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iShares MSCI Global Min Vol Factor ETF

300 hedge funds and large institutions have $3.02B invested in iShares MSCI Global Min Vol Factor ETF in 2020 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 92 increasing their positions, 113 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 18

17% more funds holding in top 10

Funds holding in top 10: 2327 (+4)

17% more funds holding

Funds holding: 256300 (+44)

1.29% more ownership

Funds ownership: 50.19%51.48% (+1.3%)

4% more capital invested

Capital invested by funds: $2.91B → $3.02B (+$107M)

19% less repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 113

Holders
300
Holders Change
+44
Holders Change %
+17.19%
% of All Funds
5.31%
Holding in Top 10
27
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+17.39%
% of All Funds
0.48%
New
66
Increased
92
Reduced
113
Closed
18
Calls
$17.7M
Puts
Net Calls
+$17.7M
Net Calls Change
+$1.61M
Name Holding Trade Value Shares
Change
Change in
Stake
WAS
226
Wealth Advisory Solutions
Indiana
$254K -$4.28M -45,289 -94%
CFGS
227
Concourse Financial Group Securities
Alabama
$254K +$122K +1,292 +97%
SMG
228
Smart Money Group
Texas
$252K -$50.1K -530 -17%
SWM
229
Sugarloaf Wealth Management
Georgia
$251K -$33.5K -354 -12%
WA
230
WP Advisors
California
$251K +$1.99K +21 +0.8%
TSW
231
Thompson Siegel & Walmsley
Virginia
$245K -$147K -1,558 -38%
RA
232
RFG Advisory
Alabama
$245K -$30.2K -319 -11%
JFG
233
JMG Financial Group
Illinois
$244K
EP
234
Eudaimonia Partners
Tennessee
$242K +$284 +3 +0.1%
PIMG
235
Patriot Investment Management Group
Tennessee
$241K -$162K -1,710 -41%
US Bancorp
236
US Bancorp
Minnesota
$238K -$10.8K -114 -4%
MA
237
MUFG Americas
New York
$238K +$232K +2,455 New
CA
238
Clearstead Advisors
Ohio
$236K -$28.9K -306 -11%
APC
239
Asset Planning Corporation
Tennessee
$230K +$224K +2,372 New
SBL
240
Sargent Bickham Lagudis
Colorado
$227K
AWA
241
Acorn Wealth Advisors
Michigan
$224K +$1.8K +19 +0.8%
RWA
242
Redhawk Wealth Advisors
Minnesota
$222K
PPWM
243
PFG Private Wealth Management
Florida
$220K
DY
244
Dowling & Yahnke
California
$214K
LNWWM
245
Laird Norton Wetherby Wealth Management
California
$213K +$207K +2,195 New
WCFA
246
Walkner Condon Financial Advisors
Wisconsin
$212K +$206K +2,184 New
NFP
247
Novak Financial Planning
Maryland
$207K +$202K +2,137 New
IWM
248
IHT Wealth Management
Illinois
$207K +$202K +2,140 New
WCF
249
West Coast Financial
California
$206K -$47.3K -500 -19%
SC
250
Scotia Capital
Ontario, Canada
$205K +$200K +2,115 New

ACWV Hedge Fund Activity: Q4 2020 in Review

300 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Global Min Vol Factor ETF (ACWV) for Q4 2020, worth a combined $3.02B — up 3.7% from $2.91B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new ACWV positions and 18 closed out — a net gain of 48 holders — while 92 added to existing stakes and 113 trimmed.

The largest buyer was Jane Street, adding an estimated $50M. The largest seller was FAS Wealth Partners, cutting an estimated $41.3M.

  • 300 institutional investors held iShares MSCI Global Min Vol Factor ETF (ACWV) as of Q4 2020, up from 256 in Q3 2020.
  • Funds reported $3.02B of iShares MSCI Global Min Vol Factor ETF stock for Q4 2020, up 3.7% quarter-over-quarter.
  • 66 funds opened new iShares MSCI Global Min Vol Factor ETF positions in Q4 2020 and 18 closed out, a net change of +48 holders.
  • The largest iShares MSCI Global Min Vol Factor ETF buyer in Q4 2020 was Jane Street, an estimated $50M added.
  • The largest iShares MSCI Global Min Vol Factor ETF seller in Q4 2020 was FAS Wealth Partners, an estimated $41.3M sold.

Based on aggregated 13F filings for Q4 2020.