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iShares MSCI Emerging Markets Min Vol Factor ETF

356 hedge funds and large institutions have $2.88B invested in iShares MSCI Emerging Markets Min Vol Factor ETF in 2023 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 83 increasing their positions, 160 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

332% more call options, than puts

Call options by funds: $109M | Put options by funds: $25.3M

0.3% less ownership

Funds ownership: 65.68%65.38% (-0.3%)

4% less capital invested

Capital invested by funds: $2.99B → $2.88B (-$105M)

3% less funds holding

Funds holding: 366356 (-10)

16% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 37

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

48% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 160

Holders
356
Holders Change
-10
Holders Change %
-2.73%
% of All Funds
5.65%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.1%
New
31
Increased
83
Reduced
160
Closed
37
Calls
$109M
Puts
$25.3M
Net Calls
+$84.1M
Net Calls Change
+$88.2M
Name Holding Trade Value Shares
Change
Change in
Stake
MCCP
76
Mission Creek Capital Partners
California
$2.5M +$76.7K +1,397 +3%
Cambridge Investment Research Advisors
77
Cambridge Investment Research Advisors
Iowa
$2.37M -$299K -5,452 -11%
DE
78
Day & Ennis
Georgia
$2.34M -$136K -2,472 -5%
SB
79
Strategic Blueprint
Georgia
$2.31M -$53.1K -968 -2%
AL
80
Aspiriant LLC
California
$2.28M -$74K -1,349 -3%
CBFP
81
Cedar Brook Financial Partners
Ohio
$2.22M +$13.2K +241 +0.6%
PAG
82
Private Advisor Group
New Jersey
$2.12M -$22.6K -412 -1%
PWA
83
Physician Wealth Advisors
Utah
$2.12M -$96K -1,749 -4%
BBWP
84
Beacon Bridge Wealth Partners
Pennsylvania
$2.09M +$2.15M +39,181 New
LFA
85
Legacy Financial Advisors
Kentucky
$2.03M +$516K +9,393 +33%
SAG
86
SageView Advisory Group
California
$2M -$954K -17,391 -32%
UCFA
87
United Capital Financial Advisors
Texas
$1.96M -$300K -5,469 -13%
JSW
88
Journey Strategic Wealth
New Jersey
$1.94M -$395K -7,194 -16%
PWM
89
Perigon Wealth Management
California
$1.93M +$117K +2,124 +6%
CCA
90
Conservest Capital Advisors
Pennsylvania
$1.92M -$25.2K -459 -1%
OC
91
Oppenheimer & Co
New York
$1.9M +$11.4K +208 +0.6%
AP
92
Agilis Partners
Massachusetts
$1.89M
MCM
93
MAI Capital Management
Ohio
$1.88M +$5.43K +99 +0.3%
JWWM
94
Johnson & White Wealth Management
Pennsylvania
$1.78M +$1.83M +33,347 New
EH
95
Equitable Holdings
New York
$1.67M +$289K +5,267 +20%
Creative Planning
96
Creative Planning
Kansas
$1.66M +$224K +4,082 +15%
KSWA
97
Kathleen S. Wright Associates
Pennsylvania
$1.65M -$53.3K -972 -3%
CWM
98
Congress Wealth Management
Massachusetts
$1.62M +$1.67M +30,452 New
WP
99
WealthSource Partners
California
$1.61M -$1.03M -18,714 -38%
Daiwa Securities Group
100
Daiwa Securities Group
Japan
$1.61M -$65.9K -1,200 -4%

EEMV Hedge Fund Activity: Q3 2023 in Review

356 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) for Q3 2023, worth a combined $2.88B — down 3.5% from $2.99B a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of EEMV and 31 opened new positions — a net loss of 6 holders — while 160 trimmed existing stakes and 83 added.

The largest buyer was Bank of America, adding an estimated $25.5M. The largest seller was Jane Street, cutting an estimated $47.2M.

  • 356 institutional investors held iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) as of Q3 2023, down from 366 in Q2 2023.
  • Funds reported $2.88B of iShares MSCI Emerging Markets Min Vol Factor ETF stock for Q3 2023, down 3.5% quarter-over-quarter.
  • 31 funds opened new iShares MSCI Emerging Markets Min Vol Factor ETF positions in Q3 2023 and 37 closed out, a net change of -6 holders.
  • The largest iShares MSCI Emerging Markets Min Vol Factor ETF buyer in Q3 2023 was Bank of America, an estimated $25.5M added.
  • The largest iShares MSCI Emerging Markets Min Vol Factor ETF seller in Q3 2023 was Jane Street, an estimated $47.2M sold.

Based on aggregated 13F filings for Q3 2023.