iShares MSCI Global Min Vol Factor ETF
ACWV
267 hedge funds and large institutions have $2.81B invested in iShares MSCI Global Min Vol Factor ETF in 2019 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 111 increasing their positions, 57 reducing their positions, and 19 closing their positions.
268% more first-time investments, than exits
New positions opened: 70 | Existing positions closed: 19
95% more repeat investments, than reductions
Existing positions increased: 111 | Existing positions reduced: 57
20% more funds holding
Funds holding: 222 → 267 (+45)
20% more funds holding in top 10
Funds holding in top 10: 20 → 24 (+4)
6% more capital invested
Capital invested by funds: $2.65B → $2.81B (+$158M)
1.74% more ownership
Funds ownership: 48.34% → 50.08% (+1.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$25.9M |
| 2 |
Truist Financial
Charlotte,
North Carolina
|
+$24.8M |
| 3 |
Jane Street
New York
|
+$24.3M |
| 4 |
UWM
USAdvisors Wealth Management
Eden Prairie,
Minnesota
|
+$22.6M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$20.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MFM
MD Financial Management
Ottawa,
Ontario, Canada
|
-$49M |
| 2 |
Schroder Investment Management Group
London,
United Kingdom
|
-$19.2M |
| 3 |
NP
NorthRock Partners
Minneapolis,
Minnesota
|
-$14.2M |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$8.93M |
| 5 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
-$8.9M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IC
276
Iconiq Capital
San Francisco,
California
| – | -$304K | -3,206 | Closed |
|
|
DADC
277
D.A. Davidson & Co
Great Falls,
Montana
| – | -$213K | -2,243 | Closed |
|
|
FAAS
278
First Allied Advisory Services
San Diego,
California
| – | -$131K | -1,384 | Closed |
|
|
EW
279
Evoke Wealth
Los Angeles,
California
| – | -$130K | -1,372 | Closed |
|
280
Simplex Trading
Chicago,
Illinois
| – | -$28K | -298 | Closed |
|
|
DP
281
Denver PWM
Denver,
Colorado
| – | -$27.3K | -289 | Closed |
|
|
BFEC
282
Benjamin F. Edwards & Company
St. Louis,
Missouri
| – | -$27K | -280 | Closed |
|
|
SB
283
Strategic Blueprint
Atlanta,
Georgia
| – | -$17K | -177 | Closed |
|
|
RFWA
284
RPg Family Wealth Advisory
Burlington,
Massachusetts
| – | -$12.9K | -136 | Closed |
|
285
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| – | -$7K | -78 | Closed |
|
|
GSWM
286
Golden State Wealth Management
Santa Ana,
California
| – | -$3K | -33 | Closed |
|
|
CI
287
CX Institutional
Auburn,
Indiana
| – | -$3K | -30 | Closed |
|
ACWV Hedge Fund Activity: Q4 2019 in Review
267 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Global Min Vol Factor ETF (ACWV) for Q4 2019, worth a combined $2.81B — up 6% from $2.65B a quarter earlier.
Buyers outnumbered sellers: 70 funds opened new ACWV positions and 19 closed out — a net gain of 51 holders — while 111 added to existing stakes and 57 trimmed.
The largest buyer was BlackRock, adding an estimated $25.9M. The largest seller was MD Financial Management, cutting an estimated $49M.
- 267 institutional investors held iShares MSCI Global Min Vol Factor ETF (ACWV) as of Q4 2019, up from 222 in Q3 2019.
- Funds reported $2.81B of iShares MSCI Global Min Vol Factor ETF stock for Q4 2019, up 6% quarter-over-quarter.
- 70 funds opened new iShares MSCI Global Min Vol Factor ETF positions in Q4 2019 and 19 closed out, a net change of +51 holders.
- The largest iShares MSCI Global Min Vol Factor ETF buyer in Q4 2019 was BlackRock, an estimated $25.9M added.
- The largest iShares MSCI Global Min Vol Factor ETF seller in Q4 2019 was MD Financial Management, an estimated $49M sold.
Based on aggregated 13F filings for Q4 2019.