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iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV

Overview Fund Activity

355 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
Holders
355
Holders Change
-10
Holders Change %
-2.74%
% of All Funds
5.66%
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

Top Buyers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$25.5M
2
Bank of America
2
Bank of America
North Carolina
$1.2B
3
WBG
3
Wharton Business Group
Pennsylvania
$82.3M
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$28.4M
5
VI
5
Vestcor Inc
New Brunswick, Canada
$47.8M

Top Sellers

1
Jane Street
1
Jane Street
New York
$46.1M
2
Citadel Advisors
2
Citadel Advisors
Florida
$4.92M
3
Truist Financial
3
Truist Financial
North Carolina
$2.64M
4
S
4
SimplyRich
California
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$131M
Name Holding Trade Value Shares
Change 		Shares
Change %
FG
151
Foster Group
Iowa
$645K – – –
OWA
152
One Wealth Advisors
California
$634K -$335K -6,272 -35%
LA
153
LVW Advisors
New York
$624K – – –
AWM
154
Aprio Wealth Management
Georgia
$593K +$593K +11,124 New
CPWM
155
Cypress Point Wealth Management
Texas
$593K -$9.34K -175 -2%
CTWM
156
Cherry Tree Wealth Management
Minnesota
$565K – – –
AWM
157
Avaii Wealth Management
Wisconsin
$561K +$71.3K +1,336 +15%
TFA
158
Transamerica Financial Advisors
Florida
$554K -$1.02M -19,154 -65%
SWA
159
Stratos Wealth Advisors
Ohio
$553K -$33.2K -622 -6%
TFGT
160
TS Financial Group (TSFG)
Illinois
$543K -$66.1K -1,239 -11%
AWM
161
Aries Wealth Management
Maine
$539K +$10.7K +202 +2%
Stifel Financial
162
Stifel Financial
Missouri
$535K -$275K -5,155 -34%
AIP
163
Ameritas Investment Partners
Nebraska
$534K – – –
BDFN
164
Bond & Devick Financial Network
Minnesota
$533K -$288K -5,406 -35%
EWA
165
EP Wealth Advisors
California
$529K -$7.68M -143,935 -94%
AWM
166
Aberdeen Wealth Management
Illinois
$521K – – –
HI
167
Harbour Investments
Wisconsin
$512K +$12K +224 +2%
MBFW
168
Morton Brown Family Wealth
Pennsylvania
$512K -$227K -4,260 -31%
MWPCG
169
Measured Wealth Private Client Group
New Hampshire
$512K +$5.39K +101 +1%
MFG
170
Merit Financial Group
Georgia
$509K -$114K -2,140 -18%
LIA
171
LS Investment Advisors
Michigan
$508K – – –
PIMG
172
Patriot Investment Management Group
Tennessee
$501K +$107 +2 +0%
IAS
173
Insigneo Advisory Services
Florida
$497K – – –
NCM
174
Neumann Capital Management
California
$493K – – –
BA
175
Bristlecone Advisors
Washington
$493K – – –
5 6
7
8 9