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JPMV

iShares Edge MSCI Min Vol Japan ETF

Delisted

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

14 hedge funds and large institutions have $29.4M invested in iShares Edge MSCI Min Vol Japan ETF in 2016 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 3 increasing their positions, 4 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

20% more capital invested

Capital invested by funds: $24.6M → $29.4M (+$4.86M)

17% more funds holding

Funds holding: 1214 (+2)

25% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 4

Holders
14
Holders Change
+2
Holders Change %
+16.67%
% of All Funds
0.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
3
Reduced
4
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$11.1M +$2.16M +36,585 +23%
SG Americas Securities
2
SG Americas Securities
New York
$9.71M +$10.1M +170,710 New
Bank of America
3
Bank of America
North Carolina
$4.81M -$3.14M -53,118 -39%
UBS Group
4
UBS Group
Switzerland
$968K +$83.1K +1,406 +9%
LPL Financial
5
LPL Financial
California
$604K -$77.5K -1,310 -11%
Citadel Advisors
6
Citadel Advisors
Florida
$506K -$735K -12,436 -58%
JP Morgan Chase
7
JP Morgan Chase
New York
$500K +$520K +8,790 New
Jane Street
8
Jane Street
New York
$424K +$441K +7,455 New
OMC
9
Old Mission Capital
Illinois
$390K -$204K -3,455 -34%
RJA
10
Raymond James & Associates
Florida
$224K +$233K +3,944 New
HFM
11
Harvest Fund Management
China
$125K +$130K +2,203 New
MFS
12
MSI Financial Services
Massachusetts
$89K +$13.7K +231 +17%
CIM
13
Contravisory Investment Management
Massachusetts
$1K +$1.48K +25 New
BCI
14
Brinker Capital Investments
Pennsylvania
-$2.15M -35,000 Closed
CS
15
Credit Suisse
Switzerland
-$498K -8,100 Closed
AG
16
Advisor Group
Arizona
-$25K -413 Closed
CWM
17
Concert Wealth Management
California
-$5K -82 Closed

JPMV Hedge Fund Activity: Q4 2016 in Review

14 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in iShares Edge MSCI Min Vol Japan ETF (JPMV) for Q4 2016, worth a combined $29.4M — up 20% from $24.6M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new JPMV positions and 4 closed out — a net gain of 2 holders — while 3 added to existing stakes and 4 trimmed.

The largest buyer was SG Americas Securities, opening a new position worth an estimated $10.1M. The largest seller was Bank of America, cutting an estimated $3.14M.

  • 14 institutional investors held iShares Edge MSCI Min Vol Japan ETF (JPMV) as of Q4 2016, up from 12 in Q3 2016.
  • Funds reported $29.4M of iShares Edge MSCI Min Vol Japan ETF stock for Q4 2016, up 20% quarter-over-quarter.
  • 6 funds opened new iShares Edge MSCI Min Vol Japan ETF positions in Q4 2016 and 4 closed out, a net change of +2 holders.
  • The largest iShares Edge MSCI Min Vol Japan ETF buyer in Q4 2016 was SG Americas Securities, an estimated $10.1M added.
  • The largest iShares Edge MSCI Min Vol Japan ETF seller in Q4 2016 was Bank of America, an estimated $3.14M sold.

Based on aggregated 13F filings for Q4 2016.