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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
TFS
126
Thoroughbred Financial Services
Tennessee
$410K +$394K +4,585 New
WPSG
127
Wealth & Pension Services Group
Georgia
$406K +$390K +4,539 New
CIAS
128
Capital Investment Advisory Services
North Carolina
$390K
BCM
129
Brookstone Capital Management
Illinois
$390K +$375K +4,361 New
MA
130
MONECO Advisors
Connecticut
$382K +$367K +4,271 New
BI
131
Ballast Inc
Kentucky
$380K
KWM
132
Kingsview Wealth Management
Oregon
$378K -$157K -1,832 -30%
Allianz Asset Management
133
Allianz Asset Management
Germany
$358K -$206K -2,400 -38%
Citigroup
134
Citigroup
New York
$358K
CWS
135
Cypress Wealth Services
California
$355K -$45.9K -534 -12%
TSS
136
Two Sigma Securities
New York
$344K +$330K +3,843 New
PIMG
137
Patriot Investment Management Group
Tennessee
$340K +$326K +3,800 New
HFS
138
HL Financial Services
Kentucky
$339K +$24.5K +285 +8%
AA
139
Ancora Advisors
Ohio
$337K
ATC
140
Argent Trust Co
Tennessee
$335K
IFWM
141
Institute for Wealth Management
Colorado
$334K +$321K +3,731 New
Bank of New York Mellon
142
Bank of New York Mellon
New York
$298K
VWA
143
V Wealth Advisors
Kansas
$290K +$21.5K +250 +8%
SCM
144
Sterneck Capital Management
Missouri
$268K -$19.9K -232 -7%
DADC
145
D.A. Davidson & Co
Montana
$265K +$8.59K +100 +3%
BFPW
146
BOK Financial Private Wealth
Colorado
$256K
PGWM
147
Parisi Gray Wealth Management
New Jersey
$243K
WAP
148
Wealthcare Advisory Partners
Pennsylvania
$239K +$229K +2,667 New
Northern Trust
149
Northern Trust
Illinois
$234K +$225K +2,615 New
MAFM
150
Mid Atlantic Financial Management
Pennsylvania
$231K -$175K -2,036 -44%

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.