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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
CB
101
Community Bank
New York
$2.49M
MWM
102
Merriman Wealth Management
Washington
$2.41M -$42.1K -721 -2%
RCAG
103
Rehmann Capital Advisory Group
Michigan
$2.35M +$54.5K +934 +2%
CM
104
Columbus Macro
Pennsylvania
$2.32M -$71.6K -1,228 -3%
OIA
105
OneDigital Investment Advisors
Kansas
$2.31M +$123K +2,117 +6%
SAS
106
Sanford Advisory Services
Michigan
$2.28M +$2.18M +37,290 New
Baird Financial Group
107
Baird Financial Group
Wisconsin
$2.12M +$33.7K +577 +2%
ADL
108
Asset Dedication LLC
California
$2.01M +$21.9K +376 +1%
APWA
109
Atlas Private Wealth Advisors
New Jersey
$1.95M +$545K +9,336 +41%
Citigroup
110
Citigroup
New York
$1.93M +$328K +5,627 +22%
NEPWA
111
New England Private Wealth Advisors
Massachusetts
$1.93M +$23.1K +396 +1%
LNC
112
Lincoln National Corp
Pennsylvania
$1.87M -$5.08M -87,117 -74%
CAL
113
Capital Analysts LLC
Pennsylvania
$1.77M -$87K -1,492 -5%
TFS
114
TrustCore Financial Services
Tennessee
$1.73M -$561K -9,612 -25%
CA
115
Cetera Advisors
Colorado
$1.69M -$1.19M -20,396 -42%
HTC
116
Haverford Trust Company
Pennsylvania
$1.68M
PT
117
Plimoth Trust
Massachusetts
$1.67M -$9.51K -163 -0.6%
MFA
118
Mayflower Financial Advisors
Massachusetts
$1.63M +$1.56M +26,748 New
LFA
119
Legacy Financial Advisors
Kentucky
$1.59M -$15.7M -269,565 -91%
WB
120
Webster Bank
Connecticut
$1.57M
Susquehanna International Group
121
Susquehanna International Group
Pennsylvania
$1.56M -$1.17M -20,063 -44%
MIAN
122
Mariner Independent Advisor Network
Kansas
$1.56M +$65.7K +1,126 +5%
BFA
123
Beacon Financial Advisory
Ohio
$1.51M +$12.5K +215 +0.9%
CIAS
124
CFS Investment Advisory Services
New Jersey
$1.49M +$1.42M +24,405 New
CBFP
125
Cedar Brook Financial Partners
Ohio
$1.49M +$20.8K +356 +1%

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.