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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
ADL
76
Asset Dedication LLC
California
$4.24M +$1.26M +22,492 +42%
CCA
77
Conservest Capital Advisors
Pennsylvania
$4.09M +$87.8K +1,564 +2%
REMPR
78
Roof Eidam Maycock Peralta (REMP)
California
$4.07M -$8.42K -150 -0.2%
NEPWA
79
New England Private Wealth Advisors
Massachusetts
$4.06M +$1.89M +33,738 +87%
TD Asset Management
80
TD Asset Management
Ontario, Canada
$4.05M +$1.96M +35,000 +93%
CB
81
Community Bank
New York
$3.91M +$5.61K +100 +0.1%
SWM
82
Segment Wealth Management
Texas
$3.8M +$210K +3,745 +6%
JIC
83
JRM Investment Counsel
Nebraska
$3.78M +$108K +1,931 +3%
AAP
84
Arax Advisory Partners
Colorado
$3.78M +$3.79M +67,600 New
CAG
85
Csenge Advisory Group
Florida
$3.77M +$946K +16,851 +33%
FI
86
Financial Insights
Washington
$3.71M +$3.5M +62,388 New
FHC
87
First Heartland Consultants
Missouri
$3.6M -$201K -3,574 -5%
IFS
88
Ifrah Financial Services
Arkansas
$3.51M +$3.53M +62,901 New
BI
89
Ballast Inc
Kentucky
$3.5M +$422K +7,526 +14%
FA
90
FMA Advisory
Pennsylvania
$3.18M +$127K +2,255 +4%
JMPWA
91
JP Morgan Private Wealth Advisors
California
$2.94M +$703K +12,530 +31%
AA
92
Ancora Advisors
Ohio
$2.68M +$2.21M +39,370 +461%
William Blair & Company
93
William Blair & Company
Illinois
$2.67M -$138K -2,454 -5%
CIAS
94
Capital Investment Advisory Services
North Carolina
$2.64M +$135K +2,414 +5%
MCM
95
MV Capital Management
Maryland
$2.58M +$2.5M +44,640 +2,858%
CAL
96
Capital Analysts LLC
Pennsylvania
$2.54M +$24.5K +436 +1%
FCA
97
FinTrust Capital Advisors
South Carolina
$2.51M +$2.52M +44,882 New
MWC
98
MKD Wealth Coaches
Michigan
$2.46M +$2.47M +43,965 New
GI
99
Glovista Investments
New Jersey
$2.41M +$1.9M +33,823 +356%
TIM
100
Tortoise Investment Management
New York
$2.35M -$74K -1,318 -3%

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.