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iShares MSCI Global Min Vol Factor ETF

247 hedge funds and large institutions have $2.48B invested in iShares MSCI Global Min Vol Factor ETF in 2020 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 93 increasing their positions, 99 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more funds holding in top 10

Funds holding in top 10: 2428 (+4)

0.25% less ownership

Funds ownership: 50.08%49.83% (-0.25%)

6% less repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 99

7% less funds holding

Funds holding: 267247 (-20)

12% less capital invested

Capital invested by funds: $2.81B → $2.48B (-$325M)

39% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 46

Holders
247
Holders Change
-20
Holders Change %
-7.49%
% of All Funds
5.44%
Holding in Top 10
28
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+16.67%
% of All Funds
0.62%
New
28
Increased
93
Reduced
99
Closed
46
Calls
$14.7M
Puts
Net Calls
+$14.7M
Net Calls Change
-$3.59M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$279M +$16.8M +182,070 +6%
Bank of America
2
Bank of America
North Carolina
$237M -$17.7M -191,988 -6%
AL
3
Aspiriant LLC
California
$171M +$11.3M +122,992 +6%
SEI Investments
4
SEI Investments
Pennsylvania
$159M +$10.6M +114,977 +6%
RWA
5
RGT Wealth Advisors
Texas
$130M +$149M +1,617,623 New
Morgan Stanley
6
Morgan Stanley
New York
$116M +$39.3M +426,133 +42%
Bessemer Group
7
Bessemer Group
New Jersey
$105M +$1.9M +20,582 +2%
MFM
8
MD Financial Management
Ontario, Canada
$70.7M +$55.3M +599,932 +214%
LWA
9
Lenox Wealth Advisors
New York
$69.1M +$3.21M +34,781 +4%
Bank of Montreal
10
Bank of Montreal
Ontario, Canada
$64.5M -$2.89M -31,400 -4%
Osaic Holdings
11
Osaic Holdings
Arizona
$63.3M +$72.1M +781,550 New
Ameriprise
12
Ameriprise
Minnesota
$50.1M +$467K +5,062 +0.8%
BCI
13
Brinker Capital Investments
Pennsylvania
$48.2M +$55.1M +597,280 +21,508%
Mariner
14
Mariner
Kansas
$47.6M -$1.33M -14,446 -2%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$45.7M -$4.12M -44,743 -7%
LPL Financial
16
LPL Financial
California
$45.5M -$3.15M -34,116 -6%
UBS Group
17
UBS Group
Switzerland
$45.2M -$4.05M -43,954 -7%
FWP
18
FAS Wealth Partners
Kansas
$43.6M +$2.21M +24,019 +5%
BWL
19
Bogart Wealth LLC
Virginia
$38.4M +$44.1M +478,260 New
RJFSA
20
Raymond James Financial Services Advisors
Florida
$32.8M +$1.6M +17,326 +4%
William Blair & Company
21
William Blair & Company
Illinois
$30.2M +$33.7M +365,551 +3,681%
Wells Fargo
22
Wells Fargo
California
$28.4M -$22.7M -246,499 -41%
WI
23
Wintrust Investments
Illinois
$25.5M +$9.44M +102,432 +48%
Truist Financial
24
Truist Financial
North Carolina
$21.8M +$1.06M +11,483 +4%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$21M +$9.97M +108,092 +71%

ACWV Hedge Fund Activity: Q1 2020 in Review

247 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Global Min Vol Factor ETF (ACWV) for Q1 2020, worth a combined $2.48B — down 12% from $2.81B a quarter earlier.

Sellers outnumbered buyers: 46 funds closed out of ACWV and 28 opened new positions — a net loss of 18 holders — while 99 trimmed existing stakes and 93 added.

The largest buyer was RGT Wealth Advisors, opening a new position worth an estimated $149M. The largest seller was Prudential plc, cutting an estimated $163M.

  • 247 institutional investors held iShares MSCI Global Min Vol Factor ETF (ACWV) as of Q1 2020, down from 267 in Q4 2019.
  • Funds reported $2.48B of iShares MSCI Global Min Vol Factor ETF stock for Q1 2020, down 12% quarter-over-quarter.
  • 28 funds opened new iShares MSCI Global Min Vol Factor ETF positions in Q1 2020 and 46 closed out, a net change of -18 holders.
  • The largest iShares MSCI Global Min Vol Factor ETF buyer in Q1 2020 was RGT Wealth Advisors, an estimated $149M added.
  • The largest iShares MSCI Global Min Vol Factor ETF seller in Q1 2020 was Prudential plc, an estimated $163M sold.

Based on aggregated 13F filings for Q1 2020.