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iShares MSCI Global Min Vol Factor ETF

222 hedge funds and large institutions have $2.65B invested in iShares MSCI Global Min Vol Factor ETF in 2019 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 94 increasing their positions, 59 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 59

18% more funds holding in top 10

Funds holding in top 10: 1720 (+3)

9% more capital invested

Capital invested by funds: $2.43B → $2.65B (+$223M)

9% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 23

0% more funds holding

Funds holding: 222222 (0)

2.64% less ownership

Funds ownership: 50.98%48.34% (-2.6%)

Holders
222
Holders Change
Holders Change %
0%
% of All Funds
4.87%
Holding in Top 10
20
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+17.65%
% of All Funds
0.44%
New
25
Increased
94
Reduced
59
Closed
23
Calls
$29.6M
Puts
Net Calls
+$29.6M
Net Calls Change
+$14.1M
Name Holding Trade Value Shares
Change
Change in
Stake
MAFM
226
Mid Atlantic Financial Management
Pennsylvania
-$8.6M -93,396 Closed
CS
227
Comerica Securities
Michigan
-$2.69M -29,257 Closed
GC
228
Guggenheim Capital
Illinois
-$2.67M -28,953 Closed
Prudential Financial
229
Prudential Financial
New Jersey
-$2.04M -22,148 Closed
GIA
230
Gladstone Institutional Advisory
Florida
-$736K -7,987 Closed
BO
231
BRR OpCo
Ohio
-$650K -7,055 Closed
NFG
232
Next Financial Group
Texas
-$456K -4,947 Closed
DI
233
DFPG Investments
Utah
-$432K -4,642 Closed
TC
234
TownSquare Capital
Utah
-$413K -4,487 Closed
Allianz Asset Management
235
Allianz Asset Management
Germany
-$368K -4,000 Closed
Millennium Management
236
Millennium Management
New York
-$355K -3,855 Closed
IFWM
237
Institute for Wealth Management
Colorado
-$314K -3,408 Closed
SFM
238
Signet Financial Management
New Jersey
-$203K -2,175 Closed
TFA
239
Transamerica Financial Advisors
Florida
-$111K -1,201 Closed
GI
240
Gradient Investments
Minnesota
-$77K -834 Closed
YWP
241
YorkBridge Wealth Partners
New York
-$32K -350 Closed
AC
242
Avestar Capital
New York
-$24K -282 Closed
TCOV
243
Trust Company of Vermont
Vermont
-$15K -160 Closed
OSNBOA
244
Old Second National Bank of Aurora
Illinois
-$13K -140 Closed
TA
245
TCG Advisors
Texas
-$5K -56 Closed

ACWV Hedge Fund Activity: Q3 2019 in Review

222 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Global Min Vol Factor ETF (ACWV) for Q3 2019, worth a combined $2.65B — up 9.2% from $2.43B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new ACWV positions and 23 closed out — a net gain of 2 holders — while 94 added to existing stakes and 59 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $52.2M. The largest seller was Envestnet Asset Management, cutting an estimated $61.6M.

  • 222 institutional investors held iShares MSCI Global Min Vol Factor ETF (ACWV) as of Q3 2019, unchanged from Q2 2019.
  • Funds reported $2.65B of iShares MSCI Global Min Vol Factor ETF stock for Q3 2019, up 9.2% quarter-over-quarter.
  • 25 funds opened new iShares MSCI Global Min Vol Factor ETF positions in Q3 2019 and 23 closed out, a net change of +2 holders.
  • The largest iShares MSCI Global Min Vol Factor ETF buyer in Q3 2019 was Bank of Montreal, an estimated $52.2M added.
  • The largest iShares MSCI Global Min Vol Factor ETF seller in Q3 2019 was Envestnet Asset Management, an estimated $61.6M sold.

Based on aggregated 13F filings for Q3 2019.