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iShares MSCI Global Min Vol Factor ETF

285 hedge funds and large institutions have $2.56B invested in iShares MSCI Global Min Vol Factor ETF in 2021 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 92 increasing their positions, 117 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 21

2% more funds holding

Funds holding: 279285 (+6)

2% less capital invested

Capital invested by funds: $2.61B → $2.56B (-$48.5M)

2.3% less ownership

Funds ownership: 50.39%48.09% (-2.3%)

10% less funds holding in top 10

Funds holding in top 10: 2018 (-2)

21% less repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 117

Holders
285
Holders Change
+6
Holders Change %
+2.15%
% of All Funds
4.96%
Holding in Top 10
18
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10%
% of All Funds
0.31%
New
30
Increased
92
Reduced
117
Closed
21
Calls
$19.4M
Puts
Net Calls
+$19.4M
Net Calls Change
+$1.29M
Name Holding Trade Value Shares
Change
Change in
Stake
AL
1
Aspiriant LLC
California
$278M +$12M +117,777 +5%
Manulife (Manufacturers Life Insurance)
2
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$258M -$11.8M -115,046 -4%
SEI Investments
3
SEI Investments
Pennsylvania
$234M +$5.09M +49,850 +2%
BlackRock
4
BlackRock
New York
$225M -$42.9M -420,102 -16%
Bank of America
5
Bank of America
North Carolina
$202M -$7.68M -75,173 -4%
RWA
6
RGT Wealth Advisors
Texas
$188M +$5.49M +53,699 +3%
LWA
7
Lenox Wealth Advisors
New York
$97.5M +$4.22M +41,274 +5%
Morgan Stanley
8
Morgan Stanley
New York
$74.8M -$4.04M -39,553 -5%
LPL Financial
9
LPL Financial
California
$51M -$353K -3,451 -0.7%
UBS Group
10
UBS Group
Switzerland
$51M +$1.63M +15,992 +3%
SP
11
Symmetry Partners
Connecticut
$49.7M -$1.77M -17,351 -3%
Osaic Holdings
12
Osaic Holdings
Arizona
$49M +$6.67M +65,293 +16%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$47M +$9.36M +91,667 +25%
Ameriprise
14
Ameriprise
Minnesota
$37.4M -$1.97M -19,327 -5%
Truist Financial
15
Truist Financial
North Carolina
$31.3M +$704K +6,889 +2%
Bessemer Group
16
Bessemer Group
New Jersey
$31.1M -$10.8M -105,784 -26%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$20.9M +$3.34M +32,697 +19%
KAS
18
Kestra Advisory Services
Texas
$20.9M +$930K +9,101 +5%
Mariner
19
Mariner
Kansas
$20.6M -$5.22M -51,104 -20%
RJA
20
Raymond James & Associates
Florida
$19.6M +$7.74M +75,723 +66%
BSSFA
21
Baron Silver Stevens Financial Advisors
Florida
$18.8M -$202K -1,975 -1%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$18.7M +$167K +1,637 +0.9%
Wells Fargo
23
Wells Fargo
California
$15.1M -$918K -8,987 -6%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$14.6M -$266K -2,604 -2%
SFS
25
Searcy Financial Services
Kansas
$14.5M +$170K +1,668 +1%

ACWV Hedge Fund Activity: Q2 2021 in Review

285 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Global Min Vol Factor ETF (ACWV) for Q2 2021, worth a combined $2.56B — down 1.9% from $2.61B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new ACWV positions and 21 closed out — a net gain of 9 holders — while 92 added to existing stakes and 117 trimmed.

The largest buyer was Aspiriant LLC, adding an estimated $12M. The largest seller was William Blair & Company, cutting an estimated $46.5M.

  • 285 institutional investors held iShares MSCI Global Min Vol Factor ETF (ACWV) as of Q2 2021, up from 279 in Q1 2021.
  • Funds reported $2.56B of iShares MSCI Global Min Vol Factor ETF stock for Q2 2021, down 1.9% quarter-over-quarter.
  • 30 funds opened new iShares MSCI Global Min Vol Factor ETF positions in Q2 2021 and 21 closed out, a net change of +9 holders.
  • The largest iShares MSCI Global Min Vol Factor ETF buyer in Q2 2021 was Aspiriant LLC, an estimated $12M added.
  • The largest iShares MSCI Global Min Vol Factor ETF seller in Q2 2021 was William Blair & Company, an estimated $46.5M sold.

Based on aggregated 13F filings for Q2 2021.