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iShares MSCI Global Min Vol Factor ETF

267 hedge funds and large institutions have $2.81B invested in iShares MSCI Global Min Vol Factor ETF in 2019 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 111 increasing their positions, 57 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

268% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 19

95% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 57

20% more funds holding

Funds holding: 222267 (+45)

20% more funds holding in top 10

Funds holding in top 10: 2024 (+4)

6% more capital invested

Capital invested by funds: $2.65B → $2.81B (+$158M)

1.74% more ownership

Funds ownership: 48.34%50.08% (+1.7%)

Holders
267
Holders Change
+45
Holders Change %
+20.27%
% of All Funds
5.26%
Holding in Top 10
24
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+20%
% of All Funds
0.47%
New
70
Increased
111
Reduced
57
Closed
19
Calls
$18.3M
Puts
Net Calls
+$18.3M
Net Calls Change
-$11.3M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$315M +$25.9M +272,005 +9%
Bank of America
2
Bank of America
North Carolina
$301M +$20.4M +214,437 +7%
AL
3
Aspiriant LLC
California
$192M -$2.86M -30,013 -1%
PP
4
Prudential plc
United Kingdom
$187M +$15.1M +158,854 +9%
SEI Investments
5
SEI Investments
Pennsylvania
$179M +$5.08M +53,375 +3%
Bessemer Group
6
Bessemer Group
New Jersey
$123M +$1.46M +15,358 +1%
Morgan Stanley
7
Morgan Stanley
New York
$97M -$8.33M -87,488 -8%
Bank of Montreal
8
Bank of Montreal
Ontario, Canada
$80.8M -$190 -2 -0%
LWA
9
Lenox Wealth Advisors
New York
$79.1M +$2.93M +30,780 +4%
Ameriprise
10
Ameriprise
Minnesota
$59.1M +$991K +10,411 +2%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$58.8M +$11M +115,590 +23%
Mariner
12
Mariner
Kansas
$58.1M +$424K +4,457 +0.7%
UBS Group
13
UBS Group
Switzerland
$58.1M -$1.35M -14,191 -2%
LPL Financial
14
LPL Financial
California
$57.6M +$5.88M +61,768 +11%
Wells Fargo
15
Wells Fargo
California
$57.5M +$9.04M +94,940 +19%
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$55M +$10.5M +110,645 +24%
FWP
17
FAS Wealth Partners
Kansas
$49.7M +$829K +8,714 +2%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$37.5M +$1.44M +15,104 +4%
RJA
19
Raymond James & Associates
Florida
$27.1M +$1.51M +15,813 +6%
MFM
20
MD Financial Management
Ontario, Canada
$26.8M -$49M -515,315 -65%
Truist Financial
21
Truist Financial
North Carolina
$25M +$24.8M +260,461 New
Jane Street
22
Jane Street
New York
$24.5M +$24.3M +255,748 New
CAN
23
Cetera Advisor Networks
California
$23.2M +$3.51M +36,833 +18%
AllianceBernstein
24
AllianceBernstein
Tennessee
$22.6M +$299K +3,145 +1%
WI
25
Wintrust Investments
Illinois
$20.6M +$498K +5,234 +2%

ACWV Hedge Fund Activity: Q4 2019 in Review

267 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Global Min Vol Factor ETF (ACWV) for Q4 2019, worth a combined $2.81B — up 6% from $2.65B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new ACWV positions and 19 closed out — a net gain of 51 holders — while 111 added to existing stakes and 57 trimmed.

The largest buyer was BlackRock, adding an estimated $25.9M. The largest seller was MD Financial Management, cutting an estimated $49M.

  • 267 institutional investors held iShares MSCI Global Min Vol Factor ETF (ACWV) as of Q4 2019, up from 222 in Q3 2019.
  • Funds reported $2.81B of iShares MSCI Global Min Vol Factor ETF stock for Q4 2019, up 6% quarter-over-quarter.
  • 70 funds opened new iShares MSCI Global Min Vol Factor ETF positions in Q4 2019 and 19 closed out, a net change of +51 holders.
  • The largest iShares MSCI Global Min Vol Factor ETF buyer in Q4 2019 was BlackRock, an estimated $25.9M added.
  • The largest iShares MSCI Global Min Vol Factor ETF seller in Q4 2019 was MD Financial Management, an estimated $49M sold.

Based on aggregated 13F filings for Q4 2019.