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iShares MSCI Global Min Vol Factor ETF

134 hedge funds and large institutions have $1.49B invested in iShares MSCI Global Min Vol Factor ETF in 2017 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 65 increasing their positions, 31 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 31

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

12% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 17

12% more capital invested

Capital invested by funds: $1.33B → $1.49B (+$155M)

0.01% more ownership

Funds ownership: 39.78%39.78% (+0.01%)

0% more funds holding

Funds holding: 134134 (0)

Holders
134
Holders Change
Holders Change %
0%
% of All Funds
3.34%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.12%
New
19
Increased
65
Reduced
31
Closed
17
Calls
$13.2M
Puts
Net Calls
+$13.2M
Net Calls Change
+$7.16M
Name Holding Trade Value Shares
Change
Change in
Stake
SI
101
SII Investments
Wisconsin
$299K
SM
102
Sciencast Management
New Jersey
$293K +$285K +3,540 New
Manulife (Manufacturers Life Insurance)
103
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$287K +$52.4K +651 +23%
CG
104
CFO4Life Group
Texas
$276K -$13K -161 -5%
SBL
105
Sargent Bickham Lagudis
Colorado
$267K -$7.73K -96 -3%
MC
106
Moors & Cabot
Massachusetts
$254K +$10.7K +133 +5%
FTUS
107
Flow Traders U.S.
New York
$254K +$251K +3,122 New
DY
108
Dowling & Yahnke
California
$242K +$240K +2,976 New
Wolverine Trading
109
Wolverine Trading
Illinois
$236K +$234K +2,903 New
VIA
110
Vantage Investment Advisors
Pennsylvania
$232K +$21.6K +268 +10%
AIM
111
Advantage Investment Management
Iowa
$208K +$32.6K +405 +19%
BAM
112
Belpointe Asset Management
Nevada
$203K +$201K +2,500 New
Carson Wealth (CWM LLC)
113
Carson Wealth (CWM LLC)
Nebraska
$198K +$51.5K +640 +36%
RWG
114
Regal Wealth Group
California
$175K
US Bancorp
115
US Bancorp
Minnesota
$155K
JCM
116
Jacobi Capital Management
Pennsylvania
$135K +$21.7K +270 +20%
FANJ
117
Financial Architects (New Jersey)
New Jersey
$126K -$13.6K -169 -10%
GRP
118
Global Retirement Partners
California
$114K
TCM
119
TD Capital Management
Tennessee
$60K
BFEC
120
Benjamin F. Edwards & Company
Missouri
$51K
MWM
121
Mascoma Wealth Management
New Hampshire
$49K
FDCDDQ
122
Federation des caisses Desjardins du Quebec
Quebec, Canada
$48.8K
BF
123
BOK Financial
Oklahoma
$35K +$34.7K +431 New
CG
124
Cutler Group
California
$32K +$32.2K +400 New
YWP
125
YorkBridge Wealth Partners
New York
$28K +$28.2K +350 New

ACWV Hedge Fund Activity: Q3 2017 in Review

134 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Global Min Vol Factor ETF (ACWV) for Q3 2017, worth a combined $1.49B — up 12% from $1.33B a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new ACWV positions and 17 closed out — a net gain of 2 holders — while 65 added to existing stakes and 31 trimmed.

The largest buyer was Keel Point, opening a new position worth an estimated $28.6M. The largest seller was BlackRock, cutting an estimated $8.78M.

  • 134 institutional investors held iShares MSCI Global Min Vol Factor ETF (ACWV) as of Q3 2017, unchanged from Q2 2017.
  • Funds reported $1.49B of iShares MSCI Global Min Vol Factor ETF stock for Q3 2017, up 12% quarter-over-quarter.
  • 19 funds opened new iShares MSCI Global Min Vol Factor ETF positions in Q3 2017 and 17 closed out, a net change of +2 holders.
  • The largest iShares MSCI Global Min Vol Factor ETF buyer in Q3 2017 was Keel Point, an estimated $28.6M added.
  • The largest iShares MSCI Global Min Vol Factor ETF seller in Q3 2017 was BlackRock, an estimated $8.78M sold.

Based on aggregated 13F filings for Q3 2017.