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iShares MSCI Emerging Markets Min Vol Factor ETF

391 hedge funds and large institutions have $3.25B invested in iShares MSCI Emerging Markets Min Vol Factor ETF in 2023 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 67 increasing their positions, 220 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed

976% more call options, than puts

Call options by funds: $58.7M | Put options by funds: $5.46M

16.38% less ownership

Funds ownership: 86.82%70.44% (-16%)

19% less funds holding

Funds holding: 485391 (-94)

57% less capital invested

Capital invested by funds: $7.62B → $3.25B (-$4.37B)

63% less funds holding in top 10

Funds holding in top 10: 2710 (-17)

70% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 220

70% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 115

Holders
391
Holders Change
-94
Holders Change %
-19.38%
% of All Funds
6.23%
Holding in Top 10
10
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-62.96%
% of All Funds
0.16%
New
35
Increased
67
Reduced
220
Closed
115
Calls
$58.7M
Puts
$5.46M
Net Calls
+$53.3M
Net Calls Change
+$26.7M
Name Holding Trade Value Shares
Change
Change in
Stake
SIS
351
Sound Income Strategies
Florida
$14.3K -$7.58K -140 -35%
LWA
352
Lowe Wealth Advisors
Maryland
$13.4K
DWMG
353
DB Wealth Management Group
California
$13.4K
HGERS
354
Householder Group Estate & Retirement Specialist
Arizona
$12K +$12.3K +227 New
EWA
355
EverSource Wealth Advisors
Alabama
$11.5K -$297K -5,486 -96%
LWP
356
Lumature Wealth Partners
Georgia
$11K
GEA
357
Glen Eagle Advisors
New Jersey
$10.8K
TRCT
358
Tower Research Capital (TRC)
New York
$10K -$650 -12 -6%
APC
359
Aspire Private Capital
North Carolina
$9.88K -$556K -10,268 -98%
WT
360
Washington Trust
Rhode Island
$9.55K
WIM
361
Westside Investment Management
California
$9.39K
IHWM
362
Iron Horse Wealth Management
Iowa
$8.19K +$8.13K +150 New
SS
363
Sunbelt Securities
Texas
$7.97K +$7.91K +146 New
CT
364
Caldwell Trust
Florida
$7.86K +$7.8K +144 New
AP
365
Arlington Partners
Alabama
$6.6K
CFGS
366
Concourse Financial Group Securities
Alabama
$6K -$6.04M -111,444 -100%
SMA
367
Sage Mountain Advisors
Georgia
$5.98K
CA
368
Crewe Advisors
Utah
$5.46K
AWM
369
Accel Wealth Management
Iowa
$5.18K
FA
370
Faithward Advisors
Pennsylvania
$5.03K
ONST
371
Old North State Trust
North Carolina
$5K
PP
372
Pacifica Partners
Canada
$4.91K
FP
373
Financial Perspectives
Minnesota
$4.84K
MIA
374
Milestone Investment Advisors
Wisconsin
$4.8K
BCMLT
375
Beacon Capital Management LLC (Tennessee)
Tennessee
$4.75K

EEMV Hedge Fund Activity: Q1 2023 in Review

391 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) for Q1 2023, worth a combined $3.25B — down 57% from $7.62B a quarter earlier.

Sellers outnumbered buyers: 115 funds closed out of EEMV and 35 opened new positions — a net loss of 80 holders — while 220 trimmed existing stakes and 67 added.

The largest buyer was Jane Street, adding an estimated $150M. The largest seller was Envestnet Asset Management, cutting an estimated $1.48B.

  • 391 institutional investors held iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) as of Q1 2023, down from 485 in Q4 2022.
  • Funds reported $3.25B of iShares MSCI Emerging Markets Min Vol Factor ETF stock for Q1 2023, down 57% quarter-over-quarter.
  • 35 funds opened new iShares MSCI Emerging Markets Min Vol Factor ETF positions in Q1 2023 and 115 closed out, a net change of -80 holders.
  • The largest iShares MSCI Emerging Markets Min Vol Factor ETF buyer in Q1 2023 was Jane Street, an estimated $150M added.
  • The largest iShares MSCI Emerging Markets Min Vol Factor ETF seller in Q1 2023 was Envestnet Asset Management, an estimated $1.48B sold.

Based on aggregated 13F filings for Q1 2023.