iShares MSCI Global Min Vol Factor ETF
ACWV
32 hedge funds and large institutions have $162M invested in iShares MSCI Global Min Vol Factor ETF in 2013 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 16 reducing their positions, and 6 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3.14% less ownership
Funds ownership: 19.16% → 16.02% (-3.1%)
9% less funds holding
Funds holding: 35 → 32 (-3)
17% less capital invested
Capital invested by funds: $196M → $162M (-$33.5M)
44% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 16
50% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 6
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Citigroup
New York
| $310K | -$45.1K | -734 | -13% |
|
|
B
27
Baird
Milwaukee,
Wisconsin
| $272K | +$15.3K | +249 | +6% |
|
28
Creative Planning
Overland Park,
Kansas
| $80K | -$22.1K | -360 | -22% |
|
|
LTFS
29
Ladenburg Thalmann Financial Services
Miami,
Florida
| $67K | -$1.79M | -29,111 | -96% |
|
|
WA
30
WFG Advisors
Dallas,
Texas
| $40K | +$491 | +8 | +1% |
|
|
AIG
31
American International Group
New York
| $6.18K | +$6.14K | +100 | New |
|
|
NES
32
New England Securities
New York
| $6K | – | – | – |
|
|
BFA
33
Beaumont Financial Advisors
Needham,
Massachusetts
| – | -$12.7M | -211,550 | Closed |
|
34
Rafferty Asset Management
New York
| – | -$961K | -16,063 | Closed |
|
|
NPC
35
National Planning Corporation
El Segundo,
California
| – | -$700K | -11,718 | Closed |
|
36
Nomura Holdings
Tokyo,
Japan
| – | -$695K | -11,596 | Closed |
|
|
WA
37
WESPAC Advisors
Orinda,
California
| – | -$360K | -6,020 | Closed |
|
|
AIA
38
Alerus Investment Advisors
Wayzata,
Minnesota
| – | -$3K | -50 | Closed |
|
ACWV Hedge Fund Activity: Q3 2013 in Review
32 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Global Min Vol Factor ETF (ACWV) for Q3 2013, worth a combined $162M — down 17% from $196M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of ACWV and 3 opened new positions — a net loss of 3 holders — while 16 trimmed existing stakes and 9 added.
The largest buyer was Parametric Portfolio Associates, adding an estimated $2.56M. The largest seller was Beaumont Financial Advisors, exiting entirely with an estimated $12.7M sold.
- 32 institutional investors held iShares MSCI Global Min Vol Factor ETF (ACWV) as of Q3 2013, down from 35 in Q2 2013.
- Funds reported $162M of iShares MSCI Global Min Vol Factor ETF stock for Q3 2013, down 17% quarter-over-quarter.
- 3 funds opened new iShares MSCI Global Min Vol Factor ETF positions in Q3 2013 and 6 closed out, a net change of -3 holders.
- The largest iShares MSCI Global Min Vol Factor ETF buyer in Q3 2013 was Parametric Portfolio Associates, an estimated $2.56M added.
- The largest iShares MSCI Global Min Vol Factor ETF seller in Q3 2013 was Beaumont Financial Advisors, an estimated $12.7M sold.
Based on aggregated 13F filings for Q3 2013.