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iShares MSCI Global Min Vol Factor ETF

247 hedge funds and large institutions have $2.48B invested in iShares MSCI Global Min Vol Factor ETF in 2020 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 93 increasing their positions, 99 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more funds holding in top 10

Funds holding in top 10: 2428 (+4)

0.25% less ownership

Funds ownership: 50.08%49.83% (-0.25%)

6% less repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 99

7% less funds holding

Funds holding: 267247 (-20)

12% less capital invested

Capital invested by funds: $2.81B → $2.48B (-$325M)

39% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 46

Holders
247
Holders Change
-20
Holders Change %
-7.49%
% of All Funds
5.44%
Holding in Top 10
28
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+16.67%
% of All Funds
0.62%
New
28
Increased
93
Reduced
99
Closed
46
Calls
$14.7M
Puts
Net Calls
+$14.7M
Net Calls Change
-$3.59M
Name Holding Trade Value Shares
Change
Change in
Stake
IP
101
Intellectus Partners
California
$1.63M -$59.9K -650 -3%
Wealth Enhancement Advisory Services
102
Wealth Enhancement Advisory Services
Minnesota
$1.55M -$1.37M -14,898 -46%
HAS
103
HBW Advisory Services
California
$1.54M +$26.6K +289 +2%
Bank of Nova Scotia
104
Bank of Nova Scotia
Ontario, Canada
$1.5M +$376K +4,075 +28%
FWM
105
Foresight Wealth Management
Utah
$1.43M -$11K -119 -0.7%
Mercer Global Advisors
106
Mercer Global Advisors
Colorado
$1.41M -$198K -2,150 -11%
SHJ
107
Sharkey, Howes & Javer
Colorado
$1.4M +$1.6M +17,367 New
OCPWS
108
One Charles Private Wealth Services
Massachusetts
$1.37M -$236K -2,556 -13%
Stifel Financial
109
Stifel Financial
Missouri
$1.35M -$628K -6,816 -29%
FHA
110
Flagship Harbor Advisors
Massachusetts
$1.33M -$309K -3,356 -17%
S
111
SimplyRich
California
$1.3M +$603K +6,541 +70%
PA
112
Procyon Advisors
Connecticut
$1.28M -$138K -1,501 -9%
Prudential Financial
113
Prudential Financial
New Jersey
$1.27M +$1.01M +10,932 +226%
VC
114
Vicus Capital
Pennsylvania
$1.2M -$223K -2,419 -14%
IA
115
IFP Advisors
Florida
$1.18M -$310K -3,366 -19%
BRWM
116
B. Riley Wealth Management
Tennessee
$1.16M
WIA
117
World Investment Advisors
California
$1.16M +$852K +9,244 +179%
RFN
118
RDA Financial Network
Iowa
$1.11M +$81.3K +882 +7%
AFA
119
Atlanta Financial Associates
Georgia
$1.09M +$1.25M +13,564 New
RIA
120
Realta Investment Advisors
Delaware
$1.08M +$64.3K +697 +5%
HGWM
121
Harvest Group Wealth Management
Massachusetts
$1.07M +$936K +10,148 +325%
OPS
122
Orion Portfolio Solutions
Nebraska
$1.06M +$1.13M +12,233 +1,199%
WWM
123
Western Wealth Management
Colorado
$1.04M -$94.9K -1,029 -7%
GCMG
124
Gyroscope Capital Management Group
Florida
$1.02M +$12.9K +140 +1%
SMG
125
Smart Money Group
Texas
$1.02M -$28.5K -309 -2%

ACWV Hedge Fund Activity: Q1 2020 in Review

247 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Global Min Vol Factor ETF (ACWV) for Q1 2020, worth a combined $2.48B — down 12% from $2.81B a quarter earlier.

Sellers outnumbered buyers: 46 funds closed out of ACWV and 28 opened new positions — a net loss of 18 holders — while 99 trimmed existing stakes and 93 added.

The largest buyer was RGT Wealth Advisors, opening a new position worth an estimated $149M. The largest seller was Prudential plc, cutting an estimated $163M.

  • 247 institutional investors held iShares MSCI Global Min Vol Factor ETF (ACWV) as of Q1 2020, down from 267 in Q4 2019.
  • Funds reported $2.48B of iShares MSCI Global Min Vol Factor ETF stock for Q1 2020, down 12% quarter-over-quarter.
  • 28 funds opened new iShares MSCI Global Min Vol Factor ETF positions in Q1 2020 and 46 closed out, a net change of -18 holders.
  • The largest iShares MSCI Global Min Vol Factor ETF buyer in Q1 2020 was RGT Wealth Advisors, an estimated $149M added.
  • The largest iShares MSCI Global Min Vol Factor ETF seller in Q1 2020 was Prudential plc, an estimated $163M sold.

Based on aggregated 13F filings for Q1 2020.