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iShares MSCI Global Min Vol Factor ETF

300 hedge funds and large institutions have $3.02B invested in iShares MSCI Global Min Vol Factor ETF in 2020 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 92 increasing their positions, 113 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 18

17% more funds holding in top 10

Funds holding in top 10: 2327 (+4)

17% more funds holding

Funds holding: 256300 (+44)

1.29% more ownership

Funds ownership: 50.19%51.48% (+1.3%)

4% more capital invested

Capital invested by funds: $2.91B → $3.02B (+$107M)

19% less repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 113

Holders
300
Holders Change
+44
Holders Change %
+17.19%
% of All Funds
5.31%
Holding in Top 10
27
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+17.39%
% of All Funds
0.48%
New
66
Increased
92
Reduced
113
Closed
18
Calls
$17.7M
Puts
Net Calls
+$17.7M
Net Calls Change
+$1.61M
Name Holding Trade Value Shares
Change
Change in
Stake
AIC
101
Ameritas Investment Company
Nebraska
$2.33M +$316K +3,344 +16%
BFA
102
Beacon Financial Advisory
Ohio
$2.3M +$23.7K +251 +1%
LFAS
103
Level Four Advisory Services
Texas
$2.29M -$89.4K -946 -4%
GL
104
Graypoint LLC
New York
$2.22M +$1.35M +14,303 +166%
AWA
105
Arkadios Wealth Advisors
Georgia
$2.14M +$2.08M +22,042 New
DWM
106
Defined Wealth Management
Oregon
$2.07M +$2.02M +21,368 New
FWM
107
Foresight Wealth Management
Utah
$1.94M -$219K -2,320 -10%
PD
108
Planning Directions
Pennsylvania
$1.93M +$18.9K +200 +1%
Wealth Enhancement Advisory Services
109
Wealth Enhancement Advisory Services
Minnesota
$1.92M -$20.9K -221 -1%
DAS
110
Dynamic Advisor Solutions
Arizona
$1.9M -$1.09M -11,510 -37%
KWM
111
Kingsview Wealth Management
Oregon
$1.89M +$264K +2,790 +17%
MFG
112
Merit Financial Group
Georgia
$1.88M -$107K -1,136 -6%
WDG
113
Wealth Dimensions Group
Ohio
$1.81M +$1.77M +18,685 New
SLWA
114
San Luis Wealth Advisors
California
$1.77M +$1.73M +18,269 New
ASN
115
Advisory Services Network
Georgia
$1.75M -$170K -1,796 -9%
BBVA
116
Banco Bilbao Vizcaya Argentaria
Spain
$1.72M -$13.2K -140 -0.8%
AI
117
Atria Investments
North Carolina
$1.68M +$321K +3,394 +24%
BFG
118
Barber Financial Group
Kansas
$1.64M -$813K -8,598 -34%
MML Investors Services
119
MML Investors Services
Massachusetts
$1.62M -$514K -5,436 -24%
RA
120
Riversedge Advisors
Delaware
$1.61M +$149K +1,580 +11%
BAM
121
Belpointe Asset Management
Nevada
$1.54M +$916K +9,695 +155%
FF
122
FourThought Financial
Florida
$1.5M +$1.46M +15,469 New
Mercer Global Advisors
123
Mercer Global Advisors
Colorado
$1.49M -$131K -1,388 -8%
SVWAG
124
Sound View Wealth Advisors Group
Georgia
$1.44M +$40.7K +431 +3%
SIAG
125
Safeguard Investment Advisory Group
California
$1.41M +$1.37M +14,533 New

ACWV Hedge Fund Activity: Q4 2020 in Review

300 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Global Min Vol Factor ETF (ACWV) for Q4 2020, worth a combined $3.02B — up 3.7% from $2.91B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new ACWV positions and 18 closed out — a net gain of 48 holders — while 92 added to existing stakes and 113 trimmed.

The largest buyer was Jane Street, adding an estimated $50M. The largest seller was FAS Wealth Partners, cutting an estimated $41.3M.

  • 300 institutional investors held iShares MSCI Global Min Vol Factor ETF (ACWV) as of Q4 2020, up from 256 in Q3 2020.
  • Funds reported $3.02B of iShares MSCI Global Min Vol Factor ETF stock for Q4 2020, up 3.7% quarter-over-quarter.
  • 66 funds opened new iShares MSCI Global Min Vol Factor ETF positions in Q4 2020 and 18 closed out, a net change of +48 holders.
  • The largest iShares MSCI Global Min Vol Factor ETF buyer in Q4 2020 was Jane Street, an estimated $50M added.
  • The largest iShares MSCI Global Min Vol Factor ETF seller in Q4 2020 was FAS Wealth Partners, an estimated $41.3M sold.

Based on aggregated 13F filings for Q4 2020.