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iShares MSCI Global Min Vol Factor ETF

202 hedge funds and large institutions have $2.14B invested in iShares MSCI Global Min Vol Factor ETF in 2019 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 76 increasing their positions, 54 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 18

42% more funds holding in top 10

Funds holding in top 10: 1217 (+5)

41% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 54

20% more capital invested

Capital invested by funds: $1.79B → $2.14B (+$349M)

9% more funds holding

Funds holding: 185202 (+17)

0.6% more ownership

Funds ownership: 50.99%51.59% (+0.6%)

Holders
202
Holders Change
+17
Holders Change %
+9.19%
% of All Funds
4.37%
Holding in Top 10
17
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+41.67%
% of All Funds
0.37%
New
35
Increased
76
Reduced
54
Closed
18
Calls
$16M
Puts
Net Calls
+$16M
Net Calls Change
+$1.64M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$235M -$80.2M -932,887 -26%
BlackRock
2
BlackRock
New York
$210M +$15.4M +178,877 +8%
AL
3
Aspiriant LLC
California
$164M +$527K +6,129 +0.3%
SEI Investments
4
SEI Investments
Pennsylvania
$148M +$6.65M +77,362 +5%
PP
5
Prudential plc
United Kingdom
$136M +$4.86M +56,600 +4%
Bessemer Group
6
Bessemer Group
New Jersey
$95.9M +$35.4M +411,590 +62%
Morgan Stanley
7
Morgan Stanley
New York
$91.2M +$770K +8,965 +0.9%
BCI
8
Brinker Capital Investments
Pennsylvania
$73.3M +$41.6M +484,736 +145%
LWA
9
Lenox Wealth Advisors
New York
$63.8M +$5.18M +60,320 +9%
MFM
10
MD Financial Management
Ontario, Canada
$59.3M +$7.33M +85,369 +15%
SP
11
Symmetry Partners
Connecticut
$55.2M +$53.1M +617,510 New
Mariner
12
Mariner
Kansas
$52.7M +$4.85M +56,474 +11%
UBS Group
13
UBS Group
Switzerland
$52M +$4.8M +55,843 +11%
FWP
14
FAS Wealth Partners
Kansas
$43.1M -$680K -7,909 -2%
LPL Financial
15
LPL Financial
California
$41.1M +$7.73M +89,966 +24%
Ameriprise
16
Ameriprise
Minnesota
$40.8M +$3.32M +38,589 +9%
Wells Fargo
17
Wells Fargo
California
$33.2M +$1.89M +22,005 +6%
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$27.1M +$4.94M +57,464 +23%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$26.3M +$6.97M +81,178 +38%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$24.7M -$5.97M -69,527 -20%
RJA
21
Raymond James & Associates
Florida
$23.3M -$303K -3,521 -1%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$21.2M +$3.54M +41,171 +21%
Citadel Advisors
23
Citadel Advisors
Florida
$20.5M +$19.7M +229,541 New
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$18.5M +$2.95M +34,292 +20%
BTS
25
BB&T Securities
Virginia
$18.1M +$3.37M +39,191 +24%

ACWV Hedge Fund Activity: Q1 2019 in Review

202 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Global Min Vol Factor ETF (ACWV) for Q1 2019, worth a combined $2.14B — up 20% from $1.79B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new ACWV positions and 18 closed out — a net gain of 17 holders — while 76 added to existing stakes and 54 trimmed.

The largest buyer was Symmetry Partners, opening a new position worth an estimated $53.1M. The largest seller was Bank of America, cutting an estimated $80.2M.

  • 202 institutional investors held iShares MSCI Global Min Vol Factor ETF (ACWV) as of Q1 2019, up from 185 in Q4 2018.
  • Funds reported $2.14B of iShares MSCI Global Min Vol Factor ETF stock for Q1 2019, up 20% quarter-over-quarter.
  • 35 funds opened new iShares MSCI Global Min Vol Factor ETF positions in Q1 2019 and 18 closed out, a net change of +17 holders.
  • The largest iShares MSCI Global Min Vol Factor ETF buyer in Q1 2019 was Symmetry Partners, an estimated $53.1M added.
  • The largest iShares MSCI Global Min Vol Factor ETF seller in Q1 2019 was Bank of America, an estimated $80.2M sold.

Based on aggregated 13F filings for Q1 2019.