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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
CCA
126
Clearwater Capital Advisors
Illinois
$1.47M +$121K +2,162 +9%
GWM
127
Geneos Wealth Management
Colorado
$1.39M +$158K +2,816 +13%
FAAS
128
First Allied Advisory Services
California
$1.36M +$191K +3,412 +16%
SWP
129
Stratos Wealth Partners
Ohio
$1.34M +$200K +3,558 +17%
SPC
130
Sigma Planning Corp
Michigan
$1.34M -$129K -2,293 -9%
AAS
131
Avantax Advisory Services
Texas
$1.33M +$1.34M +23,820 New
Citadel Advisors
132
Citadel Advisors
Florida
$1.33M +$829K +14,771 +162%
Axa
133
Axa
France
$1.3M +$128K +2,290 +11%
BCI
134
Brinker Capital Investments
Pennsylvania
$1.27M -$1.63M -29,000 -56%
OC
135
Oppenheimer & Co
New York
$1.25M -$205K -3,652 -14%
JFG
136
JMG Financial Group
Illinois
$1.22M -$256K -4,557 -17%
MIAN
137
Mariner Independent Advisor Network
Kansas
$1.22M -$32.7K -582 -3%
BA
138
Ballew Advisors
Mississippi
$1.2M +$133K +2,376 +13%
HCMT
139
Highland Capital Management (Tennessee)
Tennessee
$1.2M -$10.9K -195 -0.9%
PAS
140
Partnervest Advisory Services
California
$1.17M -$18.7K -333 -2%
EWM
141
Edge Wealth Management
New York
$1.16M -$172K -3,066 -13%
WB
142
Webster Bank
Connecticut
$1.14M -$64.1K -1,143 -5%
DWT
143
Dorsey & Whitney Trust
South Dakota
$1.14M +$1.14M +20,403 New
LFAS
144
Level Four Advisory Services
Texas
$1.14M -$59.8K -1,066 -5%
BC
145
Bartlett & Co
Ohio
$1.1M -$30.4K -542 -3%
BCWM
146
Bartlett & Co Wealth Management
Ohio
$1.1M -$30.4K -542 -3%
ACA
147
Anchor Capital Advisors
Massachusetts
$1.09M +$302K +5,380 +38%
Bank of New York Mellon
148
Bank of New York Mellon
New York
$1.09M -$256K -4,554 -19%
EIP
149
Ellis Investment Partners
Pennsylvania
$1.08M +$1.08M +19,268 New
ONB
150
Old National Bancorp
Indiana
$1.06M -$3.82K -68 -0.4%

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.