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iShares MSCI Global Min Vol Factor ETF

222 hedge funds and large institutions have $2.43B invested in iShares MSCI Global Min Vol Factor ETF in 2019 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 96 increasing their positions, 60 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 15

60% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 60

14% more capital invested

Capital invested by funds: $2.14B → $2.43B (+$292M)

10% more funds holding

Funds holding: 202222 (+20)

0% more funds holding in top 10

Funds holding in top 10: 1717 (0)

0.61% less ownership

Funds ownership: 51.59%50.98% (-0.61%)

Holders
222
Holders Change
+20
Holders Change %
+9.9%
% of All Funds
4.82%
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.37%
New
37
Increased
96
Reduced
60
Closed
15
Calls
$15.6M
Puts
Net Calls
+$15.6M
Net Calls Change
-$407K
Name Holding Trade Value Shares
Change
Change in
Stake
RFN
101
RDA Financial Network
Iowa
$1.12M +$117K +1,298 +12%
MLIC
102
Mandatum Life Insurance Company
Finland
$1.11M -$228K -2,525 -17%
SMG
103
Smart Money Group
Texas
$1.1M +$25.1K +278 +2%
CBFP
104
Cedar Brook Financial Partners
Ohio
$1.08M -$54.2K -601 -5%
JP Morgan Chase
105
JP Morgan Chase
New York
$1.07M -$21.8K -242 -2%
PCFFS
106
Pacific Center for Financial Services
California
$1.03M +$1.08K +12 +0.1%
RIA
107
Realta Investment Advisors
Delaware
$1.01M +$203K +2,250 +26%
AFP
108
Ausdal Financial Partners
Iowa
$935K +$909K +10,079 New
William Blair & Company
109
William Blair & Company
Illinois
$927K -$60.7K -673 -6%
SFG
110
StrategIQ Financial Group
Indiana
$921K +$27.1K +300 +3%
MA
111
Mutual Advisors
Nebraska
$897K -$153K -1,691 -15%
VHAM
112
Van Hulzen Asset Management
California
$852K +$40.1K +444 +5%
AIC
113
Ameritas Investment Company
Nebraska
$841K -$1.04M -11,500 -56%
S
114
SimplyRich
California
$838K +$821K +9,097 New
KP
115
Keel Point
Alabama
$830K -$134K -1,490 -14%
BRWA
116
B. Riley Wealth Advisors
Florida
$786K +$19K +211 +3%
LFA
117
Legacy Financial Advisors
Kentucky
$782K +$27.1K +300 +4%
GIA
118
Gladstone Institutional Advisory
Florida
$736K +$721K +7,987 New
PP
119
PDS Planning
Ohio
$706K -$19.2K -213 -3%
LC
120
Landaas & Company
Wisconsin
$706K
PNC Financial Services Group
121
PNC Financial Services Group
Pennsylvania
$681K -$146K -1,621 -18%
PFS
122
Prospera Financial Services
Texas
$652K -$99.2K -1,100 -14%
BO
123
BRR OpCo
Ohio
$650K +$636K +7,055 New
FAIM
124
Financial Advocates Investment Management
Washington
$634K -$5.68K -63 -0.9%
CA
125
Clearstead Advisors
Ohio
$629K -$198K -2,200 -24%

ACWV Hedge Fund Activity: Q2 2019 in Review

222 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Global Min Vol Factor ETF (ACWV) for Q2 2019, worth a combined $2.43B — up 14% from $2.14B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new ACWV positions and 15 closed out — a net gain of 22 holders — while 96 added to existing stakes and 60 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $51.7M. The largest seller was Symmetry Partners, exiting entirely with an estimated $55.2M sold.

  • 222 institutional investors held iShares MSCI Global Min Vol Factor ETF (ACWV) as of Q2 2019, up from 202 in Q1 2019.
  • Funds reported $2.43B of iShares MSCI Global Min Vol Factor ETF stock for Q2 2019, up 14% quarter-over-quarter.
  • 37 funds opened new iShares MSCI Global Min Vol Factor ETF positions in Q2 2019 and 15 closed out, a net change of +22 holders.
  • The largest iShares MSCI Global Min Vol Factor ETF buyer in Q2 2019 was Envestnet Asset Management, an estimated $51.7M added.
  • The largest iShares MSCI Global Min Vol Factor ETF seller in Q2 2019 was Symmetry Partners, an estimated $55.2M sold.

Based on aggregated 13F filings for Q2 2019.