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iShares MSCI Global Min Vol Factor ETF

279 hedge funds and large institutions have $2.61B invested in iShares MSCI Global Min Vol Factor ETF in 2021 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 60 increasing their positions, 138 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.09% less ownership

Funds ownership: 51.48%50.39% (-1.1%)

7% less funds holding

Funds holding: 300279 (-21)

14% less capital invested

Capital invested by funds: $3.02B → $2.61B (-$411M)

26% less funds holding in top 10

Funds holding in top 10: 2720 (-7)

46% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 41

57% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 138

Holders
279
Holders Change
-21
Holders Change %
-7%
% of All Funds
4.9%
Holding in Top 10
20
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-25.93%
% of All Funds
0.35%
New
22
Increased
60
Reduced
138
Closed
41
Calls
$18.1M
Puts
Net Calls
+$18.1M
Net Calls Change
+$443K
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
26
Wells Fargo
California
$15.4M -$7.51M -77,390 -33%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$14.3M -$1.2M -12,417 -8%
SFS
28
Searcy Financial Services
Kansas
$13.7M +$308K +3,173 +2%
SFWA
29
Summit Financial Wealth Advisors
Louisiana
$13.1M -$375K -3,861 -3%
ACA
30
Ackerman Capital Advisors
Texas
$12.7M -$3.88M -40,000 -24%
SI
31
Stephens Inc
Arkansas
$12.5M -$407K -4,196 -3%
WI
32
Wintrust Investments
Illinois
$12.3M +$12.1M +124,281 New
Wealth Enhancement Advisory Services
33
Wealth Enhancement Advisory Services
Minnesota
$12M +$9.7M +99,994 +506%
RJA
34
Raymond James & Associates
Florida
$11.3M -$8.21M -84,661 -42%
Citadel Advisors
35
Citadel Advisors
Florida
$10.5M -$1.74M -17,948 -14%
WU
36
Wealthsimple US
New York
$10.4M -$646K -6,657 -6%
WI
37
WrapManager Inc
California
$9.74M +$565K +5,824 +6%
SAS
38
Sanford Advisory Services
Michigan
$9.72M -$116K -1,192 -1%
ACP
39
Arcus Capital Partners
Georgia
$9.65M -$939K -9,678 -9%
IF
40
IRON Financial
Illinois
$9.59M -$6.74M -69,470 -42%
AF
41
Advisornet Financial
Minnesota
$9.31M -$117K -1,201 -1%
WDL
42
Well Done LLC
Michigan
$8.71M +$842K +8,680 +11%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$8.4M -$690K -7,108 -8%
P
44
Palladiem
Pennsylvania
$8.23M +$206K +2,127 +3%
EH
45
Equitable Holdings
New York
$7.73M +$618K +6,374 +9%
Qube Research & Technologies (QRT)
46
Qube Research & Technologies (QRT)
United Kingdom
$7.42M +$4.15M +42,745 +131%
HGWM
47
Harvest Group Wealth Management
Massachusetts
$7.39M -$1.23M -12,683 -15%
FMBTD
48
First Midwest Bank Trust Division
Illinois
$7.03M -$481K -4,961 -7%
JWBC
49
John W. Brooker & Co
California
$7M -$1.27M -13,101 -16%
Creative Planning
50
Creative Planning
Kansas
$6.93M +$6.55M +67,540 +2,504%

ACWV Hedge Fund Activity: Q1 2021 in Review

279 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Global Min Vol Factor ETF (ACWV) for Q1 2021, worth a combined $2.61B — down 14% from $3.02B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of ACWV and 22 opened new positions — a net loss of 19 holders — while 138 trimmed existing stakes and 60 added.

The largest buyer was Envestnet Asset Management, adding an estimated $16M. The largest seller was Jane Street, exiting entirely with an estimated $64.2M sold.

  • 279 institutional investors held iShares MSCI Global Min Vol Factor ETF (ACWV) as of Q1 2021, down from 300 in Q4 2020.
  • Funds reported $2.61B of iShares MSCI Global Min Vol Factor ETF stock for Q1 2021, down 14% quarter-over-quarter.
  • 22 funds opened new iShares MSCI Global Min Vol Factor ETF positions in Q1 2021 and 41 closed out, a net change of -19 holders.
  • The largest iShares MSCI Global Min Vol Factor ETF buyer in Q1 2021 was Envestnet Asset Management, an estimated $16M added.
  • The largest iShares MSCI Global Min Vol Factor ETF seller in Q1 2021 was Jane Street, an estimated $64.2M sold.

Based on aggregated 13F filings for Q1 2021.