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iShares MSCI Emerging Markets Min Vol Factor ETF

356 hedge funds and large institutions have $2.88B invested in iShares MSCI Emerging Markets Min Vol Factor ETF in 2023 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 83 increasing their positions, 160 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

332% more call options, than puts

Call options by funds: $109M | Put options by funds: $25.3M

0.3% less ownership

Funds ownership: 65.68%65.38% (-0.3%)

4% less capital invested

Capital invested by funds: $2.99B → $2.88B (-$105M)

3% less funds holding

Funds holding: 366356 (-10)

16% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 37

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

48% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 160

Holders
356
Holders Change
-10
Holders Change %
-2.73%
% of All Funds
5.65%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.1%
New
31
Increased
83
Reduced
160
Closed
37
Calls
$109M
Puts
$25.3M
Net Calls
+$84.1M
Net Calls Change
+$88.2M
Name Holding Trade Value Shares
Change
Change in
Stake
BC
26
Brio Consultants
California
$15.6M +$321K +5,843 +2%
OMC
27
Old Mission Capital
Illinois
$15M +$12.5M +226,980 +418%
SP
28
Symmetry Partners
Connecticut
$14.9M -$1.05M -19,177 -6%
PNC Financial Services Group
29
PNC Financial Services Group
Pennsylvania
$14.6M -$92.5K -1,685 -0.6%
FAM
30
Frontier Asset Management
Wyoming
$14.1M -$731K -13,328 -5%
CFG
31
Carr Financial Group
Massachusetts
$11.9M -$95.3K -1,737 -0.8%
WFA
32
Wade Financial Advisory
California
$10.9M +$235K +4,274 +2%
BCM
33
Brookstone Capital Management
Illinois
$9.98M -$1.99M -36,205 -16%
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$9.95M -$2.22M -40,414 -18%
MWM
35
Modera Wealth Management
New Jersey
$8.71M +$12K +218 +0.1%
AHC
36
Anderson Hoagland & Co
Missouri
$8.67M -$107K -1,952 -1%
BS
37
Banco Santander
Spain
$7.88M +$592K +10,783 +8%
FF
38
Friedenthal Financial
New Jersey
$7.63M +$242K +4,411 +3%
AC
39
Apella Capital
Connecticut
$7.53M -$19.3K -351 -0.2%
AAS
40
Avantax Advisory Services
Texas
$7.42M -$5.86M -106,732 -43%
NA
41
NewEdge Advisors
Louisiana
$6.56M -$2.06M -37,503 -23%
Wealth Enhancement Advisory Services
42
Wealth Enhancement Advisory Services
Minnesota
$6.51M +$6.69M +121,978 New
EDRIA
43
Edmonds Duncan Registered Investment Advisors
Kansas
$6.34M +$782K +14,241 +14%
RJA
44
Raymond James & Associates
Florida
$6.29M +$263K +4,790 +4%
EWM
45
Executive Wealth Management
Michigan
$6.27M +$270K +4,922 +4%
Cerity Partners
46
Cerity Partners
New York
$6.12M -$1.47M -26,867 -19%
KAS
47
Kestra Advisory Services
Texas
$6.08M +$832K +15,160 +15%
Carson Wealth (CWM LLC)
48
Carson Wealth (CWM LLC)
Nebraska
$5.85M -$283K -5,150 -4%
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$5.44M +$943K +17,181 +20%
WDL
50
Well Done LLC
Michigan
$5.3M -$62K -1,130 -1%

EEMV Hedge Fund Activity: Q3 2023 in Review

356 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) for Q3 2023, worth a combined $2.88B — down 3.5% from $2.99B a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of EEMV and 31 opened new positions — a net loss of 6 holders — while 160 trimmed existing stakes and 83 added.

The largest buyer was Bank of America, adding an estimated $25.5M. The largest seller was Jane Street, cutting an estimated $47.2M.

  • 356 institutional investors held iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) as of Q3 2023, down from 366 in Q2 2023.
  • Funds reported $2.88B of iShares MSCI Emerging Markets Min Vol Factor ETF stock for Q3 2023, down 3.5% quarter-over-quarter.
  • 31 funds opened new iShares MSCI Emerging Markets Min Vol Factor ETF positions in Q3 2023 and 37 closed out, a net change of -6 holders.
  • The largest iShares MSCI Emerging Markets Min Vol Factor ETF buyer in Q3 2023 was Bank of America, an estimated $25.5M added.
  • The largest iShares MSCI Emerging Markets Min Vol Factor ETF seller in Q3 2023 was Jane Street, an estimated $47.2M sold.

Based on aggregated 13F filings for Q3 2023.