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iShares MSCI Global Min Vol Factor ETF

279 hedge funds and large institutions have $2.61B invested in iShares MSCI Global Min Vol Factor ETF in 2021 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 60 increasing their positions, 138 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.09% less ownership

Funds ownership: 51.48%50.39% (-1.1%)

7% less funds holding

Funds holding: 300279 (-21)

14% less capital invested

Capital invested by funds: $3.02B → $2.61B (-$411M)

26% less funds holding in top 10

Funds holding in top 10: 2720 (-7)

46% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 41

57% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 138

Holders
279
Holders Change
-21
Holders Change %
-7%
% of All Funds
4.9%
Holding in Top 10
20
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-25.93%
% of All Funds
0.35%
New
22
Increased
60
Reduced
138
Closed
41
Calls
$18.1M
Puts
Net Calls
+$18.1M
Net Calls Change
+$443K
Name Holding Trade Value Shares
Change
Change in
Stake
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$259M -$12.4M -127,564 -5%
BlackRock
2
BlackRock
New York
$257M -$61.7M -636,348 -20%
AL
3
Aspiriant LLC
California
$255M -$988K -10,183 -0.4%
SEI Investments
4
SEI Investments
Pennsylvania
$216M
Bank of America
5
Bank of America
North Carolina
$201M -$37.3M -384,751 -16%
RWA
6
RGT Wealth Advisors
Texas
$175M +$7.03M +72,442 +4%
LWA
7
Lenox Wealth Advisors
New York
$89.4M +$179K +1,849 +0.2%
Morgan Stanley
8
Morgan Stanley
New York
$75.6M -$35.3M -363,817 -32%
SP
9
Symmetry Partners
Connecticut
$49.4M +$154K +1,590 +0.3%
LPL Financial
10
LPL Financial
California
$49.3M -$6.05M -62,412 -11%
AllianceBernstein
11
AllianceBernstein
Tennessee
$48.1M +$4.92M +50,727 +12%
UBS Group
12
UBS Group
Switzerland
$47.3M +$476K +4,911 +1%
William Blair & Company
13
William Blair & Company
Illinois
$46.1M -$1.01M -10,445 -2%
Osaic Holdings
14
Osaic Holdings
Arizona
$40.6M -$5.08M -52,319 -11%
Bessemer Group
15
Bessemer Group
New Jersey
$40.3M -$16.2M -167,447 -29%
Ameriprise
16
Ameriprise
Minnesota
$37.8M -$8.02M -82,705 -18%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$36M +$16M +165,114 +82%
BCI
18
Brinker Capital Investments
Pennsylvania
$32M -$13.6M -140,338 -30%
Truist Financial
19
Truist Financial
North Carolina
$29.4M -$1.1M -11,375 -4%
Mariner
20
Mariner
Kansas
$24.8M -$36.7M -378,031 -60%
KAS
21
Kestra Advisory Services
Texas
$19.1M -$359K -3,698 -2%
BSSFA
22
Baron Silver Stevens Financial Advisors
Florida
$18.3M +$1.12M +11,524 +7%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$17.8M +$323K +3,330 +2%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$16.8M -$24.9M -257,050 -60%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$15.7M -$10.2M -105,248 -40%

ACWV Hedge Fund Activity: Q1 2021 in Review

279 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Global Min Vol Factor ETF (ACWV) for Q1 2021, worth a combined $2.61B — down 14% from $3.02B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of ACWV and 22 opened new positions — a net loss of 19 holders — while 138 trimmed existing stakes and 60 added.

The largest buyer was Envestnet Asset Management, adding an estimated $16M. The largest seller was Jane Street, exiting entirely with an estimated $64.2M sold.

  • 279 institutional investors held iShares MSCI Global Min Vol Factor ETF (ACWV) as of Q1 2021, down from 300 in Q4 2020.
  • Funds reported $2.61B of iShares MSCI Global Min Vol Factor ETF stock for Q1 2021, down 14% quarter-over-quarter.
  • 22 funds opened new iShares MSCI Global Min Vol Factor ETF positions in Q1 2021 and 41 closed out, a net change of -19 holders.
  • The largest iShares MSCI Global Min Vol Factor ETF buyer in Q1 2021 was Envestnet Asset Management, an estimated $16M added.
  • The largest iShares MSCI Global Min Vol Factor ETF seller in Q1 2021 was Jane Street, an estimated $64.2M sold.

Based on aggregated 13F filings for Q1 2021.