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iShares MSCI Global Min Vol Factor ETF

247 hedge funds and large institutions have $2.48B invested in iShares MSCI Global Min Vol Factor ETF in 2020 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 93 increasing their positions, 99 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more funds holding in top 10

Funds holding in top 10: 2428 (+4)

0.25% less ownership

Funds ownership: 50.08%49.83% (-0.25%)

6% less repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 99

7% less funds holding

Funds holding: 267247 (-20)

12% less capital invested

Capital invested by funds: $2.81B → $2.48B (-$325M)

39% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 46

Holders
247
Holders Change
-20
Holders Change %
-7.49%
% of All Funds
5.44%
Holding in Top 10
28
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+16.67%
% of All Funds
0.62%
New
28
Increased
93
Reduced
99
Closed
46
Calls
$14.7M
Puts
Net Calls
+$14.7M
Net Calls Change
-$3.59M
Name Holding Trade Value Shares
Change
Change in
Stake
RCM
51
Rain Capital Management
Oregon
$6.18M -$238K -2,586 -4%
WSTAM
52
Wilbanks Smith & Thomas Asset Management
Virginia
$5.95M -$7.5M -81,356 -52%
WU
53
Wealthsimple US
New York
$5.91M +$316K +3,423 +5%
Cambridge Investment Research Advisors
54
Cambridge Investment Research Advisors
Iowa
$5.71M -$4.48M -48,621 -41%
SAM
55
Stringer Asset Management
Tennessee
$5.61M +$83.6K +907 +1%
BFG
56
Barber Financial Group
Kansas
$5.38M -$5.63M -61,076 -48%
SC
57
Scotia Capital
Ontario, Canada
$5.38M +$781K +8,470 +14%
EH
58
Equitable Holdings
New York
$5.14M +$265K +2,873 +5%
WI
59
WrapManager Inc
California
$4.97M -$1.47M -15,992 -21%
KFGK
60
Keystone Financial Group (Kentucky)
Kentucky
$4.96M -$65.6K -712 -1%
PWM
61
Perigon Wealth Management
California
$4.92M +$5.27M +57,143 New
UCFA
62
United Capital Financial Advisors
Texas
$4.82M -$2M -21,640 -27%
PFA
63
Professional Financial Advisors
Nebraska
$4.46M +$1.11M +12,014 +30%
SIAS
64
Shine Investment Advisory Services
Colorado
$4.2M -$134K -1,449 -3%
HighTower Advisors
65
HighTower Advisors
Illinois
$4.01M -$408K -4,426 -8%
JMPWA
66
JP Morgan Private Wealth Advisors
California
$3.53M -$734K -7,960 -15%
WAS
67
Wealth Advisory Solutions
Indiana
$3.48M -$259K -2,808 -6%
MHS
68
M Holdings Securities
Oregon
$3.33M +$3.82M +41,430 New
JWBC
69
John W. Brooker & Co
California
$3.29M +$267K +2,901 +8%
FFN
70
Focus Financial Network
Minnesota
$3.24M +$442K +4,790 +13%
AWA
71
ARQ Wealth Advisors
Arizona
$3.18M +$3.65M +39,619 New
SPC
72
Sigma Planning Corp
Michigan
$3.16M -$6.81M -73,860 -65%
MML Investors Services
73
MML Investors Services
Massachusetts
$3.11M +$374K +4,056 +12%
PAG
74
Private Advisor Group
New Jersey
$3.03M -$1.42M -15,446 -29%
CAG
75
Csenge Advisory Group
Florida
$2.86M +$65.3K +708 +2%

ACWV Hedge Fund Activity: Q1 2020 in Review

247 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Global Min Vol Factor ETF (ACWV) for Q1 2020, worth a combined $2.48B — down 12% from $2.81B a quarter earlier.

Sellers outnumbered buyers: 46 funds closed out of ACWV and 28 opened new positions — a net loss of 18 holders — while 99 trimmed existing stakes and 93 added.

The largest buyer was RGT Wealth Advisors, opening a new position worth an estimated $149M. The largest seller was Prudential plc, cutting an estimated $163M.

  • 247 institutional investors held iShares MSCI Global Min Vol Factor ETF (ACWV) as of Q1 2020, down from 267 in Q4 2019.
  • Funds reported $2.48B of iShares MSCI Global Min Vol Factor ETF stock for Q1 2020, down 12% quarter-over-quarter.
  • 28 funds opened new iShares MSCI Global Min Vol Factor ETF positions in Q1 2020 and 46 closed out, a net change of -18 holders.
  • The largest iShares MSCI Global Min Vol Factor ETF buyer in Q1 2020 was RGT Wealth Advisors, an estimated $149M added.
  • The largest iShares MSCI Global Min Vol Factor ETF seller in Q1 2020 was Prudential plc, an estimated $163M sold.

Based on aggregated 13F filings for Q1 2020.