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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
SBL
151
Sargent Bickham Lagudis
Colorado
$230K
FAAS
152
First Allied Advisory Services
California
$228K +$216K +2,517 New
VAS
153
Vestmark Advisory Solutions
Massachusetts
$227K +$218K +2,532 New
TSW
154
Thompson Siegel & Walmsley
Virginia
$227K +$218K +2,539 New
CWM
155
Cornerstone Wealth Management
Missouri
$218K +$123K +1,431 New
ACM
156
Allred Capital Management
Texas
$208K -$19.6K -228 -9%
IWS
157
Insight Wealth Strategies
California
$203K +$195K +2,274 New
JCM
158
Jacobi Capital Management
Pennsylvania
$190K
US Bancorp
159
US Bancorp
Minnesota
$184K -$1.57M -18,255 -90%
CFGS
160
Concourse Financial Group Securities
Alabama
$179K +$35.7K +416 +26%
GTAM
161
Global Trust Asset Management
Florida
$175K
MRC
162
Millburn Ridgefield Corp
New York
$167K +$33.1K +385 +26%
GWA
163
Guidant Wealth Advisors
Illinois
$150K +$144K +1,680 New
1832 Asset Management
164
1832 Asset Management
Ontario, Canada
$136K -$1.41M -16,428 -92%
CAGAS
165
Capital Advisory Group Advisory Services
Minnesota
$134K
RWG
166
Regal Wealth Group
California
$134K
FANJ
167
Financial Architects (New Jersey)
New Jersey
$133K +$24K +279 +23%
GRP
168
Global Retirement Partners
California
$100K -$22.3K -260 -19%
Bank of Montreal
169
Bank of Montreal
Ontario, Canada
$100K +$3.18K +37 +3%
FDCDDQ
170
Federation des caisses Desjardins du Quebec
Quebec, Canada
$73.4K -$15.1K -176 -18%
HWM
171
Holloway Wealth Management
Florida
$70K
VFA
172
Valeo Financial Advisors
Indiana
$65K -$2.83K -33 -4%
SWM
173
SeaCrest Wealth Management
New York
$52K
CF
174
Centaurus Financial
California
$46.8K +$87.7K +1,021 +32%
SF
175
Synovus Financial
Georgia
$44K

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.