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iShares MSCI Emerging Markets Min Vol Factor ETF

356 hedge funds and large institutions have $2.16B invested in iShares MSCI Emerging Markets Min Vol Factor ETF in 2021 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 86 increasing their positions, 160 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% less capital invested

Capital invested by funds: $2.25B → $2.16B (-$94.9M)

5% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 43

2% less funds holding

Funds holding: 362356 (-6)

2.08% less ownership

Funds ownership: 54.26%52.19% (-2.1%)

10% less funds holding in top 10

Funds holding in top 10: 2018 (-2)

46% less repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 160

Holders
356
Holders Change
-6
Holders Change %
-1.66%
% of All Funds
6.25%
Holding in Top 10
18
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10%
% of All Funds
0.32%
New
41
Increased
86
Reduced
160
Closed
43
Calls
$823K
Puts
Net Calls
+$823K
Net Calls Change
+$554K
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
26
Steward Partners Investment Advisory
New York
$15.5M +$5.57M +88,226 +56%
SP
27
Symmetry Partners
Connecticut
$14.2M +$237K +3,755 +2%
MML Investors Services
28
MML Investors Services
Massachusetts
$13.6M +$1.6M +25,267 +13%
S
29
SimplyRich
California
$11.9M +$124K +1,967 +1%
Osaic Holdings
30
Osaic Holdings
Arizona
$11.8M -$625K -9,900 -5%
OMC
31
Old Mission Capital
Illinois
$11.7M +$448K +7,095 +4%
CS
32
Credit Suisse
Switzerland
$11.5M
MAM
33
Madison Asset Management
Wisconsin
$10.7M -$4.1M -64,919 -28%
RJA
34
Raymond James & Associates
Florida
$10.6M -$4.54M -71,818 -30%
NCM
35
Neumann Capital Management
California
$10.5M -$2.43M -38,508 -19%
WU
36
Wealthsimple US
New York
$9.95M -$981K -15,533 -9%
SFA
37
Stewardship Financial Advisors
Georgia
$9.65M -$223K -3,529 -2%
Thrivent Financial for Lutherans
38
Thrivent Financial for Lutherans
Minnesota
$9.27M +$520K +8,225 +6%
WFA
39
Wade Financial Advisory
California
$9.05M +$50.7K +802 +0.6%
RCP
40
Rothschild Capital Partners
New York
$8.79M -$5.81K -92 -0.1%
SWP
41
Summit Wealth Partners
Florida
$8.76M +$225K +3,566 +3%
AHC
42
Anderson Hoagland & Co
Missouri
$8.61M +$289K +4,574 +3%
Truist Financial
43
Truist Financial
North Carolina
$8.24M +$629K +9,952 +8%
BWA
44
Burt Wealth Advisors
Maryland
$8.01M -$10.7M -169,412 -57%
UCFA
45
United Capital Financial Advisors
Texas
$7.9M -$1.25M -19,726 -14%
Fifth Third Bancorp
46
Fifth Third Bancorp
Ohio
$7.61M +$6.7M +105,971 +728%
MFM
47
Mirsky Financial Management
New York
$7.45M +$94K +1,488 +1%
Mercer Global Advisors
48
Mercer Global Advisors
Colorado
$7.44M -$114K -1,799 -2%
PWA
49
Physician Wealth Advisors
Utah
$7.24M -$86.7K -1,372 -1%
AAS
50
Avantax Advisory Services
Texas
$7.17M -$1.34M -21,288 -16%

EEMV Hedge Fund Activity: Q1 2021 in Review

356 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) for Q1 2021, worth a combined $2.16B — down 4.2% from $2.25B a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of EEMV and 41 opened new positions — a net loss of 2 holders — while 160 trimmed existing stakes and 86 added.

The largest buyer was Jane Street, adding an estimated $37.7M. The largest seller was Elo Mutual Pension Insurance, cutting an estimated $63.7M.

  • 356 institutional investors held iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) as of Q1 2021, down from 362 in Q4 2020.
  • Funds reported $2.16B of iShares MSCI Emerging Markets Min Vol Factor ETF stock for Q1 2021, down 4.2% quarter-over-quarter.
  • 41 funds opened new iShares MSCI Emerging Markets Min Vol Factor ETF positions in Q1 2021 and 43 closed out, a net change of -2 holders.
  • The largest iShares MSCI Emerging Markets Min Vol Factor ETF buyer in Q1 2021 was Jane Street, an estimated $37.7M added.
  • The largest iShares MSCI Emerging Markets Min Vol Factor ETF seller in Q1 2021 was Elo Mutual Pension Insurance, an estimated $63.7M sold.

Based on aggregated 13F filings for Q1 2021.