ACWV Institutional Ownership
iShares MSCI Global Min Vol Factor ETF
1W: -0.6%
1M: -3.2%
3M: +1.0%
YTD: +3.9%
1Y: +4.0%
3Y: +36.8%
5Y: +29.6%
$123.35
+0.42 (+0.34%)
Weekly Expected Move ±1.0%
$121
$122
$123
$125
$126
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — ACWV
336
Institutional Holders
-13 vs prior quarter
0.0%
Ownership
+0.00pp
2B
Total Invested
30
New Positions
101
Increased
130
Reduced
24
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (368 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | SEI INVESTMENTS CO | 2,745,969 | $339M | +89,141 | +3.4% | 15Q | SEC ↗ |
| 2 | ASPIRIANT, LLC | 2,432,810 | $300M | -5,622 | -0.2% | 44Q | SEC ↗ |
| 3 | MANUFACTURERS LIFE INSURANCE COMPANY, | 1,633,451 | $201M | -94,154 | -5.4% | 24Q | SEC ↗ |
| 4 | BANK OF AMERICA CORP /DE | 1,181,253 | $146M | -30,981 | -2.6% | 15Q | SEC ↗ |
| 5 | BlackRock, Inc. | 1,170,834 | $144M | -184,523 | -13.6% | 8Q | SEC ↗ |
| 6 | LPL Financial LLC | 742,422 | $92M | +19,234 | +2.7% | 54Q | SEC ↗ |
| 7 | 1832 Asset Management L.P. | 703,180 | $87M | -220,927 | -23.9% | 3Q | SEC ↗ |
| 8 | UBS Group AG | 475,683 | $59M | -24,965 | -5.0% | 47Q | SEC ↗ |
| 9 | MORGAN STANLEY | 399,735 | $49M | -12,594 | -3.1% | 57Q | SEC ↗ |
| 10 | JANE STREET GROUP, LLC | 208,290 | $26M | -184,476 | -47.0% | 5Q | SEC ↗ |
| 11 | ENVESTNET ASSET MANAGEMENT INC | 194,067 | $24M | +599 | +0.3% | 34Q | SEC ↗ |
| 12 | DORVAL Corp | 186,708 | $23M | +6,226 | +3.4% | 11Q | SEC ↗ |
| 13 | BESSEMER GROUP INC | 167,514 | $21M | -675 | -0.4% | 46Q | SEC ↗ |
| 14 | Rockefeller Capital Management L.P. | 149,432 | $18M | -1,066 | -0.7% | 26Q | SEC ↗ |
| 15 | JPMORGAN CHASE & CO | 135,700 | $17M | -41,337 | -23.3% | 45Q | SEC ↗ |
| 16 | WELLS FARGO & COMPANY/MN | 134,472 | $17M | -32,319 | -19.4% | 56Q | SEC ↗ |
| 17 | BARON SILVER STEVENS FINANCIAL ADVISOR | 128,883 | $16M | -5,743 | -4.3% | 23Q | SEC ↗ |
| 18 | HB Wealth Management, LLC | 122,463 | $15M | -269 | -0.2% | 6Q | SEC ↗ |
| 19 | Ackerman Capital Advisors, LLC | 119,876 | $15M | -9,563 | -7.4% | 31Q | SEC ↗ |
| 20 | AMERIPRISE FINANCIAL INC | 116,318 | $14M | +273 | +0.2% | 16Q | SEC ↗ |
| 21 | RAYMOND JAMES FINANCIAL INC | 111,010 | $14M | +83 | +0.1% | 7Q | SEC ↗ |
| 22 | RFP Financial Group LLC NEW | 102,954 | $13M | — | +0.0% | 1Q | SEC ↗ |
| 23 | Tacita Capital Inc | 90,522 | $11M | +1,296 | +1.5% | 23Q | SEC ↗ |
| 24 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 86,914 | $11M | -1,390 | -1.6% | 43Q | SEC ↗ |
| 25 | Mariner, LLC | 86,019 | $11M | -2,118 | -2.4% | 47Q | SEC ↗ |
| 26 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 83,911 | $10M | -1,243 | -1.5% | 47Q | SEC ↗ |
| 27 | COMMONWEALTH EQUITY SERVICES, LLC | 83,306 | $10M | -10,639 | -11.3% | 35Q | SEC ↗ |
| 28 | Dynamic Advisor Solutions LLC | 82,172 | $10M | +1,236 | +1.5% | 29Q | SEC ↗ |
| 29 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 81,481 | $10M | +60,947 | +296.8% | 2Q | SEC ↗ |
| 30 | Kestra Advisory Services, LLC | 79,483 | $10M | -6,030 | -7.1% | 24Q | SEC ↗ |
| 31 | TRUIST FINANCIAL CORP | 77,853 | $10M | -1,710 | -2.1% | 27Q | SEC ↗ |
| 32 | Beacon Pointe Advisors, LLC | 77,599 | $10M | +3,040 | +4.1% | 20Q | SEC ↗ |
| 33 | JONES FINANCIAL COMPANIES LLLP | 74,698 | $9M | +1,875 | +2.6% | 10Q | SEC ↗ |
| 34 | ROYAL BANK OF CANADA | 69,813 | $9M | +6,493 | +10.3% | 56Q | SEC ↗ |
| 35 | Sequoia Financial Advisors, LLC | 68,179 | $8M | -10,587 | -13.4% | 6Q | SEC ↗ |
| 36 | Cetera Investment Advisers | 67,483 | $8M | +7,710 | +12.9% | 27Q | SEC ↗ |
| 37 | MERCER GLOBAL ADVISORS INC /ADV | 67,415 | $8M | +2,154 | +3.3% | 29Q | SEC ↗ |
| 38 | Patriot Financial Group Insurance Agen | 62,489 | $8M | -56,799 | -47.6% | 14Q | SEC ↗ |
| 39 | GLENMEDE TRUST CO NA | 57,140 | $7M | -15,808 | -21.7% | 3Q | SEC ↗ |
| 40 | Parkway Wealth Management Group, LLC | 56,909 | $7M | +4,931 | +9.5% | 3Q | SEC ↗ |
| 41 | Choate Investment Advisors | 49,288 | $6M | — | +0.0% | 2Q | SEC ↗ |
| 42 | SYM FINANCIAL Corp | 48,961 | $6M | +723 | +1.5% | 24Q | SEC ↗ |
| 43 | OSAIC HOLDINGS, INC. | 48,504 | $6M | -267 | -0.5% | 26Q | SEC ↗ |
| 44 | HRT FINANCIAL LP NEW | 48,457 | $6M | — | +0.0% | 1Q | SEC ↗ |
| 45 | IRON Financial LLC | 48,127 | $6M | -320 | -0.7% | 28Q | SEC ↗ |
| 46 | Apella Capital, LLC | 44,992 | $6M | -516 | -1.1% | 2Q | SEC ↗ |
| 47 | Financial Connections Group, Inc. | 44,539 | $5M | -437 | -1.0% | 8Q | SEC ↗ |
| 48 | ALLIANCEBERNSTEIN L.P. | 43,433 | $5M | +1,198 | +2.8% | 48Q | SEC ↗ |
| 49 | Noble Wealth Partners LLC NEW | 41,131 | $5M | — | +0.0% | 1Q | SEC ↗ |
| 50 | Cadent Capital Advisors, LLC | 35,744 | $4M | -1,896 | -5.0% | 23Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| RFP Financial Group LLC | 102,954 | $13M |
| HRT FINANCIAL LP | 48,457 | $6M |
| Noble Wealth Partners LLC | 41,131 | $5M |
| Cambria Investment Management, L.P. | 28,263 | $3M |
| RHUMBLINE ADVISERS | 11,158 | $1M |
| Diversify Advisory Services, LLC | 9,980 | $1M |
| J.W. COLE ADVISORS, INC. | 8,318 | $1M |
| CITADEL ADVISORS LLC | 8,210 | $1M |
| MILLENNIUM MANAGEMENT LLC | 6,173 | $761K |
| READYSTATE ASSET MANAGEMENT LP | 5,980 | $738K |
| Integrity Wealth Partners, LLC | 5,501 | $679K |
| TWO SIGMA SECURITIES, LLC | 2,933 | $362K |
| Vise Technologies, Inc. | 2,531 | $312K |
| ALTERNA WEALTH MANAGEMENT, INC | 2,170 | $268K |
| Sigma Planning Corp | 2,083 | $257K |
| Global Retirement Partners, LLC | 2,080 | $257K |
| PETRA FINANCIAL ADVISORS INC | 2,006 | $247K |
| RFG Advisory, LLC | 1,922 | $237K |
| Oliver Luxxe Assets LLC | 1,733 | $214K |
| EP Wealth Advisors, LLC | 1,325 | $163K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| SEARCY FINANCIAL SERVICES INC /ADV | 228,748 | $28M |
| Fiera Capital Corp | 67,230 | $8M |
| M Holdings Securities, Inc. | 37,587 | $5M |
| Allianz Asset Management GmbH | 28,700 | $4M |
| TFB Advisors LLC | 14,068 | $2M |
| Granite FO LLC | 10,829 | $1M |
| Philip James Wealth Mangement, LLC | 9,744 | $1M |
| RENAISSANCE TECHNOLOGIES LLC | 8,661 | $1M |
| West Family Investments, Inc. | 5,169 | $638K |
| Strategic Financial Concepts, LLC | 4,616 | $569K |
| Cox Capital Mgt LLC | 3,665 | $452K |
| GTS SECURITIES LLC | 3,156 | $389K |
| PRELUDE CAPITAL MANAGEMENT, LLC | 3,020 | $373K |
| Tranquility Partners, LLC | 2,669 | $329K |
| Dorsey & Whitney Trust CO LLC | 2,500 | $308K |
| Garde Capital, Inc. | 2,451 | $302K |
| BSW Wealth Partners | 2,302 | $284K |
| Pure Financial Advisors, LLC | 2,238 | $276K |
| BROWN ADVISORY INC | 2,100 | $259K |
| Legacy Advisory Services, LLC | 2,047 | $252K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| SEI INVESTMENTS CO | +89,141 | +3.4% | 2,745,969 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +60,947 | +296.8% | 81,481 |
| Empowered Funds, LLC | +28,318 | +1118.4% | 30,850 |
| LPL Financial LLC | +19,234 | +2.7% | 742,422 |
| Arax Advisory Partners | +15,565 | +814.9% | 17,475 |
| Cetera Investment Advisers | +7,710 | +12.9% | 67,483 |
| ROYAL BANK OF CANADA | +6,493 | +10.3% | 69,813 |
| DORVAL Corp | +6,226 | +3.4% | 186,708 |
| Parkway Wealth Management Group, LL | +4,931 | +9.5% | 56,909 |
| MML INVESTORS SERVICES, LLC | +4,423 | +86.1% | 9,561 |
| NewEdge Advisors, LLC | +4,301 | +14.6% | 33,667 |
| Savant Capital, LLC | +3,776 | +40.9% | 13,006 |
| U.S. Capital Wealth Advisors, LLC | +3,570 | +27.5% | 16,560 |
| Beacon Pointe Advisors, LLC | +3,040 | +4.1% | 77,599 |
| Hyundai Investments Co., Ltd. | +2,734 | +147.3% | 4,590 |
| Freedom Investment Management, Inc. | +2,464 | +76.3% | 5,692 |
| Bulwark Capital Corp | +2,324 | +47.8% | 7,182 |
| MERCER GLOBAL ADVISORS INC /ADV | +2,154 | +3.3% | 67,415 |
| JONES FINANCIAL COMPANIES LLLP | +1,875 | +2.6% | 74,698 |
| FMR LLC | +1,761 | +12.9% | 15,425 |