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iShares MSCI Emerging Markets Min Vol Factor ETF

347 hedge funds and large institutions have $2.28B invested in iShares MSCI Emerging Markets Min Vol Factor ETF in 2024 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 104 increasing their positions, 129 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 30

3% more funds holding

Funds holding: 336347 (+11)

1.39% less ownership

Funds ownership: 57.87%56.48% (-1.4%)

11% less capital invested

Capital invested by funds: $2.56B → $2.28B (-$274M)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

19% less repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 129

99% less call options, than puts

Call options by funds: $81K | Put options by funds: $7.25M

Holders
347
Holders Change
+11
Holders Change %
+3.27%
% of All Funds
4.57%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.08%
New
47
Increased
104
Reduced
129
Closed
30
Calls
$81K
Puts
$7.25M
Net Calls
-$7.17M
Net Calls Change
-$7.2M
Name Holding Trade Value Shares
Change
Change in
Stake
FAM
26
Frontier Asset Management
Wyoming
$11M -$3.43M -56,752 -23%
VI
27
Vestcor Inc
New Brunswick, Canada
$10.1M +$37.8K +625 +0.4%
Creative Planning
28
Creative Planning
Kansas
$9.88M +$8.71M +144,219 +552%
JP Morgan Chase
29
JP Morgan Chase
New York
$9.62M -$10.4M -172,277 -51%
BCM
30
Brookstone Capital Management
Illinois
$9.57M -$202K -3,347 -2%
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$9.31M -$1.15M -19,092 -11%
FF
32
Friedenthal Financial
New Jersey
$9.31M -$18.1K -300 -0.2%
MWM
33
Modera Wealth Management
New Jersey
$9.27M +$169K +2,795 +2%
Baird Financial Group
34
Baird Financial Group
Wisconsin
$8.68M -$96.8K -1,602 -1%
AHC
35
Anderson Hoagland & Co
Missouri
$8.53M +$10.8K +178 +0.1%
APF
36
Alaska Permanent Fund
Alaska
$7.7M
Wealth Enhancement Advisory Services
37
Wealth Enhancement Advisory Services
Minnesota
$7.67M +$112K +1,850 +1%
WFA
38
Wade Financial Advisory
California
$6.82M +$306K +5,058 +4%
ACS
39
Archford Capital Strategies
Illinois
$6.67M -$342K -5,657 -5%
JE
40
JMAC Enterprises
Pennsylvania
$6.51M +$436K +7,212 +7%
AC
41
Apella Capital
Connecticut
$6.23M -$1.11M -18,333 -15%
BBWP
42
Beacon Bridge Wealth Partners
Pennsylvania
$6.1M +$596K +9,867 +10%
Cerity Partners
43
Cerity Partners
New York
$5.84M -$130K -2,160 -2%
WDL
44
Well Done LLC
Michigan
$5.8M
SP
45
Symmetry Partners
Connecticut
$5.41M +$2.36M +39,025 +72%
PCA
46
Pallas Capital Advisors
Massachusetts
$5.29M -$80.5K -1,332 -1%
SFA
47
Sequoia Financial Advisors
Ohio
$5.2M +$5.42M +89,699 New
AAS
48
Avantax Advisory Services
Texas
$5.02M +$510K +8,447 +11%
KAS
49
Kestra Advisory Services
Texas
$4.8M -$1.39M -23,019 -22%
RWP
50
RWA Wealth Partners
Massachusetts
$4.43M -$356K -5,889 -7%

EEMV Hedge Fund Activity: Q4 2024 in Review

347 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) for Q4 2024, worth a combined $2.28B — down 11% from $2.56B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new EEMV positions and 30 closed out — a net gain of 17 holders — while 104 added to existing stakes and 129 trimmed.

The largest buyer was Wharton Business Group, adding an estimated $27.1M. The largest seller was Bank of America, cutting an estimated $72.8M.

  • 347 institutional investors held iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) as of Q4 2024, up from 336 in Q3 2024.
  • Funds reported $2.28B of iShares MSCI Emerging Markets Min Vol Factor ETF stock for Q4 2024, down 11% quarter-over-quarter.
  • 47 funds opened new iShares MSCI Emerging Markets Min Vol Factor ETF positions in Q4 2024 and 30 closed out, a net change of +17 holders.
  • The largest iShares MSCI Emerging Markets Min Vol Factor ETF buyer in Q4 2024 was Wharton Business Group, an estimated $27.1M added.
  • The largest iShares MSCI Emerging Markets Min Vol Factor ETF seller in Q4 2024 was Bank of America, an estimated $72.8M sold.

Based on aggregated 13F filings for Q4 2024.