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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
OPS
401
Orion Portfolio Solutions
Nebraska
-$6.12M -115,330 Closed
CS
402
Comerica Securities
Michigan
-$5.99M -112,965 Closed
CSWG
403
Cardinal Strategic Wealth Guidance
Kentucky
-$5.46M -102,935 Closed
TF
404
Trek Financial
Arizona
-$5.22M -98,417 Closed
SA
405
Scarborough Advisors
Maryland
-$5.08M -95,784 Closed
Russell Investments Group
406
Russell Investments Group
United Kingdom
-$4.42M -83,226 Closed
WA
407
Wealth Alliance
New York
-$4.38M -82,591 Closed
BHWM
408
Bay Harbor Wealth Management
Maryland
-$4.28M -80,615 Closed
SL
409
Sentinus LLC
Illinois
-$4.19M -79,065 Closed
MGWM
410
Marks Group Wealth Management
Minnesota
-$4.04M -76,222 Closed
HPC
411
Hobart Private Capital
North Carolina
-$4.02M -75,783 Closed
SWP
412
ShoreHaven Wealth Partners
New Jersey
-$3.56M -67,067 Closed
VHAM
413
Van Hulzen Asset Management
California
-$3.45M -65,092 Closed
SWM
414
SigFig Wealth Management
California
-$2.99M -62,252 Closed
WF
415
Williams Financial
Vermont
-$3.1M -58,346 Closed
PCA
416
Prosperity Capital Advisors
Ohio
-$3.08M -58,112 Closed
MCIA
417
Mountain Capital Investment Advisors
Colorado
-$3.04M -55,113 Closed
HPM
418
Hoxton Planning & Management
West Virginia
-$2.74M -51,621 Closed
NL
419
NWAM LLC
Washington
-$2.39M -45,114 Closed
MYIA
420
Mount Yale Investment Advisors
Colorado
-$2.32M -43,657 Closed
BWM
421
Baystate Wealth Management
Massachusetts
-$2.11M -39,818 Closed
AG
422
Ascent Group
Virginia
-$2.01M -37,981 Closed
CC
423
Copperleaf Capital
North Carolina
-$1.83M -34,452 Closed
SFS
424
Security Financial Services
Indiana
-$1.63M -30,708 Closed
CWM
425
Centurion Wealth Management
Virginia
-$1.39M -26,158 Closed

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.