We are live on ! Find out more
ACWV icon

iShares MSCI Global Min Vol Factor ETF

174 hedge funds and large institutions have $1.63B invested in iShares MSCI Global Min Vol Factor ETF in 2018 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 61 increasing their positions, 57 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 11

5% more funds holding

Funds holding: 166174 (+8)

4.41% more ownership

Funds ownership: 43.05%47.46% (+4.4%)

7% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 57

4% more capital invested

Capital invested by funds: $1.56B → $1.63B (+$66.4M)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

Holders
174
Holders Change
+8
Holders Change %
+4.82%
% of All Funds
3.99%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.23%
New
20
Increased
61
Reduced
57
Closed
11
Calls
$1.74M
Puts
Net Calls
+$1.74M
Net Calls Change
+$201K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$196M -$26.6M -315,001 -12%
BlackRock
2
BlackRock
New York
$188M -$9.35M -110,674 -5%
PP
3
Prudential plc
United Kingdom
$142M -$24.4M -289,146 -15%
SEI Investments
4
SEI Investments
Pennsylvania
$141M +$23.9M +282,394 +20%
AL
5
Aspiriant LLC
California
$135M +$89.2M +1,055,354 +190%
Morgan Stanley
6
Morgan Stanley
New York
$64.9M -$6.61M -78,145 -9%
MFM
7
MD Financial Management
Ontario, Canada
$55M +$6.67M +78,948 +14%
BCI
8
Brinker Capital Investments
Pennsylvania
$43.4M +$26.1M +308,482 +147%
Mariner
9
Mariner
Kansas
$41.9M +$1.61M +19,070 +4%
UBS Group
10
UBS Group
Switzerland
$41.1M +$1.74M +20,635 +4%
Bessemer Group
11
Bessemer Group
New Jersey
$39M +$724K +8,566 +2%
Wells Fargo
12
Wells Fargo
California
$38.4M -$20.9M -246,827 -35%
FWP
13
FAS Wealth Partners
Kansas
$33.9M +$33.9M +401,554 +16,317%
LPL Financial
14
LPL Financial
California
$29.1M +$2.85M +33,742 +11%
Jane Street
15
Jane Street
New York
$29M +$29.3M +346,538 New
Ameriprise
16
Ameriprise
Minnesota
$28.9M -$4.37M -51,671 -13%
SG Americas Securities
17
SG Americas Securities
New York
$21.8M +$6.16M +72,897 +39%
KP
18
Keel Point
Alabama
$20.9M -$13M -154,311 -38%
RJA
19
Raymond James & Associates
Florida
$19.7M +$9.87M +116,713 +99%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$17.2M +$783K +9,269 +5%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$16.6M +$10.6M +124,978 +171%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$16.2M +$2.47M +29,240 +18%
AG
23
Advisor Group
Arizona
$12.5M +$3.53M +41,819 +39%
BTS
24
BB&T Securities
Virginia
$12.1M +$6.1M +72,177 +100%
KFGK
25
Keystone Financial Group (Kentucky)
Kentucky
$12.1M +$16M +189,288 New

ACWV Hedge Fund Activity: Q1 2018 in Review

174 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Global Min Vol Factor ETF (ACWV) for Q1 2018, worth a combined $1.63B — up 4.3% from $1.56B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new ACWV positions and 11 closed out — a net gain of 9 holders — while 61 added to existing stakes and 57 trimmed.

The largest buyer was Aspiriant LLC, adding an estimated $89.2M. The largest seller was DC Investments Management, exiting entirely with an estimated $65.4M sold.

  • 174 institutional investors held iShares MSCI Global Min Vol Factor ETF (ACWV) as of Q1 2018, up from 166 in Q4 2017.
  • Funds reported $1.63B of iShares MSCI Global Min Vol Factor ETF stock for Q1 2018, up 4.3% quarter-over-quarter.
  • 20 funds opened new iShares MSCI Global Min Vol Factor ETF positions in Q1 2018 and 11 closed out, a net change of +9 holders.
  • The largest iShares MSCI Global Min Vol Factor ETF buyer in Q1 2018 was Aspiriant LLC, an estimated $89.2M added.
  • The largest iShares MSCI Global Min Vol Factor ETF seller in Q1 2018 was DC Investments Management, an estimated $65.4M sold.

Based on aggregated 13F filings for Q1 2018.