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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
BDFN
151
Bond & Devick Financial Network
Minnesota
$1.1M +$1.05M +18,007 New
SPC
152
Sigma Planning Corp
Michigan
$1.06M -$23.4K -402 -2%
ACM
153
Armbruster Capital Management
New York
$1.04M +$23.5K +403 +2%
CFG
154
Citizens Financial Group
Rhode Island
$1.02M +$2.04K +35 +0.2%
Stifel Financial
155
Stifel Financial
Missouri
$987K -$63.1K -1,082 -6%
CCMG
156
Clark Capital Management Group
Pennsylvania
$961K +$13.8K +237 +2%
LWM
157
Laidlaw Wealth Management
New York
$951K +$428K +7,339 +89%
KWM
158
Kingsview Wealth Management
Oregon
$947K +$264K +4,519 +41%
FC
159
Ferris Capital
Massachusetts
$939K -$98.3K -1,686 -10%
JFG
160
JMG Financial Group
Illinois
$936K -$27.7K -475 -3%
AWM
161
Alterna Wealth Management
Texas
$914K +$873K +14,960 New
CIA
162
Choate Investment Advisors
Massachusetts
$910K -$7.58K -130 -0.9%
LS
163
Liquid Strategies
Georgia
$901K -$12K -206 -1%
CA
164
Corrado Advisors
New Jersey
$899K -$91.1K -1,561 -10%
SYBT
165
Stock Yards Bank & Trust
Kentucky
$898K
GCM
166
Gibraltar Capital Management
Oklahoma
$893K -$110K -1,884 -11%
Fifth Third Bancorp
167
Fifth Third Bancorp
Ohio
$889K -$11.9M -203,594 -93%
DWM
168
Dakota Wealth Management
Florida
$867K +$85.8K +1,471 +12%
DADC
169
D.A. Davidson & Co
Montana
$866K -$6.83K -117 -0.8%
NFP
170
Novak Financial Planning
Maryland
$864K +$825K +14,140 New
CC
171
Courier Capital
New York
$856K -$238K -4,088 -23%
Deutsche Bank
172
Deutsche Bank
Germany
$853K +$107K +1,842 +15%
HFA
173
Hoover Financial Advisors
Pennsylvania
$840K
VSWA
174
Vontobel Swiss Wealth Advisors
Switzerland
$825K +$26.2K +450 +3%
Wealth Enhancement Advisory Services
175
Wealth Enhancement Advisory Services
Minnesota
$798K -$67K -1,149 -8%

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.