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iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV

248 hedge funds and large institutions have $2.42B invested in iShares MSCI Emerging Markets Min Vol Factor ETF in 2017 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 108 increasing their positions, 71 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

782% more call options, than puts

Call options by funds: $13.4M | Put options by funds: $1.52M

60% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 15

52% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 71

9% more capital invested

Capital invested by funds: $2.22B → $2.42B (+$199M)

7% more funds holding in top 10

Funds holding in top 10: 14 → 15 (+1)

1% more funds holding

Funds holding: 245 → 248 (+3)

0.37% more ownership

Funds ownership: 57.63% → 57.99% (+0.37%)

Holders
248
Holders Change
+3
Holders Change %
+1.22%
% of All Funds
6.18%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.37%
New
24
Increased
108
Reduced
71
Closed
15
Calls
$13.4M
Puts
$1.52M
Net Calls
+$11.9M
Net Calls Change
+$6.67M

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$82M
2
SCA
Stuart Chaussee & Associates
California
+$15.3M
3
Wells Fargo
Wells Fargo
California
+$12.1M
4
USAA
United Services Automobile Association
Texas
+$8.54M
5
CIA
Choate Investment Advisors
Massachusetts
+$8.05M

Top Sellers

1
UBS AM
UBS AM
Illinois
-$17.6M
2
Bank of America
Bank of America
North Carolina
-$14.6M
3
WP
WealthPLAN Partners
Nebraska
-$10M
4
AWMS
Advocacy Wealth Management Services
Georgia
-$8.08M
5
BlackRock
BlackRock
New York
-$6.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
PVH
226
Psagot Value Holdings
Israel
$15K -$797K -13,879 -98%
ST
227
Sageworth Trust
Pennsylvania
$15K – – –
AFNAS
228
American Financial Network Advisory Services
California
$14K +$13.8K +241 New
CFG
229
CKW Financial Group
Hawaii
$13K -$276K -4,805 -96%
MWM
230
Mascoma Wealth Management
New Hampshire
$12K +$3.16K +55 +38%
RWG
231
Regal Wealth Group
California
$10K +$9.88K +172 New
Toronto Dominion Bank
232
Toronto Dominion Bank
Ontario, Canada
$10K +$9.94K +173 New
BFEC
233
Benjamin F. Edwards & Company
Missouri
$10K +$10K +174 New
BRC
234
Bell Rock Capital
Delaware
$9K – – –
EA
235
Edge Advisors
Georgia
$9K +$1.72K +30 +21%
CP
236
Corbenic Partners
Pennsylvania
$9K +$9.19K +160 New
AWM
237
Avior Wealth Management
Nebraska
$8K – – –
DBT
238
Dubuque Bank & Trust
Iowa
$8K – – –
LC
239
Landaas & Company
Wisconsin
$8K +$8.27K +144 New
NC
240
NewSquare Capital
Pennsylvania
$6K -$862 -15 -14%
AOWM
241
Alpha Omega Wealth Management
Virginia
$6K – – –
TF
242
Tompkins Financial
New York
$6K – – –
HS
243
Horan Securities
United States
$5K – – –
WAM
244
Wealthspire Advisors (Maryland)
Maryland
$2K – – –
Carson Wealth (CWM LLC)
245
Carson Wealth (CWM LLC)
Nebraska
$1K – – –
WAP
246
Wealthcare Advisory Partners
Pennsylvania
$1K +$1.44K +25 New
WP
247
WealthPLAN Partners
Nebraska
– -$10M -181,393 Closed
QFA
248
Quattro Financial Advisors
Texas
– -$3.66M -66,083 Closed
Jane Street
249
Jane Street
New York
– -$3.29M -59,421 Closed
PL
250
Parkwood LLC
Ohio
– -$1.45M -26,086 Closed
7 8 9
10
11

EEMV Hedge Fund Activity: Q3 2017 in Review

248 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) for Q3 2017, worth a combined $2.42B — up 8.9% from $2.22B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new EEMV positions and 15 closed out — a net gain of 9 holders — while 108 added to existing stakes and 71 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $82M. The largest seller was UBS AM, cutting an estimated $17.6M.

  • 248 institutional investors held iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) as of Q3 2017, up from 245 in Q2 2017.
  • Funds reported $2.42B of iShares MSCI Emerging Markets Min Vol Factor ETF stock for Q3 2017, up 8.9% quarter-over-quarter.
  • 24 funds opened new iShares MSCI Emerging Markets Min Vol Factor ETF positions in Q3 2017 and 15 closed out, a net change of +9 holders.
  • The largest iShares MSCI Emerging Markets Min Vol Factor ETF buyer in Q3 2017 was JP Morgan Chase, an estimated $82M added.
  • The largest iShares MSCI Emerging Markets Min Vol Factor ETF seller in Q3 2017 was UBS AM, an estimated $17.6M sold.

Based on aggregated 13F filings for Q3 2017.