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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
ADL
201
Asset Dedication LLC
California
$356K +$347K +3,672 New
MC
202
Moors & Cabot
Massachusetts
$334K -$10.2K -108 -3%
CCM
203
Crabel Capital Management
California
$333K +$325K +3,436 New
TFS
204
Thoroughbred Financial Services
Tennessee
$319K -$69.9K -740 -18%
VFM
205
Vivid Financial Management
California
$319K -$49.8K -527 -14%
IWS
206
Insight Wealth Strategies
California
$317K +$84.7K +896 +38%
MWM
207
Mascoma Wealth Management
New Hampshire
$310K +$302K +3,195 New
Thrivent Financial for Lutherans
208
Thrivent Financial for Lutherans
Minnesota
$309K
LFA
209
Legacy Financial Advisors
Kentucky
$307K -$295K -3,123 -50%
BRWA
210
B. Riley Wealth Advisors
Florida
$299K -$132K -1,401 -31%
TC
211
Tacita Capital
Ontario, Canada
$299K +$292K +3,085 New
CTA
212
Colonial Trust Advisors
South Carolina
$297K +$290K +3,063 New
MSA
213
Marino Stram & Associates
Massachusetts
$295K -$186K -1,969 -39%
Citigroup
214
Citigroup
New York
$294K
SFC
215
SYM Financial Corp
Indiana
$288K -$95 -1 -0%
TP
216
Tranquility Partners
Tennessee
$284K
DADC
217
D.A. Davidson & Co
Montana
$277K +$10.3K +109 +4%
KM
218
Kalos Management
Georgia
$276K +$25.6K +271 +11%
SWP
219
ShoreHaven Wealth Partners
New Jersey
$270K +$263K +2,782 New
CWS
220
Cypress Wealth Services
California
$264K +$257K +2,724 New
PGWM
221
Parisi Gray Wealth Management
New Jersey
$263K
Comerica Bank
222
Comerica Bank
Texas
$261K -$41.3K -437 -14%
Creative Planning
223
Creative Planning
Kansas
$261K +$46.7K +494 +22%
NA
224
Nottingham Advisors
New York
$257K
NP
225
NorthRock Partners
Minnesota
$256K -$93.6K -990 -27%

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.