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iShares MSCI Emerging Markets Min Vol Factor ETF

362 hedge funds and large institutions have $2.25B invested in iShares MSCI Emerging Markets Min Vol Factor ETF in 2020 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 98 increasing their positions, 147 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 26

10% more funds holding

Funds holding: 330362 (+32)

0% more capital invested

Capital invested by funds: $2.25B → $2.25B (+$1.88M)

1.15% less ownership

Funds ownership: 55.42%54.26% (-1.2%)

9% less funds holding in top 10

Funds holding in top 10: 2220 (-2)

33% less repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 147

Holders
362
Holders Change
+32
Holders Change %
+9.7%
% of All Funds
6.41%
Holding in Top 10
20
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.09%
% of All Funds
0.35%
New
61
Increased
98
Reduced
147
Closed
26
Calls
$269K
Puts
Net Calls
+$269K
Net Calls Change
+$269K
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
276
Ashford Capital Management
Delaware
$209K +$199K +3,415 New
KA
277
Kovack Advisors
Florida
$202K +$193K +3,315 New
EWA
278
Evolution Wealth Advisors
Florida
$199K
William Blair & Company
279
William Blair & Company
Illinois
$188K -$12.5K -215 -7%
GLLW
280
Graves Light Lenhart Wealth
Virginia
$176K +$168K +2,883 New
SFG
281
Sowa Financial Group
Rhode Island
$173K
SIC
282
Salem Investment Counselors
North Carolina
$142K +$130K +2,235 +2,629%
BAM
283
Belpointe Asset Management
Nevada
$140K +$134K +2,297 New
CFGS
284
Concourse Financial Group Securities
Alabama
$107K -$17.2K -295 -14%
EP
285
Eudaimonia Partners
Tennessee
$106K -$4.55K -78 -4%
AW
286
Avion Wealth
Texas
$76K
US Bancorp
287
US Bancorp
Minnesota
$75K -$315K -5,401 -82%
MRC
288
Millburn Ridgefield Corp
New York
$73K -$20.8K -356 -23%
ST
289
Smithfield Trust
Pennsylvania
$73K
CWC
290
Carolinas Wealth Consulting
North Carolina
$73K +$70K +1,200 New
WT
291
Whittier Trust
California
$72K
IBOK
292
Independence Bank of Kentucky
Kentucky
$71K
PCA
293
Peddock Capital Advisors
Massachusetts
$71K +$67.7K +1,160 New
S
294
SignatureFD
Georgia
$68K +$12.8K +219 +25%
Bank of Montreal
295
Bank of Montreal
Ontario, Canada
$65K +$1.75K +30 +3%
WT
296
Washington Trust
Rhode Island
$62K
FHA
297
First Horizon Advisors
Tennessee
$59K -$5.54K -95 -9%
Carson Wealth (CWM LLC)
298
Carson Wealth (CWM LLC)
Nebraska
$58K
VFA
299
Valeo Financial Advisors
Indiana
$58K
PWM
300
Perigon Wealth Management
California
$55K +$52.6K +902 New

EEMV Hedge Fund Activity: Q4 2020 in Review

362 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) for Q4 2020, worth a combined $2.25B — up 0.08% from $2.25B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new EEMV positions and 26 closed out — a net gain of 35 holders — while 98 added to existing stakes and 147 trimmed.

The largest buyer was Madison Asset Management, adding an estimated $13.4M. The largest seller was Elo Mutual Pension Insurance, cutting an estimated $49.3M.

  • 362 institutional investors held iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) as of Q4 2020, up from 330 in Q3 2020.
  • Funds reported $2.25B of iShares MSCI Emerging Markets Min Vol Factor ETF stock for Q4 2020, up 0.08% quarter-over-quarter.
  • 61 funds opened new iShares MSCI Emerging Markets Min Vol Factor ETF positions in Q4 2020 and 26 closed out, a net change of +35 holders.
  • The largest iShares MSCI Emerging Markets Min Vol Factor ETF buyer in Q4 2020 was Madison Asset Management, an estimated $13.4M added.
  • The largest iShares MSCI Emerging Markets Min Vol Factor ETF seller in Q4 2020 was Elo Mutual Pension Insurance, an estimated $49.3M sold.

Based on aggregated 13F filings for Q4 2020.