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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
CWS
176
Cypress Wealth Services
California
$351K +$12.4K +135 +3%
MC
177
Moors & Cabot
Massachusetts
$348K -$809K -8,774 -67%
ATC
178
Argent Trust Co
Tennessee
$346K
AssetMark Inc
179
AssetMark Inc
California
$343K +$200K +2,165 +103%
KP
180
Keel Point
Alabama
$342K -$4.7K -51 -1%
PIMG
181
Patriot Investment Management Group
Tennessee
$341K
VWA
182
V Wealth Advisors
Kansas
$341K +$56.2K +610 +17%
TGAM
183
TBH Global Asset Management
Tennessee
$336K -$1.48K -16 -0.4%
SCA
184
Snowden Capital Advisors
New York
$336K -$120K -1,300 -24%
FTUS
185
Flow Traders U.S.
New York
$314K -$1.96M -21,237 -84%
FAAS
186
First Allied Advisory Services
California
$305K +$349K +3,790 New
BWM
187
BCS Wealth Management
Tennessee
$302K +$55.6K +603 +19%
EFS
188
Essex Financial Services
Connecticut
$287K +$329K +3,572 New
RA
189
RFG Advisory
Alabama
$278K +$35.8K +388 +13%
WR
190
Watson Rebecca
$274K +$9.22K +100 +3%
BAM
191
Belpointe Asset Management
Nevada
$266K -$64.3K -697 -17%
DADC
192
D.A. Davidson & Co
Montana
$265K +$304K +3,299 New
Northern Trust
193
Northern Trust
Illinois
$255K -$17.1K -185 -5%
PFS
194
Prospera Financial Services
Texas
$248K -$346K -3,754 -55%
Citigroup
195
Citigroup
New York
$244K +$280K +3,037 New
Bank of New York Mellon
196
Bank of New York Mellon
New York
$241K
EP
197
Eudaimonia Partners
Tennessee
$237K -$2.67K -29 -1%
CWM
198
Cornerstone Wealth Management
Missouri
$237K +$830 +9 +0.3%
TP
199
Tranquility Partners
Tennessee
$235K -$24.2K -262 -8%
IWC
200
Integrated Wealth Concepts
Massachusetts
$230K +$41.2K +447 +18%

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.