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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
EWA
301
ERTS Wealth Advisors
Michigan
$25K +$25.3K +450 New
BTNA
302
Bremer Trust National Association
Minnesota
$23K +$23.6K +420 New
SMFS
303
Squar Milner Financial Services
California
$22K -$17.2K -306 -43%
SBL
304
Sargent Bickham Lagudis
Colorado
$22K +$337 +6 +2%
FRA
305
Front Row Advisors
California
$21K
PCP
306
Proficio Capital Partners
Massachusetts
$21K
Carson Wealth (CWM LLC)
307
Carson Wealth (CWM LLC)
Nebraska
$21K +$21.2K +377 New
MSA
308
Marino Stram & Associates
Massachusetts
$20K
PA
309
Parallel Advisors
California
$18K -$123K -2,185 -87%
AF
310
Advisornet Financial
Minnesota
$14K -$9.31K -166 -41%
LWA
311
Lowe Wealth Advisors
Maryland
$14K
TF
312
Tompkins Financial
New York
$14K
PCFFS
313
Pacific Center for Financial Services
California
$14K +$224 +4 +2%
FTI
314
Fiduciary Trust International
Massachusetts
$14K +$13.7K +244 New
EWM
315
Endurance Wealth Management
Rhode Island
$12K
RWA
316
River Wealth Advisors
Pennsylvania
$11K
WCM
317
WealthBridge Capital Management
Ohio
$11K +$10.7K +191 New
FDCDDQ
318
Federation des caisses Desjardins du Quebec
Quebec, Canada
$10.6K -$13.5K -240 -56%
LGWM
319
Litman Gregory Wealth Management
California
$10K +$9.82K +175 New
IBOK
320
Independence Bank of Kentucky
Kentucky
$10K +$10.1K +180 New
MA
321
MCF Advisors
Kentucky
$10K +$10.5K +187 New
FANJ
322
Financial Architects (New Jersey)
New Jersey
$8K +$8.47K +151 New
CFG
323
CKW Financial Group
Hawaii
$7K -$6.73K -120 -49%
AWM
324
Avior Wealth Management
Nebraska
$7K
WAP
325
Wealthcare Advisory Partners
Pennsylvania
$7K

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.