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iShares MSCI Emerging Markets Min Vol Factor ETF

245 hedge funds and large institutions have $2.22B invested in iShares MSCI Emerging Markets Min Vol Factor ETF in 2017 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 121 increasing their positions, 61 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

439% more call options, than puts

Call options by funds: $6.41M | Put options by funds: $1.19M

98% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 61

33% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 21

8% more funds holding in top 10

Funds holding in top 10: 1314 (+1)

3% more funds holding

Funds holding: 239245 (+6)

3% more capital invested

Capital invested by funds: $2.15B → $2.22B (+$68.2M)

0.39% less ownership

Funds ownership: 58.02%57.63% (-0.39%)

Holders
245
Holders Change
+6
Holders Change %
+2.51%
% of All Funds
6.11%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.35%
New
28
Increased
121
Reduced
61
Closed
21
Calls
$6.41M
Puts
$1.19M
Net Calls
+$5.22M
Net Calls Change
+$5.92M
Name Holding Trade Value Shares
Change
Change in
Stake
Daiwa Securities Group
176
Daiwa Securities Group
Japan
$255K +$22K +400 +10%
NGA
177
Naples Global Advisors
Florida
$250K -$2.19K -40 -0.9%
Manulife (Manufacturers Life Insurance)
178
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$250K +$240K +4,380 +3,221%
CCM
179
Chilton Capital Management
Texas
$249K +$28.5K +520 +13%
Wolverine Trading
180
Wolverine Trading
Illinois
$239K +$238K +4,328 New
NFG
181
Next Financial Group
Texas
$234K +$78.2K +1,424 +51%
SIAS
182
Shine Investment Advisory Services
Colorado
$229K
RCAG
183
Rehmann Capital Advisory Group
Michigan
$226K -$4.17K -76 -2%
GWCM
184
Godshalk Welsh Capital Management
Pennsylvania
$222K
DAS
185
Dynamic Advisor Solutions
Arizona
$206K +$204K +3,725 New
PNC Financial Services Group
186
PNC Financial Services Group
Pennsylvania
$186K -$294K -5,350 -61%
AIM
187
Anchor Investment Management
South Carolina
$175K
WT
188
Whittier Trust
California
$168K -$25.5K -465 -13%
BEAM
189
Baker Ellis Asset Management
Washington
$167K -$11.9K -216 -7%
JCM
190
Jacobi Capital Management
Pennsylvania
$163K +$149K +2,718 +1,182%
MCIA
191
Mountain Capital Investment Advisors
Colorado
$126K +$125K +2,272 New
PFPT
192
Pinnacle Financial Partners (Tennessee)
Tennessee
$104K +$103K +1,869 New
BWA
193
BDO Wealth Advisors
Florida
$100K +$98.8K +1,800 New
BTIS
194
BB&T Investment Services
North Carolina
$93K +$84K +1,531 +1,265%
DSI
195
Daiwa SB Investments
Japan
$90K +$23.1K +420 +35%
GWM
196
Geneos Wealth Management
Colorado
$85K +$82.3K +1,500 +3,750%
APSP
197
Asset Planning Services (Pennsylvania)
Pennsylvania
$84K +$659 +12 +0.8%
LYV
198
Live Your Vision
Pennsylvania
$73K
GAM
199
Gemmer Asset Management
California
$65K +$57.7K +1,051 +922%
BL
200
Balentine LLC
Georgia
$62K

EEMV Hedge Fund Activity: Q2 2017 in Review

245 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 Q2 2017, worth a combined $2.22B — up 3.2% from $2.15B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new EEMV positions and 21 closed out — a net gain of 7 holders — while 121 added to existing stakes and 61 trimmed.

The largest buyer was Teacher Retirement System of Texas, adding an estimated $76.8M. The largest seller was Haverford Trust Company, cutting an estimated $57.8M.

  • 245 institutional investors held iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) as of Q2 2017, up from 239 in Q1 2017.
  • Funds reported $2.22B of iShares MSCI Emerging Markets Min Vol Factor ETF stock for Q2 2017, up 3.2% quarter-over-quarter.
  • 28 funds opened new iShares MSCI Emerging Markets Min Vol Factor ETF positions in Q2 2017 and 21 closed out, a net change of +7 holders.
  • The largest iShares MSCI Emerging Markets Min Vol Factor ETF buyer in Q2 2017 was Teacher Retirement System of Texas, an estimated $76.8M added.
  • The largest iShares MSCI Emerging Markets Min Vol Factor ETF seller in Q2 2017 was Haverford Trust Company, an estimated $57.8M sold.

Based on aggregated 13F filings for Q2 2017.