We are live on ! Find out more
ACWV icon

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
VWA
126
Visionary Wealth Advisors
Illinois
$1.01M +$199K +2,163 +21%
CBFP
127
Cedar Brook Financial Partners
Ohio
$1M -$162K -1,761 -12%
JP Morgan Chase
128
JP Morgan Chase
New York
$994K +$224K +2,428 +24%
CAL
129
Capital Analysts LLC
Pennsylvania
$982K -$56.5K -613 -5%
OIA
130
OneDigital Investment Advisors
Kansas
$980K +$1.12M +12,198 New
GT
131
Glenmede Trust
Pennsylvania
$941K
SFG
132
StrategIQ Financial Group
Indiana
$897K -$49.3K -535 -5%
SS
133
Simplicity Solutions
Minnesota
$883K +$622K +6,747 +159%
Baird Financial Group
134
Baird Financial Group
Wisconsin
$867K -$551K -5,981 -36%
CFG
135
CKW Financial Group
Hawaii
$857K -$2.03K -22 -0.2%
PP
136
PDS Planning
Ohio
$781K +$121K +1,312 +16%
CIBC World Market
137
CIBC World Market
Ontario, Canada
$771K +$300K +3,259 +51%
GWM
138
Geneos Wealth Management
Colorado
$732K -$103K -1,118 -11%
RICHC
139
Renaissance Investment Consultants Holding Company
Pennsylvania
$716K -$1.23M -13,351 -60%
MYIA
140
Mount Yale Investment Advisors
Colorado
$713K +$611K +6,628 +294%
PNC Financial Services Group
141
PNC Financial Services Group
Pennsylvania
$711K -$5.44K -59 -0.7%
KWM
142
Kingsview Wealth Management
Oregon
$691K +$312K +3,388 +65%
MSA
143
Marino Stram & Associates
Massachusetts
$670K -$357K -3,876 -32%
FHC
144
First Heartland Consultants
Missouri
$658K +$3.23K +35 +0.4%
LC
145
Landaas & Company
Wisconsin
$657K
TSW
146
Thompson Siegel & Walmsley
Virginia
$648K +$6.91K +75 +0.9%
Deutsche Bank
147
Deutsche Bank
Germany
$646K +$742K +8,044 New
HA
148
HYA Advisors
Missouri
$638K -$13.3K -144 -2%
RA
149
Riversedge Advisors
Delaware
$624K +$70.9K +769 +11%
VAS
150
Vestmark Advisory Solutions
Massachusetts
$616K -$1.19M -12,865 -63%

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.