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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
AIP
126
Ameritas Investment Partners
Nebraska
$780K -$3.45K -60 -0.4%
NPC
127
National Planning Corporation
California
$759K +$37.5K +653 +5%
SIM
128
SSI Investment Management
California
$759K +$39.5K +688 +6%
Citadel Advisors
129
Citadel Advisors
Florida
$759K +$751K +13,068 New
TD Asset Management
130
TD Asset Management
Ontario, Canada
$755K -$256K -4,450 -26%
GT
131
Glenmede Trust
Pennsylvania
$748K -$103K -1,800 -12%
ONB
132
Old National Bancorp
Indiana
$715K +$108K +1,873 +18%
Brown Advisory
133
Brown Advisory
Maryland
$708K +$359K +6,245 +105%
CAL
134
Capital Advisors Ltd
Ohio
$679K -$10.2K -178 -2%
US Bancorp
135
US Bancorp
Minnesota
$660K – – –
BTS
136
BB&T Securities
Virginia
$611K -$181K -3,143 -23%
EWM
137
Edge Wealth Management
New York
$611K -$156K -2,712 -21%
HFS
138
HL Financial Services
Kentucky
$595K +$23K +400 +4%
CIBC World Market
139
CIBC World Market
Ontario, Canada
$577K – – –
Wolverine Trading
140
Wolverine Trading
Illinois
$561K +$306K +5,329 +123%
SFSIG
141
San Francisco Sentry Investment Group
California
$538K – – –
OC
142
Oppenheimer & Co
New York
$514K -$6.03K -105 -1%
ACP
143
Aviance Capital Partners
Florida
$492K +$27.9K +485 +6%
AF
144
Allworth Financial
California
$485K – – –
SI
145
SII Investments
Wisconsin
$473K +$15.9K +277 +4%
GI
146
Glovista Investments
New Jersey
$473K +$470K +8,184 New
Creative Planning
147
Creative Planning
Kansas
$471K -$29.5K -514 -6%
RI
148
Ridgewood Investments
New Jersey
$456K -$21.2K -369 -4%
AEPG
149
American Economic Planning Group
New Jersey
$453K +$13K +226 +3%
HWA
150
Heritage Wealth Advisors
Virginia
$433K +$17.2K +300 +4%
4 5
6
7 8

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.