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iShares MSCI Global Min Vol Factor ETF

247 hedge funds and large institutions have $2.48B invested in iShares MSCI Global Min Vol Factor ETF in 2020 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 93 increasing their positions, 99 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more funds holding in top 10

Funds holding in top 10: 2428 (+4)

0.25% less ownership

Funds ownership: 50.08%49.83% (-0.25%)

6% less repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 99

7% less funds holding

Funds holding: 267247 (-20)

12% less capital invested

Capital invested by funds: $2.81B → $2.48B (-$325M)

39% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 46

Holders
247
Holders Change
-20
Holders Change %
-7.49%
% of All Funds
5.44%
Holding in Top 10
28
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+16.67%
% of All Funds
0.62%
New
28
Increased
93
Reduced
99
Closed
46
Calls
$14.7M
Puts
Net Calls
+$14.7M
Net Calls Change
-$3.59M
Name Holding Trade Value Shares
Change
Change in
Stake
TWA
226
TCI Wealth Advisors
Arizona
$56K -$230K -2,500 -78%
AA
227
Advisory Alpha
Michigan
$46.9K +$32.7K +355 +182%
SF
228
Synovus Financial
Georgia
$44K +$4.52K +49 +10%
CAGAS
229
Capital Advisory Group Advisory Services
Minnesota
$43K -$69.1K -750 -58%
PA
230
Parallel Advisors
California
$32K -$158K -1,718 -81%
EWM
231
EPG Wealth Management
Georgia
$29K
SFS
232
Sowell Financial Services
Arkansas
$28K -$707K -7,665 -96%
WCG
233
Weaver Consulting Group
California
$22K
CAAS
234
Capital Asset Advisory Services
Michigan
$19K +$17.1K +185 +440%
PFBT
235
Parkside Financial Bank & Trust
Missouri
$18K
MRC
236
Millburn Ridgefield Corp
New York
$16K -$184K -1,991 -91%
EWM
237
Edge Wealth Management
New York
$14K
Carson Wealth (CWM LLC)
238
Carson Wealth (CWM LLC)
Nebraska
$13K
LF
239
Lee Financial
Texas
$13K
FHA
240
First Horizon Advisors
Tennessee
$13K +$15.2K +165 New
Rockefeller Capital Management
241
Rockefeller Capital Management
New York
$11K +$12.5K +136 New
LWM
242
Liberty Wealth Management
California
$9K
AA
243
AlphaMark Advisors
Kentucky
$8K
HI
244
Hoey Investments
Pennsylvania
$5K
TFGT
245
TS Financial Group (TSFG)
Illinois
$5K
PCG
246
Private Capital Group
Connecticut
$4K
Jane Street
247
Jane Street
New York
-$24.5M -255,748 Closed
HW
248
Hamilton Wealth
California
-$8.86M -92,490 Closed
BSAM
249
Blue Sky Asset Management
Colorado
-$4.39M -45,785 Closed
MCA
250
Magnolia Capital Advisors
Mississippi
-$3.77M -39,361 Closed

ACWV Hedge Fund Activity: Q1 2020 in Review

247 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Global Min Vol Factor ETF (ACWV) for Q1 2020, worth a combined $2.48B — down 12% from $2.81B a quarter earlier.

Sellers outnumbered buyers: 46 funds closed out of ACWV and 28 opened new positions — a net loss of 18 holders — while 99 trimmed existing stakes and 93 added.

The largest buyer was RGT Wealth Advisors, opening a new position worth an estimated $149M. The largest seller was Prudential plc, cutting an estimated $163M.

  • 247 institutional investors held iShares MSCI Global Min Vol Factor ETF (ACWV) as of Q1 2020, down from 267 in Q4 2019.
  • Funds reported $2.48B of iShares MSCI Global Min Vol Factor ETF stock for Q1 2020, down 12% quarter-over-quarter.
  • 28 funds opened new iShares MSCI Global Min Vol Factor ETF positions in Q1 2020 and 46 closed out, a net change of -18 holders.
  • The largest iShares MSCI Global Min Vol Factor ETF buyer in Q1 2020 was RGT Wealth Advisors, an estimated $149M added.
  • The largest iShares MSCI Global Min Vol Factor ETF seller in Q1 2020 was Prudential plc, an estimated $163M sold.

Based on aggregated 13F filings for Q1 2020.