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iShares MSCI Global Min Vol Factor ETF

202 hedge funds and large institutions have $2.14B invested in iShares MSCI Global Min Vol Factor ETF in 2019 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 76 increasing their positions, 54 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 18

42% more funds holding in top 10

Funds holding in top 10: 1217 (+5)

41% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 54

20% more capital invested

Capital invested by funds: $1.79B → $2.14B (+$349M)

9% more funds holding

Funds holding: 185202 (+17)

0.6% more ownership

Funds ownership: 50.99%51.59% (+0.6%)

Holders
202
Holders Change
+17
Holders Change %
+9.19%
% of All Funds
4.37%
Holding in Top 10
17
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+41.67%
% of All Funds
0.37%
New
35
Increased
76
Reduced
54
Closed
18
Calls
$16M
Puts
Net Calls
+$16M
Net Calls Change
+$1.64M
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
26
Jane Street
New York
$15.4M +$14.8M +172,146 New
CAN
27
Cetera Advisor Networks
California
$15M +$124K +1,441 +0.9%
SFS
28
Searcy Financial Services
Kansas
$13.6M +$13.1M +152,497 New
GI
29
Glovista Investments
New Jersey
$12.9M +$577K +6,719 +5%
WI
30
Wintrust Investments
Illinois
$12.5M +$94.5K +1,100 +0.8%
TFS
31
TrustCore Financial Services
Tennessee
$12.2M +$11.8M +136,821 New
HFA
32
High Falls Advisors
New York
$12.1M -$564K -6,566 -5%
TWM
33
Tolleson Wealth Management
Texas
$11.5M +$3.49M +40,648 +46%
SWM
34
Sequoia Wealth Management
Illinois
$11.4M +$538K +6,263 +5%
BFG
35
Barber Financial Group
Kansas
$9.89M +$744K +8,657 +8%
ACP
36
Arcus Capital Partners
Georgia
$9.7M +$233K +2,712 +3%
Brown Advisory
37
Brown Advisory
Maryland
$9.45M -$256K -2,980 -3%
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$8.91M -$20.6M -239,753 -71%
AG
39
Advisor Group
Arizona
$6.83M +$232K +2,697 +4%
PAG
40
Private Advisor Group
New Jersey
$6.75M +$420K +4,889 +7%
WDL
41
Well Done LLC
Michigan
$6.67M +$6.28M +73,075 +5,110%
PAMU
42
Pictet Asset Management (UK)
United Kingdom
$6.63M -$885K -10,300 -12%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$6.39M +$703K +8,187 +13%
SI
44
Stephens Inc
Arkansas
$6.3M -$21.8K -254 -0.4%
SC
45
Scotia Capital
Ontario, Canada
$6.21M -$368K -4,280 -6%
CC
46
Chanos & Company
New York
$5.93M -$77.8K -906 -1%
KFGK
47
Keystone Financial Group (Kentucky)
Kentucky
$5.52M +$2.66K +31 +0.1%
SIAS
48
Shine Investment Advisory Services
Colorado
$5.04M -$209K -2,429 -4%
MIAN
49
Mariner Independent Advisor Network
Kansas
$5.04M +$193K +2,248 +4%
HW
50
Hamilton Wealth
California
$4.89M +$3.34M +38,898 +246%

ACWV Hedge Fund Activity: Q1 2019 in Review

202 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Global Min Vol Factor ETF (ACWV) for Q1 2019, worth a combined $2.14B — up 20% from $1.79B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new ACWV positions and 18 closed out — a net gain of 17 holders — while 76 added to existing stakes and 54 trimmed.

The largest buyer was Symmetry Partners, opening a new position worth an estimated $53.1M. The largest seller was Bank of America, cutting an estimated $80.2M.

  • 202 institutional investors held iShares MSCI Global Min Vol Factor ETF (ACWV) as of Q1 2019, up from 185 in Q4 2018.
  • Funds reported $2.14B of iShares MSCI Global Min Vol Factor ETF stock for Q1 2019, up 20% quarter-over-quarter.
  • 35 funds opened new iShares MSCI Global Min Vol Factor ETF positions in Q1 2019 and 18 closed out, a net change of +17 holders.
  • The largest iShares MSCI Global Min Vol Factor ETF buyer in Q1 2019 was Symmetry Partners, an estimated $53.1M added.
  • The largest iShares MSCI Global Min Vol Factor ETF seller in Q1 2019 was Bank of America, an estimated $80.2M sold.

Based on aggregated 13F filings for Q1 2019.