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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
SXL
151
Summit X LLC
Missouri
$1.06M -$507K -9,030 -32%
VWA
152
VERITY Wealth Advisors
United States
$1.04M +$1.04M +18,609 New
M&T Bank
153
M&T Bank
New York
$1.03M -$129K -2,298 -11%
CBFP
154
Cedar Brook Financial Partners
Ohio
$1.03M +$1.03M +18,359 New
WI
155
Wintrust Investments
Illinois
$1.02M -$258K -4,606 -20%
SCA
156
Stillwater Capital Advisors
Pennsylvania
$1M +$1.01M +17,990 New
CIBC World Market
157
CIBC World Market
Ontario, Canada
$975K -$183K -3,268 -16%
NFG
158
NewFocus Financial Group
Washington
$932K +$936K +16,685 New
CIR
159
Clear Investment Research
Georgia
$927K -$38.7K -690 -4%
SP
160
Symmetry Partners
Connecticut
$920K +$34.8K +620 +4%
WLIM
161
White Lighthouse Investment Management
Massachusetts
$915K -$44.9K -800 -5%
PWM
162
Paulson Wealth Management
Illinois
$913K -$112 -2 -0%
DADC
163
D.A. Davidson & Co
Montana
$898K +$108K +1,927 +14%
CFA
164
Clarfeld Financial Advisors
New York
$897K +$901K +16,059 New
PT
165
Plimoth Trust
Massachusetts
$888K +$20K +356 +2%
AWMS
166
Advocacy Wealth Management Services
Georgia
$871K -$807K -14,385 -48%
CS
167
Comerica Securities
Michigan
$854K -$15.9K -283 -2%
MPW
168
MA Private Wealth
California
$836K +$840K +14,967 New
CCM
169
Crabel Capital Management
California
$832K -$66K -1,177 -7%
PCG
170
Private Capital Group
Connecticut
$827K +$18K +321 +2%
GTAM
171
Global Trust Asset Management
Florida
$799K -$401K -7,142 -33%
CFD
172
Creative Financial Designs
Indiana
$779K +$1.46K +26 +0.2%
V
173
Veritable
Delaware
$772K -$423K -7,545 -35%
Stifel Financial
174
Stifel Financial
Missouri
$772K +$456K +8,119 +142%
APA
175
American Portfolios Advisors
New York
$751K -$56 -1 -0%

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.