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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
OCM
201
Oakwood Capital Management
California
$465K +$467K +8,330 New
GWCM
202
Godshalk Welsh Capital Management
Pennsylvania
$447K +$56.1K +1,000 +14%
SAM
203
SignalPoint Asset Management
Missouri
$435K -$26.8K -478 -6%
FCIM
204
Fairview Capital Investment Management
California
$434K +$135K +2,400 +45%
FC
205
Ferris Capital
Massachusetts
$432K +$434K +7,739 New
AF
206
Allworth Financial
California
$429K +$505 +9 +0.1%
AEPG
207
American Economic Planning Group
New Jersey
$428K -$16.7K -297 -4%
Jane Street
208
Jane Street
New York
$421K +$423K +7,542 New
PCM
209
Parsons Capital Management
Rhode Island
$419K +$45.7K +815 +12%
LWA
210
Lenox Wealth Advisors
New York
$410K
CWM
211
Cornerstone Wealth Management
Missouri
$395K -$22M -391,818 -98%
BCA
212
Bay Colony Advisors
Massachusetts
$384K -$833K -14,842 -68%
JIC
213
Johnson Investment Counsel
Ohio
$370K
PP
214
PDS Planning
Ohio
$368K +$175K +3,117 +90%
EVM
215
Eaton Vance Management
Massachusetts
$367K
AC
216
Avestar Capital
New York
$364K +$368K +6,556 New
HR
217
Hayden Royal
North Carolina
$361K +$363K +6,465 New
WTC
218
WhitTier Trust Company
Nevada
$360K +$106K +1,884 +41%
GPA
219
Garrison Point Advisors
California
$352K +$354K +6,305 New
Bessemer Group
220
Bessemer Group
New Jersey
$351K +$342K +6,099 +3,297%
GEA
221
Glen Eagle Advisors
New Jersey
$349K +$34.2K +610 +11%
BOPW
222
Brandywine Oak Private Wealth
Pennsylvania
$339K +$366K +6,520 New
HFS
223
Howard Financial Services
Texas
$337K +$339K +6,037 New
DCM
224
Dimension Capital Management
Florida
$335K
OBWP
225
O'Brien Wealth Partners
Massachusetts
$330K -$30K -534 -9%

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.