We are live on ! Find out more
EEMV icon

iShares MSCI Emerging Markets Min Vol Factor ETF

362 hedge funds and large institutions have $2.25B invested in iShares MSCI Emerging Markets Min Vol Factor ETF in 2020 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 98 increasing their positions, 147 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 26

10% more funds holding

Funds holding: 330362 (+32)

0% more capital invested

Capital invested by funds: $2.25B → $2.25B (+$1.88M)

1.15% less ownership

Funds ownership: 55.42%54.26% (-1.2%)

9% less funds holding in top 10

Funds holding in top 10: 2220 (-2)

33% less repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 147

Holders
362
Holders Change
+32
Holders Change %
+9.7%
% of All Funds
6.41%
Holding in Top 10
20
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.09%
% of All Funds
0.35%
New
61
Increased
98
Reduced
147
Closed
26
Calls
$269K
Puts
Net Calls
+$269K
Net Calls Change
+$269K
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
51
Avantax Advisory Services
Texas
$8.23M -$2.13M -36,479 -21%
JP Morgan Chase
52
JP Morgan Chase
New York
$8.11M -$9.67M -165,781 -56%
AHC
53
Anderson Hoagland & Co
Missouri
$8.05M +$7.69M +131,773 New
NA
54
Nottingham Advisors
New York
$7.94M -$1.78M -30,548 -19%
PWA
55
Physician Wealth Advisors
Utah
$7.45M -$228K -3,909 -3%
KCM
56
Kathmere Capital Management
Pennsylvania
$7.43M +$316K +5,413 +5%
Truist Financial
57
Truist Financial
North Carolina
$7.36M -$171K -2,929 -2%
Mercer Global Advisors
58
Mercer Global Advisors
Colorado
$7.3M -$194K -3,334 -3%
MFM
59
Mirsky Financial Management
New York
$7.11M -$122K -2,099 -2%
SI
60
Stephens Inc
Arkansas
$6.67M -$57.8K -991 -0.9%
WDL
61
Well Done LLC
Michigan
$6.29M -$400K -6,850 -6%
HGWM
62
Horst & Graben Wealth Management
Oregon
$6.24M -$552K -9,463 -8%
Mitsubishi UFJ Asset Management
63
Mitsubishi UFJ Asset Management
Japan
$6M +$200K +3,428 +4%
HighTower Advisors
64
HighTower Advisors
Illinois
$5.89M +$2.97M +50,935 +111%
EWM
65
Executive Wealth Management
Michigan
$5.87M -$79.8K -1,368 -1%
Cambridge Investment Research Advisors
66
Cambridge Investment Research Advisors
Iowa
$5.83M -$323K -5,536 -5%
FF
67
Friedenthal Financial
New Jersey
$5.73M -$303K -5,190 -5%
TWM
68
Titus Wealth Management
California
$5.67M -$4.63M -79,450 -90%
PNC Financial Services Group
69
PNC Financial Services Group
Pennsylvania
$5.51M +$233K +3,995 +5%
BSSFA
70
Baron Silver Stevens Financial Advisors
Florida
$5.22M +$4.98M +85,436 New
LF
71
Lee Financial
Texas
$5.21M +$313K +5,369 +7%
PFM
72
Parsec Financial Management
North Carolina
$5.11M -$240K -4,114 -5%
NNP
73
Nachman Norwood & Parrott
South Carolina
$4.86M +$72.9K +1,249 +2%
CI
74
CX Institutional
Indiana
$4.7M
TC
75
Tacita Capital
Ontario, Canada
$4.53M +$4.33M +74,190 New

EEMV Hedge Fund Activity: Q4 2020 in Review

362 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) for Q4 2020, worth a combined $2.25B — up 0.08% from $2.25B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new EEMV positions and 26 closed out — a net gain of 35 holders — while 98 added to existing stakes and 147 trimmed.

The largest buyer was Madison Asset Management, adding an estimated $13.4M. The largest seller was Elo Mutual Pension Insurance, cutting an estimated $49.3M.

  • 362 institutional investors held iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) as of Q4 2020, up from 330 in Q3 2020.
  • Funds reported $2.25B of iShares MSCI Emerging Markets Min Vol Factor ETF stock for Q4 2020, up 0.08% quarter-over-quarter.
  • 61 funds opened new iShares MSCI Emerging Markets Min Vol Factor ETF positions in Q4 2020 and 26 closed out, a net change of +35 holders.
  • The largest iShares MSCI Emerging Markets Min Vol Factor ETF buyer in Q4 2020 was Madison Asset Management, an estimated $13.4M added.
  • The largest iShares MSCI Emerging Markets Min Vol Factor ETF seller in Q4 2020 was Elo Mutual Pension Insurance, an estimated $49.3M sold.

Based on aggregated 13F filings for Q4 2020.