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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
LYV
276
Live Your Vision
Pennsylvania
$73K
PFO
277
Pathstone Family Office
New Jersey
$73K +$73.5K +1,309 New
CFGS
278
Concourse Financial Group Securities
Alabama
$72K +$68.1K +1,213 +1,516%
S
279
SignatureFD
Georgia
$70K +$729 +13 +1%
WP
280
WealthShield Partners
North Carolina
$70K +$6K +107 +9%
WT
281
Whittier Trust
California
$65K -$74.6K -1,330 -53%
PCA
282
Peddock Capital Advisors
Massachusetts
$60K +$1.07K +19 +2%
CA
283
Crewe Advisors
Utah
$59K
YWP
284
YorkBridge Wealth Partners
New York
$57K
SWA
285
Sutton Wealth Advisors
Florida
$55.9K +$56.1K +1,000 New
ASN
286
Advisory Services Network
Georgia
$52K -$579K -10,317 -92%
DBT
287
Dubuque Bank & Trust
Iowa
$49K -$2.08K -37 -4%
CFN
288
Cordasco Financial Network
Florida
$46K
WIM
289
Westside Investment Management
California
$44.2K +$44.3K +790 New
MWM
290
Mascoma Wealth Management
New Hampshire
$44K -$33.7K -600 -43%
PG
291
Patten Group
Tennessee
$44K
AA
292
AlphaMark Advisors
Kentucky
$41K +$3.65K +65 +10%
AWM
293
Aevitas Wealth Management
Massachusetts
$39K
EI
294
Ellevest Inc
New York
$37K +$36.9K +657 New
CH
295
Canton Hathaway
Rhode Island
$35K
TL
296
TrueWealth LLC
Georgia
$34K +$281 +5 +0.8%
BFEC
297
Benjamin F. Edwards & Company
Missouri
$32K
W
298
WealthOne
New York
$31K +$30.7K +547 New
VCM
299
Vigilant Capital Management
Maine
$29K +$29.4K +524 New
EFSCE
300
Enterprise Financial Services Corp (EFSC)
Missouri
$25K -$42.1K -750 -63%

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.