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iShares MSCI Emerging Markets Min Vol Factor ETF

208 hedge funds and large institutions have $1.93B invested in iShares MSCI Emerging Markets Min Vol Factor ETF in 2016 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 85 increasing their positions, 54 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

173% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 15

57% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 54

26% more capital invested

Capital invested by funds: $1.54B → $1.93B (+$398M)

12% more funds holding

Funds holding: 186208 (+22)

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

2.07% more ownership

Funds ownership: 57.3%59.37% (+2.1%)

Holders
208
Holders Change
+22
Holders Change %
+11.83%
% of All Funds
5.54%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.29%
New
41
Increased
85
Reduced
54
Closed
15
Calls
$753K
Puts
Net Calls
+$753K
Net Calls Change
+$1.04M
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
151
Stratos Wealth Partners
Ohio
$317K +$16.3K +343 +6%
CB
152
Chemical Bank
Michigan
$315K +$33.7K +710 +13%
VWM
153
Venturi Wealth Management
Texas
$300K -$227K -4,770 -45%
Bank of Nova Scotia
154
Bank of Nova Scotia
Ontario, Canada
$300K
HFS
155
Haverford Financial Services
Pennsylvania
$288K +$266K +5,600 New
GWCM
156
Godshalk Welsh Capital Management
Pennsylvania
$283K
AA
157
Ancora Advisors
Ohio
$273K +$11.9K +250 +5%
AEPG
158
American Economic Planning Group
New Jersey
$270K +$250K +5,264 New
SI
159
SII Investments
Wisconsin
$266K +$246K +5,177 New
ATC
160
Argent Trust Co
Tennessee
$259K -$15.8K -333 -6%
PCM
161
Parsons Capital Management
Rhode Island
$251K -$9.27K -195 -4%
SHA
162
Smith Hayes Advisers
Nebraska
$245K -$346K -7,288 -60%
JMPWA
163
JP Morgan Private Wealth Advisors
California
$244K -$149K -3,133 -40%
YMRC
164
Yorktown Management & Research Company
Virginia
$241K
ASN
165
Advisory Services Network
Georgia
$235K -$218K -4,590 -50%
JSA
166
Jacobson & Schmitt Advisors
Wisconsin
$231K +$11.8K +249 +6%
PMG
167
ProVise Management Group
Florida
$229K -$9.41K -198 -4%
NGA
168
Naples Global Advisors
Florida
$227K -$9.74K -205 -4%
DWT
169
Dorsey & Whitney Trust
South Dakota
$226K
AIA
170
AIMZ Investment Advisors
California
$224K +$180K +3,790 New
V
171
Veritable
Delaware
$217K +$201K +4,220 New
ACP
172
Aviance Capital Partners
Florida
$215K +$199K +4,188 New
CFG
173
CKW Financial Group
Hawaii
$194K -$1.41M -29,744 -89%
WCM
174
Weatherstone Capital Management
Colorado
$189K +$175K +3,686 New
WA
175
WFG Advisors
Texas
$181K +$12.1K +255 +8%

EEMV Hedge Fund Activity: Q1 2016 in Review

208 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) for Q1 2016, worth a combined $1.93B — up 26% from $1.54B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new EEMV positions and 15 closed out — a net gain of 26 holders — while 85 added to existing stakes and 54 trimmed.

The largest buyer was UBS AM, opening a new position worth an estimated $50.9M. The largest seller was Parkwood LLC, cutting an estimated $19.6M.

  • 208 institutional investors held iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) as of Q1 2016, up from 186 in Q4 2015.
  • Funds reported $1.93B of iShares MSCI Emerging Markets Min Vol Factor ETF stock for Q1 2016, up 26% quarter-over-quarter.
  • 41 funds opened new iShares MSCI Emerging Markets Min Vol Factor ETF positions in Q1 2016 and 15 closed out, a net change of +26 holders.
  • The largest iShares MSCI Emerging Markets Min Vol Factor ETF buyer in Q1 2016 was UBS AM, an estimated $50.9M added.
  • The largest iShares MSCI Emerging Markets Min Vol Factor ETF seller in Q1 2016 was Parkwood LLC, an estimated $19.6M sold.

Based on aggregated 13F filings for Q1 2016.