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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
LTFS
26
Ladenburg Thalmann Financial Services
Florida
$18.5M +$16M +285,264 +658%
EWM
27
Executive Wealth Management
Michigan
$18.3M +$18.3M +326,885 New
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$17.3M -$217K -3,867 -1%
AI
29
Atria Investments
North Carolina
$17.3M +$7.31M +130,323 +73%
TC
30
Trilogy Capital
California
$15.8M +$153K +2,721 +1%
MML Investors Services
31
MML Investors Services
Massachusetts
$14.8M +$1.46M +25,945 +11%
GVAG
32
Great Valley Advisor Group
Delaware
$14.7M +$10.3M +182,909 New
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$14.6M +$2.54M +45,328 +21%
LFA
34
Legacy Financial Advisors
Kentucky
$13.8M -$15.7K -279 -0.1%
MOACM
35
Mutual of America Capital Management
New York
$13.3M
MIH
36
Madison Investment Holdings
Wisconsin
$13.2M -$3.68M -65,495 -22%
AFA
37
American Financial Advisors
Georgia
$13.2M +$13.2M +235,932 New
PFM
38
Parsec Financial Management
North Carolina
$11.5M +$2.42M +43,215 +27%
UCFA
39
United Capital Financial Advisors
Texas
$11M +$302K +5,389 +3%
JGUA
40
John G. Ullman & Associates
New York
$10.9M +$3.05M +54,400 +39%
RJA
41
Raymond James & Associates
Florida
$10.9M -$736K -13,115 -6%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$10.8M +$3.34M +59,468 +45%
HCA
43
Heck Capital Advisors
Wisconsin
$9.79M -$148K -2,630 -1%
PAG
44
Private Advisor Group
New Jersey
$9.02M +$251K +4,474 +3%
AL
45
Aspiriant LLC
California
$8.78M +$747K +13,307 +9%
CFA
46
Carroll Financial Associates
North Carolina
$8.35M -$99.8K -1,779 -1%
UBS AM
47
UBS AM
Illinois
$7.88M -$1.08M -19,262 -12%
S
48
SimplyRich
California
$7.85M +$356K +6,345 +5%
CCMG
49
Clark Capital Management Group
Pennsylvania
$7.82M +$6.88M +122,563 +704%
NCM
50
Neumann Capital Management
California
$7.44M -$390K -6,944 -5%

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.