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iShares MSCI Global Min Vol Factor ETF

286 hedge funds and large institutions have $2.69B invested in iShares MSCI Global Min Vol Factor ETF in 2021 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 77 increasing their positions, 109 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,753% more call options, than puts

Call options by funds: $19.4M | Put options by funds: $679K

27% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 22

22% more funds holding in top 10

Funds holding in top 10: 1822 (+4)

13.96% more ownership

Funds ownership: 48.09%62.05% (+14%)

5% more capital invested

Capital invested by funds: $2.56B → $2.69B (+$136M)

0% more funds holding

Funds holding: 285286 (+1)

29% less repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 109

Holders
286
Holders Change
+1
Holders Change %
+0.35%
% of All Funds
5.01%
Holding in Top 10
22
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+22.22%
% of All Funds
0.39%
New
28
Increased
77
Reduced
109
Closed
22
Calls
$19.4M
Puts
$679K
Net Calls
+$18.7M
Net Calls Change
-$704K
Name Holding Trade Value Shares
Change
Change in
Stake
AL
1
Aspiriant LLC
California
$277M -$538K -5,110 -0.2%
Manulife (Manufacturers Life Insurance)
2
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$238M -$20.3M -192,597 -8%
SEI Investments
3
SEI Investments
Pennsylvania
$231M -$2.49M -23,606 -1%
BlackRock
4
BlackRock
New York
$215M -$9.57M -90,922 -4%
RWA
5
RGT Wealth Advisors
Texas
$192M +$4.59M +43,637 +2%
Bank of America
6
Bank of America
North Carolina
$185M -$16.8M -160,010 -8%
WANY
7
Wealthspire Advisors (New York)
New York
$99.2M +$102M +965,855 New
LWA
8
Lenox Wealth Advisors
New York
$99.2M +$1.85M +17,566 +2%
Morgan Stanley
9
Morgan Stanley
New York
$74M -$686K -6,518 -0.9%
LPL Financial
10
LPL Financial
California
$57.5M +$6.77M +64,330 +13%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$49.2M +$2.29M +21,755 +5%
MFM
12
MD Financial Management
Ontario, Canada
$48.5M +$49.7M +472,074 New
SP
13
Symmetry Partners
Connecticut
$47.6M -$2.08M -19,768 -4%
UBS Group
14
UBS Group
Switzerland
$45.1M -$5.97M -56,720 -11%
Osaic Holdings
15
Osaic Holdings
Arizona
$42.8M -$6.38M -60,584 -13%
Ameriprise
16
Ameriprise
Minnesota
$35M -$2.42M -23,031 -6%
Truist Financial
17
Truist Financial
North Carolina
$32.7M +$1.43M +13,572 +4%
KAS
18
Kestra Advisory Services
Texas
$22M +$1.18M +11,177 +6%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$21.2M +$330K +3,131 +2%
Bessemer Group
20
Bessemer Group
New Jersey
$21M -$10.3M -98,155 -32%
RJA
21
Raymond James & Associates
Florida
$20.5M +$1.02M +9,653 +5%
Mariner
22
Mariner
Kansas
$19.5M -$1.14M -10,830 -5%
AllianceBernstein
23
AllianceBernstein
Tennessee
$19.3M +$11M +104,699 +126%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$18.4M -$336K -3,190 -2%
BSSFA
25
Baron Silver Stevens Financial Advisors
Florida
$18.1M -$778K -7,387 -4%

ACWV Hedge Fund Activity: Q3 2021 in Review

286 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Global Min Vol Factor ETF (ACWV) for Q3 2021, worth a combined $2.69B — up 5.3% from $2.56B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new ACWV positions and 22 closed out — a net gain of 6 holders — while 77 added to existing stakes and 109 trimmed.

The largest buyer was Legacy Capital Wealth Partners, adding an estimated $513M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $20.3M.

  • 286 institutional investors held iShares MSCI Global Min Vol Factor ETF (ACWV) as of Q3 2021, up from 285 in Q2 2021.
  • Funds reported $2.69B of iShares MSCI Global Min Vol Factor ETF stock for Q3 2021, up 5.3% quarter-over-quarter.
  • 28 funds opened new iShares MSCI Global Min Vol Factor ETF positions in Q3 2021 and 22 closed out, a net change of +6 holders.
  • The largest iShares MSCI Global Min Vol Factor ETF buyer in Q3 2021 was Legacy Capital Wealth Partners, an estimated $513M added.
  • The largest iShares MSCI Global Min Vol Factor ETF seller in Q3 2021 was Manulife (Manufacturers Life Insurance), an estimated $20.3M sold.

Based on aggregated 13F filings for Q3 2021.