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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
AF
176
Advisornet Financial
Minnesota
$34K
YWP
177
YorkBridge Wealth Partners
New York
$31K
EWM
178
Edge Wealth Management
New York
$30K +$29.2K +340 New
MWM
179
Mascoma Wealth Management
New Hampshire
$27K
BFEC
180
Benjamin F. Edwards & Company
Missouri
$25K -$30K -349 -55%
AC
181
Avestar Capital
New York
$24K
AssetMark Inc
182
AssetMark Inc
California
$20K +$19K +221 New
AA
183
Advisory Alpha
Michigan
$17.3K +$16.8K +195 New
LF
184
Lee Financial
Texas
$15K +$14K +163 New
PFGIA
185
Patriot Financial Group Insurance Agency
Massachusetts
$15K +$14.9K +173 New
TCOV
186
Trust Company of Vermont
Vermont
$14K
ACA
187
Ackerman Capital Advisors
Texas
$13.4K -$47.7K -555 -0.4%
Carson Wealth (CWM LLC)
188
Carson Wealth (CWM LLC)
Nebraska
$13K -$256K -2,985 -96%
AA
189
AlphaMark Advisors
Kentucky
$13K
OSNBOA
190
Old Second National Bank of Aurora
Illinois
$13K +$12K +140 New
WCG
191
Weaver Consulting Group
California
$11K +$10.3K +120 New
IA
192
IFP Advisors
Florida
$10K -$1.24M -14,484 -99%
CAC
193
Certified Advisory Corp
Florida
$10K
LWM
194
Liberty Wealth Management
California
$9K
APA
195
American Portfolios Advisors
New York
$5.37K
TA
196
TCG Advisors
Texas
$5K +$4.81K +56 New
TFGT
197
TS Financial Group (TSFG)
Illinois
$5K +$5.24K +61 New
NWM
198
Northwest Wealth Management
Iowa
$4K
PCG
199
Private Capital Group
Connecticut
$4K
GSWM
200
Golden State Wealth Management
California
$3K +$2.75K +32 New

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.