We are live on ! Find out more
EEMV icon

iShares MSCI Emerging Markets Min Vol Factor ETF

485 hedge funds and large institutions have $7.62B invested in iShares MSCI Emerging Markets Min Vol Factor ETF in 2022 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 220 increasing their positions, 120 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 41

83% more repeat investments, than reductions

Existing positions increased: 220 | Existing positions reduced: 120

23% more funds holding in top 10

Funds holding in top 10: 2227 (+5)

18% more capital invested

Capital invested by funds: $6.46B → $7.62B (+$1.16B)

10% more funds holding

Funds holding: 439485 (+46)

13.26% less ownership

Funds ownership: 100.08%86.82% (-13%)

Holders
485
Holders Change
+46
Holders Change %
+10.48%
% of All Funds
7.8%
Holding in Top 10
27
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+22.73%
% of All Funds
0.43%
New
95
Increased
220
Reduced
120
Closed
41
Calls
$26.6M
Puts
Net Calls
+$26.6M
Net Calls Change
+$26.6M
Name Holding Trade Value Shares
Change
Change in
Stake
MFG
76
Merit Financial Group
Georgia
$7.54M +$2.14M +40,932 +40%
SHIM
77
Stone House Investment Management
Pennsylvania
$7.54M +$1.02M +19,410 +16%
CAPTRUST Financial Advisors
78
CAPTRUST Financial Advisors
North Carolina
$7.42M -$462K -8,830 -6%
PFG
79
PAX Financial Group
Texas
$7.28M +$463K +8,849 +7%
JSW
80
Journey Strategic Wealth
New Jersey
$6.95M +$1.34M +25,641 +24%
HighTower Advisors
81
HighTower Advisors
Illinois
$6.9M +$1.05M +20,065 +18%
FF
82
Friedenthal Financial
New Jersey
$6.82M +$40.1K +766 +0.6%
SAG
83
SageView Advisory Group
California
$6.81M +$6.71M +128,302 New
AC
84
Apella Capital
Connecticut
$6.74M +$730K +13,964 +12%
EH
85
Equitable Holdings
New York
$6.7M +$685K +13,099 +12%
NCM
86
Northwest Capital Management
Oregon
$6.35M +$652K +12,462 +12%
OPS
87
Orion Portfolio Solutions
Nebraska
$6.12M +$1.43M +27,349 +31%
DE
88
Day & Ennis
Georgia
$6.08M +$733K +14,020 +14%
DA
89
Detalus Advisors
Missouri
$6.01M +$1.52M +28,996 +34%
CS
90
Comerica Securities
Michigan
$5.99M +$551K +10,542 +10%
KFS
91
Kelly Financial Services
Massachusetts
$5.92M +$166K +3,170 +3%
CFGS
92
Concourse Financial Group Securities
Alabama
$5.92M +$829K +15,854 +17%
ACS
93
Archford Capital Strategies
Illinois
$5.87M +$90.3K +1,727 +2%
WDL
94
Well Done LLC
Michigan
$5.5M +$19.4K +370 +0.4%
CSWG
95
Cardinal Strategic Wealth Guidance
Kentucky
$5.46M +$5.38M +102,935 New
Thrivent Financial for Lutherans
96
Thrivent Financial for Lutherans
Minnesota
$5.29M +$1.34M +25,646 +35%
TF
97
Trek Financial
Arizona
$5.22M +$1.48M +28,199 +40%
EDRIA
98
Edmonds Duncan Registered Investment Advisors
Kansas
$5.21M +$740K +14,151 +17%
SA
99
Scarborough Advisors
Maryland
$5.08M +$514K +9,833 +11%
LWP
100
LMG Wealth Partners
Louisiana
$4.96M +$4.73M +90,513 New

EEMV Hedge Fund Activity: Q4 2022 in Review

485 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) for Q4 2022, worth a combined $7.62B — up 18% from $6.46B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new EEMV positions and 41 closed out — a net gain of 54 holders — while 220 added to existing stakes and 120 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $285M. The largest seller was Bank of America, cutting an estimated $37.5M.

  • 485 institutional investors held iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) as of Q4 2022, up from 439 in Q3 2022.
  • Funds reported $7.62B of iShares MSCI Emerging Markets Min Vol Factor ETF stock for Q4 2022, up 18% quarter-over-quarter.
  • 95 funds opened new iShares MSCI Emerging Markets Min Vol Factor ETF positions in Q4 2022 and 41 closed out, a net change of +54 holders.
  • The largest iShares MSCI Emerging Markets Min Vol Factor ETF buyer in Q4 2022 was Envestnet Asset Management, an estimated $285M added.
  • The largest iShares MSCI Emerging Markets Min Vol Factor ETF seller in Q4 2022 was Bank of America, an estimated $37.5M sold.

Based on aggregated 13F filings for Q4 2022.