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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
GAM
326
Gemmer Asset Management
California
$7K +$112 +2 +2%
AOWM
327
Alpha Omega Wealth Management
Virginia
$6K
IIM
328
Ipswich Investment Management
Massachusetts
$6K +$5.61K +100 New
TWM
329
Titus Wealth Management
California
$5.04K -$76.6K -1,365 -1%
HT
330
Heritage Trust
Oklahoma
$5K
HS
331
Horan Securities
United States
$5K
SIS
332
Sound Income Strategies
Florida
$5K +$5.28K +94 New
EWA
333
Evolution Wealth Advisors
Florida
$4K +$4.21K +75 New
GRP
334
Global Retirement Partners
California
$3K +$2.52K +45 New
PMFA
335
Plante Moran Financial Advisors
Michigan
$3K +$2.81K +50 New
AIC
336
Archer Investment Corporation
Indiana
$3K +$2.97K +53 New
NA
337
NewEdge Advisors
Louisiana
$2.3K +$244K +4,341 +12%
WAM
338
Wealthspire Advisors (Maryland)
Maryland
$2K
GT
339
Glenmede Trust
Pennsylvania
$764 +$163K +2,900 +27%
Susquehanna International Group
340
Susquehanna International Group
Pennsylvania
-$3.5M -62,373 Closed
NEIRG
341
New England Investment & Retirement Group
Massachusetts
-$3.06M -51,543 Closed
TFS
342
TrustCore Financial Services
Tennessee
-$2.57M -43,297 Closed
Wolverine Trading
343
Wolverine Trading
Illinois
-$1.84M -30,968 Closed
LWS
344
Lucia Wealth Services
California
-$1.08M -18,195 Closed
MWA
345
MFA Wealth Advisors
Pennsylvania
-$701K -12,753 Closed
Northern Trust
346
Northern Trust
Illinois
-$734K -12,392 Closed
IFWM
347
Institute for Wealth Management
Colorado
-$726K -12,282 Closed
Manulife (Manufacturers Life Insurance)
348
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$627K -10,570 Closed
BF
349
BOK Financial
Oklahoma
-$590K -9,950 Closed
Millennium Management
350
Millennium Management
New York
-$581K -9,797 Closed

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.