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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
Creative Planning
201
Creative Planning
Kansas
$623K +$17.5K +300 +3%
Wealth Enhancement Advisory Services
202
Wealth Enhancement Advisory Services
Minnesota
$605K +$589K +10,081 New
Wolverine Trading
203
Wolverine Trading
Illinois
$576K +$568K +9,717 New
MA
204
Mutual Advisors
Nebraska
$572K -$27K -462 -5%
IFWM
205
Institute for Wealth Management
Colorado
$562K +$554K +9,473 New
AIC
206
Ameritas Investment Company
Nebraska
$532K +$524K +8,969 New
GLA
207
Good Life Advisors
Pennsylvania
$523K -$16.8K -288 -3%
Jane Street
208
Jane Street
New York
$520K +$71.5K +1,224 +16%
GWCM
209
Godshalk Welsh Capital Management
Pennsylvania
$519K +$43.8K +750 +9%
NGA
210
Naples Global Advisors
Florida
$509K +$5.26K +90 +1%
IA
211
IFP Advisors
Florida
$508K -$4.3M -73,553 -90%
CA
212
Cumberland Advisors
Florida
$496K +$152K +2,600 +45%
PP
213
PDS Planning
Ohio
$483K +$91.4K +1,563 +24%
Cetera Investment Advisers
214
Cetera Investment Advisers
Illinois
$479K +$474K +8,112 New
CAL
215
Capital Advisors Ltd
Ohio
$475K -$31K -531 -6%
AEPG
216
American Economic Planning Group
New Jersey
$470K +$16.3K +279 +4%
FFA
217
Fragasso Financial Advisors
Pennsylvania
$467K -$140K -2,403 -23%
KA
218
Klingman & Associates
New York
$463K +$457K +7,814 New
1WA
219
180 Wealth Advisors
Washington
$460K -$147K -2,514 -24%
SAM
220
SignalPoint Asset Management
Missouri
$459K -$2.16K -37 -0.5%
AF
221
Allworth Financial
California
$455K
OCM
222
Oakwood Capital Management
California
$454K -$38.9K -665 -8%
PWP
223
Personal Wealth Partners
Minnesota
$453K -$40.4M -691,222 -99%
BF
224
BOK Financial
Oklahoma
$451K +$445K +7,606 New
CA
225
Corrado Advisors
New Jersey
$442K +$436K +7,455 New

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.