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iShares MSCI Global Min Vol Factor ETF

202 hedge funds and large institutions have $2.14B invested in iShares MSCI Global Min Vol Factor ETF in 2019 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 76 increasing their positions, 54 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 18

42% more funds holding in top 10

Funds holding in top 10: 1217 (+5)

41% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 54

20% more capital invested

Capital invested by funds: $1.79B → $2.14B (+$349M)

9% more funds holding

Funds holding: 185202 (+17)

0.6% more ownership

Funds ownership: 50.99%51.59% (+0.6%)

Holders
202
Holders Change
+17
Holders Change %
+9.19%
% of All Funds
4.37%
Holding in Top 10
17
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+41.67%
% of All Funds
0.37%
New
35
Increased
76
Reduced
54
Closed
18
Calls
$16M
Puts
Net Calls
+$16M
Net Calls Change
+$1.64M
Name Holding Trade Value Shares
Change
Change in
Stake
FMBTD
51
First Midwest Bank Trust Division
Illinois
$4.79M +$559K +6,511 +14%
JMPWA
52
JP Morgan Private Wealth Advisors
California
$4.75M -$424K -4,931 -8%
SAM
53
Stringer Asset Management
Tennessee
$4.6M -$561K -6,535 -11%
MML Investors Services
54
MML Investors Services
Massachusetts
$4.48M -$4.62M -53,770 -52%
Axa
55
Axa
France
$4.27M +$207K +2,410 +5%
UCFA
56
United Capital Financial Advisors
Texas
$4.18M +$963K +11,212 +32%
TWA
57
Tillar-Wenstrup Advisors
Ohio
$3.91M -$73.2K -852 -2%
LA
58
LVW Advisors
New York
$3.53M +$689K +8,018 +25%
HighTower Advisors
59
HighTower Advisors
Illinois
$3.32M +$5.41K +63 +0.2%
QI
60
QS Investors
New York
$3.3M +$1.29M +15,041 +69%
GLLW
61
Graves Light Lenhart Wealth
Virginia
$2.98M
Wealth Enhancement Advisory Services
62
Wealth Enhancement Advisory Services
Minnesota
$2.98M -$5.38M -62,637 -65%
GC
63
Guggenheim Capital
Illinois
$2.65M +$258K +3,000 +11%
Janney Montgomery Scott
64
Janney Montgomery Scott
Pennsylvania
$2.5M +$2.75K +32 +0.1%
TA
65
TMD & Associates
Arizona
$2.33M -$2.2M -25,630 -50%
CI
66
CX Institutional
Indiana
$2.32M +$401K +4,665 +22%
ASN
67
Advisory Services Network
Georgia
$2.3M +$108K +1,256 +5%
CCM
68
Crabel Capital Management
California
$2.23M +$1.12M +13,048 +110%
FHA
69
Flagship Harbor Advisors
Massachusetts
$2.21M -$43.4K -505 -2%
LFAS
70
Level Four Advisory Services
Texas
$2.09M -$198K -2,299 -9%
VC
71
Vicus Capital
Pennsylvania
$2M +$129K +1,496 +7%
SXL
72
Summit X LLC
Missouri
$1.95M +$1.28M +14,925 +224%
FHC
73
First Heartland Consultants
Missouri
$1.89M -$342K -3,975 -16%
IP
74
Intellectus Partners
California
$1.87M +$1.79M +20,879 New
CA
75
Cetera Advisors
Colorado
$1.86M -$98.3K -1,144 -5%

ACWV Hedge Fund Activity: Q1 2019 in Review

202 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Global Min Vol Factor ETF (ACWV) for Q1 2019, worth a combined $2.14B — up 20% from $1.79B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new ACWV positions and 18 closed out — a net gain of 17 holders — while 76 added to existing stakes and 54 trimmed.

The largest buyer was Symmetry Partners, opening a new position worth an estimated $53.1M. The largest seller was Bank of America, cutting an estimated $80.2M.

  • 202 institutional investors held iShares MSCI Global Min Vol Factor ETF (ACWV) as of Q1 2019, up from 185 in Q4 2018.
  • Funds reported $2.14B of iShares MSCI Global Min Vol Factor ETF stock for Q1 2019, up 20% quarter-over-quarter.
  • 35 funds opened new iShares MSCI Global Min Vol Factor ETF positions in Q1 2019 and 18 closed out, a net change of +17 holders.
  • The largest iShares MSCI Global Min Vol Factor ETF buyer in Q1 2019 was Symmetry Partners, an estimated $53.1M added.
  • The largest iShares MSCI Global Min Vol Factor ETF seller in Q1 2019 was Bank of America, an estimated $80.2M sold.

Based on aggregated 13F filings for Q1 2019.