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iShares MSCI Global Min Vol Factor ETF
ACWV

121 hedge funds and large institutions have $1.19B invested in iShares MSCI Global Min Vol Factor ETF in 2016 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 43 increasing their positions, 42 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 11

10% more funds holding

Funds holding: 110 → 121 (+11)

2% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 42

1.23% less ownership

Funds ownership: 39.12% → 37.89% (-1.2%)

8% less capital invested

Capital invested by funds: $1.28B → $1.19B (-$98M)

40% less funds holding in top 10

Funds holding in top 10: 5 → 3 (-2)

Holders
121
Holders Change
+11
Holders Change %
+10%
% of All Funds
3.02%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
24
Increased
43
Reduced
42
Closed
11
Calls
$5.75M
Puts
–
Net Calls
+$5.75M
Net Calls Change
+$5.99M

Top Buyers

1
SG Americas Securities
SG Americas Securities
New York
+$9.76M
2
Jane Street
Jane Street
New York
+$7.17M
3
CIBC World Market
CIBC World Market
Ontario, Canada
+$5.32M
4
SEI Investments
SEI Investments
Pennsylvania
+$4.11M
5
Citadel Advisors
Citadel Advisors
Florida
+$3.78M

Top Sellers

1
State Street
State Street
Massachusetts
-$11.7M
2
PP
Prudential plc
United Kingdom
-$10.7M
3
HFA
High Falls Advisors
New York
-$10.7M
4
WSTAM
Wilbanks Smith & Thomas Asset Management
Virginia
-$10.1M
5
AL
Aspiriant LLC
California
-$9.04M
Name Holding Trade Value Shares
Change 		Change in
Stake
WS
126
Wedbush Securities
California
– -$411K -5,400 Closed
MI
127
Moneywise Inc
Virginia
– -$254K -3,329 Closed
OC
128
Oppenheimer & Co
New York
– -$218K -2,867 Closed
CWM
129
Concert Wealth Management
California
– -$61K -805 Closed
WA
130
WFG Advisors
Texas
– -$34K -444 Closed
CG
131
Cutler Group
California
– -$7K -100 Closed
2 3 4 5
6

ACWV Hedge Fund Activity: Q4 2016 in Review

121 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Global Min Vol Factor ETF (ACWV) for Q4 2016, worth a combined $1.19B — down 7.6% from $1.28B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new ACWV positions and 11 closed out — a net gain of 13 holders — while 43 added to existing stakes and 42 trimmed.

The largest buyer was SG Americas Securities, adding an estimated $9.76M. The largest seller was State Street, exiting entirely with an estimated $11.7M sold.

  • 121 institutional investors held iShares MSCI Global Min Vol Factor ETF (ACWV) as of Q4 2016, up from 110 in Q3 2016.
  • Funds reported $1.19B of iShares MSCI Global Min Vol Factor ETF stock for Q4 2016, down 7.6% quarter-over-quarter.
  • 24 funds opened new iShares MSCI Global Min Vol Factor ETF positions in Q4 2016 and 11 closed out, a net change of +13 holders.
  • The largest iShares MSCI Global Min Vol Factor ETF buyer in Q4 2016 was SG Americas Securities, an estimated $9.76M added.
  • The largest iShares MSCI Global Min Vol Factor ETF seller in Q4 2016 was State Street, an estimated $11.7M sold.

Based on aggregated 13F filings for Q4 2016.