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iShares MSCI Emerging Markets Min Vol Factor ETF

372 hedge funds and large institutions have $3.64B invested in iShares MSCI Emerging Markets Min Vol Factor ETF in 2019 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 147 increasing their positions, 101 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 24

46% more repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 101

21% more funds holding in top 10

Funds holding in top 10: 1923 (+4)

15% more capital invested

Capital invested by funds: $3.18B → $3.64B (+$460M)

9% more funds holding

Funds holding: 341372 (+31)

0.04% more ownership

Funds ownership: 63.9%63.94% (+0.04%)

63% less call options, than puts

Call options by funds: $1.58M | Put options by funds: $4.23M

Holders
372
Holders Change
+31
Holders Change %
+9.09%
% of All Funds
8.05%
Holding in Top 10
23
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+21.05%
% of All Funds
0.5%
New
60
Increased
147
Reduced
101
Closed
24
Calls
$1.58M
Puts
$4.23M
Net Calls
-$2.65M
Net Calls Change
+$98K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
151
Bank of New York Mellon
New York
$1.2M +$44K +753 +4%
AAS
152
Avantax Advisory Services
Texas
$1.19M -$223K -3,818 -16%
WB
153
Webster Bank
Connecticut
$1.18M -$30.6K -523 -3%
PAS
154
Partnervest Advisory Services
California
$1.18M -$57.2K -979 -5%
CCM
155
Crabel Capital Management
California
$1.17M +$284K +4,859 +33%
CBFP
156
Cedar Brook Financial Partners
Ohio
$1.17M +$75.5K +1,291 +7%
CFG
157
Citizens Financial Group
Rhode Island
$1.16M +$1.14M +19,576 New
AWMS
158
Advocacy Wealth Management Services
Georgia
$1.15M +$217K +3,715 +24%
LFAS
159
Level Four Advisory Services
Texas
$1.14M -$67.1K -1,148 -6%
BC
160
Bartlett & Co
Ohio
$1.13M -$38.8K -663 -3%
SP
161
Symmetry Partners
Connecticut
$1.13M +$154K +2,634 +16%
BCWM
162
Bartlett & Co Wealth Management
Ohio
$1.13M -$38.8K -663 -3%
MPW
163
MA Private Wealth
California
$1.13M +$239K +4,097 +27%
NFG
164
NewFocus Financial Group
Washington
$1.12M +$132K +2,259 +14%
EIP
165
Ellis Investment Partners
Pennsylvania
$1.11M -$34.3K -586 -3%
DADC
166
D.A. Davidson & Co
Montana
$1.07M +$160K +2,731 +17%
BAM
167
Belpointe Asset Management
Nevada
$1.06M +$1.03M +17,663 +363%
DWT
168
Dorsey & Whitney Trust
South Dakota
$1.04M -$169K -2,893 -14%
TFGT
169
TS Financial Group (TSFG)
Illinois
$1.03M +$1.02M +17,453 New
VSWA
170
Vontobel Swiss Wealth Advisors
Switzerland
$1.02M -$762K -13,035 -43%
CIR
171
Clear Investment Research
Georgia
$988K +$14.4K +246 +1%
M&T Bank
172
M&T Bank
New York
$966K -$129K -2,208 -12%
CIBC World Market
173
CIBC World Market
Ontario, Canada
$961K -$72K -1,231 -7%
PIMG
174
Patriot Investment Management Group
Tennessee
$961K +$949K +16,227 New
WLIM
175
White Lighthouse Investment Management
Massachusetts
$959K -$11.7K -200 -1%

EEMV Hedge Fund Activity: Q1 2019 in Review

372 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) for Q1 2019, worth a combined $3.64B — up 15% from $3.18B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new EEMV positions and 24 closed out — a net gain of 36 holders — while 147 added to existing stakes and 101 trimmed.

The largest buyer was Fiduciary Trust International of Pennsylvania, opening a new position worth an estimated $143M. The largest seller was Fidelity Investments, cutting an estimated $102M.

  • 372 institutional investors held iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) as of Q1 2019, up from 341 in Q4 2018.
  • Funds reported $3.64B of iShares MSCI Emerging Markets Min Vol Factor ETF stock for Q1 2019, up 15% quarter-over-quarter.
  • 60 funds opened new iShares MSCI Emerging Markets Min Vol Factor ETF positions in Q1 2019 and 24 closed out, a net change of +36 holders.
  • The largest iShares MSCI Emerging Markets Min Vol Factor ETF buyer in Q1 2019 was Fiduciary Trust International of Pennsylvania, an estimated $143M added.
  • The largest iShares MSCI Emerging Markets Min Vol Factor ETF seller in Q1 2019 was Fidelity Investments, an estimated $102M sold.

Based on aggregated 13F filings for Q1 2019.