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iShares MSCI Global Min Vol Factor ETF

202 hedge funds and large institutions have $2.14B invested in iShares MSCI Global Min Vol Factor ETF in 2019 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 76 increasing their positions, 54 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 18

42% more funds holding in top 10

Funds holding in top 10: 1217 (+5)

41% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 54

20% more capital invested

Capital invested by funds: $1.79B → $2.14B (+$349M)

9% more funds holding

Funds holding: 185202 (+17)

0.6% more ownership

Funds ownership: 50.99%51.59% (+0.6%)

Holders
202
Holders Change
+17
Holders Change %
+9.19%
% of All Funds
4.37%
Holding in Top 10
17
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+41.67%
% of All Funds
0.37%
New
35
Increased
76
Reduced
54
Closed
18
Calls
$16M
Puts
Net Calls
+$16M
Net Calls Change
+$1.64M
Name Holding Trade Value Shares
Change
Change in
Stake
AIC
76
Ameritas Investment Company
Nebraska
$1.85M +$1.77M +20,632 New
SPC
77
Sigma Planning Corp
Michigan
$1.77M +$138K +1,605 +9%
Stifel Financial
78
Stifel Financial
Missouri
$1.72M -$2.16M -25,190 -57%
NA
79
Nottingham Advisors
New York
$1.54M +$1.48M +17,200 New
FWM
80
Foresight Wealth Management
Utah
$1.51M +$202K +2,347 +16%
WWM
81
Western Wealth Management
Colorado
$1.51M +$623K +7,249 +76%
AI
82
Atria Investments
North Carolina
$1.47M +$376K +4,378 +36%
PA
83
PFG Advisors
Arizona
$1.47M +$125K +1,453 +10%
BRWM
84
B. Riley Wealth Management
Tennessee
$1.36M
DI
85
DFPG Investments
Utah
$1.32M -$5.58K -65 -0.4%
CAL
86
Capital Analysts LLC
Pennsylvania
$1.31M +$150K +1,743 +13%
MLIC
87
Mandatum Life Insurance Company
Finland
$1.3M -$29K -338 -2%
JWS
88
Juncture Wealth Strategies
Arizona
$1.22M -$362K -4,210 -24%
CFG
89
CKW Financial Group
Hawaii
$1.18M +$8.85K +103 +0.8%
Baird Financial Group
90
Baird Financial Group
Wisconsin
$1.14M +$75.5K +879 +7%
CBFP
91
Cedar Brook Financial Partners
Ohio
$1.1M +$54.2K +631 +5%
AllianceBernstein
92
AllianceBernstein
Tennessee
$1.1M -$10.6K -123 -1%
JP Morgan Chase
93
JP Morgan Chase
New York
$1.07M -$804K -9,355 -44%
SMG
94
Smart Money Group
Texas
$1.04M -$629K -7,324 -39%
MA
95
Mutual Advisors
Nebraska
$1.02M -$3.95K -46 -0.4%
PCFFS
96
Pacific Center for Financial Services
California
$999K
William Blair & Company
97
William Blair & Company
Illinois
$961K -$60.1K -700 -6%
RFN
98
RDA Financial Network
Iowa
$961K +$921K +10,722 New
KP
99
Keel Point
Alabama
$939K -$963K -11,210 -52%
SFG
100
StrategIQ Financial Group
Indiana
$868K +$334K +3,890 +67%

ACWV Hedge Fund Activity: Q1 2019 in Review

202 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Global Min Vol Factor ETF (ACWV) for Q1 2019, worth a combined $2.14B — up 20% from $1.79B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new ACWV positions and 18 closed out — a net gain of 17 holders — while 76 added to existing stakes and 54 trimmed.

The largest buyer was Symmetry Partners, opening a new position worth an estimated $53.1M. The largest seller was Bank of America, cutting an estimated $80.2M.

  • 202 institutional investors held iShares MSCI Global Min Vol Factor ETF (ACWV) as of Q1 2019, up from 185 in Q4 2018.
  • Funds reported $2.14B of iShares MSCI Global Min Vol Factor ETF stock for Q1 2019, up 20% quarter-over-quarter.
  • 35 funds opened new iShares MSCI Global Min Vol Factor ETF positions in Q1 2019 and 18 closed out, a net change of +17 holders.
  • The largest iShares MSCI Global Min Vol Factor ETF buyer in Q1 2019 was Symmetry Partners, an estimated $53.1M added.
  • The largest iShares MSCI Global Min Vol Factor ETF seller in Q1 2019 was Bank of America, an estimated $80.2M sold.

Based on aggregated 13F filings for Q1 2019.