We are live on ! Find out more
ACWV icon

iShares MSCI Global Min Vol Factor ETF

100 hedge funds and large institutions have $1.22B invested in iShares MSCI Global Min Vol Factor ETF in 2016 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 45 increasing their positions, 18 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 9

150% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 18

16% more funds holding

Funds holding: 86100 (+14)

15% more capital invested

Capital invested by funds: $1.06B → $1.22B (+$157M)

1.29% less ownership

Funds ownership: 40.97%39.68% (-1.3%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $817K

Holders
100
Holders Change
+14
Holders Change %
+16.28%
% of All Funds
2.67%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
23
Increased
45
Reduced
18
Closed
9
Calls
Puts
$817K
Net Calls
-$817K
Net Calls Change
-$369K
Name Holding Trade Value Shares
Change
Change in
Stake
CS
51
Credit Suisse
Switzerland
$1.53M
William Blair & Company
52
William Blair & Company
Illinois
$1.45M -$141K -1,899 -9%
Axa
53
Axa
France
$1.42M -$325K -4,390 -19%
GT
54
Glenmede Trust
Pennsylvania
$1.37M +$148K +2,000 +13%
CA
55
Cetera Advisors
Colorado
$1.25M +$4.96K +67 +0.4%
SPC
56
Sigma Planning Corp
Michigan
$1.2M +$788K +10,638 +208%
AllianceBernstein
57
AllianceBernstein
Tennessee
$999K -$130K -1,761 -12%
Cambridge Investment Research Advisors
58
Cambridge Investment Research Advisors
Iowa
$883K +$450K +6,075 +111%
C
59
CFO4Life
Texas
$883K +$856K +11,562 New
KA
60
Kovack Advisors
Florida
$879K -$53K -716 -6%
Envestnet Asset Management
61
Envestnet Asset Management
Illinois
$787K -$63.4K -856 -8%
SWM
62
SVA Wealth Management
Wisconsin
$781K -$48.1K -650 -6%
ACP
63
Arcus Capital Partners
Georgia
$689K +$97.6K +1,319 +17%
WTC
64
WhitTier Trust Company
Nevada
$608K
BFPW
65
BOK Financial Private Wealth
Colorado
$607K +$589K +7,954 New
CAS
66
Cue Advisory Services
Arizona
$594K +$221K +2,985 +62%
IA
67
IFP Advisors
Florida
$586K +$560K +7,570 +6,945%
ATC
68
Argent Trust Co
Tennessee
$582K
HWP
69
Hefty Wealth Partners
Indiana
$546K +$324K +4,372 +157%
SBL
70
Sargent Bickham Lagudis
Colorado
$539K
NPC
71
National Planning Corporation
California
$495K +$472K +6,370 New
Northwestern Mutual Wealth Management
72
Northwestern Mutual Wealth Management
Wisconsin
$486K +$155K +2,088 +49%
SCA
73
Snowden Capital Advisors
New York
$473K
Janney Montgomery Scott
74
Janney Montgomery Scott
Pennsylvania
$444K +$431K +5,826 New
JP Morgan Chase
75
JP Morgan Chase
New York
$382K +$18.5K +250 +5%

ACWV Hedge Fund Activity: Q2 2016 in Review

100 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Global Min Vol Factor ETF (ACWV) for Q2 2016, worth a combined $1.22B — up 15% from $1.06B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new ACWV positions and 9 closed out — a net gain of 14 holders — while 45 added to existing stakes and 18 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $54M. The largest seller was Clark Capital Management Group, exiting entirely with an estimated $15.3M sold.

  • 100 institutional investors held iShares MSCI Global Min Vol Factor ETF (ACWV) as of Q2 2016, up from 86 in Q1 2016.
  • Funds reported $1.22B of iShares MSCI Global Min Vol Factor ETF stock for Q2 2016, up 15% quarter-over-quarter.
  • 23 funds opened new iShares MSCI Global Min Vol Factor ETF positions in Q2 2016 and 9 closed out, a net change of +14 holders.
  • The largest iShares MSCI Global Min Vol Factor ETF buyer in Q2 2016 was Jane Street, an estimated $54M added.
  • The largest iShares MSCI Global Min Vol Factor ETF seller in Q2 2016 was Clark Capital Management Group, an estimated $15.3M sold.

Based on aggregated 13F filings for Q2 2016.