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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
RF
101
RHS Financial
California
$2.25M +$2.26M +40,241 New
BTS
102
BB&T Securities
Virginia
$2.19M -$1.08M -19,200 -33%
WCA
103
Westover Capital Advisors
Delaware
$2.08M -$25.8K -459 -1%
WDL
104
Well Done LLC
Michigan
$2.03M +$947K +16,882 +87%
CC
105
Claybrook Capital
Massachusetts
$2.03M +$2.03M +36,254 New
DE
106
Day & Ennis
Georgia
$2.02M +$2.03M +36,135 New
RFO
107
RiverGlades Family Offices
Florida
$2.02M +$2.03M +36,135 New
HTC
108
Haverford Trust Company
Pennsylvania
$1.99M -$213K -3,800 -10%
HighTower Advisors
109
HighTower Advisors
Illinois
$1.96M +$699K +12,455 +55%
CA
110
Cetera Advisors
Colorado
$1.95M +$67.7K +1,207 +4%
HFS
111
HL Financial Services
Kentucky
$1.94M +$874K +15,571 +81%
LJAC
112
L.J. Altfest & Co
New York
$1.94M +$1.58M +28,180 +435%
FHA
113
First Horizon Advisors
Tennessee
$1.92M -$121K -2,164 -6%
RFA
114
Reilly Financial Advisors
California
$1.88M +$79.7K +1,420 +4%
Comerica Bank
115
Comerica Bank
Texas
$1.87M -$490K -8,736 -21%
BUB
116
BBVA USA Bancshares
Texas
$1.87M -$654K -11,649 -26%
CG
117
Colony Group
Massachusetts
$1.67M +$5.55K +99 +0.3%
Citigroup
118
Citigroup
New York
$1.65M +$147K +2,615 +10%
VSWA
119
Vontobel Swiss Wealth Advisors
Switzerland
$1.64M -$5.2M -92,661 -75%
LBD
120
Landsberg Bennett & Dubbaneh
Florida
$1.63M +$1.63M +29,134 New
SHA
121
Seneca House Advisors
Virginia
$1.62M +$5.5K +98 +0.3%
WIA
122
World Investment Advisors
California
$1.59M +$1.59M +28,279 New
MUAMU
123
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$1.57M +$735K +13,100 +87%
PNC Financial Services Group
124
PNC Financial Services Group
Pennsylvania
$1.48M +$297K +5,295 +25%
Janus Henderson Group
125
Janus Henderson Group
United Kingdom
$1.47M

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.