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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
Allianz Asset Management
251
Allianz Asset Management
Germany
$223K +$224K +4,000 New
CCM
252
Chilton Capital Management
Texas
$221K
SG
253
StoneX Group
New York
$221K +$8.64K +154 +4%
CWA
254
Clarus Wealth Advisors
Arizona
$205K -$3.25K -58 -2%
ATFA
255
All Terrain Financial Advisors
Minnesota
$204K -$1.29K -23 -0.6%
P
256
Pitcairn
Pennsylvania
$202K -$48.3K -861 -19%
FAIM
257
Financial Advocates Investment Management
Washington
$201K -$342K -6,097 -63%
SWM
258
SeaCrest Wealth Management
New York
$194K -$39.1K -697 -17%
PVH
259
Psagot Value Holdings
Israel
$191K
Fifth Third Bancorp
260
Fifth Third Bancorp
Ohio
$176K -$4.6K -82 -3%
SFSIG
261
San Francisco Sentry Investment Group
California
$158K
CA
262
Claro Advisors
Massachusetts
$157K +$148K +2,643 New
FHA
263
Flagship Harbor Advisors
Massachusetts
$137K +$20.3K +362 +17%
PFBT
264
Parkside Financial Bank & Trust
Missouri
$133K +$99.8K +1,778 +294%
BEAM
265
Baker Ellis Asset Management
Washington
$124K -$15.4K -275 -11%
MRC
266
Millburn Ridgefield Corp
New York
$110K -$57.1K -1,017 -34%
ESB
267
Essex Savings Bank
Connecticut
$107K +$108K +1,922 New
BWA
268
BDO Wealth Advisors
Florida
$96K -$75.9K -1,353 -44%
TNBTD
269
Trustmark National Bank Trust Department
Mississippi
$93K +$33.7K +600 +57%
APSP
270
Asset Planning Services (Pennsylvania)
Pennsylvania
$88K +$1.35K +24 +2%
VFA
271
Valeo Financial Advisors
Indiana
$87K +$224 +4 +0.3%
MAU
272
MRA Associates USA
Arizona
$80K +$79.8K +1,423 New
RFC
273
Regions Financial Corp
Alabama
$76K +$15.7K +280 +26%
IWA
274
Intercontinental Wealth Advisors
Texas
$75K +$75.4K +1,344 New
CI
275
CX Institutional
Indiana
$74K +$74.2K +1,323 New

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.