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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
SP
26
Symmetry Partners
Connecticut
$16.1M +$459K +8,472 +3%
BC
27
Brio Consultants
California
$15.1M +$716K +13,215 +5%
BTI
28
Blue Trust Inc
Georgia
$14.2M +$2.45M +45,254 +20%
PNC Financial Services Group
29
PNC Financial Services Group
Pennsylvania
$14M +$498K +9,194 +4%
IDA
30
Intelligence Driven Advisers
California
$13.8M -$44.3K -818 -0.3%
AAS
31
Avantax Advisory Services
Texas
$13.6M -$3.02M -55,707 -18%
FAM
32
Frontier Asset Management
Wyoming
$13M +$4.97M +91,797 +63%
BCM
33
Brookstone Capital Management
Illinois
$12.6M -$4.13M -76,194 -25%
SWM
34
Southern Wealth Management
Texas
$12.2M -$110K -2,029 -0.9%
S
35
SimplyRich
California
$11.8M +$37.6K +695 +0.3%
CFG
36
Carr Financial Group
Massachusetts
$11.5M +$2.8M +51,694 +33%
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$10.5M -$78.4M -1,446,898 -88%
WFA
38
Wade Financial Advisory
California
$10.1M +$170K +3,142 +2%
KIM
39
Karpus Investment Management
New York
$9.78M -$658K -12,155 -6%
NA
40
NewEdge Advisors
Louisiana
$9.71M -$17.2M -317,442 -64%
AHC
41
Anderson Hoagland & Co
Missouri
$8.75M -$57.6K -1,064 -0.7%
PFM
42
Parsec Financial Management
North Carolina
$8.72M -$262K -4,844 -3%
FF
43
Friedenthal Financial
New Jersey
$7.34M +$329K +6,076 +5%
FTUS
44
Flow Traders U.S.
New York
$7.25M +$5.37M +99,134 +294%
CAPTRUST Financial Advisors
45
CAPTRUST Financial Advisors
North Carolina
$7.24M -$383K -7,073 -5%
Cetera Investment Advisers
46
Cetera Investment Advisers
Illinois
$6.75M -$39.8M -735,644 -86%
OMC
47
Old Mission Capital
Illinois
$6.38M +$6.34M +117,001 New
RJA
48
Raymond James & Associates
Florida
$6.13M -$4.18M -77,124 -41%
EWM
49
Executive Wealth Management
Michigan
$5.93M +$841K +15,534 +17%
NCM
50
Northwest Capital Management
Oregon
$5.65M -$871K -16,072 -13%

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.