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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
MFA
101
Mayflower Financial Advisors
Massachusetts
$1.6M -$205K -3,738 -11%
LWM
102
Laidlaw Wealth Management
New York
$1.59M -$344K -6,272 -17%
UB
103
UMB Bank
Missouri
$1.56M -$1.45M -26,451 -48%
DWM
104
Dakota Wealth Management
Florida
$1.54M +$1.36M +24,807 +603%
PT
105
Plimoth Trust
Massachusetts
$1.52M +$6.26K +114 +0.4%
Mitsubishi UFJ Asset Management
106
Mitsubishi UFJ Asset Management
Japan
$1.52M
NEPWA
107
New England Private Wealth Advisors
Massachusetts
$1.51M +$274 +5 +0%
MPW
108
MA Private Wealth
California
$1.48M -$1.65K -30 -0.1%
HTC
109
Haverford Trust Company
Pennsylvania
$1.47M
AI
110
Atria Investments
North Carolina
$1.38M +$176K +3,204 +14%
ADL
111
Asset Dedication LLC
California
$1.34M -$113K -2,055 -7%
SFS
112
Sowell Financial Services
Arkansas
$1.28M +$296K +5,402 +29%
Rockefeller Capital Management
113
Rockefeller Capital Management
New York
$1.23M -$610K -11,108 -32%
RF
114
RHS Financial
California
$1.21M -$455K -8,284 -27%
YIA
115
YHB Investment Advisors
Connecticut
$1.19M +$133K +2,428 +12%
AWM
116
AE Wealth Management
Kansas
$1.19M +$391K +7,133 +47%
CFG
117
Citizens Financial Group
Rhode Island
$1.18M -$48.9K -891 -4%
FTUS
118
Flow Traders U.S.
New York
$1.15M -$668K -12,175 -36%
TC
119
Tacita Capital
Ontario, Canada
$1.12M -$1.06M -19,351 -48%
CAL
120
Capital Analysts LLC
Pennsylvania
$1.12M -$84.8K -1,546 -7%
WWA
121
WCG Wealth Advisors
Nevada
$1.11M +$28K +511 +3%
ACM
122
Armbruster Capital Management
New York
$1.09M +$1.37K +25 +0.1%
Envestnet Portfolio Solutions
123
Envestnet Portfolio Solutions
Illinois
$1.07M +$1.1M +20,064 New
SS
124
Simplicity Solutions
Minnesota
$1.06M +$37K +674 +4%
KWS
125
Keystone Wealth Services
California
$1.05M -$409K -7,452 -27%

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.