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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
CAAS
276
Capital Asset Advisory Services
Michigan
$47K +$3.97K +42 +10%
PA
277
Parallel Advisors
California
$39K
VFA
278
Valeo Financial Advisors
Indiana
$33K
LF
279
Lee Financial
Texas
$22K
AWM
280
Accel Wealth Management
Iowa
$22K +$21.7K +230 New
FPW
281
Flagship Private Wealth
Massachusetts
$19.1K +$18.7K +198 New
FHA
282
First Horizon Advisors
Tennessee
$15K
PWA
283
Phoenix Wealth Advisors
North Carolina
$15K +$14.7K +155 New
Carson Wealth (CWM LLC)
284
Carson Wealth (CWM LLC)
Nebraska
$13K
CTFG
285
Capstone Triton Financial Group
Oklahoma
$12K +$11.5K +122 New
CA
286
Crewe Advisors
Utah
$10K
LWM
287
Liberty Wealth Management
California
$10K +$95 +1 +0.9%
PP
288
Pacifica Partners
Canada
$9K +$8.79K +93 New
PGAM
289
Princeton Global Asset Management
New Jersey
$7K +$6.81K +72 New
FP
290
Fiduciary Planning
Florida
$6K
HI
291
Hoey Investments
Pennsylvania
$6K
TFGT
292
TS Financial Group (TSFG)
Illinois
$6K
OCM
293
Orion Capital Management
California
$6K +$5.77K +61 New
PCG
294
Private Capital Group
Connecticut
$5K
OIM
295
Oder Investment Management
California
$5K +$4.44K +47 New
CFA
296
Carroll Financial Associates
North Carolina
$5K +$5.2K +55 New
GTAM
297
Global Trust Asset Management
Florida
$4K +$284 +3 +8%
1832 Asset Management
298
1832 Asset Management
Ontario, Canada
$1K -$120K -1,268 -99%
CWC
299
Carolinas Wealth Consulting
North Carolina
$1K -$32.6K -345 -96%
Lazard Asset Management
300
Lazard Asset Management
New York
$1K

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.