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iShares MSCI Emerging Markets Min Vol Factor ETF

356 hedge funds and large institutions have $2.88B invested in iShares MSCI Emerging Markets Min Vol Factor ETF in 2023 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 83 increasing their positions, 160 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

332% more call options, than puts

Call options by funds: $109M | Put options by funds: $25.3M

0.3% less ownership

Funds ownership: 65.68%65.38% (-0.3%)

4% less capital invested

Capital invested by funds: $2.99B → $2.88B (-$105M)

3% less funds holding

Funds holding: 366356 (-10)

16% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 37

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

48% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 160

Holders
356
Holders Change
-10
Holders Change %
-2.73%
% of All Funds
5.65%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.1%
New
31
Increased
83
Reduced
160
Closed
37
Calls
$109M
Puts
$25.3M
Net Calls
+$84.1M
Net Calls Change
+$88.2M
Name Holding Trade Value Shares
Change
Change in
Stake
LWA
326
Lowe Wealth Advisors
Maryland
$13.1K
HGERS
327
Householder Group Estate & Retirement Specialist
Arizona
$12.2K +$12.6K +229 New
KFI
328
Key Financial Inc
Pennsylvania
$12.1K +$12.4K +226 New
AWM
329
Avior Wealth Management
Nebraska
$10.2K -$33.9K -618 -76%
APC
330
Aspire Private Capital
North Carolina
$9.66K
PMFA
331
Plante Moran Financial Advisors
Michigan
$9.39K +$9.66K +176 New
WT
332
Washington Trust
Rhode Island
$9.34K
SS
333
Sunbelt Securities
Texas
$7.8K
EWA
334
EverSource Wealth Advisors
Alabama
$7.32K -$3.4K -62 -31%
AIC
335
Archer Investment Corporation
Indiana
$7.15K -$55 -1 -0.7%
AP
336
Arlington Partners
Alabama
$6.46K
AT
337
Arlington Trust
Alabama
$6.46K +$6.64K +121 New
CFGS
338
Concourse Financial Group Securities
Alabama
$5.87K
ANBT
339
American National Bank & Trust
Texas
$5.44K +$5.6K +102 New
BCMLT
340
Beacon Capital Management LLC (Tennessee)
Tennessee
$4.78K
FP
341
Financial Perspectives
Minnesota
$4.78K
MIA
342
Milestone Investment Advisors
Wisconsin
$4.7K
HCM
343
Hollencrest Capital Management
California
$4.47K
CAM
344
Chesapeake Asset Management
New York
$4.43K
FHA
345
First Horizon Advisors
Tennessee
$4.37K -$1.98K -36 -31%
CA
346
Centerpoint Advisors
Massachusetts
$4K
MA
347
MCF Advisors
Kentucky
$3.2K +$3.29K +60 New
MHR
348
Matthew Hamilton Rosenberg
$3.09K
TRCT
349
Tower Research Capital (TRC)
New York
$2.67K -$18.6K -339 -87%
RG
350
Retirement Group
California
$2.54K

EEMV Hedge Fund Activity: Q3 2023 in Review

356 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) for Q3 2023, worth a combined $2.88B — down 3.5% from $2.99B a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of EEMV and 31 opened new positions — a net loss of 6 holders — while 160 trimmed existing stakes and 83 added.

The largest buyer was Bank of America, adding an estimated $25.5M. The largest seller was Jane Street, cutting an estimated $47.2M.

  • 356 institutional investors held iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) as of Q3 2023, down from 366 in Q2 2023.
  • Funds reported $2.88B of iShares MSCI Emerging Markets Min Vol Factor ETF stock for Q3 2023, down 3.5% quarter-over-quarter.
  • 31 funds opened new iShares MSCI Emerging Markets Min Vol Factor ETF positions in Q3 2023 and 37 closed out, a net change of -6 holders.
  • The largest iShares MSCI Emerging Markets Min Vol Factor ETF buyer in Q3 2023 was Bank of America, an estimated $25.5M added.
  • The largest iShares MSCI Emerging Markets Min Vol Factor ETF seller in Q3 2023 was Jane Street, an estimated $47.2M sold.

Based on aggregated 13F filings for Q3 2023.