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iShares MSCI Emerging Markets Min Vol Factor ETF

347 hedge funds and large institutions have $2.28B invested in iShares MSCI Emerging Markets Min Vol Factor ETF in 2024 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 104 increasing their positions, 129 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 30

3% more funds holding

Funds holding: 336347 (+11)

1.39% less ownership

Funds ownership: 57.87%56.48% (-1.4%)

11% less capital invested

Capital invested by funds: $2.56B → $2.28B (-$274M)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

19% less repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 129

99% less call options, than puts

Call options by funds: $81K | Put options by funds: $7.25M

Holders
347
Holders Change
+11
Holders Change %
+3.27%
% of All Funds
4.57%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.08%
New
47
Increased
104
Reduced
129
Closed
30
Calls
$81K
Puts
$7.25M
Net Calls
-$7.17M
Net Calls Change
-$7.2M
Name Holding Trade Value Shares
Change
Change in
Stake
SAG
151
SageView Advisory Group
California
$650K -$62.5K -1,034 -8%
DADC
152
D.A. Davidson & Co
Montana
$617K -$171K -2,833 -21%
IAA
153
Independent Advisor Alliance
North Carolina
$599K +$624K +10,334 New
ONST
154
Old North State Trust
North Carolina
$575K +$338K +5,603 +130%
EWA
155
EP Wealth Advisors
California
$573K +$96.2K +1,592 +19%
JFG
156
JMG Financial Group
Illinois
$573K +$302 +5 +0.1%
AIP
157
Ameritas Investment Partners
Nebraska
$570K -$35.9K -594 -6%
TF
158
TME Financial
California
$563K +$542K +8,974 New
MWM
159
MorganRosel Wealth Management
Colorado
$552K +$40.5K +670 +8%
BDFN
160
Bond & Devick Financial Network
Minnesota
$548K
HI
161
Harbour Investments
Wisconsin
$533K -$6.04K -100 -1%
PIMG
162
Patriot Investment Management Group
Tennessee
$511K +$967 +16 +0.2%
TFA
163
Transamerica Financial Advisors
Florida
$480K +$2.6K +43 +0.5%
Corient Private Wealth
164
Corient Private Wealth
Florida
$479K -$3.5K -58 -0.7%
NPT
165
National Philanthropic Trust
Pennsylvania
$477K
GWCM
166
Godshalk Welsh Capital Management
Pennsylvania
$452K +$42.3K +700 +10%
REMPR
167
Roof Eidam Maycock Peralta (REMP)
California
$451K
CTWM
168
Cherry Tree Wealth Management
Minnesota
$443K
NCM
169
Neumann Capital Management
California
$437K
BFS
170
BridgePort Financial Solutions
Iowa
$433K +$450K +7,456 New
BRWA
171
B. Riley Wealth Advisors
Florida
$432K -$166K -2,753 -27%
PAS
172
Park Avenue Securities
New York
$430K +$64.5K +1,067 +17%
Goldman Sachs
173
Goldman Sachs
New York
$411K
SFG
174
Snider Financial Group
Washington
$411K +$428K +7,086 New
GRP
175
Global Retirement Partners
California
$406K +$12.3K +204 +3%

EEMV Hedge Fund Activity: Q4 2024 in Review

347 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) for Q4 2024, worth a combined $2.28B — down 11% from $2.56B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new EEMV positions and 30 closed out — a net gain of 17 holders — while 104 added to existing stakes and 129 trimmed.

The largest buyer was Wharton Business Group, adding an estimated $27.1M. The largest seller was Bank of America, cutting an estimated $72.8M.

  • 347 institutional investors held iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) as of Q4 2024, up from 336 in Q3 2024.
  • Funds reported $2.28B of iShares MSCI Emerging Markets Min Vol Factor ETF stock for Q4 2024, down 11% quarter-over-quarter.
  • 47 funds opened new iShares MSCI Emerging Markets Min Vol Factor ETF positions in Q4 2024 and 30 closed out, a net change of +17 holders.
  • The largest iShares MSCI Emerging Markets Min Vol Factor ETF buyer in Q4 2024 was Wharton Business Group, an estimated $27.1M added.
  • The largest iShares MSCI Emerging Markets Min Vol Factor ETF seller in Q4 2024 was Bank of America, an estimated $72.8M sold.

Based on aggregated 13F filings for Q4 2024.