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iShares MSCI Global Min Vol Factor ETF

222 hedge funds and large institutions have $2.65B invested in iShares MSCI Global Min Vol Factor ETF in 2019 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 94 increasing their positions, 59 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 59

18% more funds holding in top 10

Funds holding in top 10: 1720 (+3)

9% more capital invested

Capital invested by funds: $2.43B → $2.65B (+$223M)

9% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 23

0% more funds holding

Funds holding: 222222 (0)

2.64% less ownership

Funds ownership: 50.98%48.34% (-2.6%)

Holders
222
Holders Change
Holders Change %
0%
% of All Funds
4.87%
Holding in Top 10
20
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+17.65%
% of All Funds
0.44%
New
25
Increased
94
Reduced
59
Closed
23
Calls
$29.6M
Puts
Net Calls
+$29.6M
Net Calls Change
+$14.1M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$286M +$20.8M +222,565 +8%
Bank of America
2
Bank of America
North Carolina
$277M -$7.74M -83,019 -3%
AL
3
Aspiriant LLC
California
$193M +$11.8M +126,589 +7%
SEI Investments
4
SEI Investments
Pennsylvania
$172M +$9.37M +100,441 +6%
PP
5
Prudential plc
United Kingdom
$170M +$7.03M +75,371 +4%
Bessemer Group
6
Bessemer Group
New Jersey
$120M +$2.95M +31,598 +3%
Morgan Stanley
7
Morgan Stanley
New York
$104M +$11M +118,290 +12%
Bank of Montreal
8
Bank of Montreal
Ontario, Canada
$79.8M +$52.2M +560,106 +198%
MFM
9
MD Financial Management
Ontario, Canada
$75.3M -$3.04M -32,568 -4%
LWA
10
Lenox Wealth Advisors
New York
$75.2M +$1.1M +11,750 +2%
UBS Group
11
UBS Group
Switzerland
$58.8M -$440K -4,716 -0.8%
Ameriprise
12
Ameriprise
Minnesota
$57.5M +$16.5M +176,716 +41%
Mariner
13
Mariner
Kansas
$57.1M +$209K +2,244 +0.4%
LPL Financial
14
LPL Financial
California
$51.1M +$4.42M +47,348 +10%
FWP
15
FAS Wealth Partners
Kansas
$48.4M +$1.38M +14,785 +3%
Wells Fargo
16
Wells Fargo
California
$47.9M +$2.38M +25,485 +5%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$47.2M +$7.78M +83,444 +20%
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$44M +$11.7M +125,743 +37%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$35.7M +$6.5M +69,695 +23%
RJA
20
Raymond James & Associates
Florida
$25.3M +$440K +4,722 +2%
BTS
21
BB&T Securities
Virginia
$23.9M +$2.7M +28,956 +13%
AllianceBernstein
22
AllianceBernstein
Tennessee
$22.1M +$20.6M +220,500 +1,801%
NP
23
NorthRock Partners
Minnesota
$20.8M +$20.4M +219,227 New
WI
24
Wintrust Investments
Illinois
$19.9M +$666K +7,143 +4%
CAN
25
Cetera Advisor Networks
California
$19.4M +$167K +1,793 +0.9%

ACWV Hedge Fund Activity: Q3 2019 in Review

222 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Global Min Vol Factor ETF (ACWV) for Q3 2019, worth a combined $2.65B — up 9.2% from $2.43B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new ACWV positions and 23 closed out — a net gain of 2 holders — while 94 added to existing stakes and 59 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $52.2M. The largest seller was Envestnet Asset Management, cutting an estimated $61.6M.

  • 222 institutional investors held iShares MSCI Global Min Vol Factor ETF (ACWV) as of Q3 2019, unchanged from Q2 2019.
  • Funds reported $2.65B of iShares MSCI Global Min Vol Factor ETF stock for Q3 2019, up 9.2% quarter-over-quarter.
  • 25 funds opened new iShares MSCI Global Min Vol Factor ETF positions in Q3 2019 and 23 closed out, a net change of +2 holders.
  • The largest iShares MSCI Global Min Vol Factor ETF buyer in Q3 2019 was Bank of Montreal, an estimated $52.2M added.
  • The largest iShares MSCI Global Min Vol Factor ETF seller in Q3 2019 was Envestnet Asset Management, an estimated $61.6M sold.

Based on aggregated 13F filings for Q3 2019.