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iShares MSCI Global Min Vol Factor ETF

300 hedge funds and large institutions have $3.02B invested in iShares MSCI Global Min Vol Factor ETF in 2020 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 92 increasing their positions, 113 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 18

17% more funds holding in top 10

Funds holding in top 10: 2327 (+4)

17% more funds holding

Funds holding: 256300 (+44)

1.29% more ownership

Funds ownership: 50.19%51.48% (+1.3%)

4% more capital invested

Capital invested by funds: $2.91B → $3.02B (+$107M)

19% less repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 113

Holders
300
Holders Change
+44
Holders Change %
+17.19%
% of All Funds
5.31%
Holding in Top 10
27
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+17.39%
% of All Funds
0.48%
New
66
Increased
92
Reduced
113
Closed
18
Calls
$17.7M
Puts
Net Calls
+$17.7M
Net Calls Change
+$1.61M
Name Holding Trade Value Shares
Change
Change in
Stake
HGWM
51
Harvest Group Wealth Management
Massachusetts
$8.26M +$3.31M +35,043 +70%
JWBC
52
John W. Brooker & Co
California
$8.14M -$926K -9,791 -10%
P
53
Palladiem
Pennsylvania
$7.88M +$7.68M +81,278 New
WDL
54
Well Done LLC
Michigan
$7.71M +$114K +1,205 +2%
MIAN
55
Mariner Independent Advisor Network
Kansas
$7.62M -$1.63M -17,204 -18%
Janney Montgomery Scott
56
Janney Montgomery Scott
Pennsylvania
$7.5M -$184K -1,945 -2%
FMBTD
57
First Midwest Bank Trust Division
Illinois
$7.38M -$1.91M -20,190 -21%
BWG
58
Beta Wealth Group
California
$7.38M +$7.2M +76,144 New
EH
59
Equitable Holdings
New York
$6.97M +$84.6K +895 +1%
LA
60
LVW Advisors
New York
$6.76M -$2.01M -21,266 -23%
PP
61
Prudential plc
United Kingdom
$6.64M -$785K -8,300 -11%
KFGK
62
Keystone Financial Group (Kentucky)
Kentucky
$6.15M +$40.9K +433 +0.7%
PWM
63
Perigon Wealth Management
California
$5.91M +$43.5K +460 +0.8%
PFA
64
Professional Financial Advisors
Nebraska
$5.82M +$13.6K +144 +0.2%
CF
65
Centaurus Financial
California
$5.79M +$378K +3,996 +7%
CCC
66
Crescent Capital Consulting
Louisiana
$5.77M +$5.63M +59,522 New
IWMWV
67
Ironwood Wealth Management (West Virginia)
West Virginia
$5.7M +$5.56M +58,787 New
NL
68
NEPC LLC
Massachusetts
$5.6M +$5.46M +57,741 New
KWM
69
Keebeck Wealth Management
Illinois
$5.58M +$517K +5,467 +10%
TFS
70
TrustCore Financial Services
Tennessee
$5.39M -$1.48M -15,605 -22%
SPC
71
Sigma Planning Corp
Michigan
$5.32M -$522K -5,524 -9%
SSC
72
Syverson Strege & Co
Iowa
$5.1M +$4.97M +52,609 New
JMPWA
73
JP Morgan Private Wealth Advisors
California
$5.08M +$1.08M +11,469 +28%
Brown Advisory
74
Brown Advisory
Maryland
$4.95M -$9.04M -95,616 -65%
FFN
75
Focus Financial Network
Minnesota
$4.81M +$385K +4,073 +9%

ACWV Hedge Fund Activity: Q4 2020 in Review

300 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Global Min Vol Factor ETF (ACWV) for Q4 2020, worth a combined $3.02B — up 3.7% from $2.91B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new ACWV positions and 18 closed out — a net gain of 48 holders — while 92 added to existing stakes and 113 trimmed.

The largest buyer was Jane Street, adding an estimated $50M. The largest seller was FAS Wealth Partners, cutting an estimated $41.3M.

  • 300 institutional investors held iShares MSCI Global Min Vol Factor ETF (ACWV) as of Q4 2020, up from 256 in Q3 2020.
  • Funds reported $3.02B of iShares MSCI Global Min Vol Factor ETF stock for Q4 2020, up 3.7% quarter-over-quarter.
  • 66 funds opened new iShares MSCI Global Min Vol Factor ETF positions in Q4 2020 and 18 closed out, a net change of +48 holders.
  • The largest iShares MSCI Global Min Vol Factor ETF buyer in Q4 2020 was Jane Street, an estimated $50M added.
  • The largest iShares MSCI Global Min Vol Factor ETF seller in Q4 2020 was FAS Wealth Partners, an estimated $41.3M sold.

Based on aggregated 13F filings for Q4 2020.