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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
PP
151
PDS Planning
Ohio
$806K -$31.9K -338 -4%
VC
152
Vicus Capital
Pennsylvania
$767K -$183K -1,936 -20%
PNC Financial Services Group
153
PNC Financial Services Group
Pennsylvania
$763K -$51.9K -549 -7%
BCM
154
Brookstone Capital Management
Illinois
$756K +$90.8K +961 +14%
LC
155
Landaas & Company
Wisconsin
$731K
Stifel Financial
156
Stifel Financial
Missouri
$730K -$308K -3,254 -30%
S
157
SimplyRich
California
$730K -$756 -8 -0.1%
Rockefeller Capital Management
158
Rockefeller Capital Management
New York
$725K +$689K +7,286 +3,572%
JWCA
159
J.W. Cole Advisors
Florida
$706K -$86.8K -918 -11%
MYIA
160
Mount Yale Investment Advisors
Colorado
$695K -$16.8K -178 -2%
FAIM
161
Financial Advocates Investment Management
Washington
$683K -$298K -3,157 -30%
AssetMark Inc
162
AssetMark Inc
California
$677K -$229K -2,419 -26%
TWM
163
Tolleson Wealth Management
Texas
$641K -$23.7K -251 -4%
GWM
164
Geneos Wealth Management
Colorado
$637K -$97.3K -1,029 -14%
HSBC Holdings
165
HSBC Holdings
United Kingdom
$625K +$198K +2,099 +48%
SWP
166
Stratos Wealth Partners
Ohio
$616K -$81.1K -858 -12%
RJT
167
Raymond James Trust
Florida
$616K +$37.8K +400 +7%
OIA
168
OneDigital Investment Advisors
Kansas
$613K -$7K -74 -1%
WP
169
WealthShield Partners
North Carolina
$605K -$75.2K -796 -11%
TWP
170
Total Wealth Planning
Ohio
$597K +$28.2K +298 +5%
TFCP
171
Twin Focus Capital Partners
Massachusetts
$581K
VAS
172
Vestmark Advisory Solutions
Massachusetts
$570K -$123K -1,299 -18%
Northern Trust
173
Northern Trust
Illinois
$552K +$193K +2,045 +56%
OPS
174
Orion Portfolio Solutions
Nebraska
$536K -$326K -3,449 -38%
RCM
175
Rain Capital Management
Oregon
$523K -$3.51M -37,158 -87%

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.