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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
PA
201
Pinnacle Associates
New York
$229K +$59.5K +645 +29%
PGWM
202
Parisi Gray Wealth Management
New Jersey
$218K
WCF
203
West Coast Financial
California
$211K -$184K -2,000 -43%
PFGIA
204
Patriot Financial Group Insurance Agency
Massachusetts
$211K +$227K +2,458 +1,499%
HIIFS
205
Harel Insurance Investments & Financial Services
Israel
$209K +$240K +2,600 New
BNP Paribas Financial Markets
206
BNP Paribas Financial Markets
France
$208K -$213K -2,307 -47%
TD Asset Management
207
TD Asset Management
Ontario, Canada
$205K +$2.77K +30 +1%
WA
208
WP Advisors
California
$204K
JFG
209
JMG Financial Group
Illinois
$202K -$219K -2,375 -49%
SBL
210
Sargent Bickham Lagudis
Colorado
$188K +$3.5K +38 +2%
WAP
211
Wealthcare Advisory Partners
Pennsylvania
$180K -$217K -2,359 -51%
JCM
212
Jacobi Capital Management
Pennsylvania
$171K -$4.52K -49 -2%
CWP
213
CFM Wealth Partners
Texas
$169K
FDCDDQ
214
Federation des caisses Desjardins du Quebec
Quebec, Canada
$134K +$64K +694 +72%
PAA
215
Peregrine Asset Advisers
Oregon
$132K +$151K +1,641 New
1832 Asset Management
216
1832 Asset Management
Ontario, Canada
$130K -$2.03K -22 -1%
BWM
217
BerganKDV Wealth Management
Minnesota
$112K
EW
218
Evoke Wealth
California
$110K +$126K +1,372 New
CFGS
219
Concourse Financial Group Securities
Alabama
$109K +$3.41K +37 +3%
RWG
220
Regal Wealth Group
California
$101K -$4.15K -45 -3%
PCFFS
221
Pacific Center for Financial Services
California
$90K -$929K -10,076 -90%
VFA
222
Valeo Financial Advisors
Indiana
$90K +$31.5K +342 +47%
FANJ
223
Financial Architects (New Jersey)
New Jersey
$64K -$156K -1,687 -68%
S
224
SignatureFD
Georgia
$64K +$73.6K +798 New
APA
225
American Portfolios Advisors
New York
$63K

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.