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iShares MSCI Emerging Markets Min Vol Factor ETF

439 hedge funds and large institutions have $6.46B invested in iShares MSCI Emerging Markets Min Vol Factor ETF in 2022 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 193 increasing their positions, 123 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 123

23% more capital invested

Capital invested by funds: $5.26B → $6.46B (+$1.2B)

8.04% more ownership

Funds ownership: 92.04%100.08% (+8%)

6% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 48

1% less funds holding

Funds holding: 444439 (-5)

4% less funds holding in top 10

Funds holding in top 10: 2322 (-1)

Holders
439
Holders Change
-5
Holders Change %
-1.13%
% of All Funds
7.56%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.38%
New
51
Increased
193
Reduced
123
Closed
48
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RA
76
RFG Advisory
Alabama
$6.4M +$290K +5,305 +5%
MSWMA
77
Market Street Wealth Management Advisors
Indiana
$6.3M +$598K +10,946 +10%
SHIM
78
Stone House Investment Management
Pennsylvania
$6.22M -$750K -13,726 -10%
MG
79
Mather Group
Illinois
$6.12M +$6.6M +120,782 New
EH
80
Equitable Holdings
New York
$5.73M +$343K +6,271 +6%
AC
81
Apella Capital
Connecticut
$5.73M +$426K +7,792 +7%
BRWA
82
B. Riley Wealth Advisors
Florida
$5.6M -$175K -3,211 -3%
HighTower Advisors
83
HighTower Advisors
Illinois
$5.57M +$464K +8,501 +8%
ACS
84
Archford Capital Strategies
Illinois
$5.53M +$302K +5,520 +5%
KFS
85
Kelly Financial Services
Massachusetts
$5.5M +$1.06M +19,480 +22%
JMPWA
86
JP Morgan Private Wealth Advisors
California
$5.49M +$337K +6,170 +6%
NCM
87
Northwest Capital Management
Oregon
$5.43M +$5.23M +95,720 +832%
TSA
88
Tri-Star Advisors
Texas
$5.41M +$198K +3,631 +4%
JSW
89
Journey Strategic Wealth
New Jersey
$5.34M +$1.41M +25,728 +32%
WDL
90
Well Done LLC
Michigan
$5.24M +$125K +2,288 +2%
CS
91
Comerica Securities
Michigan
$5.19M -$3.99K -73 -0.1%
MFG
92
Merit Financial Group
Georgia
$5.13M +$426K +7,791 +8%
DE
93
Day & Ennis
Georgia
$5.09M +$119K +2,177 +2%
CFGS
94
Concourse Financial Group Securities
Alabama
$4.85M +$456K +8,351 +10%
SMG
95
Spectrum Management Group
Indiana
$4.83M +$1.25M +22,941 +32%
PWA
96
Physician Wealth Advisors
Utah
$4.72M -$277K -5,062 -5%
UB
97
UMB Bank
Missouri
$4.48M -$385K -7,050 -7%
OPS
98
Orion Portfolio Solutions
Nebraska
$4.46M +$1.2M +22,049 +33%
SA
99
Scarborough Advisors
Maryland
$4.36M +$74.4K +1,361 +2%
DA
100
Detalus Advisors
Missouri
$4.27M +$4.6M +84,262 New

EEMV Hedge Fund Activity: Q3 2022 in Review

439 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) for Q3 2022, worth a combined $6.46B — up 23% from $5.26B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new EEMV positions and 48 closed out — a net gain of 3 holders — while 193 added to existing stakes and 123 trimmed.

The largest buyer was Bank of America, adding an estimated $1.29B. The largest seller was Fidelity Investments, cutting an estimated $7.89M.

  • 439 institutional investors held iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) as of Q3 2022, down from 444 in Q2 2022.
  • Funds reported $6.46B of iShares MSCI Emerging Markets Min Vol Factor ETF stock for Q3 2022, up 23% quarter-over-quarter.
  • 51 funds opened new iShares MSCI Emerging Markets Min Vol Factor ETF positions in Q3 2022 and 48 closed out, a net change of +3 holders.
  • The largest iShares MSCI Emerging Markets Min Vol Factor ETF buyer in Q3 2022 was Bank of America, an estimated $1.29B added.
  • The largest iShares MSCI Emerging Markets Min Vol Factor ETF seller in Q3 2022 was Fidelity Investments, an estimated $7.89M sold.

Based on aggregated 13F filings for Q3 2022.