We are live on ! Find out more
EEMV icon

iShares MSCI Emerging Markets Min Vol Factor ETF

162 hedge funds and large institutions have $1.51B invested in iShares MSCI Emerging Markets Min Vol Factor ETF in 2015 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 69 increasing their positions, 37 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 14

86% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 37

38% more funds holding in top 10

Funds holding in top 10: 811 (+3)

25% more capital invested

Capital invested by funds: $1.21B → $1.51B (+$300M)

8% more funds holding

Funds holding: 150162 (+12)

3.74% more ownership

Funds ownership: 53.69%57.44% (+3.7%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $306K

Holders
162
Holders Change
+12
Holders Change %
+8%
% of All Funds
4.37%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.3%
New
28
Increased
69
Reduced
37
Closed
14
Calls
Puts
$306K
Net Calls
-$306K
Net Calls Change
-$52K
Name Holding Trade Value Shares
Change
Change in
Stake
NPC
76
National Planning Corporation
California
$1.31M -$1.03M -16,892 -41%
MIAN
77
Mariner Independent Advisor Network
Kansas
$1.29M +$110K +1,812 +9%
JWM
78
Jacobus Wealth Management
Wisconsin
$1.28M +$25.1K +414 +2%
Janus Henderson Group
79
Janus Henderson Group
United Kingdom
$1.27M
M&T Bank
80
M&T Bank
New York
$1.26M +$218K +3,583 +20%
USAA
81
United Services Automobile Association
Texas
$1.23M +$1.29M +21,300 New
MFS
82
MSI Financial Services
Massachusetts
$1.19M -$125K -2,054 -9%
Stifel Financial
83
Stifel Financial
Missouri
$1.17M +$331K +5,459 +37%
BTS
84
BB&T Securities
Virginia
$1.16M +$7.1K +117 +0.6%
TNBTD
85
Trustmark National Bank Trust Department
Mississippi
$1.07M -$960K -15,806 -46%
PVH
86
Psagot Value Holdings
Israel
$1.03M -$20.5K -337 -2%
PAS
87
Partnervest Advisory Services
California
$1.02M -$11.9K -196 -1%
LTFS
88
Ladenburg Thalmann Financial Services
Florida
$945K +$196K +3,236 +25%
CAL
89
Capital Advisors Ltd
Ohio
$844K
AssetMark Inc
90
AssetMark Inc
California
$802K +$844K +13,904 New
Bank of Montreal
91
Bank of Montreal
Ontario, Canada
$778K -$398K -6,559 -33%
ACM
92
Argentus Capital Management
Texas
$763K +$803K +13,220 New
MMA
93
Miracle Mile Advisors
California
$756K +$508K +8,370 +177%
PP
94
Patten & Patten
Tennessee
$749K -$222K -3,650 -22%
EVM
95
Eaton Vance Management
Massachusetts
$725K -$758K -12,480 -50%
CIBC Private Wealth Group
96
CIBC Private Wealth Group
Georgia
$707K +$744K +12,260 New
NEPWA
97
New England Private Wealth Advisors
Massachusetts
$630K +$125K +2,057 +23%
JMPWA
98
JP Morgan Private Wealth Advisors
California
$608K +$190K +3,132 +42%
PFM
99
Parsec Financial Management
North Carolina
$600K +$399K +6,570 +171%
CPSAC
100
Chas P. Smith & Associates (CPS)
Florida
$594K -$2.31K -38 -0.4%

EEMV Hedge Fund Activity: Q2 2015 in Review

162 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) for Q2 2015, worth a combined $1.51B — up 25% from $1.21B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new EEMV positions and 14 closed out — a net gain of 14 holders — while 69 added to existing stakes and 37 trimmed.

The largest buyer was State of New Jersey Common Pension Fund D, adding an estimated $86.2M. The largest seller was Lazard Asset Management, cutting an estimated $11.4M.

  • 162 institutional investors held iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) as of Q2 2015, up from 150 in Q1 2015.
  • Funds reported $1.51B of iShares MSCI Emerging Markets Min Vol Factor ETF stock for Q2 2015, up 25% quarter-over-quarter.
  • 28 funds opened new iShares MSCI Emerging Markets Min Vol Factor ETF positions in Q2 2015 and 14 closed out, a net change of +14 holders.
  • The largest iShares MSCI Emerging Markets Min Vol Factor ETF buyer in Q2 2015 was State of New Jersey Common Pension Fund D, an estimated $86.2M added.
  • The largest iShares MSCI Emerging Markets Min Vol Factor ETF seller in Q2 2015 was Lazard Asset Management, an estimated $11.4M sold.

Based on aggregated 13F filings for Q2 2015.