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iShares MSCI Global Min Vol Factor ETF
ACWV

222 hedge funds and large institutions have $2.65B invested in iShares MSCI Global Min Vol Factor ETF in 2019 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 94 increasing their positions, 59 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 59

18% more funds holding in top 10

Funds holding in top 10: 17 → 20 (+3)

9% more capital invested

Capital invested by funds: $2.43B → $2.65B (+$223M)

9% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 23

0% more funds holding

Funds holding: 222 → 222 (0)

2.64% less ownership

Funds ownership: 50.98% → 48.34% (-2.6%)

Holders
222
Holders Change
–
Holders Change %
0%
% of All Funds
4.87%
Holding in Top 10
20
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+17.65%
% of All Funds
0.44%
New
25
Increased
94
Reduced
59
Closed
23
Calls
$29.6M
Puts
–
Net Calls
+$29.6M
Net Calls Change
+$14.1M

Top Buyers

Rank Fund Capital Flow
1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$52.2M
2
BlackRock
BlackRock
New York
+$20.8M
3
AllianceBernstein
AllianceBernstein
Tennessee
+$20.6M
4
NP
NorthRock Partners
Minnesota
+$20.4M
5
Ameriprise
Ameriprise
Minnesota
+$16.5M

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$61.6M
2
BCI
Brinker Capital Investments
Pennsylvania
-$29.4M
3
DF
Donoghue Forlines
Massachusetts
-$20.7M
4
CFGS
Concourse Financial Group Securities
Alabama
-$15.7M
5
SWM
Sequoia Wealth Management
Illinois
-$12.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
LFAS
76
Level Four Advisory Services
Texas
$2.36M +$206K +2,211 +10%
Mercer Global Advisors
77
Mercer Global Advisors
Colorado
$2.29M -$7.18K -77 -0.3%
UR
78
USCA RIA
Texas
$2.28M +$2.25M +24,105 New
DAS
79
Dynamic Advisor Solutions
Arizona
$2.27M +$282K +3,019 +14%
BCM
80
Brookstone Capital Management
Illinois
$2.27M -$599K -6,427 -21%
ASN
81
Advisory Services Network
Georgia
$2.26M – – –
WI
82
WrapManager Inc
California
$2.23M +$2.19M +23,522 New
FHA
83
Flagship Harbor Advisors
Massachusetts
$2.15M +$28.3K +303 +1%
CA
84
Cetera Advisors
Colorado
$2.05M +$311K +3,339 +18%
CCM
85
Crabel Capital Management
California
$2.01M -$126K -1,356 -6%
PA
86
PFG Advisors
Arizona
$1.99M +$90.1K +966 +5%
IP
87
Intellectus Partners
California
$1.98M – – –
HAS
88
HBW Advisory Services
California
$1.71M +$1.69M +18,176 New
AI
89
Atria Investments
North Carolina
$1.7M +$24.6K +264 +1%
AIC
90
Ameritas Investment Company
Nebraska
$1.69M +$814K +8,731 +96%
VC
91
Vicus Capital
Pennsylvania
$1.67M -$5.13K -55 -0.3%
FWM
92
Foresight Wealth Management
Utah
$1.66M +$2.89K +31 +0.2%
Baird Financial Group
93
Baird Financial Group
Wisconsin
$1.61M -$6.43K -69 -0.4%
NA
94
Nottingham Advisors
New York
$1.56M -$14.9K -160 -1%
WWM
95
Western Wealth Management
Colorado
$1.52M -$25.2K -270 -2%
IA
96
IFP Advisors
Florida
$1.4M +$1.38M +14,826 New
WIA
97
World Investment Advisors
California
$1.38M -$6.06K -65 -0.4%
BRWM
98
B. Riley Wealth Management
Tennessee
$1.37M – – –
SXL
99
Summit X LLC
Missouri
$1.36M -$917K -9,834 -41%
AFP
100
Ausdal Financial Partners
Iowa
$1.22M +$260K +2,783 +28%
2 3
4
5 6

ACWV Hedge Fund Activity: Q3 2019 in Review

222 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Global Min Vol Factor ETF (ACWV) for Q3 2019, worth a combined $2.65B — up 9.2% from $2.43B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new ACWV positions and 23 closed out — a net gain of 2 holders — while 94 added to existing stakes and 59 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $52.2M. The largest seller was Envestnet Asset Management, cutting an estimated $61.6M.

  • 222 institutional investors held iShares MSCI Global Min Vol Factor ETF (ACWV) as of Q3 2019, unchanged from Q2 2019.
  • Funds reported $2.65B of iShares MSCI Global Min Vol Factor ETF stock for Q3 2019, up 9.2% quarter-over-quarter.
  • 25 funds opened new iShares MSCI Global Min Vol Factor ETF positions in Q3 2019 and 23 closed out, a net change of +2 holders.
  • The largest iShares MSCI Global Min Vol Factor ETF buyer in Q3 2019 was Bank of Montreal, an estimated $52.2M added.
  • The largest iShares MSCI Global Min Vol Factor ETF seller in Q3 2019 was Envestnet Asset Management, an estimated $61.6M sold.

Based on aggregated 13F filings for Q3 2019.