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iShares MSCI Emerging Markets Min Vol Factor ETF

343 hedge funds and large institutions have $2.69B invested in iShares MSCI Emerging Markets Min Vol Factor ETF in 2022 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 106 increasing their positions, 116 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

0.75% more ownership

Funds ownership: 73.39%74.14% (+0.75%)

3% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 35

3% less capital invested

Capital invested by funds: $2.77B → $2.69B (-$79.5M)

9% less repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 116

3% less funds holding

Funds holding: 352343 (-9)

Holders
343
Holders Change
-9
Holders Change %
-2.56%
% of All Funds
5.41%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.19%
New
34
Increased
106
Reduced
116
Closed
35
Calls
$983K
Puts
Net Calls
+$983K
Net Calls Change
+$28K
Name Holding Trade Value Shares
Change
Change in
Stake
CPO
26
Cerity Partners OCIO
New York
$14.9M -$137K -2,206 -0.9%
SWM
27
Southern Wealth Management
Texas
$14.9M +$9.42M +151,794 +166%
Mercer Global Advisors
28
Mercer Global Advisors
Colorado
$14.5M +$7.44M +119,927 +102%
S
29
SimplyRich
California
$13.4M -$8.13K -131 -0.1%
WFA
30
Wade Financial Advisory
California
$12M +$2.5M +40,231 +26%
BCM
31
Brookstone Capital Management
Illinois
$10.8M +$112K +1,809 +1%
Osaic Holdings
32
Osaic Holdings
Arizona
$9.69M +$1.32M +21,277 +10%
RJA
33
Raymond James & Associates
Florida
$9.57M +$81.2K +1,309 +0.8%
AHC
34
Anderson Hoagland & Co
Missouri
$9.43M +$25.1K +404 +0.3%
JP Morgan Chase
35
JP Morgan Chase
New York
$8.67M +$285K +4,600 +3%
CAPTRUST Financial Advisors
36
CAPTRUST Financial Advisors
North Carolina
$8.21M +$267K +4,307 +3%
Mitsubishi UFJ Asset Management
37
Mitsubishi UFJ Asset Management
Japan
$8.12M +$29.6K +477 +0.4%
MG
38
Mather Group
Illinois
$7.92M -$302K -4,868 -4%
AAS
39
Avantax Advisory Services
Texas
$7.57M -$70.4K -1,135 -0.9%
FF
40
Friedenthal Financial
New Jersey
$7.32M +$497K +8,018 +7%
TWM
41
Titus Wealth Management
California
$6.72M +$390K +6,294 +6%
Citadel Advisors
42
Citadel Advisors
Florida
$6.62M +$6.72M +108,387 New
B
43
BetterWealth
California
$6.47M +$110K +1,771 +2%
BS
44
Banco Santander
Spain
$6.44M +$6.54M +105,465 New
PWA
45
Physician Wealth Advisors
Utah
$6.4M -$133K -2,150 -2%
EWM
46
Executive Wealth Management
Michigan
$6.15M +$435K +7,013 +7%
AC
47
Apella Capital
Connecticut
$6.11M +$1.22M +19,605 +24%
WDL
48
Well Done LLC
Michigan
$5.9M +$84.7K +1,366 +1%
ACS
49
Archford Capital Strategies
Illinois
$5.87M +$3.06M +49,295 +105%
UB
50
UMB Bank
Missouri
$5.78M +$35.3K +569 +0.6%

EEMV Hedge Fund Activity: Q1 2022 in Review

343 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) for Q1 2022, worth a combined $2.69B — down 2.9% from $2.77B a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of EEMV and 34 opened new positions — a net loss of 1 holder — while 116 trimmed existing stakes and 106 added.

The largest buyer was CFS Investment Advisory Services, adding an estimated $74.5M. The largest seller was Wealthsimple, cutting an estimated $75.5M.

  • 343 institutional investors held iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) as of Q1 2022, down from 352 in Q4 2021.
  • Funds reported $2.69B of iShares MSCI Emerging Markets Min Vol Factor ETF stock for Q1 2022, down 2.9% quarter-over-quarter.
  • 34 funds opened new iShares MSCI Emerging Markets Min Vol Factor ETF positions in Q1 2022 and 35 closed out, a net change of -1 holder.
  • The largest iShares MSCI Emerging Markets Min Vol Factor ETF buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $74.5M added.
  • The largest iShares MSCI Emerging Markets Min Vol Factor ETF seller in Q1 2022 was Wealthsimple, an estimated $75.5M sold.

Based on aggregated 13F filings for Q1 2022.