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iShares MSCI Emerging Markets Min Vol Factor ETF

340 hedge funds and large institutions have $3.18B invested in iShares MSCI Emerging Markets Min Vol Factor ETF in 2018 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 122 increasing their positions, 99 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 33

23% more repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 99

19% more funds holding in top 10

Funds holding in top 10: 1619 (+3)

14% more funds holding

Funds holding: 297340 (+43)

11% more capital invested

Capital invested by funds: $2.85B → $3.18B (+$324M)

5.45% more ownership

Funds ownership: 58.45%63.9% (+5.4%)

93% less call options, than puts

Call options by funds: $207K | Put options by funds: $2.95M

Holders
340
Holders Change
+43
Holders Change %
+14.48%
% of All Funds
7.58%
Holding in Top 10
19
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+18.75%
% of All Funds
0.42%
New
78
Increased
122
Reduced
99
Closed
33
Calls
$207K
Puts
$2.95M
Net Calls
-$2.74M
Net Calls Change
+$318K
Name Holding Trade Value Shares
Change
Change in
Stake
CA
226
Cumberland Advisors
Florida
$322K +$60K +1,070 +23%
PGA
227
Premia Global Advisors
Florida
$317K
CPP
228
Crow Point Partners
Massachusetts
$313K +$314K +5,600 New
BDF
229
Black Diamond Financial
Maryland
$306K +$308K +5,480 New
NFG
230
Next Financial Group
Texas
$302K +$248K +4,412 +444%
BAC
231
Boys Arnold & Co
North Carolina
$289K +$88K +1,569 +44%
JCM
232
Jacobi Capital Management
Pennsylvania
$288K -$9.37K -167 -3%
DWA
233
Divergent Wealth Advisors
Utah
$285K +$238K +4,236 +491%
SFS
234
Sowell Financial Services
Arkansas
$282K +$284K +5,055 New
RMA
235
Roffman Miller Associates
Pennsylvania
$273K +$45.6K +813 +20%
BAM
236
Belpointe Asset Management
Nevada
$272K -$22.7K -405 -8%
VWA
237
V Wealth Advisors
Kansas
$269K +$267K +4,766 New
EAM
238
Evanson Asset Management
California
$268K
CFSG
239
Community Financial Services Group
Vermont
$267K +$3.48K +62 +1%
BFG
240
Barber Financial Group
Kansas
$267K +$3.87K +69 +1%
PCMC
241
Private Capital Management (Colorado)
Colorado
$267K +$268K +4,772 New
FMC
242
First Merchants Corp
Indiana
$265K -$104K -1,850 -28%
WWM
243
Western Wealth Management
Colorado
$258K +$259K +4,607 New
LCAM
244
London & Capital Asset Management
United Kingdom
$251K +$253K +4,500 New
Prudential Financial
245
Prudential Financial
New Jersey
$234K +$235K +4,185 New
SIAS
246
Shine Investment Advisory Services
Colorado
$231K
PSG
247
Planning Solutions Group
Maryland
$231K +$232K +4,129 New
AIM
248
Anchor Investment Management
South Carolina
$229K
VIM
249
Vista Investment Management
Pennsylvania
$226K
SIAP
250
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$223K -$56.1K -1,000 -20%

EEMV Hedge Fund Activity: Q4 2018 in Review

340 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) for Q4 2018, worth a combined $3.18B — up 11% from $2.85B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new EEMV positions and 33 closed out — a net gain of 45 holders — while 122 added to existing stakes and 99 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $138M. The largest seller was Choate Investment Advisors, cutting an estimated $67.2M.

  • 340 institutional investors held iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) as of Q4 2018, up from 297 in Q3 2018.
  • Funds reported $3.18B of iShares MSCI Emerging Markets Min Vol Factor ETF stock for Q4 2018, up 11% quarter-over-quarter.
  • 78 funds opened new iShares MSCI Emerging Markets Min Vol Factor ETF positions in Q4 2018 and 33 closed out, a net change of +45 holders.
  • The largest iShares MSCI Emerging Markets Min Vol Factor ETF buyer in Q4 2018 was JP Morgan Chase, an estimated $138M added.
  • The largest iShares MSCI Emerging Markets Min Vol Factor ETF seller in Q4 2018 was Choate Investment Advisors, an estimated $67.2M sold.

Based on aggregated 13F filings for Q4 2018.