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iShares MSCI Emerging Markets Min Vol Factor ETF

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: 1415 (+1)

1% more funds holding

Funds holding: 245248 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$495M -$14.6M -254,590 -3%
BlackRock
2
BlackRock
New York
$221M -$6.8M -118,298 -3%
Teacher Retirement System of Texas
3
Teacher Retirement System of Texas
Texas
$156M
UBS Group
4
UBS Group
Switzerland
$135M +$2.8M +48,748 +2%
Wells Fargo
5
Wells Fargo
California
$119M +$12.1M +211,267 +12%
USAA
6
United Services Automobile Association
Texas
$113M +$8.54M +148,600 +8%
Ameriprise
7
Ameriprise
Minnesota
$112M +$1.13M +19,616 +1%
Morgan Stanley
8
Morgan Stanley
New York
$109M -$1.46M -25,407 -1%
JP Morgan Chase
9
JP Morgan Chase
New York
$85.8M +$82M +1,426,666 +2,414%
LPL Financial
10
LPL Financial
California
$59.9M +$4.59M +79,804 +8%
Allianz Asset Management
11
Allianz Asset Management
Germany
$52.9M -$3.74M -65,017 -7%
1832 Asset Management
12
1832 Asset Management
Ontario, Canada
$40M
CPO
13
Cerity Partners OCIO
New York
$39.3M +$1.44M +24,987 +4%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$37M +$4.18M +72,766 +13%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$25.5M +$2.55M +44,395 +11%
CIA
16
Choate Investment Advisors
Massachusetts
$25.1M +$8.05M +140,131 +48%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$19.4M +$3.29M +57,231 +21%
BW
18
Biegel & Waller
Maryland
$19.4M -$381K -6,623 -2%
SAM
19
Securian Asset Management
Minnesota
$17M +$86.2K +1,500 +0.5%
Mariner
20
Mariner
Kansas
$15.9M +$1.6M +27,932 +11%
NA
21
Nottingham Advisors
New York
$15.6M +$263K +4,580 +2%
SCA
22
Stuart Chaussee & Associates
California
$15.6M +$15.3M +266,708 New
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$15.2M +$354K +6,157 +2%
CPSAC
24
Chas P. Smith & Associates (CPS)
Florida
$14.9M +$53.3K +927 +0.4%
MOACM
25
Mutual of America Capital Management
New York
$13.9M +$2.02M +35,135 +17%