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iShares MSCI Global Min Vol Factor ETF
ACWV

38 hedge funds and large institutions have $175M invested in iShares MSCI Global Min Vol Factor ETF in 2013 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 8 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 1

138% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 8

19% more funds holding

Funds holding: 32 → 38 (+6)

7% more capital invested

Capital invested by funds: $162M → $175M (+$12.1M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.43% less ownership

Funds ownership: 16.02% → 15.59% (-0.43%)

Holders
38
Holders Change
+6
Holders Change %
+18.75%
% of All Funds
1.1%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
7
Increased
19
Reduced
8
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$7.07M
2
LTFS
Ladenburg Thalmann Financial Services
Florida
+$3.62M
3
PPA
Parametric Portfolio Associates
Washington
+$2.69M
4
KWILP
Kiwi Wealth Investments Limited Partnership
New Zealand
+$2.67M
5
WCM
Weatherstone Capital Management
Colorado
+$2.34M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$10.5M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$9.09M
3
Jane Street
Jane Street
New York
-$1.12M
4
TFA
Transamerica Financial Advisors
Florida
-$949K
5
MFS
MSI Financial Services
Massachusetts
-$108K
Name Holding Trade Value Shares
Change 		Change in
Stake
PAG
26
Private Advisor Group
New Jersey
$735K +$732K +11,538 New
WTC
27
WhitTier Trust Company
Nevada
$503K – – –
MFS
28
MSI Financial Services
Massachusetts
$471K -$108K -1,696 -19%
JP Morgan Chase
29
JP Morgan Chase
New York
$404K +$49.6K +782 +14%
Citigroup
30
Citigroup
New York
$307K -$11.1K -175 -3%
Bank of Montreal
31
Bank of Montreal
Ontario, Canada
$290K +$289K +4,560 New
B
32
Baird
Wisconsin
$282K +$1.52K +24 +0.5%
PI
33
Placemark Investments
Illinois
$265K +$264K +4,165 New
Jane Street
34
Jane Street
New York
$257K -$1.12M -17,611 -81%
CA
35
Cetera Advisors
Colorado
$218K +$217K +3,416 New
Creative Planning
36
Creative Planning
Kansas
$83K – – –
WA
37
WFG Advisors
Texas
$42K +$571 +9 +1%
AIG
38
American International Group
New York
$6.37K – – –
NES
39
New England Securities
New York
– -$6K -100 Closed
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