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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
BCM
151
Brookstone Capital Management
Illinois
$615K -$108K -1,174 -13%
VFM
152
Vivid Financial Management
California
$613K +$703K +7,627 New
RJT
153
Raymond James Trust
Florida
$611K +$137K +1,489 +24%
BRWA
154
B. Riley Wealth Advisors
Florida
$606K -$329K -3,568 -32%
FA
155
Financial Advisors
Massachusetts
$604K +$693K +7,522 New
VHAM
156
Van Hulzen Asset Management
California
$582K -$206K -2,234 -24%
QI
157
QS Investors
New York
$570K -$2.6M -28,180 -80%
WC
158
Waterloo Capital
Texas
$530K +$608K +6,595 New
US Bancorp
159
US Bancorp
Minnesota
$502K -$226K -2,451 -28%
SWP
160
Stratos Wealth Partners
Ohio
$499K -$156K -1,697 -21%
GRP
161
Global Retirement Partners
California
$497K -$93.9K -1,019 -14%
TFCP
162
Twin Focus Capital Partners
Massachusetts
$482K
JWS
163
Juncture Wealth Strategies
Arizona
$470K +$17.2K +187 +3%
Fidelity Investments
164
Fidelity Investments
Massachusetts
$460K +$14K +152 +3%
GL
165
Graypoint LLC
New York
$457K +$525K +5,697 New
BF
166
BOK Financial
Oklahoma
$447K -$9.77K -106 -2%
TFS
167
Thoroughbred Financial Services
Tennessee
$423K +$34.6K +375 +8%
WTC
168
WhitTier Trust Company
Nevada
$420K
OMC
169
Old Mission Capital
Illinois
$418K +$479K +5,200 New
SWM
170
Sugarloaf Wealth Management
Georgia
$414K -$306K -3,323 -39%
Cetera Investment Advisers
171
Cetera Investment Advisers
Illinois
$407K +$188K +2,041 +67%
Comerica Bank
172
Comerica Bank
Texas
$382K -$36.6K -397 -8%
SWP
173
Summit Wealth Partners
Florida
$376K
AP
174
Advisor Partners
California
$368K +$164K +1,778 +64%
CIAS
175
Capital Investment Advisory Services
North Carolina
$359K

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.