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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
CIBC World Market
126
CIBC World Market
Ontario, Canada
$604K -$15.8K -175 -3%
LFPWM
127
Leicht Financial Planning & Wealth Management
New Jersey
$559K -$110K -1,215 -17%
GRP
128
Global Retirement Partners
California
$557K +$444K +4,925 +439%
TFCP
129
Twin Focus Capital Partners
Massachusetts
$553K +$541K +6,000 New
SCA
130
Snowden Capital Advisors
New York
$504K
SWP
131
Stratos Wealth Partners
Ohio
$500K +$33K +366 +7%
FHC
132
First Heartland Consultants
Missouri
$495K -$1.42M -15,783 -75%
Fidelity Investments
133
Fidelity Investments
Massachusetts
$490K +$41.7K +462 +10%
WTC
134
WhitTier Trust Company
Nevada
$480K
BF
135
BOK Financial
Oklahoma
$465K +$812 +9 +0.2%
RA
136
Riversedge Advisors
Delaware
$461K +$448K +4,965 New
NFG
137
Next Financial Group
Texas
$456K +$446K +4,947 New
JFG
138
JMG Financial Group
Illinois
$444K -$111K -1,230 -20%
DI
139
DFPG Investments
Utah
$432K -$917K -10,166 -69%
Comerica Bank
140
Comerica Bank
Texas
$427K -$376K -4,163 -48%
WCF
141
West Coast Financial
California
$426K
WPSG
142
Wealth & Pension Services Group
Georgia
$418K
TC
143
TownSquare Capital
Utah
$413K +$405K +4,487 New
CIAS
144
Capital Investment Advisory Services
North Carolina
$396K -$8.3K -92 -2%
BI
145
Ballast Inc
Kentucky
$391K
PIMG
146
Patriot Investment Management Group
Tennessee
$391K +$40.6K +450 +12%
KWM
147
Kingsview Wealth Management
Oregon
$389K +$271 +3 +0.1%
IWC
148
Integrated Wealth Concepts
Massachusetts
$384K -$92.2K -1,022 -21%
CWS
149
Cypress Wealth Services
California
$384K +$18.2K +202 +5%
Allianz Asset Management
150
Allianz Asset Management
Germany
$368K

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.