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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
AG
51
Advisor Group
Arizona
$6.96M +$1.64M +29,161 +31%
CS
52
Credit Suisse
Switzerland
$6.7M +$6.73M +120,000 New
SPIA
53
Steward Partners Investment Advisory
New York
$6.62M -$2.38M -42,476 -26%
SFA
54
Stewardship Financial Advisors
Georgia
$6.32M -$1.34M -23,843 -17%
LNC
55
Lincoln National Corp
Pennsylvania
$6.27M +$992K +17,685 +19%
SI
56
Stephens Inc
Arkansas
$6.26M +$73.7K +1,314 +1%
NNP
57
Nachman Norwood & Parrott
South Carolina
$6.12M +$6.15M +109,586 New
PWA
58
Peterson Wealth Advisors
Utah
$6.07M +$606K +10,800 +11%
BCM
59
Brookstone Capital Management
Illinois
$6.03M +$3.8M +67,776 +169%
CAN
60
Cetera Advisor Networks
California
$6.01M +$38.3K +683 +0.6%
ACP
61
Arcus Capital Partners
Georgia
$5.99M -$907K -16,160 -13%
BGDI
62
BW Gestao de Investimentos
Brazil
$5.83M +$4.46M +79,406 +318%
SWM
63
Shakespeare Wealth Management
Wisconsin
$5.64M -$398K -7,099 -7%
EDRIA
64
Edmonds Duncan Registered Investment Advisors
Kansas
$5.63M -$290K -5,168 -5%
RWA
65
Ropes Wealth Advisors
Massachusetts
$5.43M
Mitsubishi UFJ Asset Management
66
Mitsubishi UFJ Asset Management
Japan
$5.42M -$870K -15,500 -14%
SB
67
Suntrust Banks
Georgia
$5.41M +$3.94M +70,151 +263%
RCM
68
Requisite Capital Management
Texas
$5.22M +$5.24M +93,448 New
REFI
69
Requisite Energy Fund I
Texas
$5.22M +$5.24M +93,448 New
LIA
70
LS Investment Advisors
Michigan
$5.15M -$2.13M -38,019 -29%
QA
71
Quantitative Advantage
Minnesota
$4.82M +$4.84M +86,248 New
IA
72
IFP Advisors
Florida
$4.59M -$304K -5,423 -6%
FF
73
Friedenthal Financial
New Jersey
$4.44M -$147K -2,615 -3%
Thrivent Financial for Lutherans
74
Thrivent Financial for Lutherans
Minnesota
$4.37M
MFM
75
Mirsky Financial Management
New York
$4.25M +$4.27M +76,110 New

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.