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EUMV

iShares Edge MSCI Min Vol Europe ETF

Delisted

EUMV was delisted on the 17th of August, 2020.

19 hedge funds and large institutions have $6.08M invested in iShares Edge MSCI Min Vol Europe ETF in 2018 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 7 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% less funds holding

Funds holding: 2219 (-3)

50% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 6

57% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 7

87% less capital invested

Capital invested by funds: $46M → $6.08M (-$39.9M)

Holders
19
Holders Change
-3
Holders Change %
-13.64%
% of All Funds
0.42%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
3
Reduced
7
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$1.15M -$95.8K -4,046 -7%
Bank of America
2
Bank of America
North Carolina
$708K -$54.5K -2,302 -7%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$678K -$446K -18,831 -39%
IFWM
4
Institute for Wealth Management
Colorado
$591K +$610K +25,757 New
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$576K +$206K +8,710 +53%
ACM
6
Ashford Capital Management
Delaware
$573K +$111K +4,703 +23%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$408K -$805K -33,966 -66%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$382K -$29.2K -1,231 -7%
MML Investors Services
9
MML Investors Services
Massachusetts
$300K -$1.97K -83 -0.6%
JP Morgan Chase
10
JP Morgan Chase
New York
$297K -$761K -32,123 -71%
APSP
11
Asset Planning Services (Pennsylvania)
Pennsylvania
$258K +$20.3K +857 +8%
LTFS
12
Ladenburg Thalmann Financial Services
Florida
$70K
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$37K
IA
14
IFP Advisors
Florida
$36K
AG
15
Advisor Group
Arizona
$13K
Citigroup
16
Citigroup
New York
$5K +$4.74K +200 New
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$2K
Jane Street
18
Jane Street
New York
-$1.19M -47,047 Closed
LPL Financial
19
LPL Financial
California
-$224K -8,904 Closed
JMPWA
20
JP Morgan Private Wealth Advisors
California
-$216K -8,564 Closed
SPIA
21
Steward Partners Investment Advisory
New York
-$99K -3,947 Closed
SWP
22
Stratos Wealth Partners
Ohio
-$94K -3,746 Closed
Ameriprise
23
Ameriprise
Minnesota
-$36.2M -1,438 Closed
FCAS
24
First Command Advisory Services
Texas
+$4.74K +200 New

EUMV Hedge Fund Activity: Q4 2018 in Review

19 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares Edge MSCI Min Vol Europe ETF (EUMV) for Q4 2018, worth a combined $6.08M — down 87% from $46M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of EUMV and 3 opened new positions — a net loss of 3 holders — while 7 trimmed existing stakes and 3 added.

The largest buyer was Institute for Wealth Management, opening a new position worth an estimated $610K. The largest seller was Ameriprise, exiting entirely with an estimated $36.2M sold.

  • 19 institutional investors held iShares Edge MSCI Min Vol Europe ETF (EUMV) as of Q4 2018, down from 22 in Q3 2018.
  • Funds reported $6.08M of iShares Edge MSCI Min Vol Europe ETF stock for Q4 2018, down 87% quarter-over-quarter.
  • 3 funds opened new iShares Edge MSCI Min Vol Europe ETF positions in Q4 2018 and 6 closed out, a net change of -3 holders.
  • The largest iShares Edge MSCI Min Vol Europe ETF buyer in Q4 2018 was Institute for Wealth Management, an estimated $610K added.
  • The largest iShares Edge MSCI Min Vol Europe ETF seller in Q4 2018 was Ameriprise, an estimated $36.2M sold.

Based on aggregated 13F filings for Q4 2018.