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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
EWM
101
Executive Wealth Management
Michigan
$4.94M +$4.63M +88,489 +1,900%
PWA
102
Physician Wealth Advisors
Utah
$4.72M -$295K -5,642 -6%
SL
103
SWMG LLC
Texas
$4.48M +$1.27M +24,265 +40%
Russell Investments Group
104
Russell Investments Group
United Kingdom
$4.42M +$4.35M +83,226 New
WA
105
Wealth Alliance
New York
$4.38M +$960K +18,361 +29%
NA
106
NewEdge Advisors
Louisiana
$4.28M +$10.8M +207,081 +72%
BHWM
107
Bay Harbor Wealth Management
Maryland
$4.28M +$664K +12,685 +19%
SL
108
Sentinus LLC
Illinois
$4.19M +$1.38M +26,295 +50%
RIA
109
Regal Investment Advisors
Michigan
$4.12M +$1.06M +20,188 +35%
MGWM
110
Marks Group Wealth Management
Minnesota
$4.04M +$2.56M +48,953 +180%
HPC
111
Hobart Private Capital
North Carolina
$4.02M +$37.8K +722 +1%
MG
112
Mather Group
Illinois
$4.01M -$2.36M -45,181 -37%
WP
113
WealthShield Partners
North Carolina
$3.96M +$1.02M +19,538 +36%
GT
114
Glenmede Trust
Pennsylvania
$3.93M +$3.43M +65,616 +777%
PWM
115
Perigon Wealth Management
California
$3.65M +$723K +13,813 +25%
SB
116
Strategic Blueprint
Georgia
$3.6M +$3.13M +59,895 +749%
SWP
117
ShoreHaven Wealth Partners
New Jersey
$3.56M +$1.09M +20,902 +45%
Betterment LLC
118
Betterment LLC
New York
$3.52M -$336K -6,431 -9%
EMPI
119
Elo Mutual Pension Insurance
Finland
$3.51M
FLA
120
Financial Life Advisors
Texas
$3.5M +$3.15M +60,190 +1,050%
UB
121
UMB Bank
Missouri
$3.47M -$1.2M -22,856 -26%
SCA
122
Snowden Capital Advisors
New York
$3.46M +$2.6M +49,722 +320%
VHAM
123
Van Hulzen Asset Management
California
$3.45M +$49.2K +940 +1%
KWM
124
Keebeck Wealth Management
Illinois
$3.38M +$1.82M +34,859 +121%
FHA
125
First Horizon Advisors
Tennessee
$3.28M +$1.32M +25,280 +69%

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.