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iShares MSCI Global Min Vol Factor ETF

222 hedge funds and large institutions have $2.43B invested in iShares MSCI Global Min Vol Factor ETF in 2019 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 96 increasing their positions, 60 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 15

60% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 60

14% more capital invested

Capital invested by funds: $2.14B → $2.43B (+$292M)

10% more funds holding

Funds holding: 202222 (+20)

0% more funds holding in top 10

Funds holding in top 10: 1717 (0)

0.61% less ownership

Funds ownership: 51.59%50.98% (-0.61%)

Holders
222
Holders Change
+20
Holders Change %
+9.9%
% of All Funds
4.82%
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.37%
New
37
Increased
96
Reduced
60
Closed
15
Calls
$15.6M
Puts
Net Calls
+$15.6M
Net Calls Change
-$407K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$277M +$34.3M +380,030 +14%
BlackRock
2
BlackRock
New York
$257M +$40.5M +448,799 +19%
AL
3
Aspiriant LLC
California
$176M +$6.71M +74,421 +4%
PP
4
Prudential plc
United Kingdom
$158M +$17.4M +192,587 +13%
SEI Investments
5
SEI Investments
Pennsylvania
$158M +$5.75M +63,782 +4%
Bessemer Group
6
Bessemer Group
New Jersey
$114M +$14.7M +163,312 +15%
Morgan Stanley
7
Morgan Stanley
New York
$90.4M -$3.37M -37,363 -4%
MFM
8
MD Financial Management
Ontario, Canada
$76.2M +$14.9M +165,344 +25%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$74.6M +$51.7M +573,254 +242%
LWA
10
Lenox Wealth Advisors
New York
$72.1M +$6.26M +69,351 +10%
UBS Group
11
UBS Group
Switzerland
$57.6M +$4.03M +44,704 +8%
Mariner
12
Mariner
Kansas
$55.3M +$1.04M +11,504 +2%
FWP
13
FAS Wealth Partners
Kansas
$45.7M +$1.28M +14,189 +3%
LPL Financial
14
LPL Financial
California
$45.3M +$2.92M +32,332 +7%
Wells Fargo
15
Wells Fargo
California
$44.2M +$9.88M +109,489 +30%
Ameriprise
16
Ameriprise
Minnesota
$39.8M -$2.32M -25,740 -6%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$38.2M +$10.9M +120,945 +41%
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$31M +$3.13M +34,692 +11%
BCI
19
Brinker Capital Investments
Pennsylvania
$29.3M -$45.2M -501,461 -61%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$28.2M +$2.78M +30,791 +11%
Bank of Montreal
21
Bank of Montreal
Ontario, Canada
$26M +$25.4M +281,474 +25,087%
RJA
22
Raymond James & Associates
Florida
$24.2M +$251K +2,777 +1%
DF
23
Donoghue Forlines
Massachusetts
$20.7M +$20.3M +224,792 New
BTS
24
BB&T Securities
Virginia
$20.5M +$1.82M +20,217 +10%
CAN
25
Cetera Advisor Networks
California
$18.7M +$3.27M +36,239 +22%

ACWV Hedge Fund Activity: Q2 2019 in Review

222 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Global Min Vol Factor ETF (ACWV) for Q2 2019, worth a combined $2.43B — up 14% from $2.14B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new ACWV positions and 15 closed out — a net gain of 22 holders — while 96 added to existing stakes and 60 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $51.7M. The largest seller was Symmetry Partners, exiting entirely with an estimated $55.2M sold.

  • 222 institutional investors held iShares MSCI Global Min Vol Factor ETF (ACWV) as of Q2 2019, up from 202 in Q1 2019.
  • Funds reported $2.43B of iShares MSCI Global Min Vol Factor ETF stock for Q2 2019, up 14% quarter-over-quarter.
  • 37 funds opened new iShares MSCI Global Min Vol Factor ETF positions in Q2 2019 and 15 closed out, a net change of +22 holders.
  • The largest iShares MSCI Global Min Vol Factor ETF buyer in Q2 2019 was Envestnet Asset Management, an estimated $51.7M added.
  • The largest iShares MSCI Global Min Vol Factor ETF seller in Q2 2019 was Symmetry Partners, an estimated $55.2M sold.

Based on aggregated 13F filings for Q2 2019.