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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
IBOK
326
Independence Bank of Kentucky
Kentucky
$46K +$34.5K +590 +328%
AA
327
AlphaMark Advisors
Kentucky
$44K
AWM
328
Aevitas Wealth Management
Massachusetts
$41K
VFA
329
Valeo Financial Advisors
Indiana
$40K -$51.6K -883 -56%
EI
330
Ellevest Inc
New York
$39K
CH
331
Canton Hathaway
Rhode Island
$37K
PFBT
332
Parkside Financial Bank & Trust
Missouri
$36K -$104K -1,778 -75%
TL
333
TrueWealth LLC
Georgia
$36K
BFEC
334
Benjamin F. Edwards & Company
Missouri
$34K
LFG
335
LifePlan Financial Group
Ohio
$34K +$33.1K +566 New
FDCDDQ
336
Federation des caisses Desjardins du Quebec
Quebec, Canada
$30.5K +$19K +325 +171%
Bank of Montreal
337
Bank of Montreal
Ontario, Canada
$30K +$29.2K +500 New
RWML
338
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$29.6K
EFSCE
339
Enterprise Financial Services Corp (EFSC)
Missouri
$26K
BBNA
340
Bremer Bank National Association
Minnesota
$25K +$24.6K +420 New
PCP
341
Proficio Capital Partners
Massachusetts
$23K
SBL
342
Sargent Bickham Lagudis
Colorado
$23K
SMFS
343
Squar Milner Financial Services
California
$23K
WCG
344
Weaver Consulting Group
California
$23K +$23.4K +400 New
FRA
345
Front Row Advisors
California
$22K
MSA
346
Marino Stram & Associates
Massachusetts
$21K
TFA
347
Transamerica Financial Advisors
Florida
$19K -$648K -11,081 -97%
PA
348
Parallel Advisors
California
$19K -$1.05K -18 -5%
TF
349
Tompkins Financial
New York
$18K +$2.92K +50 +20%
SIS
350
Sound Income Strategies
Florida
$18K +$12.6K +215 +229%

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.