We are live on ! Find out more
ACWV icon

iShares MSCI Global Min Vol Factor ETF

100 hedge funds and large institutions have $1.22B invested in iShares MSCI Global Min Vol Factor ETF in 2016 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 45 increasing their positions, 18 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 9

150% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 18

16% more funds holding

Funds holding: 86100 (+14)

15% more capital invested

Capital invested by funds: $1.06B → $1.22B (+$157M)

1.29% less ownership

Funds ownership: 40.97%39.68% (-1.3%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $817K

Holders
100
Holders Change
+14
Holders Change %
+16.28%
% of All Funds
2.67%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
23
Increased
45
Reduced
18
Closed
9
Calls
Puts
$817K
Net Calls
-$817K
Net Calls Change
-$369K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$225M +$8.2M +110,722 +4%
PP
2
Prudential plc
United Kingdom
$200M +$19.9M +268,300 +11%
AL
3
Aspiriant LLC
California
$88.1M +$5.6M +75,665 +7%
BG
4
BlackRock Group
United Kingdom
$86.6M -$5.69M -76,845 -6%
BlackRock
5
BlackRock
New York
$71.5M -$10.3M -138,477 -13%
SEI Investments
6
SEI Investments
Pennsylvania
$64.2M +$8.06M +108,897 +15%
Jane Street
7
Jane Street
New York
$55.7M +$54M +729,001 New
Morgan Stanley
8
Morgan Stanley
New York
$54.7M +$8.46M +114,311 +19%
UBS Group
9
UBS Group
Switzerland
$35M +$7.67M +103,580 +29%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$30.2M -$324K -4,383 -1%
Mariner
11
Mariner
Kansas
$25.9M +$670K +9,047 +3%
Ameriprise
12
Ameriprise
Minnesota
$22.8M +$4.08M +55,104 +24%
Wells Fargo
13
Wells Fargo
California
$21.4M +$2.53M +34,193 +14%
LPL Financial
14
LPL Financial
California
$20.5M -$7.07M -95,464 -26%
BCI
15
Brinker Capital Investments
Pennsylvania
$13.8M +$575K +7,774 +4%
Bessemer Group
16
Bessemer Group
New Jersey
$12.3M +$1.41M +19,034 +13%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$12.3M +$2.04M +27,493 +21%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$11.3M +$4.84M +65,388 +80%
CFG
19
CKW Financial Group
Hawaii
$10.5M +$232K +3,135 +2%
WSTAM
20
Wilbanks Smith & Thomas Asset Management
Virginia
$10M +$610K +8,240 +7%
RJA
21
Raymond James & Associates
Florida
$9.77M +$2.76M +37,222 +41%
Wealth Enhancement Advisory Services
22
Wealth Enhancement Advisory Services
Minnesota
$8.24M -$45.4K -613 -0.6%
AG
23
Advisor Group
Arizona
$7.96M +$7.72M +104,336 New
CAN
24
Cetera Advisor Networks
California
$7.37M +$385K +5,199 +6%
PAMU
25
Pictet Asset Management (UK)
United Kingdom
$7.26M -$851K -11,500 -10%

ACWV Hedge Fund Activity: Q2 2016 in Review

100 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Global Min Vol Factor ETF (ACWV) for Q2 2016, worth a combined $1.22B — up 15% from $1.06B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new ACWV positions and 9 closed out — a net gain of 14 holders — while 45 added to existing stakes and 18 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $54M. The largest seller was Clark Capital Management Group, exiting entirely with an estimated $15.3M sold.

  • 100 institutional investors held iShares MSCI Global Min Vol Factor ETF (ACWV) as of Q2 2016, up from 86 in Q1 2016.
  • Funds reported $1.22B of iShares MSCI Global Min Vol Factor ETF stock for Q2 2016, up 15% quarter-over-quarter.
  • 23 funds opened new iShares MSCI Global Min Vol Factor ETF positions in Q2 2016 and 9 closed out, a net change of +14 holders.
  • The largest iShares MSCI Global Min Vol Factor ETF buyer in Q2 2016 was Jane Street, an estimated $54M added.
  • The largest iShares MSCI Global Min Vol Factor ETF seller in Q2 2016 was Clark Capital Management Group, an estimated $15.3M sold.

Based on aggregated 13F filings for Q2 2016.