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iShares MSCI Global Min Vol Factor ETF

86 hedge funds and large institutions have $1.06B invested in iShares MSCI Global Min Vol Factor ETF in 2016 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 32 increasing their positions, 31 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 9

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

10% more capital invested

Capital invested by funds: $964M → $1.06B (+$97.9M)

8% more funds holding

Funds holding: 8086 (+6)

3% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 31

1.23% less ownership

Funds ownership: 42.2%40.97% (-1.2%)

98% less call options, than puts

Call options by funds: $8K | Put options by funds: $456K

Holders
86
Holders Change
+6
Holders Change %
+7.5%
% of All Funds
2.29%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
16
Increased
32
Reduced
31
Closed
9
Calls
$8K
Puts
$456K
Net Calls
-$448K
Net Calls Change
-$448K
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
76
Creative Planning
Kansas
$96K -$13.2K -191 -13%
Manulife (Manufacturers Life Insurance)
77
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$89K -$85.4K -1,234 -51%
BFEC
78
Benjamin F. Edwards & Company
Missouri
$46K
WA
79
WFG Advisors
Texas
$28K +$17.3K +250 +194%
Bank of Montreal
80
Bank of Montreal
Ontario, Canada
$16K -$223K -3,225 -94%
TCM
81
TD Capital Management
Tennessee
$14K +$13.5K +195 New
RWG
82
Regal Wealth Group
California
$13K
IA
83
IFP Advisors
Florida
$10K -$190K -2,745 -96%
GI
84
Gradient Investments
Minnesota
$3K +$3.04K +44 New
CFA
85
Carroll Financial Associates
North Carolina
$2K +$2.56K +37 New
FWP
86
FAS Wealth Partners
Kansas
-$39.2M -566,305 Closed
Jane Street
87
Jane Street
New York
-$26M -375,258 Closed
Citadel Advisors
88
Citadel Advisors
Florida
-$3.91M -56,416 Closed
Parallax Volatility Advisers
89
Parallax Volatility Advisers
California
-$594K -8,586 -100%
NFG
90
Next Financial Group
Texas
-$475K -6,860 Closed
CIM
91
Cetera Investment Management
California
-$223K -3,225 Closed
Toronto Dominion Bank
92
Toronto Dominion Bank
Ontario, Canada
-$159K -2,293 Closed
CG
93
Cutler Group
California
-$152K -2,200 Closed
EWM
94
Evercore Wealth Management
New York
-$70K -1,016 Closed
TFA
95
Transamerica Financial Advisors
Florida
-$59K -841 Closed

ACWV Hedge Fund Activity: Q1 2016 in Review

86 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Global Min Vol Factor ETF (ACWV) for Q1 2016, worth a combined $1.06B — up 10% from $964M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new ACWV positions and 9 closed out — a net gain of 7 holders — while 32 added to existing stakes and 31 trimmed.

The largest buyer was Clark Capital Management Group, opening a new position worth an estimated $14.4M. The largest seller was FAS Wealth Partners, exiting entirely with an estimated $39.2M sold.

  • 86 institutional investors held iShares MSCI Global Min Vol Factor ETF (ACWV) as of Q1 2016, up from 80 in Q4 2015.
  • Funds reported $1.06B of iShares MSCI Global Min Vol Factor ETF stock for Q1 2016, up 10% quarter-over-quarter.
  • 16 funds opened new iShares MSCI Global Min Vol Factor ETF positions in Q1 2016 and 9 closed out, a net change of +7 holders.
  • The largest iShares MSCI Global Min Vol Factor ETF buyer in Q1 2016 was Clark Capital Management Group, an estimated $14.4M added.
  • The largest iShares MSCI Global Min Vol Factor ETF seller in Q1 2016 was FAS Wealth Partners, an estimated $39.2M sold.

Based on aggregated 13F filings for Q1 2016.