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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
PCFFS
351
Pacific Center for Financial Services
California
$15K
AF
352
Advisornet Financial
Minnesota
$14K
LWA
353
Lowe Wealth Advisors
Maryland
$14K
SFG
354
SevenBridge Financial Group
Pennsylvania
$14K +$13.6K +232 New
EWM
355
Endurance Wealth Management
Rhode Island
$13K
WCM
356
WealthBridge Capital Management
Ohio
$11K
LGWM
357
Litman Gregory Wealth Management
California
$10K
FANJ
358
Financial Architects (New Jersey)
New Jersey
$9K
AWM
359
Avior Wealth Management
Nebraska
$8K
GAM
360
Gemmer Asset Management
California
$7K
AOWM
361
Alpha Omega Wealth Management
Virginia
$6K
TWM
362
Titus Wealth Management
California
$5.5K +$137K +2,352 +3%
HS
363
Horan Securities
United States
$5K
GSWM
364
Golden State Wealth Management
California
$5K +$4.5K +77 New
EWA
365
Evolution Wealth Advisors
Florida
$4K
AIC
366
Archer Investment Corporation
Indiana
$3K
GRP
367
Global Retirement Partners
California
$3K
WAM
368
Wealthspire Advisors (Maryland)
Maryland
$2K
ACA
369
Anchor Capital Advisors
Massachusetts
$1.05K -$113K -1,925 -10%
GT
370
Glenmede Trust
Pennsylvania
$810
MC
371
Muzinich & Co
New York
$195 +$192K +3,289 New
CCMG
372
Clark Capital Management Group
Pennsylvania
-$7.82M -139,984 Closed
BGDI
373
BW Gestao de Investimentos
Brazil
-$5.83M -104,406 Closed
CC
374
Claybrook Capital
Massachusetts
-$2.03M -36,254 Closed
RFO
375
RiverGlades Family Offices
Florida
-$2.02M -36,135 Closed

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.