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iShares MSCI Global Min Vol Factor ETF

42 hedge funds and large institutions have $220M invested in iShares MSCI Global Min Vol Factor ETF in 2014 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 16 increasing their positions, 11 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 2

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

45% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 11

36% more capital invested

Capital invested by funds: $162M → $220M (+$58.6M)

20% more funds holding

Funds holding: 3542 (+7)

3.37% more ownership

Funds ownership: 14.37%17.74% (+3.4%)

Holders
42
Holders Change
+7
Holders Change %
+20%
% of All Funds
1.2%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.09%
New
9
Increased
16
Reduced
11
Closed
2
Calls
Puts
Net Calls
Net Calls Change

ACWV Hedge Fund Activity: Q2 2014 in Review

42 of the 3,491 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Global Min Vol Factor ETF (ACWV) for Q2 2014, worth a combined $220M — up 36% from $162M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new ACWV positions and 2 closed out — a net gain of 7 holders — while 16 added to existing stakes and 11 trimmed.

The largest buyer was FAS Wealth Partners, opening a new position worth an estimated $48.1M. The largest seller was Parametric Portfolio Associates, exiting entirely with an estimated $12.7M sold.

  • 42 institutional investors held iShares MSCI Global Min Vol Factor ETF (ACWV) as of Q2 2014, up from 35 in Q1 2014.
  • Funds reported $220M of iShares MSCI Global Min Vol Factor ETF stock for Q2 2014, up 36% quarter-over-quarter.
  • 9 funds opened new iShares MSCI Global Min Vol Factor ETF positions in Q2 2014 and 2 closed out, a net change of +7 holders.
  • The largest iShares MSCI Global Min Vol Factor ETF buyer in Q2 2014 was FAS Wealth Partners, an estimated $48.1M added.
  • The largest iShares MSCI Global Min Vol Factor ETF seller in Q2 2014 was Parametric Portfolio Associates, an estimated $12.7M sold.

Based on aggregated 13F filings for Q2 2014.