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iShares MSCI Global Min Vol Factor ETF

222 hedge funds and large institutions have $2.65B invested in iShares MSCI Global Min Vol Factor ETF in 2019 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 94 increasing their positions, 59 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 59

18% more funds holding in top 10

Funds holding in top 10: 1720 (+3)

9% more capital invested

Capital invested by funds: $2.43B → $2.65B (+$223M)

9% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 23

0% more funds holding

Funds holding: 222222 (0)

2.64% less ownership

Funds ownership: 50.98%48.34% (-2.6%)

Holders
222
Holders Change
Holders Change %
0%
% of All Funds
4.87%
Holding in Top 10
20
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+17.65%
% of All Funds
0.44%
New
25
Increased
94
Reduced
59
Closed
23
Calls
$29.6M
Puts
Net Calls
+$29.6M
Net Calls Change
+$14.1M
Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
51
United Capital Financial Advisors
Texas
$7.41M -$1.03M -11,022 -12%
WDL
52
Well Done LLC
Michigan
$7.13M -$185K -1,985 -3%
SAM
53
Stringer Asset Management
Tennessee
$6.8M +$2.19M +23,491 +49%
FMBTD
54
First Midwest Bank Trust Division
Illinois
$6.53M -$2.15K -23 -0%
SI
55
Stephens Inc
Arkansas
$6.5M -$129K -1,387 -2%
AF
56
Advisornet Financial
Minnesota
$6.47M +$6.31M +67,699 +10,695%
RCM
57
Rain Capital Management
Oregon
$6.35M +$6.25M +67,034 New
LA
58
LVW Advisors
New York
$6.12M +$1.45M +15,570 +32%
KFGK
59
Keystone Financial Group (Kentucky)
Kentucky
$5.88M +$66.2K +710 +1%
SIAS
60
Shine Investment Advisory Services
Colorado
$5.12M -$113K -1,213 -2%
JMPWA
61
JP Morgan Private Wealth Advisors
California
$4.87M +$210K +2,250 +5%
Stifel Financial
62
Stifel Financial
Missouri
$4.67M +$2.73M +29,246 +146%
Axa
63
Axa
France
$4.64M +$239K +2,560 +6%
CF
64
Centaurus Financial
California
$4.6M +$83.4K +894 +2%
HighTower Advisors
65
HighTower Advisors
Illinois
$4.52M
SC
66
Scotia Capital
Ontario, Canada
$4.27M -$896K -9,605 -18%
TWA
67
Tillar-Wenstrup Advisors
Ohio
$3.95M -$153K -1,645 -4%
SFWA
68
Summit Financial Wealth Advisors
Louisiana
$3.75M +$63.2K +678 +2%
OGC
69
Oak Grove Capital
New Hampshire
$3.51M +$3.46M +37,076 New
MML Investors Services
70
MML Investors Services
Massachusetts
$3.41M -$6.36M -68,190 -65%
GLLW
71
Graves Light Lenhart Wealth
Virginia
$3.19M
QI
72
QS Investors
New York
$3.18M -$827K -8,869 -21%
VAS
73
Vestmark Advisory Solutions
Massachusetts
$3.13M +$2.86M +30,628 +1,269%
Wealth Enhancement Advisory Services
74
Wealth Enhancement Advisory Services
Minnesota
$2.98M -$98.8K -1,059 -3%
CA
75
Calton & Associates
Florida
$2.55M +$834K +8,945 +50%

ACWV Hedge Fund Activity: Q3 2019 in Review

222 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Global Min Vol Factor ETF (ACWV) for Q3 2019, worth a combined $2.65B — up 9.2% from $2.43B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new ACWV positions and 23 closed out — a net gain of 2 holders — while 94 added to existing stakes and 59 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $52.2M. The largest seller was Envestnet Asset Management, cutting an estimated $61.6M.

  • 222 institutional investors held iShares MSCI Global Min Vol Factor ETF (ACWV) as of Q3 2019, unchanged from Q2 2019.
  • Funds reported $2.65B of iShares MSCI Global Min Vol Factor ETF stock for Q3 2019, up 9.2% quarter-over-quarter.
  • 25 funds opened new iShares MSCI Global Min Vol Factor ETF positions in Q3 2019 and 23 closed out, a net change of +2 holders.
  • The largest iShares MSCI Global Min Vol Factor ETF buyer in Q3 2019 was Bank of Montreal, an estimated $52.2M added.
  • The largest iShares MSCI Global Min Vol Factor ETF seller in Q3 2019 was Envestnet Asset Management, an estimated $61.6M sold.

Based on aggregated 13F filings for Q3 2019.