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iShares MSCI Global Min Vol Factor ETF

222 hedge funds and large institutions have $2.43B invested in iShares MSCI Global Min Vol Factor ETF in 2019 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 96 increasing their positions, 60 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 15

60% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 60

14% more capital invested

Capital invested by funds: $2.14B → $2.43B (+$292M)

10% more funds holding

Funds holding: 202222 (+20)

0% more funds holding in top 10

Funds holding in top 10: 1717 (0)

0.61% less ownership

Funds ownership: 51.59%50.98% (-0.61%)

Holders
222
Holders Change
+20
Holders Change %
+9.9%
% of All Funds
4.82%
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.37%
New
37
Increased
96
Reduced
60
Closed
15
Calls
$15.6M
Puts
Net Calls
+$15.6M
Net Calls Change
-$407K
Name Holding Trade Value Shares
Change
Change in
Stake
SXL
76
Summit X LLC
Missouri
$2.23M +$238K +2,636 +12%
CI
77
CX Institutional
Indiana
$2.18M -$208K -2,308 -9%
LFAS
78
Level Four Advisory Services
Texas
$2.09M -$56.9K -631 -3%
CCM
79
Crabel Capital Management
California
$2.08M -$209K -2,316 -9%
FHA
80
Flagship Harbor Advisors
Massachusetts
$2.06M -$211K -2,340 -9%
Prudential Financial
81
Prudential Financial
New Jersey
$2.04M +$2M +22,148 New
DAS
82
Dynamic Advisor Solutions
Arizona
$1.93M +$1.89M +20,937 New
IP
83
Intellectus Partners
California
$1.92M
PA
84
PFG Advisors
Arizona
$1.88M +$352K +3,904 +24%
Stifel Financial
85
Stifel Financial
Missouri
$1.84M +$74.9K +830 +4%
SPC
86
Sigma Planning Corp
Michigan
$1.82M +$3.7K +41 +0.2%
CA
87
Cetera Advisors
Colorado
$1.69M -$221K -2,451 -12%
CA
88
Calton & Associates
Florida
$1.66M +$1.13M +12,489 +227%
VC
89
Vicus Capital
Pennsylvania
$1.63M -$419K -4,642 -21%
AI
90
Atria Investments
North Carolina
$1.62M +$110K +1,223 +7%
FWM
91
Foresight Wealth Management
Utah
$1.61M +$54K +598 +4%
Baird Financial Group
92
Baird Financial Group
Wisconsin
$1.57M +$388K +4,306 +34%
NA
93
Nottingham Advisors
New York
$1.53M -$54.1K -600 -3%
WWM
94
Western Wealth Management
Colorado
$1.51M -$46K -510 -3%
JWS
95
Juncture Wealth Strategies
Arizona
$1.45M +$188K +2,085 +15%
CAL
96
Capital Analysts LLC
Pennsylvania
$1.41M +$51.6K +572 +4%
WIA
97
World Investment Advisors
California
$1.32M +$1.31M +14,576 New
SB
98
Suntrust Banks
Georgia
$1.15M +$314K +3,483 +39%
CFG
99
CKW Financial Group
Hawaii
$1.14M -$78.2K -867 -7%
AllianceBernstein
100
AllianceBernstein
Tennessee
$1.13M

ACWV Hedge Fund Activity: Q2 2019 in Review

222 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Global Min Vol Factor ETF (ACWV) for Q2 2019, worth a combined $2.43B — up 14% from $2.14B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new ACWV positions and 15 closed out — a net gain of 22 holders — while 96 added to existing stakes and 60 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $51.7M. The largest seller was Symmetry Partners, exiting entirely with an estimated $55.2M sold.

  • 222 institutional investors held iShares MSCI Global Min Vol Factor ETF (ACWV) as of Q2 2019, up from 202 in Q1 2019.
  • Funds reported $2.43B of iShares MSCI Global Min Vol Factor ETF stock for Q2 2019, up 14% quarter-over-quarter.
  • 37 funds opened new iShares MSCI Global Min Vol Factor ETF positions in Q2 2019 and 15 closed out, a net change of +22 holders.
  • The largest iShares MSCI Global Min Vol Factor ETF buyer in Q2 2019 was Envestnet Asset Management, an estimated $51.7M added.
  • The largest iShares MSCI Global Min Vol Factor ETF seller in Q2 2019 was Symmetry Partners, an estimated $55.2M sold.

Based on aggregated 13F filings for Q2 2019.