We are live on ! Find out more
EEMV icon

iShares MSCI Emerging Markets Min Vol Factor ETF

485 hedge funds and large institutions have $7.62B invested in iShares MSCI Emerging Markets Min Vol Factor ETF in 2022 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 220 increasing their positions, 120 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 41

83% more repeat investments, than reductions

Existing positions increased: 220 | Existing positions reduced: 120

23% more funds holding in top 10

Funds holding in top 10: 2227 (+5)

18% more capital invested

Capital invested by funds: $6.46B → $7.62B (+$1.16B)

10% more funds holding

Funds holding: 439485 (+46)

13.26% less ownership

Funds ownership: 100.08%86.82% (-13%)

Holders
485
Holders Change
+46
Holders Change %
+10.48%
% of All Funds
7.8%
Holding in Top 10
27
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+22.73%
% of All Funds
0.43%
New
95
Increased
220
Reduced
120
Closed
41
Calls
$26.6M
Puts
Net Calls
+$26.6M
Net Calls Change
+$26.6M
Name Holding Trade Value Shares
Change
Change in
Stake
JC
26
JB Capital
Connecticut
$37.8M +$11.4M +217,601 +44%
Truist Financial
27
Truist Financial
North Carolina
$29.1M -$3.03M -57,953 -10%
WP
28
WealthSource Partners
California
$29M -$2M -38,170 -7%
Mercer Global Advisors
29
Mercer Global Advisors
Colorado
$28M -$1.54M -29,391 -5%
NYLIM
30
New York Life Investment Management
New York
$28M -$2.59M -49,545 -9%
IWC
31
Integrated Wealth Concepts
Massachusetts
$27.1M +$14.8M +283,385 +125%
BWM
32
BerganKDV Wealth Management
Minnesota
$26M -$2.29M -43,734 -8%
SAM
33
Securian Asset Management
Minnesota
$22.3M +$1.91M +36,560 +10%
KAS
34
Kestra Advisory Services
Texas
$22.3M +$8.26M +158,000 +60%
AWM
35
AE Wealth Management
Kansas
$21.7M +$3.1M +59,217 +17%
RJFSA
36
Raymond James Financial Services Advisors
Florida
$21.6M +$5.54M +105,957 +35%
Stifel Financial
37
Stifel Financial
Missouri
$19.5M +$3.42M +65,455 +22%
CAN
38
Cetera Advisor Networks
California
$18.8M +$14.3M +272,906 +338%
Mariner
39
Mariner
Kansas
$18.6M -$165K -3,155 -0.9%
SFO
40
Stokes Family Office
Louisiana
$17.7M +$4.63M +88,474 +36%
CW
41
CreativeOne Wealth
Kansas
$17.7M +$948K +18,121 +6%
FIA
42
Foundations Investment Advisors
Arizona
$17.3M +$3.18M +60,843 +23%
PA
43
Parallel Advisors
California
$17.2M +$1.44M +27,588 +9%
AWS
44
Atria Wealth Solutions
New York
$17.2M +$3.07M +58,701 +22%
BCM
45
Brookstone Capital Management
Illinois
$16.5M +$2.2M +42,103 +16%
AAS
46
Avantax Advisory Services
Texas
$16.2M +$5.89M +112,617 +59%
JMPWA
47
JP Morgan Private Wealth Advisors
California
$15.3M +$9.39M +179,551 +166%
SP
48
Symmetry Partners
Connecticut
$15.2M +$986K +18,846 +7%
AI
49
Atria Investments
North Carolina
$14.7M +$4.11M +78,605 +40%
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$14.6M +$988K +18,882 +7%

EEMV Hedge Fund Activity: Q4 2022 in Review

485 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) for Q4 2022, worth a combined $7.62B — up 18% from $6.46B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new EEMV positions and 41 closed out — a net gain of 54 holders — while 220 added to existing stakes and 120 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $285M. The largest seller was Bank of America, cutting an estimated $37.5M.

  • 485 institutional investors held iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) as of Q4 2022, up from 439 in Q3 2022.
  • Funds reported $7.62B of iShares MSCI Emerging Markets Min Vol Factor ETF stock for Q4 2022, up 18% quarter-over-quarter.
  • 95 funds opened new iShares MSCI Emerging Markets Min Vol Factor ETF positions in Q4 2022 and 41 closed out, a net change of +54 holders.
  • The largest iShares MSCI Emerging Markets Min Vol Factor ETF buyer in Q4 2022 was Envestnet Asset Management, an estimated $285M added.
  • The largest iShares MSCI Emerging Markets Min Vol Factor ETF seller in Q4 2022 was Bank of America, an estimated $37.5M sold.

Based on aggregated 13F filings for Q4 2022.