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iShares MSCI Global Min Vol Factor ETF

168 hedge funds and large institutions have $1.52B invested in iShares MSCI Global Min Vol Factor ETF in 2018 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 58 increasing their positions, 59 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 59

2.22% less ownership

Funds ownership: 47.46%45.24% (-2.2%)

3% less funds holding

Funds holding: 174168 (-6)

7% less capital invested

Capital invested by funds: $1.63B → $1.52B (-$109M)

25% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 16

30% less funds holding in top 10

Funds holding in top 10: 107 (-3)

Holders
168
Holders Change
-6
Holders Change %
-3.45%
% of All Funds
3.85%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.16%
New
12
Increased
58
Reduced
59
Closed
16
Calls
$457K
Puts
Net Calls
+$457K
Net Calls Change
-$1.29M
Name Holding Trade Value Shares
Change
Change in
Stake
WSTAM
26
Wilbanks Smith & Thomas Asset Management
Virginia
$9.63M +$9.25M +110,387 +1,996%
SWM
27
Sequoia Wealth Management
Illinois
$9.45M +$488K +5,830 +5%
JMPWA
28
JP Morgan Private Wealth Advisors
California
$8.84M -$503K -6,007 -5%
Wealth Enhancement Advisory Services
29
Wealth Enhancement Advisory Services
Minnesota
$8.79M -$64.3K -767 -0.7%
BFG
30
Barber Financial Group
Kansas
$7.73M +$208K +2,485 +3%
PAMU
31
Pictet Asset Management (UK)
United Kingdom
$6.88M +$2.43M +29,000 +54%
SC
32
Scotia Capital
Ontario, Canada
$6.54M +$55.4K +661 +0.9%
TFS
33
TrustCore Financial Services
Tennessee
$5.97M -$150K -1,790 -2%
SIAS
34
Shine Investment Advisory Services
Colorado
$5.91M -$1.43M -17,121 -19%
OMC
35
Old Mission Capital
Illinois
$5.7M +$1.7M +20,339 +42%
SI
36
Stephens Inc
Arkansas
$5.67M +$5.72M +68,321 New
CA
37
Cetera Advisors
Colorado
$5.21M +$61.3K +732 +1%
KFGK
38
Keystone Financial Group (Kentucky)
Kentucky
$5.17M -$10.6M -126,892 -67%
SAM
39
Stringer Asset Management
Tennessee
$4.93M -$59.9K -715 -1%
Citadel Advisors
40
Citadel Advisors
Florida
$4.9M +$3.95M +47,174 +399%
LTFS
41
Ladenburg Thalmann Financial Services
Florida
$4.79M
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$4.72M -$76.5K -913 -2%
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$4.52M +$989K +11,800 +28%
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$4.5M +$1.07M +12,824 +31%
DIP
45
DT Investment Partners
Pennsylvania
$4.34M -$39.4K -470 -0.9%
Axa
46
Axa
France
$3.62M +$124K +1,480 +4%
QI
47
QS Investors
New York
$3.34M +$239K +2,850 +8%
ASN
48
Advisory Services Network
Georgia
$3.09M -$848K -10,119 -22%
CF
49
Centaurus Financial
California
$3.04M +$183K +2,190 +6%
HighTower Advisors
50
HighTower Advisors
Illinois
$3.01M -$110K -1,316 -4%

ACWV Hedge Fund Activity: Q2 2018 in Review

168 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Global Min Vol Factor ETF (ACWV) for Q2 2018, worth a combined $1.52B — down 6.7% from $1.63B a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of ACWV and 12 opened new positions — a net loss of 4 holders — while 59 trimmed existing stakes and 58 added.

The largest buyer was Advisor Group, adding an estimated $9.53M. The largest seller was Jane Street, cutting an estimated $28.3M.

  • 168 institutional investors held iShares MSCI Global Min Vol Factor ETF (ACWV) as of Q2 2018, down from 174 in Q1 2018.
  • Funds reported $1.52B of iShares MSCI Global Min Vol Factor ETF stock for Q2 2018, down 6.7% quarter-over-quarter.
  • 12 funds opened new iShares MSCI Global Min Vol Factor ETF positions in Q2 2018 and 16 closed out, a net change of -4 holders.
  • The largest iShares MSCI Global Min Vol Factor ETF buyer in Q2 2018 was Advisor Group, an estimated $9.53M added.
  • The largest iShares MSCI Global Min Vol Factor ETF seller in Q2 2018 was Jane Street, an estimated $28.3M sold.

Based on aggregated 13F filings for Q2 2018.