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iShares MSCI Emerging Markets Min Vol Factor ETF

439 hedge funds and large institutions have $6.46B invested in iShares MSCI Emerging Markets Min Vol Factor ETF in 2022 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 193 increasing their positions, 123 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 123

23% more capital invested

Capital invested by funds: $5.26B → $6.46B (+$1.2B)

8.04% more ownership

Funds ownership: 92.04%100.08% (+8%)

6% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 48

1% less funds holding

Funds holding: 444439 (-5)

4% less funds holding in top 10

Funds holding in top 10: 2322 (-1)

Holders
439
Holders Change
-5
Holders Change %
-1.13%
% of All Funds
7.56%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.38%
New
51
Increased
193
Reduced
123
Closed
48
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RIA
126
Regal Investment Advisors
Michigan
$2.91M +$817K +14,950 +35%
ASN
127
Advisory Services Network
Georgia
$2.88M -$832K -15,236 -21%
SWM
128
SigFig Wealth Management
California
$2.87M +$389K +7,117 +16%
AL
129
Aspiriant LLC
California
$2.81M -$53.5K -980 -2%
WP
130
WealthShield Partners
North Carolina
$2.79M +$665K +12,173 +28%
PWM
131
Perigon Wealth Management
California
$2.79M +$114K +2,090 +4%
PFM
132
Parsec Financial Management
North Carolina
$2.78M +$514K +9,405 +21%
IFS
133
Ifrah Financial Services
Arkansas
$2.71M -$95.3K -1,744 -3%
PWAG
134
Polaris Wealth Advisory Group
California
$2.61M +$192K +3,509 +7%
CA
135
Cetera Advisors
Colorado
$2.6M +$99.6K +1,823 +4%
TWM
136
Tolleson Wealth Management
Texas
$2.52M +$307K +5,623 +13%
Baird Financial Group
137
Baird Financial Group
Wisconsin
$2.46M +$230K +4,202 +9%
EL
138
EQ LLC
Washington
$2.43M +$108K +1,975 +4%
NCM
139
Neumann Capital Management
California
$2.43M -$885K -16,200 -25%
CWS
140
Cypress Wealth Services
California
$2.34M -$190K -3,486 -7%
SWP
141
ShoreHaven Wealth Partners
New Jersey
$2.34M +$64.2K +1,176 +3%
TWM
142
Tradition Wealth Management
Minnesota
$2.23M +$114K +2,081 +5%
FAM
143
Frontier Asset Management
Wyoming
$2.19M +$1.04M +18,960 +78%
MCCP
144
Mission Creek Capital Partners
California
$2.14M +$39.1K +715 +2%
SXL
145
Summit X LLC
Missouri
$2.11M +$74.1K +1,357 +3%
SWM
146
Scissortail Wealth Management
Oklahoma
$2.11M +$2.29M +41,858 New
GIA
147
Goodwin Investment Advisory
Georgia
$2.11M +$2.27M +41,546 New
BFA
148
BMS Financial Advisors
South Dakota
$2.05M +$2.21M +40,465 New
BA
149
Bellwether Advisors
Nebraska
$2.05M -$291K -5,331 -12%
LS
150
Liquid Strategies
Georgia
$2.01M +$31.9K +583 +1%

EEMV Hedge Fund Activity: Q3 2022 in Review

439 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) for Q3 2022, worth a combined $6.46B — up 23% from $5.26B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new EEMV positions and 48 closed out — a net gain of 3 holders — while 193 added to existing stakes and 123 trimmed.

The largest buyer was Bank of America, adding an estimated $1.29B. The largest seller was Fidelity Investments, cutting an estimated $7.89M.

  • 439 institutional investors held iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) as of Q3 2022, down from 444 in Q2 2022.
  • Funds reported $6.46B of iShares MSCI Emerging Markets Min Vol Factor ETF stock for Q3 2022, up 23% quarter-over-quarter.
  • 51 funds opened new iShares MSCI Emerging Markets Min Vol Factor ETF positions in Q3 2022 and 48 closed out, a net change of +3 holders.
  • The largest iShares MSCI Emerging Markets Min Vol Factor ETF buyer in Q3 2022 was Bank of America, an estimated $1.29B added.
  • The largest iShares MSCI Emerging Markets Min Vol Factor ETF seller in Q3 2022 was Fidelity Investments, an estimated $7.89M sold.

Based on aggregated 13F filings for Q3 2022.