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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
VWA
126
Visionary Wealth Advisors
Illinois
$1.4M +$94.1K +995 +7%
RFN
127
RDA Financial Network
Iowa
$1.36M -$45.2K -478 -3%
BA
128
Bellwether Advisors
Nebraska
$1.3M +$1.27M +13,407 New
Cetera Investment Advisers
129
Cetera Investment Advisers
Illinois
$1.26M +$637K +6,735 +107%
JP Morgan Chase
130
JP Morgan Chase
New York
$1.25M +$8.13K +86 +0.7%
Prudential Financial
131
Prudential Financial
New Jersey
$1.2M -$68.5K -725 -6%
SFG
132
StrategIQ Financial Group
Indiana
$1.19M +$67.1K +710 +6%
CFG
133
CKW Financial Group
Hawaii
$1.19M +$1.13K +12 +0.1%
CBFP
134
Cedar Brook Financial Partners
Ohio
$1.17M +$57.5K +608 +5%
SS
135
Simplicity Solutions
Minnesota
$1.17M +$195K +2,068 +21%
GCAC
136
Guardian Capital Advisors (Canada)
Ontario, Canada
$1.15M +$1.12M +11,900 New
CA
137
Calton & Associates
Florida
$1.14M -$793K -8,384 -42%
SPIA
138
Steward Partners Investment Advisory
New York
$1.12M -$76.7K -811 -7%
WIA
139
World Investment Advisors
California
$1.1M -$1.54M -16,284 -59%
AA
140
ACT Advisors
North Carolina
$1.1M +$1.07M +11,307 New
LWM
141
Laidlaw Wealth Management
New York
$1.07M +$439K +4,640 +73%
COCM
142
Charter Oak Capital Management
New Hampshire
$984K +$960K +10,154 New
GCMG
143
Gyroscope Capital Management Group
Florida
$974K -$28.2K -298 -3%
WWM
144
Western Wealth Management
Colorado
$970K -$221K -2,339 -19%
FA
145
Financial Advisors
Massachusetts
$961K
PCM
146
Pennsylvania Capital Management
Pennsylvania
$948K -$2.51M -26,534 -73%
CIBC World Market
147
CIBC World Market
Ontario, Canada
$933K +$6.71K +71 +0.7%
FHA
148
Flagship Harbor Advisors
Massachusetts
$903K -$142K -1,498 -14%
HA
149
HYA Advisors
Missouri
$853K +$1.89K +20 +0.2%
BDFN
150
Bond & Devick Financial Network
Minnesota
$810K +$790K +8,357 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.