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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
MCM
101
MAI Capital Management
Ohio
$1.89M +$67.3K +1,243 +4%
OC
102
Oppenheimer & Co
New York
$1.89M -$102K -1,891 -5%
Rockefeller Capital Management
103
Rockefeller Capital Management
New York
$1.86M +$806K +14,871 +77%
KSWA
104
Kathleen S. Wright Associates
Pennsylvania
$1.81M +$34.5K +636 +2%
Daiwa Securities Group
105
Daiwa Securities Group
Japan
$1.81M +$488K +9,000 +37%
CAN
106
Cetera Advisor Networks
California
$1.79M -$17.4M -320,849 -91%
Creative Planning
107
Creative Planning
Kansas
$1.78M -$40.9K -755 -2%
TFA
108
Transamerica Financial Advisors
Florida
$1.72M +$1.27M +23,459 +290%
WEG
109
World Equity Group
Illinois
$1.7M -$600K -11,078 -27%
AI
110
Atria Investments
North Carolina
$1.65M -$13.4M -246,624 -89%
EH
111
Equitable Holdings
New York
$1.62M -$5.23M -96,607 -77%
Mitsubishi UFJ Asset Management
112
Mitsubishi UFJ Asset Management
Japan
$1.59M -$59K -1,089 -4%
PT
113
Plimoth Trust
Massachusetts
$1.55M -$16.1K -298 -1%
MPW
114
MA Private Wealth
California
$1.54M -$61.3K -1,131 -4%
NEPWA
115
New England Private Wealth Advisors
Massachusetts
$1.53M -$24.7K -456 -2%
ADL
116
Asset Dedication LLC
California
$1.52M -$14K -259 -0.9%
HTC
117
Haverford Trust Company
Pennsylvania
$1.5M
RF
118
RHS Financial
California
$1.48M -$430K -7,932 -23%
REMPR
119
Roof Eidam Maycock Peralta (REMP)
California
$1.39M -$411K -7,595 -23%
Carson Wealth (CWM LLC)
120
Carson Wealth (CWM LLC)
Nebraska
$1.25M -$218M -4,033,376 -99%
CFG
121
Citizens Financial Group
Rhode Island
$1.25M
SCA
122
Snowden Capital Advisors
New York
$1.24M -$2.31M -42,612 -65%
CAL
123
Capital Analysts LLC
Pennsylvania
$1.23M -$780K -14,398 -39%
Stifel Financial
124
Stifel Financial
Missouri
$1.22M -$18.7M -344,539 -94%
KCM
125
KM Capital Management
Texas
$1.2M -$1.94M -35,751 -62%

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.