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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
Susquehanna International Group
251
Susquehanna International Group
Pennsylvania
-$3.53M -38,251 Closed
OGC
252
Oak Grove Capital
New Hampshire
-$3.35M -34,926 Closed
PAMU
253
Pictet Asset Management (UK)
United Kingdom
-$2.43M -25,390 Closed
IAA
254
Independent Advisor Alliance
North Carolina
-$2.07M -21,630 Closed
AI
255
Atria Investments
North Carolina
-$1.69M -17,654 Closed
SXL
256
Summit X LLC
Missouri
-$1.47M -15,406 Closed
NA
257
Nottingham Advisors
New York
-$1.43M -14,890 Closed
PA
258
PSI Advisors
Florida
-$1.21M -12,578 Closed
JWCA
259
J.W. Cole Advisors
Florida
-$954K -9,960 Closed
Citadel Advisors
260
Citadel Advisors
Florida
-$772K -8,060 Closed
CA
261
Clearstead Advisors
Ohio
-$626K -6,530 Closed
LFA
262
Legacy Financial Advisors
Kentucky
-$606K -6,325 Closed
MA
263
Mutual Advisors
Nebraska
-$426K -4,448 Closed
IWS
264
Insight Wealth Strategies
California
-$373K -3,887 Closed
GSC
265
G&S Capital
Colorado
-$371K -3,871 Closed
LFPWM
266
Leicht Financial Planning & Wealth Management
New Jersey
-$353K -3,687 Closed
CA
267
Crumly & Associates
Illinois
-$320K -3,341 Closed
CSPIA
268
Cary Street Partners Investment Advisory
Virginia
-$301K -3,142 Closed
KM
269
Kalos Management
Georgia
-$310K -3,129 Closed
WP
270
WealthSource Partners
California
-$295K -3,074 Closed
NWM
271
Northwest Wealth Management
Iowa
-$278K -2,902 Closed
BFPW
272
BOK Financial Private Wealth
Colorado
-$274K -2,859 Closed
BOS
273
Bingham Osborn & Scarborough
California
-$268K -2,801 Closed
PJSIMP
274
P.J. Schmidt Investment Management (PJS)
Wisconsin
-$263K -2,748 Closed
MA
275
MONECO Advisors
Connecticut
-$253K -2,579 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.