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iShares MSCI Global Min Vol Factor ETF

222 hedge funds and large institutions have $2.43B invested in iShares MSCI Global Min Vol Factor ETF in 2019 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 96 increasing their positions, 60 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 15

60% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 60

14% more capital invested

Capital invested by funds: $2.14B → $2.43B (+$292M)

10% more funds holding

Funds holding: 202222 (+20)

0% more funds holding in top 10

Funds holding in top 10: 1717 (0)

0.61% less ownership

Funds ownership: 51.59%50.98% (-0.61%)

Holders
222
Holders Change
+20
Holders Change %
+9.9%
% of All Funds
4.82%
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.37%
New
37
Increased
96
Reduced
60
Closed
15
Calls
$15.6M
Puts
Net Calls
+$15.6M
Net Calls Change
-$407K
Name Holding Trade Value Shares
Change
Change in
Stake
WI
26
Wintrust Investments
Illinois
$18.7M +$5.68M +62,906 +45%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$17.3M -$1.69M -18,778 -9%
CFGS
28
Concourse Financial Group Securities
Alabama
$15.5M +$15M +165,986 +8,291%
WSTAM
29
Wilbanks Smith & Thomas Asset Management
Virginia
$14.6M +$13.5M +149,976 +1,789%
ACP
30
Arcus Capital Partners
Georgia
$14.3M +$4.18M +46,314 +43%
SFS
31
Searcy Financial Services
Kansas
$14.2M +$132K +1,462 +1%
TWM
32
Tolleson Wealth Management
Texas
$13.5M +$1.63M +18,046 +14%
TFS
33
TrustCore Financial Services
Tennessee
$12.8M +$237K +2,624 +2%
SWM
34
Sequoia Wealth Management
Illinois
$12.6M +$715K +7,923 +6%
HFA
35
High Falls Advisors
New York
$12.5M +$42.3K +469 +0.3%
Schroder Investment Management Group
36
Schroder Investment Management Group
United Kingdom
$11M +$10.8M +119,690 New
BFG
37
Barber Financial Group
Kansas
$10.8M +$614K +6,806 +6%
HW
38
Hamilton Wealth
California
$10.7M +$5.51M +61,049 +112%
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$10.4M +$1.17M +12,921 +13%
Brown Advisory
40
Brown Advisory
Maryland
$9.84M +$107K +1,182 +1%
MML Investors Services
41
MML Investors Services
Massachusetts
$9.6M +$4.88M +54,094 +108%
MAFM
42
Mid Atlantic Financial Management
Pennsylvania
$8.6M +$8.19M +90,812 +3,514%
UCFA
43
United Capital Financial Advisors
Texas
$8.22M +$3.83M +42,479 +91%
AG
44
Advisor Group
Arizona
$8.15M +$1.09M +12,057 +16%
PAG
45
Private Advisor Group
New Jersey
$7.54M +$579K +6,417 +9%
WDL
46
Well Done LLC
Michigan
$7.12M +$247K +2,740 +4%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$7.08M +$487K +5,396 +8%
SI
48
Stephens Inc
Arkansas
$6.44M -$36.4K -403 -0.6%
FMBTD
49
First Midwest Bank Trust Division
Illinois
$6.35M +$1.39M +15,410 +29%
PAMU
50
Pictet Asset Management (UK)
United Kingdom
$5.69M -$1.11M -12,300 -17%

ACWV Hedge Fund Activity: Q2 2019 in Review

222 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Global Min Vol Factor ETF (ACWV) for Q2 2019, worth a combined $2.43B — up 14% from $2.14B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new ACWV positions and 15 closed out — a net gain of 22 holders — while 96 added to existing stakes and 60 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $51.7M. The largest seller was Symmetry Partners, exiting entirely with an estimated $55.2M sold.

  • 222 institutional investors held iShares MSCI Global Min Vol Factor ETF (ACWV) as of Q2 2019, up from 202 in Q1 2019.
  • Funds reported $2.43B of iShares MSCI Global Min Vol Factor ETF stock for Q2 2019, up 14% quarter-over-quarter.
  • 37 funds opened new iShares MSCI Global Min Vol Factor ETF positions in Q2 2019 and 15 closed out, a net change of +22 holders.
  • The largest iShares MSCI Global Min Vol Factor ETF buyer in Q2 2019 was Envestnet Asset Management, an estimated $51.7M added.
  • The largest iShares MSCI Global Min Vol Factor ETF seller in Q2 2019 was Symmetry Partners, an estimated $55.2M sold.

Based on aggregated 13F filings for Q2 2019.