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iShares MSCI Global Min Vol Factor ETF

254 hedge funds and large institutions have $2.87B invested in iShares MSCI Global Min Vol Factor ETF in 2020 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 96 increasing their positions, 104 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

710,600% more call options, than puts

Call options by funds: $14.2M | Put options by funds: $2K

38% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 21

16% more capital invested

Capital invested by funds: $2.48B → $2.87B (+$385M)

3% more funds holding

Funds holding: 247254 (+7)

1.35% more ownership

Funds ownership: 49.83%51.18% (+1.4%)

8% less repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 104

4% less funds holding in top 10

Funds holding in top 10: 2827 (-1)

Holders
254
Holders Change
+7
Holders Change %
+2.83%
% of All Funds
5.21%
Holding in Top 10
27
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.57%
% of All Funds
0.55%
New
29
Increased
96
Reduced
104
Closed
21
Calls
$14.2M
Puts
$2K
Net Calls
+$14.2M
Net Calls Change
-$532K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$306M +$1.99M +22,982 +0.7%
Bank of America
2
Bank of America
North Carolina
$249M -$8.99M -103,836 -4%
AL
3
Aspiriant LLC
California
$227M +$39.6M +457,755 +21%
SEI Investments
4
SEI Investments
Pennsylvania
$182M +$8.43M +97,337 +5%
RWA
5
RGT Wealth Advisors
Texas
$146M +$4.21M +48,652 +3%
Morgan Stanley
6
Morgan Stanley
New York
$122M -$3.47M -40,120 -3%
Bessemer Group
7
Bessemer Group
New Jersey
$103M -$11.4M -131,250 -10%
LWA
8
Lenox Wealth Advisors
New York
$77.8M +$2.47M +28,493 +3%
Jane Street
9
Jane Street
New York
$76.1M +$75.2M +869,060 New
Bank of Montreal
10
Bank of Montreal
Ontario, Canada
$68.9M -$2.72M -31,400 -4%
Mariner
11
Mariner
Kansas
$66.6M +$14.6M +168,644 +28%
MFM
12
MD Financial Management
Ontario, Canada
$60.5M -$16.3M -188,596 -21%
SP
13
Symmetry Partners
Connecticut
$57.3M +$56.7M +654,536 New
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$56.1M +$6.17M +71,250 +13%
Osaic Holdings
15
Osaic Holdings
Arizona
$52.5M -$15.7M -181,308 -23%
LPL Financial
16
LPL Financial
California
$50.9M +$1.27M +14,655 +3%
BCI
17
Brinker Capital Investments
Pennsylvania
$50.7M -$1.84M -21,281 -4%
FWP
18
FAS Wealth Partners
Kansas
$47.6M +$19.7K +228 +0%
UBS Group
19
UBS Group
Switzerland
$46M -$3.24M -37,422 -7%
William Blair & Company
20
William Blair & Company
Illinois
$43M +$10M +115,929 +31%
Ameriprise
21
Ameriprise
Minnesota
$42.6M -$11.7M -135,665 -22%
Citadel Advisors
22
Citadel Advisors
Florida
$39M +$38.5M +444,889 New
BWL
23
Bogart Wealth LLC
Virginia
$32.3M -$9.52M -109,978 -23%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$31.1M -$4.6M -53,158 -13%
Wells Fargo
25
Wells Fargo
California
$30.4M -$622K -7,183 -2%

ACWV Hedge Fund Activity: Q2 2020 in Review

254 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Global Min Vol Factor ETF (ACWV) for Q2 2020, worth a combined $2.87B — up 16% from $2.48B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new ACWV positions and 21 closed out — a net gain of 8 holders — while 96 added to existing stakes and 104 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $75.2M. The largest seller was MD Financial Management, cutting an estimated $16.3M.

  • 254 institutional investors held iShares MSCI Global Min Vol Factor ETF (ACWV) as of Q2 2020, up from 247 in Q1 2020.
  • Funds reported $2.87B of iShares MSCI Global Min Vol Factor ETF stock for Q2 2020, up 16% quarter-over-quarter.
  • 29 funds opened new iShares MSCI Global Min Vol Factor ETF positions in Q2 2020 and 21 closed out, a net change of +8 holders.
  • The largest iShares MSCI Global Min Vol Factor ETF buyer in Q2 2020 was Jane Street, an estimated $75.2M added.
  • The largest iShares MSCI Global Min Vol Factor ETF seller in Q2 2020 was MD Financial Management, an estimated $16.3M sold.

Based on aggregated 13F filings for Q2 2020.