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iShares MSCI Global Min Vol Factor ETF

222 hedge funds and large institutions have $2.65B invested in iShares MSCI Global Min Vol Factor ETF in 2019 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 94 increasing their positions, 59 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 59

18% more funds holding in top 10

Funds holding in top 10: 1720 (+3)

9% more capital invested

Capital invested by funds: $2.43B → $2.65B (+$223M)

9% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 23

0% more funds holding

Funds holding: 222222 (0)

2.64% less ownership

Funds ownership: 50.98%48.34% (-2.6%)

Holders
222
Holders Change
Holders Change %
0%
% of All Funds
4.87%
Holding in Top 10
20
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+17.65%
% of All Funds
0.44%
New
25
Increased
94
Reduced
59
Closed
23
Calls
$29.6M
Puts
Net Calls
+$29.6M
Net Calls Change
+$14.1M
Name Holding Trade Value Shares
Change
Change in
Stake
PIMG
151
Patriot Investment Management Group
Tennessee
$401K
CIAS
152
Capital Investment Advisory Services
North Carolina
$400K -$4.94K -53 -1%
CWS
153
Cypress Wealth Services
California
$385K -$9.61K -103 -2%
WAP
154
Wealthcare Advisory Partners
Pennsylvania
$346K +$91.4K +980 +37%
VWA
155
V Wealth Advisors
Kansas
$344K +$18.6K +200 +6%
FANJ
156
Financial Architects (New Jersey)
New Jersey
$318K +$193K +2,070 +161%
Citigroup
157
Citigroup
New York
$312K -$11.1K -119 -3%
BAM
158
Belpointe Asset Management
Nevada
$311K -$5.97K -64 -2%
TP
159
Tranquility Partners
Tennessee
$306K +$28K +300 +10%
IC
160
Iconiq Capital
California
$304K
MWM
161
Mascoma Wealth Management
New Hampshire
$293K +$9.32K +100 +3%
NWM
162
Northwest Wealth Management
Iowa
$292K +$288K +3,085 New
AFNAS
163
American Financial Network Advisory Services
California
$291K +$287K +3,074 New
WP
164
WealthSource Partners
California
$291K +$287K +3,074 New
Northern Trust
165
Northern Trust
Illinois
$289K
Bank of New York Mellon
166
Bank of New York Mellon
New York
$284K -$73.9K -792 -21%
BFPW
167
BOK Financial Private Wealth
Colorado
$271K
BCI
168
Brinker Capital Investments
Pennsylvania
$267K -$29.4M -315,066 -99%
CWM
169
Cornerstone Wealth Management
Missouri
$264K -$12.6K -135 -5%
PGWM
170
Parisi Gray Wealth Management
New Jersey
$257K
IWS
171
Insight Wealth Strategies
California
$254K +$17.7K +190 +8%
MA
172
MONECO Advisors
Connecticut
$244K
WA
173
WP Advisors
California
$237K
AWE
174
Avidian Wealth Enterprises
Texas
$233K +$230K +2,462 New
PJSIMP
175
P.J. Schmidt Investment Management (PJS)
Wisconsin
$233K +$230K +2,462 New

ACWV Hedge Fund Activity: Q3 2019 in Review

222 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Global Min Vol Factor ETF (ACWV) for Q3 2019, worth a combined $2.65B — up 9.2% from $2.43B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new ACWV positions and 23 closed out — a net gain of 2 holders — while 94 added to existing stakes and 59 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $52.2M. The largest seller was Envestnet Asset Management, cutting an estimated $61.6M.

  • 222 institutional investors held iShares MSCI Global Min Vol Factor ETF (ACWV) as of Q3 2019, unchanged from Q2 2019.
  • Funds reported $2.65B of iShares MSCI Global Min Vol Factor ETF stock for Q3 2019, up 9.2% quarter-over-quarter.
  • 25 funds opened new iShares MSCI Global Min Vol Factor ETF positions in Q3 2019 and 23 closed out, a net change of +2 holders.
  • The largest iShares MSCI Global Min Vol Factor ETF buyer in Q3 2019 was Bank of Montreal, an estimated $52.2M added.
  • The largest iShares MSCI Global Min Vol Factor ETF seller in Q3 2019 was Envestnet Asset Management, an estimated $61.6M sold.

Based on aggregated 13F filings for Q3 2019.