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iShares MSCI Emerging Markets Min Vol Factor ETF

372 hedge funds and large institutions have $3.64B invested in iShares MSCI Emerging Markets Min Vol Factor ETF in 2019 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 147 increasing their positions, 101 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 24

46% more repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 101

21% more funds holding in top 10

Funds holding in top 10: 1923 (+4)

15% more capital invested

Capital invested by funds: $3.18B → $3.64B (+$460M)

9% more funds holding

Funds holding: 341372 (+31)

0.04% more ownership

Funds ownership: 63.9%63.94% (+0.04%)

63% less call options, than puts

Call options by funds: $1.58M | Put options by funds: $4.23M

Holders
372
Holders Change
+31
Holders Change %
+9.09%
% of All Funds
8.05%
Holding in Top 10
23
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+21.05%
% of All Funds
0.5%
New
60
Increased
147
Reduced
101
Closed
24
Calls
$1.58M
Puts
$4.23M
Net Calls
-$2.65M
Net Calls Change
+$98K
Name Holding Trade Value Shares
Change
Change in
Stake
CWA
276
Clarus Wealth Advisors
Arizona
$224K +$7.01K +120 +3%
SS
277
Simplicity Solutions
Minnesota
$222K +$219K +3,751 New
ATFA
278
All Terrain Financial Advisors
Minnesota
$216K
ACS
279
Archford Capital Strategies
Illinois
$216K +$213K +3,641 New
P
280
Pitcairn
Pennsylvania
$215K
MWM
281
Meridian Wealth Management
Kentucky
$212K +$209K +3,570 New
OAM
282
Oak Asset Management
California
$212K +$209K +3,576 New
FWM
283
Fairhaven Wealth Management
Illinois
$205K +$202K +3,462 New
SWM
284
SeaCrest Wealth Management
New York
$203K -$2.4K -41 -1%
FWCM
285
Ferguson Wellman Capital Management
Oregon
$200K +$198K +3,380 New
PVH
286
Psagot Value Holdings
Israel
$185K -$18.1K -310 -9%
MUAMU
287
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$184K
Fifth Third Bancorp
288
Fifth Third Bancorp
Ohio
$173K -$13.6K -232 -7%
CAPTRUST Financial Advisors
289
CAPTRUST Financial Advisors
North Carolina
$173K +$171K +2,922 New
SFSIG
290
San Francisco Sentry Investment Group
California
$168K
FHA
291
Flagship Harbor Advisors
Massachusetts
$155K +$9.18K +157 +6%
MRC
292
Millburn Ridgefield Corp
New York
$139K +$21.7K +371 +19%
RFC
293
Regions Financial Corp
Alabama
$132K +$50.1K +857 +63%
BEAM
294
Baker Ellis Asset Management
Washington
$131K
LWS
295
Lucia Wealth Services
California
$131K +$129K +2,203 New
DSI
296
Daiwa SB Investments
Japan
$130K +$129K +2,200 New
ESB
297
Essex Savings Bank
Connecticut
$114K
MAU
298
MRA Associates USA
Arizona
$98.8K +$14.3K +244 +17%
TNBTD
299
Trustmark National Bank Trust Department
Mississippi
$98K
CAC
300
Certified Advisory Corp
Florida
$95K +$93.5K +1,600 New

EEMV Hedge Fund Activity: Q1 2019 in Review

372 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) for Q1 2019, worth a combined $3.64B — up 15% from $3.18B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new EEMV positions and 24 closed out — a net gain of 36 holders — while 147 added to existing stakes and 101 trimmed.

The largest buyer was Fiduciary Trust International of Pennsylvania, opening a new position worth an estimated $143M. The largest seller was Fidelity Investments, cutting an estimated $102M.

  • 372 institutional investors held iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) as of Q1 2019, up from 341 in Q4 2018.
  • Funds reported $3.64B of iShares MSCI Emerging Markets Min Vol Factor ETF stock for Q1 2019, up 15% quarter-over-quarter.
  • 60 funds opened new iShares MSCI Emerging Markets Min Vol Factor ETF positions in Q1 2019 and 24 closed out, a net change of +36 holders.
  • The largest iShares MSCI Emerging Markets Min Vol Factor ETF buyer in Q1 2019 was Fiduciary Trust International of Pennsylvania, an estimated $143M added.
  • The largest iShares MSCI Emerging Markets Min Vol Factor ETF seller in Q1 2019 was Fidelity Investments, an estimated $102M sold.

Based on aggregated 13F filings for Q1 2019.