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iShares MSCI Global Min Vol Factor ETF

202 hedge funds and large institutions have $2.14B invested in iShares MSCI Global Min Vol Factor ETF in 2019 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 76 increasing their positions, 54 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 18

42% more funds holding in top 10

Funds holding in top 10: 1217 (+5)

41% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 54

20% more capital invested

Capital invested by funds: $1.79B → $2.14B (+$349M)

9% more funds holding

Funds holding: 185202 (+17)

0.6% more ownership

Funds ownership: 50.99%51.59% (+0.6%)

Holders
202
Holders Change
+17
Holders Change %
+9.19%
% of All Funds
4.37%
Holding in Top 10
17
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+41.67%
% of All Funds
0.37%
New
35
Increased
76
Reduced
54
Closed
18
Calls
$16M
Puts
Net Calls
+$16M
Net Calls Change
+$1.64M
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
101
Geneos Wealth Management
Colorado
$865K -$177K -2,058 -18%
CA
102
Clearstead Advisors
Ohio
$808K
PNC Financial Services Group
103
PNC Financial Services Group
Pennsylvania
$806K -$887K -10,322 -53%
SB
104
Suntrust Banks
Georgia
$804K +$160K +1,868 +26%
VHAM
105
Van Hulzen Asset Management
California
$788K +$91.9K +1,070 +14%
Comerica Bank
106
Comerica Bank
Texas
$781K +$332K +3,863 +79%
RIA
107
Realta Investment Advisors
Delaware
$779K +$746K +8,684 New
WSTAM
108
Wilbanks Smith & Thomas Asset Management
Virginia
$750K +$209K +2,431 +41%
BRWA
109
B. Riley Wealth Advisors
Florida
$745K +$30.5K +355 +4%
LFA
110
Legacy Financial Advisors
Kentucky
$732K -$1.67M -19,470 -70%
PFS
111
Prospera Financial Services
Texas
$726K +$216K +2,510 +45%
PP
112
PDS Planning
Ohio
$705K -$73.2K -852 -10%
LC
113
Landaas & Company
Wisconsin
$686K
LFPWM
114
Leicht Financial Planning & Wealth Management
New Jersey
$651K +$394K +4,580 +170%
FAIM
115
Financial Advocates Investment Management
Washington
$622K +$258 +3 +0%
CIBC World Market
116
CIBC World Market
Ontario, Canada
$602K +$9.37K +109 +2%
JFG
117
JMG Financial Group
Illinois
$541K
CA
118
Calton & Associates
Florida
$492K +$157K +1,831 +50%
SCA
119
Snowden Capital Advisors
New York
$490K
WTC
120
WhitTier Trust Company
Nevada
$467K
SWP
121
Stratos Wealth Partners
Ohio
$453K -$853K -9,932 -66%
BF
122
BOK Financial
Oklahoma
$451K +$72.3K +841 +20%
Fidelity Investments
123
Fidelity Investments
Massachusetts
$433K +$274K +3,192 +191%
IWC
124
Integrated Wealth Concepts
Massachusetts
$430K -$737K -8,580 -64%
WCF
125
West Coast Financial
California
$414K -$43K -500 -10%

ACWV Hedge Fund Activity: Q1 2019 in Review

202 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Global Min Vol Factor ETF (ACWV) for Q1 2019, worth a combined $2.14B — up 20% from $1.79B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new ACWV positions and 18 closed out — a net gain of 17 holders — while 76 added to existing stakes and 54 trimmed.

The largest buyer was Symmetry Partners, opening a new position worth an estimated $53.1M. The largest seller was Bank of America, cutting an estimated $80.2M.

  • 202 institutional investors held iShares MSCI Global Min Vol Factor ETF (ACWV) as of Q1 2019, up from 185 in Q4 2018.
  • Funds reported $2.14B of iShares MSCI Global Min Vol Factor ETF stock for Q1 2019, up 20% quarter-over-quarter.
  • 35 funds opened new iShares MSCI Global Min Vol Factor ETF positions in Q1 2019 and 18 closed out, a net change of +17 holders.
  • The largest iShares MSCI Global Min Vol Factor ETF buyer in Q1 2019 was Symmetry Partners, an estimated $53.1M added.
  • The largest iShares MSCI Global Min Vol Factor ETF seller in Q1 2019 was Bank of America, an estimated $80.2M sold.

Based on aggregated 13F filings for Q1 2019.