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iShares MSCI Emerging Markets Min Vol Factor ETF

391 hedge funds and large institutions have $3.25B invested in iShares MSCI Emerging Markets Min Vol Factor ETF in 2023 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 67 increasing their positions, 220 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed

976% more call options, than puts

Call options by funds: $58.7M | Put options by funds: $5.46M

16.38% less ownership

Funds ownership: 86.82%70.44% (-16%)

19% less funds holding

Funds holding: 485391 (-94)

57% less capital invested

Capital invested by funds: $7.62B → $3.25B (-$4.37B)

63% less funds holding in top 10

Funds holding in top 10: 2710 (-17)

70% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 220

70% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 115

Holders
391
Holders Change
-94
Holders Change %
-19.38%
% of All Funds
6.23%
Holding in Top 10
10
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-62.96%
% of All Funds
0.16%
New
35
Increased
67
Reduced
220
Closed
115
Calls
$58.7M
Puts
$5.46M
Net Calls
+$53.3M
Net Calls Change
+$26.7M
Name Holding Trade Value Shares
Change
Change in
Stake
JMPWA
76
JP Morgan Private Wealth Advisors
California
$3.33M -$12.3M -226,817 -79%
HCA
77
Heck Capital Advisors
Wisconsin
$3.11M +$33.6K +620 +1%
PWAG
78
Polaris Wealth Advisory Group
California
$3.01M +$66.4K +1,225 +2%
TC
79
Tacita Capital
Ontario, Canada
$2.92M -$353K -6,524 -11%
WP
80
WealthSource Partners
California
$2.87M -$26.8M -494,900 -90%
IFS
81
Ifrah Financial Services
Arkansas
$2.77M -$65.3K -1,205 -2%
JSW
82
Journey Strategic Wealth
New Jersey
$2.69M -$4.42M -81,648 -62%
CAC
83
Certified Advisory Corp
Florida
$2.61M -$559K -10,328 -18%
SB
84
Strategic Blueprint
Georgia
$2.57M -$1.12M -20,747 -31%
SFM
85
Signet Financial Management
New Jersey
$2.53M -$400K -7,376 -14%
UCFA
86
United Capital Financial Advisors
Texas
$2.51M -$536K -9,897 -18%
MCCP
87
Mission Creek Capital Partners
California
$2.47M +$174K +3,204 +8%
Susquehanna International Group
88
Susquehanna International Group
Pennsylvania
$2.47M +$2.45M +45,267 New
Renaissance Technologies
89
Renaissance Technologies
New York
$2.46M +$1.68M +30,973 +219%
AL
90
Aspiriant LLC
California
$2.4M -$292K -5,385 -11%
PWMG
91
Provence Wealth Management Group
California
$2.39M -$298K -5,509 -11%
PAG
92
Private Advisor Group
New Jersey
$2.31M -$1.56M -28,858 -41%
PWA
93
Physician Wealth Advisors
Utah
$2.29M -$2.36M -43,500 -51%
MSWMA
94
Market Street Wealth Management Advisors
Indiana
$2.28M -$7.94M -146,555 -78%
CBFP
95
Cedar Brook Financial Partners
Ohio
$2.24M +$419K +7,737 +23%
CCA
96
Conservest Capital Advisors
Pennsylvania
$1.99M -$29.8K -551 -1%
AP
97
Agilis Partners
Massachusetts
$1.94M
LWM
98
Laidlaw Wealth Management
New York
$1.93M -$158K -2,912 -8%
JWWM
99
Johnson & White Wealth Management
Pennsylvania
$1.92M +$1.9M +35,110 New
MFA
100
Mayflower Financial Advisors
Massachusetts
$1.9M -$818K -15,096 -30%

EEMV Hedge Fund Activity: Q1 2023 in Review

391 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) for Q1 2023, worth a combined $3.25B — down 57% from $7.62B a quarter earlier.

Sellers outnumbered buyers: 115 funds closed out of EEMV and 35 opened new positions — a net loss of 80 holders — while 220 trimmed existing stakes and 67 added.

The largest buyer was Jane Street, adding an estimated $150M. The largest seller was Envestnet Asset Management, cutting an estimated $1.48B.

  • 391 institutional investors held iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) as of Q1 2023, down from 485 in Q4 2022.
  • Funds reported $3.25B of iShares MSCI Emerging Markets Min Vol Factor ETF stock for Q1 2023, down 57% quarter-over-quarter.
  • 35 funds opened new iShares MSCI Emerging Markets Min Vol Factor ETF positions in Q1 2023 and 115 closed out, a net change of -80 holders.
  • The largest iShares MSCI Emerging Markets Min Vol Factor ETF buyer in Q1 2023 was Jane Street, an estimated $150M added.
  • The largest iShares MSCI Emerging Markets Min Vol Factor ETF seller in Q1 2023 was Envestnet Asset Management, an estimated $1.48B sold.

Based on aggregated 13F filings for Q1 2023.