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iShares MSCI Global Min Vol Factor ETF

247 hedge funds and large institutions have $2.48B invested in iShares MSCI Global Min Vol Factor ETF in 2020 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 93 increasing their positions, 99 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more funds holding in top 10

Funds holding in top 10: 2428 (+4)

0.25% less ownership

Funds ownership: 50.08%49.83% (-0.25%)

6% less repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 99

7% less funds holding

Funds holding: 267247 (-20)

12% less capital invested

Capital invested by funds: $2.81B → $2.48B (-$325M)

39% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 46

Holders
247
Holders Change
-20
Holders Change %
-7.49%
% of All Funds
5.44%
Holding in Top 10
28
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+16.67%
% of All Funds
0.62%
New
28
Increased
93
Reduced
99
Closed
46
Calls
$14.7M
Puts
Net Calls
+$14.7M
Net Calls Change
-$3.59M
Name Holding Trade Value Shares
Change
Change in
Stake
CAN
26
Cetera Advisor Networks
California
$20.4M +$1.15M +12,487 +5%
RJA
27
Raymond James & Associates
Florida
$20.1M -$3.06M -33,160 -12%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$16.7M -$27.2K -295 -0.1%
Northwestern Mutual Wealth Management
29
Northwestern Mutual Wealth Management
Wisconsin
$15.5M +$3.02M +32,743 +20%
PP
30
Prudential plc
United Kingdom
$14.3M -$163M -1,773,091 -91%
Brown Advisory
31
Brown Advisory
Maryland
$14.2M +$7.47M +81,068 +85%
TFS
32
TrustCore Financial Services
Tennessee
$11.8M +$85.5K +927 +0.6%
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$11.4M +$1.82M +19,753 +16%
HFA
34
High Falls Advisors
New York
$11.4M -$455K -4,939 -3%
IF
35
IRON Financial
Illinois
$11.3M +$2.5M +27,150 +24%
ACP
36
Arcus Capital Partners
Georgia
$10.6M -$1.8M -19,477 -13%
UWM
37
USAdvisors Wealth Management
Minnesota
$9.68M -$10.8M -117,066 -49%
ACA
38
Ackerman Capital Advisors
Texas
$9.58M -$4.32M -46,874 -28%
SI
39
Stephens Inc
Arkansas
$8.64M +$3.09M +33,504 +45%
EWF
40
Epstein & White Financial
California
$7.6M +$8.75M +94,879 New
FMBTD
41
First Midwest Bank Trust Division
Illinois
$7.59M +$2.18M +23,695 +33%
AF
42
Advisornet Financial
Minnesota
$6.92M +$763K +8,274 +11%
LA
43
LVW Advisors
New York
$6.62M +$1.49M +16,193 +24%
MIAN
44
Mariner Independent Advisor Network
Kansas
$6.6M -$2.83M -30,750 -27%
Qube Research & Technologies (QRT)
45
Qube Research & Technologies (QRT)
United Kingdom
$6.5M +$6.28M +68,151 +532%
SFS
46
Searcy Financial Services
Kansas
$6.43M -$6.48M -70,266 -47%
FFC
47
Fure Financial Corporation
Minnesota
$6.31M +$370K +4,013 +5%
FS
48
Ferguson Shapiro
Georgia
$6.27M +$6.73M +72,964 New
WDL
49
Well Done LLC
Michigan
$6.25M -$128K -1,393 -2%
CF
50
Centaurus Financial
California
$6.24M +$2.17M +23,559 +44%

ACWV Hedge Fund Activity: Q1 2020 in Review

247 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Global Min Vol Factor ETF (ACWV) for Q1 2020, worth a combined $2.48B — down 12% from $2.81B a quarter earlier.

Sellers outnumbered buyers: 46 funds closed out of ACWV and 28 opened new positions — a net loss of 18 holders — while 99 trimmed existing stakes and 93 added.

The largest buyer was RGT Wealth Advisors, opening a new position worth an estimated $149M. The largest seller was Prudential plc, cutting an estimated $163M.

  • 247 institutional investors held iShares MSCI Global Min Vol Factor ETF (ACWV) as of Q1 2020, down from 267 in Q4 2019.
  • Funds reported $2.48B of iShares MSCI Global Min Vol Factor ETF stock for Q1 2020, down 12% quarter-over-quarter.
  • 28 funds opened new iShares MSCI Global Min Vol Factor ETF positions in Q1 2020 and 46 closed out, a net change of -18 holders.
  • The largest iShares MSCI Global Min Vol Factor ETF buyer in Q1 2020 was RGT Wealth Advisors, an estimated $149M added.
  • The largest iShares MSCI Global Min Vol Factor ETF seller in Q1 2020 was Prudential plc, an estimated $163M sold.

Based on aggregated 13F filings for Q1 2020.