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iShares MSCI Emerging Markets Min Vol Factor ETF

311 hedge funds and large institutions have $2.73B invested in iShares MSCI Emerging Markets Min Vol Factor ETF in 2018 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 136 increasing their positions, 78 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 78

69% more call options, than puts

Call options by funds: $7.92M | Put options by funds: $4.69M

57% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 28

8% more capital invested

Capital invested by funds: $2.54B → $2.73B (+$193M)

4% more funds holding

Funds holding: 298311 (+13)

1.91% more ownership

Funds ownership: 55.19%57.1% (+1.9%)

5% less funds holding in top 10

Funds holding in top 10: 2019 (-1)

Holders
311
Holders Change
+13
Holders Change %
+4.36%
% of All Funds
7.13%
Holding in Top 10
19
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5%
% of All Funds
0.44%
New
44
Increased
136
Reduced
78
Closed
28
Calls
$7.92M
Puts
$4.69M
Net Calls
+$3.23M
Net Calls Change
-$548K
Name Holding Trade Value Shares
Change
Change in
Stake
Squarepoint
126
Squarepoint
New York
$1.38M +$1.39M +22,200 New
Bank of New York Mellon
127
Bank of New York Mellon
New York
$1.38M -$29.9K -479 -2%
SB
128
Suntrust Banks
Georgia
$1.38M +$362K +5,788 +36%
WI
129
Wintrust Investments
Illinois
$1.37M -$10.6K -169 -0.8%
BCWM
130
Bartlett & Co Wealth Management
Ohio
$1.32M +$1.32M +21,175 New
BC
131
Bartlett & Co
Ohio
$1.32M -$8.74K -140 -0.7%
PNC Financial Services Group
132
PNC Financial Services Group
Pennsylvania
$1.3M +$784K +12,550 +151%
CFD
133
Creative Financial Designs
Indiana
$1.28M -$36.6K -586 -3%
Wolverine Trading
134
Wolverine Trading
Illinois
$1.27M +$1.28M +20,444 New
PAS
135
Partnervest Advisory Services
California
$1.26M +$13.8K +221 +1%
OFG
136
OmniStar Financial Group
North Carolina
$1.25M +$89K +1,425 +8%
BTS
137
BB&T Securities
Virginia
$1.19M +$53.2K +851 +5%
SWP
138
Stratos Wealth Partners
Ohio
$1.16M -$88.9K -1,424 -7%
BA
139
Ballew Advisors
Mississippi
$1.13M +$123K +1,974 +12%
EVM
140
Eaton Vance Management
Massachusetts
$1.08M +$1.09M +17,380 New
Axa
141
Axa
France
$1.08M +$19.4K +310 +2%
M&T Bank
142
M&T Bank
New York
$1.02M -$53.2K -851 -5%
CRC
143
Curi RMB Capital
Illinois
$1.02M +$164K +2,618 +19%
BCM
144
Brasada Capital Management
Texas
$1.02M +$1.02M +16,290 New
WLIM
145
White Lighthouse Investment Management
Massachusetts
$1.01M -$76.2K -1,220 -7%
PWM
146
Paulson Wealth Management
Illinois
$993K -$3.69K -59 -0.4%
HWP
147
Hefty Wealth Partners
Indiana
$985K +$51.6K +826 +6%
HFS
148
HL Financial Services
Kentucky
$985K +$987K +15,795 New
GWM
149
Geneos Wealth Management
Colorado
$982K +$885K +14,176 +893%
FTUS
150
Flow Traders U.S.
New York
$976K +$978K +15,653 New

EEMV Hedge Fund Activity: Q1 2018 in Review

311 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) for Q1 2018, worth a combined $2.73B — up 7.6% from $2.54B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new EEMV positions and 28 closed out — a net gain of 16 holders — while 136 added to existing stakes and 78 trimmed.

The largest buyer was BW Gestao de Investimentos, opening a new position worth an estimated $24.4M. The largest seller was JP Morgan Chase, cutting an estimated $95.6M.

  • 311 institutional investors held iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) as of Q1 2018, up from 298 in Q4 2017.
  • Funds reported $2.73B of iShares MSCI Emerging Markets Min Vol Factor ETF stock for Q1 2018, up 7.6% quarter-over-quarter.
  • 44 funds opened new iShares MSCI Emerging Markets Min Vol Factor ETF positions in Q1 2018 and 28 closed out, a net change of +16 holders.
  • The largest iShares MSCI Emerging Markets Min Vol Factor ETF buyer in Q1 2018 was BW Gestao de Investimentos, an estimated $24.4M added.
  • The largest iShares MSCI Emerging Markets Min Vol Factor ETF seller in Q1 2018 was JP Morgan Chase, an estimated $95.6M sold.

Based on aggregated 13F filings for Q1 2018.