We are live on ! Find out more
ACWV icon

iShares MSCI Global Min Vol Factor ETF

123 hedge funds and large institutions have $1.18B invested in iShares MSCI Global Min Vol Factor ETF in 2017 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 48 increasing their positions, 36 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 13

33% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 36

1.84% more ownership

Funds ownership: 37.89%39.72% (+1.8%)

2% more funds holding

Funds holding: 121123 (+2)

1% less capital invested

Capital invested by funds: $1.19B → $1.18B (-$6.23M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
123
Holders Change
+2
Holders Change %
+1.65%
% of All Funds
3.06%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
21
Increased
48
Reduced
36
Closed
13
Calls
$231K
Puts
Net Calls
+$231K
Net Calls Change
-$5.52M
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
51
Geneos Wealth Management
Colorado
$1.3M -$152K -2,015 -11%
JHIU
52
Janus Henderson Investors US
Colorado
$1.29M +$1.26M +16,780 New
MLIC
53
Mandatum Life Insurance Company
Finland
$1.24M -$17.3K -230 -1%
CA
54
Cetera Advisors
Colorado
$1.19M -$50.7K -673 -4%
FA
55
FDx Advisors
Illinois
$1.17M -$22.8K -303 -2%
Millennium Management
56
Millennium Management
New York
$1.14M +$1.12M +14,818 New
VC
57
Vicus Capital
Pennsylvania
$1.11M +$280K +3,712 +35%
BRF
58
B. Riley Financial
California
$1.1M -$219K -2,907 -17%
Northwestern Mutual Wealth Management
59
Northwestern Mutual Wealth Management
Wisconsin
$1.02M -$242K -3,209 -20%
ASN
60
Advisory Services Network
Georgia
$1.01M +$983K +13,047 New
Citigroup
61
Citigroup
New York
$972K +$28.8K +383 +3%
BCI
62
Brinker Capital Investments
Pennsylvania
$926K +$59.8K +794 +7%
IA
63
IFP Advisors
Florida
$919K +$118K +1,573 +15%
MRC
64
Millburn Ridgefield Corp
New York
$867K +$77.7K +1,031 +10%
WSTAM
65
Wilbanks Smith & Thomas Asset Management
Virginia
$860K +$840K +11,150 New
RSA
66
Robertson Stephens Advisors
California
$825K
LFAS
67
Level Four Advisory Services
Texas
$794K +$13.4K +178 +2%
PFS
68
Prospera Financial Services
Texas
$762K +$201K +2,663 +37%
IH
69
IFC Holdings
Florida
$757K +$354K +4,701 +92%
CAS
70
Cue Advisory Services
Arizona
$691K +$10K +133 +2%
AWM
71
AE Wealth Management
Kansas
$682K +$666K +8,836 New
SS
72
Simplicity Solutions
Minnesota
$682K +$666K +8,847 New
1832 Asset Management
73
1832 Asset Management
Ontario, Canada
$663K +$647K +8,587 New
JFG
74
JMG Financial Group
Illinois
$652K +$358K +4,750 +128%
KA
75
Kovack Advisors
Florida
$645K -$87.1K -1,156 -12%

ACWV Hedge Fund Activity: Q1 2017 in Review

123 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Global Min Vol Factor ETF (ACWV) for Q1 2017, worth a combined $1.18B — down 0.53% from $1.19B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new ACWV positions and 13 closed out — a net gain of 8 holders — while 48 added to existing stakes and 36 trimmed.

The largest buyer was BlackRock, adding an estimated $98.5M. The largest seller was Bank of America, cutting an estimated $82.2M.

  • 123 institutional investors held iShares MSCI Global Min Vol Factor ETF (ACWV) as of Q1 2017, up from 121 in Q4 2016.
  • Funds reported $1.18B of iShares MSCI Global Min Vol Factor ETF stock for Q1 2017, down 0.53% quarter-over-quarter.
  • 21 funds opened new iShares MSCI Global Min Vol Factor ETF positions in Q1 2017 and 13 closed out, a net change of +8 holders.
  • The largest iShares MSCI Global Min Vol Factor ETF buyer in Q1 2017 was BlackRock, an estimated $98.5M added.
  • The largest iShares MSCI Global Min Vol Factor ETF seller in Q1 2017 was Bank of America, an estimated $82.2M sold.

Based on aggregated 13F filings for Q1 2017.