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iShares MSCI Global Min Vol Factor ETF

279 hedge funds and large institutions have $2.61B invested in iShares MSCI Global Min Vol Factor ETF in 2021 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 60 increasing their positions, 138 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.09% less ownership

Funds ownership: 51.48%50.39% (-1.1%)

7% less funds holding

Funds holding: 300279 (-21)

14% less capital invested

Capital invested by funds: $3.02B → $2.61B (-$411M)

26% less funds holding in top 10

Funds holding in top 10: 2720 (-7)

46% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 41

57% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 138

Holders
279
Holders Change
-21
Holders Change %
-7%
% of All Funds
4.9%
Holding in Top 10
20
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-25.93%
% of All Funds
0.35%
New
22
Increased
60
Reduced
138
Closed
41
Calls
$18.1M
Puts
Net Calls
+$18.1M
Net Calls Change
+$443K
Name Holding Trade Value Shares
Change
Change in
Stake
PPA
51
Parametric Portfolio Associates
Washington
$6.8M -$3.59M -37,056 -35%
FWP
52
FAS Wealth Partners
Kansas
$6.67M -$2.2M -22,662 -25%
CAG
53
Csenge Advisory Group
Florida
$6.2M -$3.18M -32,796 -35%
PP
54
Prudential plc
United Kingdom
$5.88M -$874K -9,012 -13%
CF
55
Centaurus Financial
California
$5.87M -$23.4K -241 -0.4%
LA
56
LVW Advisors
New York
$5.84M -$1.02M -10,495 -15%
KWM
57
Keebeck Wealth Management
Illinois
$5.68M
BWG
58
Beta Wealth Group
California
$5.37M -$2.11M -21,726 -29%
AWA
59
ARQ Wealth Advisors
Arizona
$5.16M +$302K +3,114 +6%
SPC
60
Sigma Planning Corp
Michigan
$5.14M -$275K -2,830 -5%
TFS
61
TrustCore Financial Services
Tennessee
$4.84M -$632K -6,514 -12%
PWM
62
Perigon Wealth Management
California
$4.54M -$1.46M -15,052 -25%
HighTower Advisors
63
HighTower Advisors
Illinois
$4.51M +$177K +1,822 +4%
HFA
64
High Falls Advisors
New York
$4.47M -$4.46M -45,968 -50%
LCWP
65
Legacy Capital Wealth Partners
Arkansas
$4.23M +$198K +2,037 +5%
UCFA
66
United Capital Financial Advisors
Texas
$4.05M -$668K -6,888 -14%
Bank of New York Mellon
67
Bank of New York Mellon
New York
$3.94M +$417K +4,295 +12%
AWM
68
AE Wealth Management
Kansas
$3.6M +$293K +3,023 +9%
OMC
69
Old Mission Capital
Illinois
$3.56M +$724K +7,463 +26%
CAPTRUST Financial Advisors
70
CAPTRUST Financial Advisors
North Carolina
$3.53M +$556K +5,729 +19%
Barclays
71
Barclays
United Kingdom
$3.51M +$3.45M +35,544 New
HI
72
Harbour Investments
Wisconsin
$3.49M +$3.43M +35,361 New
UR
73
USCA RIA
Texas
$3.42M +$607K +6,254 +22%
CCA
74
Cadent Capital Advisors
Oklahoma
$3.26M +$180K +1,859 +6%
SSC
75
Syverson Strege & Co
Iowa
$3.22M -$1.93M -19,943 -38%

ACWV Hedge Fund Activity: Q1 2021 in Review

279 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Global Min Vol Factor ETF (ACWV) for Q1 2021, worth a combined $2.61B — down 14% from $3.02B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of ACWV and 22 opened new positions — a net loss of 19 holders — while 138 trimmed existing stakes and 60 added.

The largest buyer was Envestnet Asset Management, adding an estimated $16M. The largest seller was Jane Street, exiting entirely with an estimated $64.2M sold.

  • 279 institutional investors held iShares MSCI Global Min Vol Factor ETF (ACWV) as of Q1 2021, down from 300 in Q4 2020.
  • Funds reported $2.61B of iShares MSCI Global Min Vol Factor ETF stock for Q1 2021, down 14% quarter-over-quarter.
  • 22 funds opened new iShares MSCI Global Min Vol Factor ETF positions in Q1 2021 and 41 closed out, a net change of -19 holders.
  • The largest iShares MSCI Global Min Vol Factor ETF buyer in Q1 2021 was Envestnet Asset Management, an estimated $16M added.
  • The largest iShares MSCI Global Min Vol Factor ETF seller in Q1 2021 was Jane Street, an estimated $64.2M sold.

Based on aggregated 13F filings for Q1 2021.