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iShares MSCI Emerging Markets Min Vol Factor ETF

356 hedge funds and large institutions have $2.16B invested in iShares MSCI Emerging Markets Min Vol Factor ETF in 2021 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 86 increasing their positions, 160 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% less capital invested

Capital invested by funds: $2.25B → $2.16B (-$94.9M)

5% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 43

2% less funds holding

Funds holding: 362356 (-6)

2.08% less ownership

Funds ownership: 54.26%52.19% (-2.1%)

10% less funds holding in top 10

Funds holding in top 10: 2018 (-2)

46% less repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 160

Holders
356
Holders Change
-6
Holders Change %
-1.66%
% of All Funds
6.25%
Holding in Top 10
18
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10%
% of All Funds
0.32%
New
41
Increased
86
Reduced
160
Closed
43
Calls
$823K
Puts
Net Calls
+$823K
Net Calls Change
+$554K
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
151
Choate Investment Advisors
Massachusetts
$969K +$27.8K +440 +3%
NFP
152
Novak Financial Planning
Maryland
$967K +$74K +1,172 +8%
SWM
153
Spire Wealth Management
Virginia
$961K +$970K +15,358 New
BA
154
Ballew Advisors
Mississippi
$950K +$448K +7,097 +90%
SYBT
155
Stock Yards Bank & Trust
Kentucky
$928K
FC
156
Ferris Capital
Massachusetts
$913K -$58.5K -926 -6%
SWP
157
Stratos Wealth Partners
Ohio
$908K -$502K -7,939 -36%
DADC
158
D.A. Davidson & Co
Montana
$899K +$3.1K +49 +0.3%
CC
159
Courier Capital
New York
$885K
JFG
160
JMG Financial Group
Illinois
$882K -$86.4K -1,367 -9%
HSBC Holdings
161
HSBC Holdings
United Kingdom
$867K +$113K +1,794 +15%
Deutsche Bank
162
Deutsche Bank
Germany
$839K -$41.6K -659 -5%
DWM
163
Dakota Wealth Management
Florida
$838K -$58.3K -922 -6%
HFA
164
Hoover Financial Advisors
Pennsylvania
$838K
EIP
165
Ellis Investment Partners
Pennsylvania
$834K -$498K -7,877 -37%
CW
166
CreativeOne Wealth
Kansas
$825K +$17.7K +280 +2%
Prudential Financial
167
Prudential Financial
New Jersey
$824K +$824K +13,040 New
VSWA
168
Vontobel Swiss Wealth Advisors
Switzerland
$812K -$41.1K -650 -5%
Wealth Enhancement Advisory Services
169
Wealth Enhancement Advisory Services
Minnesota
$812K +$3.66K +58 +0.5%
NFG
170
Next Financial Group
Texas
$812K +$422K +6,679 +108%
BBVA
171
Banco Bilbao Vizcaya Argentaria
Spain
$758K -$56.9K -900 -7%
TFGT
172
TS Financial Group (TSFG)
Illinois
$749K -$8.53K -135 -1%
VR
173
Viridian RIA
Washington
$739K -$632K -10,000 Closed
Rockefeller Capital Management
174
Rockefeller Capital Management
New York
$726K +$387K +6,132 +114%
CA
175
Corrado Advisors
New Jersey
$699K -$231K -3,655 -25%

EEMV Hedge Fund Activity: Q1 2021 in Review

356 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) for Q1 2021, worth a combined $2.16B — down 4.2% from $2.25B a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of EEMV and 41 opened new positions — a net loss of 2 holders — while 160 trimmed existing stakes and 86 added.

The largest buyer was Jane Street, adding an estimated $37.7M. The largest seller was Elo Mutual Pension Insurance, cutting an estimated $63.7M.

  • 356 institutional investors held iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) as of Q1 2021, down from 362 in Q4 2020.
  • Funds reported $2.16B of iShares MSCI Emerging Markets Min Vol Factor ETF stock for Q1 2021, down 4.2% quarter-over-quarter.
  • 41 funds opened new iShares MSCI Emerging Markets Min Vol Factor ETF positions in Q1 2021 and 43 closed out, a net change of -2 holders.
  • The largest iShares MSCI Emerging Markets Min Vol Factor ETF buyer in Q1 2021 was Jane Street, an estimated $37.7M added.
  • The largest iShares MSCI Emerging Markets Min Vol Factor ETF seller in Q1 2021 was Elo Mutual Pension Insurance, an estimated $63.7M sold.

Based on aggregated 13F filings for Q1 2021.