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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
FG
151
Foster Group
Iowa
$645K
OWA
152
One Wealth Advisors
California
$634K -$344K -6,272 -35%
LA
153
LVW Advisors
New York
$624K
AWM
154
Aprio Wealth Management
Georgia
$593K +$611K +11,124 New
CPWM
155
Cypress Point Wealth Management
Texas
$593K -$9.61K -175 -2%
CTWM
156
Cherry Tree Wealth Management
Minnesota
$565K
AWM
157
Avaii Wealth Management
Wisconsin
$561K +$73.3K +1,336 +15%
TFA
158
Transamerica Financial Advisors
Florida
$554K -$1.05M -19,154 -65%
SWA
159
Stratos Wealth Advisors
Ohio
$553K -$34.1K -622 -6%
TFGT
160
TS Financial Group (TSFG)
Illinois
$543K -$68K -1,239 -11%
AWM
161
Aries Wealth Management
Maine
$539K +$11.1K +202 +2%
Stifel Financial
162
Stifel Financial
Missouri
$535K -$283K -5,155 -34%
AIP
163
Ameritas Investment Partners
Nebraska
$534K
BDFN
164
Bond & Devick Financial Network
Minnesota
$533K -$297K -5,406 -35%
EWA
165
EP Wealth Advisors
California
$529K -$7.9M -143,935 -94%
AWM
166
Aberdeen Wealth Management
Illinois
$521K
HI
167
Harbour Investments
Wisconsin
$512K +$12.3K +224 +2%
MBFW
168
Morton Brown Family Wealth
Pennsylvania
$512K -$234K -4,260 -31%
MWPCG
169
Measured Wealth Private Client Group
New Hampshire
$512K +$5.54K +101 +1%
MFG
170
Merit Financial Group
Georgia
$509K -$117K -2,140 -18%
LIA
171
LS Investment Advisors
Michigan
$508K
PIMG
172
Patriot Investment Management Group
Tennessee
$501K +$110 +2 +0%
IAS
173
Insigneo Advisory Services
Florida
$497K
BA
174
Bristlecone Advisors
Washington
$493K
NCM
175
Neumann Capital Management
California
$493K

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.