Keystone Financial Group4,313$410K0.1%-2.8%0.000%
2/7/2023 Summit Financial LLC45,512$4.33M0.4%+15.7%0.000%
2/6/2023Agilis Partners LLC86,223$8.19M3.8%-3.5%0.000%
2/6/2023 Arkansas Financial Group Inc.6,418$610K0.1%N/A0.000%
(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, 87 institutional investors and hedge funds held shares of iShares MSCI Global Min Vol Factor ETF. The most heavily invested institutionals were Symmetry Partners LLC ($31.97M), US Bancorp DE ($21.96M), Baron Silver Stevens Financial Advisors LLC ($18.40M), Bessemer Group Inc. ($16.80M), Karpus Management Inc. ($13.40M), OLD Mission Capital LLC ($12.75M), and Captrust Financial Advisors ($11.23M).Learn more on ACWV's institutional investors.

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

Of the 61 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: Karpus Management Inc. ($151.98K), Captrust Financial Advisors ($136.29K), US Bancorp DE ($54.01K), Turtle Creek Wealth Advisors LLC ($43.78K), FDx Advisors Inc. ($42.44K), AdvisorNet Financial Inc ($29.06K), and Summit Global Investments ($18.55K).

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

Institutional investors have bought a total of 726,475 shares in the last 24 months. This purchase volume represents approximately $69.74M in transactions.

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

Of the 55 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 ($178.85K), AdvisorNet Financial Inc ($137.50K), OLD Mission Capital LLC ($72.39K), Arcus Capital Partners LLC ($66.87K), Janney Montgomery Scott LLC ($38.52K), US Bancorp DE ($35.10K), and Summit Financial LLC ($31.87K).

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

Institutional investors have sold a total of 711,476 shares in the last 24 months. This volume of shares sold represents approximately $69.63M in transactions.


This page (BATS:ACWV) was last updated on 4/26/2024 by MarketBeat.com Staff

From Our Partners