We are live on ! Find out more
EEMV icon

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
Bank of America
1
Bank of America
North Carolina
$505M +$63.8M +1,136,331 +14%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$302M +$59.4M +1,059,382 +24%
BlackRock
3
BlackRock
New York
$228M +$20.4M +363,360 +10%
EMPI
4
Elo Mutual Pension Insurance
Finland
$187M
JP Morgan Chase
5
JP Morgan Chase
New York
$154M +$138M +2,464,372 +824%
Ameriprise
6
Ameriprise
Minnesota
$140M +$25.9M +461,321 +23%
UBS Group
7
UBS Group
Switzerland
$138M -$2.21M -39,335 -2%
Morgan Stanley
8
Morgan Stanley
New York
$137M +$31M +551,879 +29%
Wells Fargo
9
Wells Fargo
California
$99.1M -$2.05M -36,514 -2%
Teacher Retirement System of Texas
10
Teacher Retirement System of Texas
Texas
$77.8M -$5.61M -100,000 -7%
USAA
11
United Services Automobile Association
Texas
$71.8M -$1.54M -27,510 -2%
LPL Financial
12
LPL Financial
California
$56M +$7.38M +131,583 +15%
CPO
13
Cerity Partners OCIO
New York
$52.2M +$5.26M +93,808 +11%
1832 Asset Management
14
1832 Asset Management
Ontario, Canada
$43.2M +$3.85M +68,670 +10%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$40.3M +$21.9M +390,107 +118%
PWP
16
Personal Wealth Partners
Minnesota
$38.9M +$39.2M +698,862 New
RJFSA
17
Raymond James Financial Services Advisors
Florida
$37.5M +$2.05M +36,564 +6%
CIA
18
Choate Investment Advisors
Massachusetts
$34M -$67.2M -1,197,583 -66%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$32.3M +$17.4M +310,871 +116%
Mariner
20
Mariner
Kansas
$32M +$10.4M +185,827 +48%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$23.8M +$698K +12,448 +3%
SAM
22
Securian Asset Management
Minnesota
$20.4M +$707K +12,600 +4%
NA
23
Nottingham Advisors
New York
$20.3M +$72.4K +1,290 +0.4%
CPSAC
24
Chas P. Smith & Associates (CPS)
Florida
$19.9M +$435K +7,755 +2%
BW
25
Biegel & Waller
Maryland
$18.8M -$131K -2,340 -0.7%

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.