We are live on ! Find out more
EEMV icon

iShares MSCI Emerging Markets Min Vol Factor ETF

439 hedge funds and large institutions have $6.46B invested in iShares MSCI Emerging Markets Min Vol Factor ETF in 2022 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 193 increasing their positions, 123 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 123

23% more capital invested

Capital invested by funds: $5.26B → $6.46B (+$1.2B)

8.04% more ownership

Funds ownership: 92.04%100.08% (+8%)

6% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 48

1% less funds holding

Funds holding: 444439 (-5)

4% less funds holding in top 10

Funds holding in top 10: 2322 (-1)

Holders
439
Holders Change
-5
Holders Change %
-1.13%
% of All Funds
7.56%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.38%
New
51
Increased
193
Reduced
123
Closed
48
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
26
Mercer Global Advisors
Colorado
$28.3M +$4.48M +81,952 +17%
BWM
27
BerganKDV Wealth Management
Minnesota
$27M +$1.46M +26,643 +5%
JC
28
JB Capital
Connecticut
$25.1M +$1.53M +28,012 +6%
SAM
29
Securian Asset Management
Minnesota
$19.4M +$463K +8,475 +2%
JP Morgan Chase
30
JP Morgan Chase
New York
$18.4M +$8.1M +148,188 +69%
Mariner
31
Mariner
Kansas
$18M +$1.88M +34,452 +11%
AWM
32
AE Wealth Management
Kansas
$17.7M +$4.11M +75,243 +27%
CW
33
CreativeOne Wealth
Kansas
$16M +$438K +8,025 +3%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$15.3M -$2.31M -42,286 -12%
Stifel Financial
35
Stifel Financial
Missouri
$15.3M +$1.67M +30,555 +11%
PA
36
Parallel Advisors
California
$15.1M +$16.1M +295,579 +19,294%
SWM
37
Southern Wealth Management
Texas
$15M -$1.56M -28,578 -9%
NA
38
NewEdge Advisors
Louisiana
$14.6M +$1.4M +25,546 +10%
KIM
39
Karpus Investment Management
New York
$14M +$4.11M +75,210 +37%
IDA
40
Intelligence Driven Advisers
California
$13.8M +$14.5M +265,412 New
SP
41
Symmetry Partners
Connecticut
$13.6M +$354K +6,476 +2%
AWS
42
Atria Wealth Solutions
New York
$13.5M +$2.24M +41,041 +18%
FIA
43
Foundations Investment Advisors
Arizona
$13.4M +$6.79M +124,337 +89%
BTI
44
Blue Trust Inc
Georgia
$13.4M +$13M +238,266 +8,891%
KAS
45
Kestra Advisory Services
Texas
$13.3M -$1.49M -27,272 -9%
BCM
46
Brookstone Capital Management
Illinois
$13.1M +$582K +10,661 +4%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$13M +$1.61M +29,426 +13%
SFO
48
Stokes Family Office
Louisiana
$12.4M +$987K +18,059 +8%
BC
49
Brio Consultants
California
$12.3M -$1.11M -20,256 -8%
IWC
50
Integrated Wealth Concepts
Massachusetts
$11.5M +$1.39M +25,410 +13%

EEMV Hedge Fund Activity: Q3 2022 in Review

439 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) for Q3 2022, worth a combined $6.46B — up 23% from $5.26B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new EEMV positions and 48 closed out — a net gain of 3 holders — while 193 added to existing stakes and 123 trimmed.

The largest buyer was Bank of America, adding an estimated $1.29B. The largest seller was Fidelity Investments, cutting an estimated $7.89M.

  • 439 institutional investors held iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) as of Q3 2022, down from 444 in Q2 2022.
  • Funds reported $6.46B of iShares MSCI Emerging Markets Min Vol Factor ETF stock for Q3 2022, up 23% quarter-over-quarter.
  • 51 funds opened new iShares MSCI Emerging Markets Min Vol Factor ETF positions in Q3 2022 and 48 closed out, a net change of +3 holders.
  • The largest iShares MSCI Emerging Markets Min Vol Factor ETF buyer in Q3 2022 was Bank of America, an estimated $1.29B added.
  • The largest iShares MSCI Emerging Markets Min Vol Factor ETF seller in Q3 2022 was Fidelity Investments, an estimated $7.89M sold.

Based on aggregated 13F filings for Q3 2022.