We are live on ! Find out more
ACWV icon

iShares MSCI Global Min Vol Factor ETF

222 hedge funds and large institutions have $2.65B invested in iShares MSCI Global Min Vol Factor ETF in 2019 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 94 increasing their positions, 59 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 59

18% more funds holding in top 10

Funds holding in top 10: 1720 (+3)

9% more capital invested

Capital invested by funds: $2.43B → $2.65B (+$223M)

9% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 23

0% more funds holding

Funds holding: 222222 (0)

2.64% less ownership

Funds ownership: 50.98%48.34% (-2.6%)

Holders
222
Holders Change
Holders Change %
0%
% of All Funds
4.87%
Holding in Top 10
20
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+17.65%
% of All Funds
0.44%
New
25
Increased
94
Reduced
59
Closed
23
Calls
$29.6M
Puts
Net Calls
+$29.6M
Net Calls Change
+$14.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Schroder Investment Management Group
26
Schroder Investment Management Group
United Kingdom
$19.2M +$7.72M +82,734 +69%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$19.1M +$1.26M +13,551 +7%
ACA
28
Ackerman Capital Advisors
Texas
$18.8M +$954K +10,227 +5%
TWM
29
Tolleson Wealth Management
Texas
$18.2M +$4.26M +45,632 +31%
SFS
30
Searcy Financial Services
Kansas
$14.4M -$201K -2,158 -1%
ACP
31
Arcus Capital Partners
Georgia
$14.3M -$347K -3,717 -2%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$14.1M -$61.6M -661,039 -82%
WSTAM
33
Wilbanks Smith & Thomas Asset Management
Virginia
$13.8M -$1.19M -12,777 -8%
TFS
34
TrustCore Financial Services
Tennessee
$13.4M +$229K +2,454 +2%
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$13.2M +$2.5M +26,829 +24%
HFA
36
High Falls Advisors
New York
$13.1M +$291K +3,123 +2%
HW
37
Hamilton Wealth
California
$11.6M +$582K +6,245 +5%
BFG
38
Barber Financial Group
Kansas
$11.5M +$352K +3,778 +3%
SPC
39
Sigma Planning Corp
Michigan
$10.5M +$8.48M +90,900 +460%
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$10.5M +$7.66M +82,133 +290%
MIAN
41
Mariner Independent Advisor Network
Kansas
$10.1M +$4.69M +50,292 +88%
Brown Advisory
42
Brown Advisory
Maryland
$9.86M -$256K -2,740 -3%
AG
43
Advisor Group
Arizona
$9.82M +$1.41M +15,158 +17%
AWM
44
AE Wealth Management
Kansas
$9.32M +$6.78M +72,757 +285%
SS
45
Simplicity Solutions
Minnesota
$9.26M +$6.74M +72,295 +284%
IF
46
IRON Financial
Illinois
$8.8M +$4.1M +44,005 +90%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$8.21M +$918K +9,848 +13%
PAG
48
Private Advisor Group
New Jersey
$7.97M +$218K +2,334 +3%
PAMU
49
Pictet Asset Management (UK)
United Kingdom
$7.91M +$2.03M +21,750 +35%
GI
50
Glovista Investments
New Jersey
$7.87M +$7.75M +83,144 New

ACWV Hedge Fund Activity: Q3 2019 in Review

222 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Global Min Vol Factor ETF (ACWV) for Q3 2019, worth a combined $2.65B — up 9.2% from $2.43B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new ACWV positions and 23 closed out — a net gain of 2 holders — while 94 added to existing stakes and 59 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $52.2M. The largest seller was Envestnet Asset Management, cutting an estimated $61.6M.

  • 222 institutional investors held iShares MSCI Global Min Vol Factor ETF (ACWV) as of Q3 2019, unchanged from Q2 2019.
  • Funds reported $2.65B of iShares MSCI Global Min Vol Factor ETF stock for Q3 2019, up 9.2% quarter-over-quarter.
  • 25 funds opened new iShares MSCI Global Min Vol Factor ETF positions in Q3 2019 and 23 closed out, a net change of +2 holders.
  • The largest iShares MSCI Global Min Vol Factor ETF buyer in Q3 2019 was Bank of Montreal, an estimated $52.2M added.
  • The largest iShares MSCI Global Min Vol Factor ETF seller in Q3 2019 was Envestnet Asset Management, an estimated $61.6M sold.

Based on aggregated 13F filings for Q3 2019.