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iShares MSCI Global Min Vol Factor ETF

222 hedge funds and large institutions have $2.43B invested in iShares MSCI Global Min Vol Factor ETF in 2019 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 96 increasing their positions, 60 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 15

60% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 60

14% more capital invested

Capital invested by funds: $2.14B → $2.43B (+$292M)

10% more funds holding

Funds holding: 202222 (+20)

0% more funds holding in top 10

Funds holding in top 10: 1717 (0)

0.61% less ownership

Funds ownership: 51.59%50.98% (-0.61%)

Holders
222
Holders Change
+20
Holders Change %
+9.9%
% of All Funds
4.82%
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.37%
New
37
Increased
96
Reduced
60
Closed
15
Calls
$15.6M
Puts
Net Calls
+$15.6M
Net Calls Change
-$407K
Name Holding Trade Value Shares
Change
Change in
Stake
KFGK
51
Keystone Financial Group (Kentucky)
Kentucky
$5.65M -$32.5K -360 -0.6%
MIAN
52
Mariner Independent Advisor Network
Kansas
$5.24M +$67.1K +744 +1%
SIAS
53
Shine Investment Advisory Services
Colorado
$5.09M -$91.8K -1,018 -2%
SC
54
Scotia Capital
Ontario, Canada
$5.04M -$1.33M -14,695 -21%
JMPWA
55
JP Morgan Private Wealth Advisors
California
$4.53M -$357K -3,953 -7%
LA
56
LVW Advisors
New York
$4.51M +$859K +9,522 +24%
SAM
57
Stringer Asset Management
Tennessee
$4.45M -$282K -3,124 -6%
CF
58
Centaurus Financial
California
$4.39M +$3.92M +43,466 +1,038%
HighTower Advisors
59
HighTower Advisors
Illinois
$4.39M +$953K +10,568 +29%
GWM
60
Geneos Wealth Management
Colorado
$4.34M +$3.38M +37,494 +388%
Axa
61
Axa
France
$4.28M -$110K -1,220 -3%
TWA
62
Tillar-Wenstrup Advisors
Ohio
$4M -$31.5K -349 -0.8%
QI
63
QS Investors
New York
$3.91M +$503K +5,574 +15%
SFWA
64
Summit Financial Wealth Advisors
Louisiana
$3.58M +$3.51M +38,891 New
GLLW
65
Graves Light Lenhart Wealth
Virginia
$3.07M
Wealth Enhancement Advisory Services
66
Wealth Enhancement Advisory Services
Minnesota
$3.04M -$73.4K -814 -2%
BCM
67
Brookstone Capital Management
Illinois
$2.8M +$2.35M +26,015 +597%
CS
68
Comerica Securities
Michigan
$2.69M +$2.64M +29,257 New
GC
69
Guggenheim Capital
Illinois
$2.67M -$58.4K -647 -2%
Janney Montgomery Scott
70
Janney Montgomery Scott
Pennsylvania
$2.61M +$38.3K +425 +2%
TA
71
TMD & Associates
Arizona
$2.36M -$31.6K -350 -1%
AWM
72
AE Wealth Management
Kansas
$2.35M +$2.31M +25,566 New
SS
73
Simplicity Solutions
Minnesota
$2.34M +$2.29M +25,428 New
ASN
74
Advisory Services Network
Georgia
$2.26M -$113K -1,251 -5%
Mercer Global Advisors
75
Mercer Global Advisors
Colorado
$2.23M +$2.18M +24,217 New

ACWV Hedge Fund Activity: Q2 2019 in Review

222 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Global Min Vol Factor ETF (ACWV) for Q2 2019, worth a combined $2.43B — up 14% from $2.14B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new ACWV positions and 15 closed out — a net gain of 22 holders — while 96 added to existing stakes and 60 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $51.7M. The largest seller was Symmetry Partners, exiting entirely with an estimated $55.2M sold.

  • 222 institutional investors held iShares MSCI Global Min Vol Factor ETF (ACWV) as of Q2 2019, up from 202 in Q1 2019.
  • Funds reported $2.43B of iShares MSCI Global Min Vol Factor ETF stock for Q2 2019, up 14% quarter-over-quarter.
  • 37 funds opened new iShares MSCI Global Min Vol Factor ETF positions in Q2 2019 and 15 closed out, a net change of +22 holders.
  • The largest iShares MSCI Global Min Vol Factor ETF buyer in Q2 2019 was Envestnet Asset Management, an estimated $51.7M added.
  • The largest iShares MSCI Global Min Vol Factor ETF seller in Q2 2019 was Symmetry Partners, an estimated $55.2M sold.

Based on aggregated 13F filings for Q2 2019.