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iShares MSCI Global Min Vol Factor ETF
ACWV

267 hedge funds and large institutions have $2.81B invested in iShares MSCI Global Min Vol Factor ETF in 2019 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 111 increasing their positions, 57 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

268% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 19

95% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 57

20% more funds holding

Funds holding: 222 → 267 (+45)

20% more funds holding in top 10

Funds holding in top 10: 20 → 24 (+4)

6% more capital invested

Capital invested by funds: $2.65B → $2.81B (+$158M)

1.74% more ownership

Funds ownership: 48.34% → 50.08% (+1.7%)

Holders
267
Holders Change
+45
Holders Change %
+20.27%
% of All Funds
5.26%
Holding in Top 10
24
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+20%
% of All Funds
0.47%
New
70
Increased
111
Reduced
57
Closed
19
Calls
$18.3M
Puts
–
Net Calls
+$18.3M
Net Calls Change
-$11.3M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$25.9M
2
Truist Financial
Truist Financial
North Carolina
+$24.8M
3
Jane Street
Jane Street
New York
+$24.3M
4
UWM
USAdvisors Wealth Management
Minnesota
+$22.6M
5
Bank of America
Bank of America
North Carolina
+$20.4M

Top Sellers

Rank Fund Capital Flow
1
MFM
MD Financial Management
Ontario, Canada
-$49M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$19.2M
3
NP
NorthRock Partners
Minnesota
-$14.2M
4
AWM
AE Wealth Management
Kansas
-$8.93M
5
SS
Simplicity Solutions
Minnesota
-$8.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
JWBC
76
John W. Brooker & Co
California
$3.65M +$3.63M +38,112 New
FFN
77
Focus Financial Network
Minnesota
$3.4M +$3.38M +35,514 New
QI
78
QS Investors
New York
$3.39M +$162K +1,697 +5%
OGC
79
Oak Grove Capital
New Hampshire
$3.35M -$205K -2,150 -6%
CAG
80
Csenge Advisory Group
Florida
$3.35M +$3.32M +34,915 New
MML Investors Services
81
MML Investors Services
Massachusetts
$3.32M -$123K -1,290 -4%
GLLW
82
Graves Light Lenhart Wealth
Virginia
$3.19M -$1.9K -20 -0.1%
Wealth Enhancement Advisory Services
83
Wealth Enhancement Advisory Services
Minnesota
$3.13M +$108K +1,131 +4%
MA
84
Modus Advisors
Minnesota
$2.97M +$2.95M +30,965 New
CA
85
Calton & Associates
Florida
$2.89M +$307K +3,222 +12%
CA
86
Cetera Advisors
Colorado
$2.89M +$808K +8,494 +39%
MFG
87
Merit Financial Group
Georgia
$2.79M +$2.77M +29,102 New
LFAS
88
Level Four Advisory Services
Texas
$2.51M +$126K +1,320 +5%
PA
89
PFG Advisors
Arizona
$2.51M +$481K +5,052 +24%
PAMU
90
Pictet Asset Management (UK)
United Kingdom
$2.43M -$5.53M -58,100 -70%
FTUS
91
Flow Traders U.S.
New York
$2.41M +$2.39M +25,150 New
DAS
92
Dynamic Advisor Solutions
Arizona
$2.41M +$111K +1,171 +5%
Stifel Financial
93
Stifel Financial
Missouri
$2.26M -$2.44M -25,666 -52%
UR
94
USCA RIA
Texas
$2.23M -$75.6K -794 -3%
BFA
95
Beacon Financial Advisory
Ohio
$2.18M +$2.16M +22,710 New
RICHC
96
Renaissance Investment Consultants Holding Company
Pennsylvania
$2.13M +$2.12M +22,268 New
IAA
97
Independent Advisor Alliance
North Carolina
$2.07M +$1.83M +19,262 +813%
IP
98
Intellectus Partners
California
$2M – – –
AIC
99
Ameritas Investment Company
Nebraska
$1.99M +$278K +2,925 +16%
FHA
100
Flagship Harbor Advisors
Massachusetts
$1.91M -$265K -2,779 -12%
2 3
4
5 6

ACWV Hedge Fund Activity: Q4 2019 in Review

267 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Global Min Vol Factor ETF (ACWV) for Q4 2019, worth a combined $2.81B — up 6% from $2.65B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new ACWV positions and 19 closed out — a net gain of 51 holders — while 111 added to existing stakes and 57 trimmed.

The largest buyer was BlackRock, adding an estimated $25.9M. The largest seller was MD Financial Management, cutting an estimated $49M.

  • 267 institutional investors held iShares MSCI Global Min Vol Factor ETF (ACWV) as of Q4 2019, up from 222 in Q3 2019.
  • Funds reported $2.81B of iShares MSCI Global Min Vol Factor ETF stock for Q4 2019, up 6% quarter-over-quarter.
  • 70 funds opened new iShares MSCI Global Min Vol Factor ETF positions in Q4 2019 and 19 closed out, a net change of +51 holders.
  • The largest iShares MSCI Global Min Vol Factor ETF buyer in Q4 2019 was BlackRock, an estimated $25.9M added.
  • The largest iShares MSCI Global Min Vol Factor ETF seller in Q4 2019 was MD Financial Management, an estimated $49M sold.

Based on aggregated 13F filings for Q4 2019.