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iShares MSCI Global Min Vol Factor ETF

134 hedge funds and large institutions have $1.49B invested in iShares MSCI Global Min Vol Factor ETF in 2017 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 65 increasing their positions, 31 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 31

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

12% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 17

12% more capital invested

Capital invested by funds: $1.33B → $1.49B (+$155M)

0.01% more ownership

Funds ownership: 39.78%39.78% (+0.01%)

0% more funds holding

Funds holding: 134134 (0)

Holders
134
Holders Change
Holders Change %
0%
% of All Funds
3.34%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.12%
New
19
Increased
65
Reduced
31
Closed
17
Calls
$13.2M
Puts
Net Calls
+$13.2M
Net Calls Change
+$7.16M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$197M +$24.3M +302,343 +14%
BlackRock
2
BlackRock
New York
$190M -$8.78M -109,089 -4%
PP
3
Prudential plc
United Kingdom
$167M -$5.65M -70,200 -3%
SEI Investments
4
SEI Investments
Pennsylvania
$124M +$25.5M +316,729 +26%
AL
5
Aspiriant LLC
California
$120M +$9.92M +123,179 +9%
AllianceBernstein
6
AllianceBernstein
Tennessee
$82M +$18.9M +234,841 +30%
Morgan Stanley
7
Morgan Stanley
New York
$69.9M -$1.05M -13,028 -1%
Wells Fargo
8
Wells Fargo
California
$56.3M +$5.71M +70,898 +11%
UBS Group
9
UBS Group
Switzerland
$38.6M +$5.76M +71,528 +18%
Mariner
10
Mariner
Kansas
$38.1M +$1.45M +17,980 +4%
Ameriprise
11
Ameriprise
Minnesota
$33.4M +$201K +2,491 +0.6%
Bessemer Group
12
Bessemer Group
New Jersey
$29.4M -$1.29M -15,985 -4%
KP
13
Keel Point
Alabama
$28.9M +$28.6M +355,030 New
LPL Financial
14
LPL Financial
California
$22.1M +$867K +10,763 +4%
Jane Street
15
Jane Street
New York
$21.8M +$119K +1,473 +0.6%
BCI
16
Brinker Capital Investments
Pennsylvania
$16.6M +$15.4M +191,311 +1,514%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$14.9M +$1.62M +20,095 +12%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$14.9M +$2.48M +30,780 +20%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$11.2M -$3.47M -43,087 -24%
HFA
20
High Falls Advisors
New York
$10.5M +$100K +1,244 +1%
Citadel Advisors
21
Citadel Advisors
Florida
$10.3M +$8.76M +108,787 +617%
PFM
22
Peak Financial Management
Massachusetts
$9.7M -$153K -1,903 -2%
ACP
23
Arcus Capital Partners
Georgia
$9.39M +$236K +2,926 +3%
RJA
24
Raymond James & Associates
Florida
$9.33M +$891K +11,067 +11%
JMPWA
25
JP Morgan Private Wealth Advisors
California
$9.09M +$1.31M +16,325 +17%

ACWV Hedge Fund Activity: Q3 2017 in Review

134 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Global Min Vol Factor ETF (ACWV) for Q3 2017, worth a combined $1.49B — up 12% from $1.33B a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new ACWV positions and 17 closed out — a net gain of 2 holders — while 65 added to existing stakes and 31 trimmed.

The largest buyer was Keel Point, opening a new position worth an estimated $28.6M. The largest seller was BlackRock, cutting an estimated $8.78M.

  • 134 institutional investors held iShares MSCI Global Min Vol Factor ETF (ACWV) as of Q3 2017, unchanged from Q2 2017.
  • Funds reported $1.49B of iShares MSCI Global Min Vol Factor ETF stock for Q3 2017, up 12% quarter-over-quarter.
  • 19 funds opened new iShares MSCI Global Min Vol Factor ETF positions in Q3 2017 and 17 closed out, a net change of +2 holders.
  • The largest iShares MSCI Global Min Vol Factor ETF buyer in Q3 2017 was Keel Point, an estimated $28.6M added.
  • The largest iShares MSCI Global Min Vol Factor ETF seller in Q3 2017 was BlackRock, an estimated $8.78M sold.

Based on aggregated 13F filings for Q3 2017.