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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
RCAG
351
Rehmann Capital Advisory Group
Michigan
-$288K -4,860 Closed
CIBC Private Wealth Group
352
CIBC Private Wealth Group
Georgia
-$282K -4,755 Closed
RJT
353
Raymond James Trust
Florida
-$237K -4,005 Closed
DAS
354
Dynamic Advisor Solutions
Arizona
-$203K -3,431 Closed
FWCM
355
Ferguson Wellman Capital Management
Oregon
-$200K -3,380 Closed
DSI
356
Daiwa SB Investments
Japan
-$173K -2,920 Closed
FPS
357
Fieldpoint Private Securities
Connecticut
-$89K -1,500 Closed
Simplex Trading
358
Simplex Trading
Illinois
-$72K -1,225 Closed
MWPCG
359
Measured Wealth Private Client Group
New Hampshire
-$67K -1,124 Closed
KJWM
360
Kiley Juergens Wealth Management
Washington
-$61K -1,040 Closed
WSTAM
361
Wilbanks Smith & Thomas Asset Management
Virginia
-$55K -933 Closed
JFGIW
362
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$42K -706 Closed
SFM
363
Signet Financial Management
New Jersey
-$34K -569 Closed
CFG
364
Citizens Financial Group
Rhode Island
-$31K -525 Closed
CPIG
365
Chicago Partners Investment Group
Illinois
-$24K -450 Closed
PAMG
366
Patton Albertson Miller Group
Tennessee
-$13K -235 Closed
PWAG
367
Polaris Wealth Advisory Group
California
-$11K -189 Closed
BRC
368
Bell Rock Capital
Delaware
-$10K -161 Closed
BAMG
369
Brand Asset Management Group
Missouri
-$9K -153 Closed
JFA
370
JNBA Financial Advisors
Minnesota
-$6K -100 Closed
WC
371
Whitney & Co
New York
-$4K -75 Closed
CIM
372
Contravisory Investment Management
Massachusetts
-$2K -31 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.