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iShares MSCI Global Min Vol Factor ETF
ACWV

279 hedge funds and large institutions have $2.61B invested in iShares MSCI Global Min Vol Factor ETF in 2021 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 60 increasing their positions, 138 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.09% less ownership

Funds ownership: 51.48% → 50.39% (-1.1%)

7% less funds holding

Funds holding: 300 → 279 (-21)

14% less capital invested

Capital invested by funds: $3.02B → $2.61B (-$411M)

26% less funds holding in top 10

Funds holding in top 10: 27 → 20 (-7)

46% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 41

57% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 138

Holders
279
Holders Change
-21
Holders Change %
-7%
% of All Funds
4.9%
Holding in Top 10
20
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-25.93%
% of All Funds
0.35%
New
22
Increased
60
Reduced
138
Closed
41
Calls
$18.1M
Puts
–
Net Calls
+$18.1M
Net Calls Change
+$443K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$16M
2
WI
Wintrust Investments
Illinois
+$12.1M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$9.7M
4
RWA
RGT Wealth Advisors
Texas
+$7.03M
5
Creative Planning
Creative Planning
Kansas
+$6.55M

Top Sellers

1
Jane Street
Jane Street
New York
-$64.2M
2
BlackRock
BlackRock
New York
-$61.7M
3
Bank of America
Bank of America
North Carolina
-$37.3M
4
Mariner
Mariner
Kansas
-$36.7M
5
Morgan Stanley
Morgan Stanley
New York
-$35.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
GLLW
76
Graves Light Lenhart Wealth
Virginia
$3.2M -$87.3K -900 -3%
BA
77
Bridge Advisory
California
$2.97M -$134K -1,379 -4%
CAN
78
Cetera Advisor Networks
California
$2.93M -$437K -4,502 -13%
PA
79
PFG Advisors
Arizona
$2.79M -$1.05M -10,836 -28%
Brown Advisory
80
Brown Advisory
Maryland
$2.78M -$2.23M -22,943 -45%
JMPWA
81
JP Morgan Private Wealth Advisors
California
$2.76M -$2.37M -24,394 -47%
Susquehanna International Group
82
Susquehanna International Group
Pennsylvania
$2.51M +$2.46M +25,397 New
CA
83
Cetera Advisors
Colorado
$2.4M -$155K -1,596 -6%
QI
84
QS Investors
New York
$2.38M -$64.6K -666 -3%
AWA
85
Arkadios Wealth Advisors
Georgia
$2.21M +$35K +361 +2%
KWM
86
Kingsview Wealth Management
Oregon
$2.11M +$176K +1,816 +9%
BFA
87
Beacon Financial Advisory
Ohio
$2.09M -$253K -2,603 -11%
PFA
88
Professional Financial Advisors
Nebraska
$2.06M -$3.8M -39,168 -65%
CCC
89
Crescent Capital Consulting
Louisiana
$2M -$3.8M -39,188 -66%
DWM
90
Defined Wealth Management
Oregon
$1.99M -$112K -1,158 -5%
FWM
91
Foresight Wealth Management
Utah
$1.99M +$17.9K +184 +0.9%
LFAS
92
Level Four Advisory Services
Texas
$1.9M -$430K -4,430 -19%
RA
93
Riversedge Advisors
Delaware
$1.86M +$221K +2,278 +14%
PD
94
Planning Directions
Pennsylvania
$1.86M -$110K -1,139 -6%
GL
95
Graypoint LLC
New York
$1.85M -$401K -4,138 -18%
MFG
96
Merit Financial Group
Georgia
$1.83M -$85.5K -881 -5%
WDG
97
Wealth Dimensions Group
Ohio
$1.83M -$16.7K -172 -0.9%
BBVA
98
Banco Bilbao Vizcaya Argentaria
Spain
$1.76M – – –
LWM
99
Laidlaw Wealth Management
New York
$1.75M +$655K +6,749 +61%
Baird Financial Group
100
Baird Financial Group
Wisconsin
$1.72M -$902K -9,295 -35%
2 3
4
5 6

ACWV Hedge Fund Activity: Q1 2021 in Review

279 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Global Min Vol Factor ETF (ACWV) for Q1 2021, worth a combined $2.61B — down 14% from $3.02B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of ACWV and 22 opened new positions — a net loss of 19 holders — while 138 trimmed existing stakes and 60 added.

The largest buyer was Envestnet Asset Management, adding an estimated $16M. The largest seller was Jane Street, exiting entirely with an estimated $64.2M sold.

  • 279 institutional investors held iShares MSCI Global Min Vol Factor ETF (ACWV) as of Q1 2021, down from 300 in Q4 2020.
  • Funds reported $2.61B of iShares MSCI Global Min Vol Factor ETF stock for Q1 2021, down 14% quarter-over-quarter.
  • 22 funds opened new iShares MSCI Global Min Vol Factor ETF positions in Q1 2021 and 41 closed out, a net change of -19 holders.
  • The largest iShares MSCI Global Min Vol Factor ETF buyer in Q1 2021 was Envestnet Asset Management, an estimated $16M added.
  • The largest iShares MSCI Global Min Vol Factor ETF seller in Q1 2021 was Jane Street, an estimated $64.2M sold.

Based on aggregated 13F filings for Q1 2021.