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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
IAA
176
Independent Advisor Alliance
North Carolina
$226K +$221K +2,368 New
RA
177
RFG Advisory
Alabama
$222K +$219K +2,345 New
AWA
178
Acorn Wealth Advisors
Michigan
$219K
SBL
179
Sargent Bickham Lagudis
Colorado
$218K -$9.32K -100 -4%
DADC
180
D.A. Davidson & Co
Montana
$213K -$16.8K -180 -7%
JCM
181
Jacobi Capital Management
Pennsylvania
$204K -$187 -2 -0.1%
BCA
182
Berman Capital Advisors
Georgia
$203K +$200K +2,150 New
IWC
183
Integrated Wealth Concepts
Massachusetts
$202K -$155K -1,658 -44%
GWA
184
Guidant Wealth Advisors
Illinois
$159K
1832 Asset Management
185
1832 Asset Management
Ontario, Canada
$159K +$17.5K +188 +13%
AssetMark Inc
186
AssetMark Inc
California
$151K +$90.1K +966 +153%
RWG
187
Regal Wealth Group
California
$144K
MRC
188
Millburn Ridgefield Corp
New York
$143K -$9.32K -100 -6%
SPIA
189
Steward Partners Investment Advisory
New York
$135K +$112K +1,200 +533%
BWM
190
BerganKDV Wealth Management
Minnesota
$133K
FAAS
191
First Allied Advisory Services
California
$131K +$129K +1,384 New
EW
192
Evoke Wealth
California
$130K +$128K +1,372 New
HNB
193
Huntington National Bank
Ohio
$130K
CAGAS
194
Capital Advisory Group Advisory Services
Minnesota
$122K -$18.6K -200 -13%
FDCDDQ
195
Federation des caisses Desjardins du Quebec
Quebec, Canada
$77.7K
VFA
196
Valeo Financial Advisors
Indiana
$68K
TWA
197
TCI Wealth Advisors
Arizona
$66K +$65.3K +700 New
SF
198
Synovus Financial
Georgia
$47K
PA
199
Parallel Advisors
California
$38K
EWM
200
Edge Wealth Management
New York
$37K -$10.7K -115 -23%

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.