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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
CAN
51
Cetera Advisor Networks
California
$8.74M +$2.34M +40,065 +37%
AL
52
Aspiriant LLC
California
$8.61M -$696K -11,907 -8%
WSTAM
53
Wilbanks Smith & Thomas Asset Management
Virginia
$8.09M +$7.98M +136,502 New
CFA
54
Carroll Financial Associates
North Carolina
$7.94M -$809K -13,844 -9%
AG
55
Advisor Group
Arizona
$7.72M +$334K +5,711 +5%
LNC
56
Lincoln National Corp
Pennsylvania
$7.25M +$597K +10,208 +9%
TD Asset Management
57
TD Asset Management
Ontario, Canada
$7.12M +$2.79M +47,700 +66%
SPIA
58
Steward Partners Investment Advisory
New York
$7.02M -$5.03K -86 -0.1%
WDL
59
Well Done LLC
Michigan
$6.93M +$4.72M +80,727 +223%
PWA
60
Peterson Wealth Advisors
Utah
$6.83M +$314K +5,379 +5%
SI
61
Stephens Inc
Arkansas
$6.75M +$111K +1,900 +2%
ACP
62
Arcus Capital Partners
Georgia
$6.72M +$367K +6,271 +6%
SB
63
Suntrust Banks
Georgia
$6.5M +$755K +12,916 +13%
BCI
64
Brinker Capital Investments
Pennsylvania
$6.26M +$4.84M +82,800 +363%
EDRIA
65
Edmonds Duncan Registered Investment Advisors
Kansas
$6.17M +$201K +3,442 +3%
Mercer Global Advisors
66
Mercer Global Advisors
Colorado
$6.07M +$5.99M +102,411 New
SWM
67
Shakespeare Wealth Management
Wisconsin
$5.99M +$5.55K +95 +0.1%
NNP
68
Nachman Norwood & Parrott
South Carolina
$5.94M -$545K -9,329 -9%
RCM
69
Requisite Capital Management
Texas
$5.91M +$361K +6,174 +7%
RWA
70
Ropes Wealth Advisors
Massachusetts
$5.76M
LBD
71
Landsberg Bennett & Dubbaneh
Florida
$5.62M +$3.8M +64,955 +223%
TFS
72
TrustCore Financial Services
Tennessee
$5.62M +$5.54M +94,777 New
Mitsubishi UFJ Asset Management
73
Mitsubishi UFJ Asset Management
Japan
$5.6M -$231K -3,952 -4%
LIA
74
LS Investment Advisors
Michigan
$5.53M +$66.9K +1,145 +1%
MWC
75
MKD Wealth Coaches
Michigan
$5.2M +$2.56M +43,805 +100%

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.