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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
AI
26
Atria Investments
North Carolina
$21.8M +$3.39M +58,052 +19%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$21.3M +$2.89M +49,392 +16%
BW
28
Biegel & Waller
Maryland
$20.5M +$551K +9,427 +3%
NA
29
Nottingham Advisors
New York
$20.2M -$95.2K -1,629 -0.5%
MML Investors Services
30
MML Investors Services
Massachusetts
$19.4M +$3.61M +61,726 +23%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$17M +$1.52M +25,931 +10%
MIH
32
Madison Investment Holdings
Wisconsin
$16.8M +$2.74M +46,947 +20%
TC
33
Trilogy Capital
California
$16.4M -$336K -5,741 -2%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$16M +$4.48M +76,713 +40%
BWM
35
BerganKDV Wealth Management
Minnesota
$16M +$15.7M +269,135 New
LFA
36
Legacy Financial Advisors
Kentucky
$15.8M +$1.18M +20,255 +8%
MOACM
37
Mutual of America Capital Management
New York
$14.2M
UBS AM
38
UBS AM
Illinois
$14.1M +$5.69M +97,290 +69%
JGUA
39
John G. Ullman & Associates
New York
$12.6M +$1.01M +17,208 +9%
SFA
40
Stewardship Financial Advisors
Georgia
$12.4M +$5.63M +96,355 +85%
PFM
41
Parsec Financial Management
North Carolina
$12.1M -$150K -2,558 -1%
HCA
42
Heck Capital Advisors
Wisconsin
$11.6M +$1.23M +21,075 +12%
UCFA
43
United Capital Financial Advisors
Texas
$11.5M -$165K -2,828 -1%
BCM
44
Brookstone Capital Management
Illinois
$10.8M +$4.36M +74,649 +69%
RJA
45
Raymond James & Associates
Florida
$10.5M -$1.01M -17,305 -9%
PAG
46
Private Advisor Group
New Jersey
$10.4M +$793K +13,562 +8%
NCM
47
Neumann Capital Management
California
$10M +$2.09M +35,800 +27%
GI
48
Glovista Investments
New Jersey
$9.4M +$6.75M +115,540 +267%
S
49
SimplyRich
California
$9.19M +$839K +14,357 +10%
FCA
50
FinTrust Capital Advisors
South Carolina
$8.84M +$6.09M +104,228 +232%

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.