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iShares MSCI Emerging Markets Min Vol Factor ETF

391 hedge funds and large institutions have $3.25B invested in iShares MSCI Emerging Markets Min Vol Factor ETF in 2023 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 67 increasing their positions, 220 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed

976% more call options, than puts

Call options by funds: $58.7M | Put options by funds: $5.46M

16.38% less ownership

Funds ownership: 86.82%70.44% (-16%)

19% less funds holding

Funds holding: 485391 (-94)

57% less capital invested

Capital invested by funds: $7.62B → $3.25B (-$4.37B)

63% less funds holding in top 10

Funds holding in top 10: 2710 (-17)

70% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 220

70% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 115

Holders
391
Holders Change
-94
Holders Change %
-19.38%
% of All Funds
6.23%
Holding in Top 10
10
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-62.96%
% of All Funds
0.16%
New
35
Increased
67
Reduced
220
Closed
115
Calls
$58.7M
Puts
$5.46M
Net Calls
+$53.3M
Net Calls Change
+$26.7M
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
201
Beacon Financial Advisory
Ohio
$440K +$48.4K +894 +12%
PCM
202
Parsons Capital Management
Rhode Island
$425K -$40.7K -752 -9%
PCS
203
Personal CFO Solutions
New Jersey
$423K -$67.6K -1,248 -14%
CW
204
CreativeOne Wealth
Kansas
$419K -$17.6M -325,345 -98%
BFA
205
BBJS Financial Advisors
Washington
$410K -$61.9K -1,142 -13%
IAS
206
Insigneo Advisory Services
Florida
$405K -$48.8K -900 -11%
CCM
207
Crabel Capital Management
California
$400K +$397K +7,335 New
CIAS
208
Capital Investment Advisory Services
North Carolina
$398K -$32.4K -599 -8%
RSWM
209
Robertson Stephens Wealth Management
California
$392K -$1.37M -25,234 -78%
BCWM
210
Bartlett & Co Wealth Management
Ohio
$390K
BC
211
Bartlett & Co
Ohio
$390K
VF
212
Virtu Financial
New York
$380K +$377K +6,960 New
GPA
213
Garrison Point Advisors
California
$377K
LWM
214
Liberty Wealth Management
California
$377K +$365K +6,743 New
KPWS
215
Kestra Private Wealth Services
Texas
$374K +$372K +6,861 New
HNWAG
216
High Net Worth Advisory Group
Florida
$374K +$8.13K +150 +2%
AWM
217
Avaii Wealth Management
Wisconsin
$364K +$46K +849 +15%
PWM
218
Perigon Wealth Management
California
$362K -$3.37M -62,197 -90%
SFS
219
Sowell Financial Services
Arkansas
$360K -$721K -13,319 -67%
CA
220
Cumberland Advisors
Florida
$356K
FPAS
221
Focus Partners Advisor Solutions
Missouri
$354K +$15.4K +285 +5%
Vontobel Holding
222
Vontobel Holding
Switzerland
$351K -$65K -1,200 -16%
SG
223
StoneX Group
New York
$349K -$54.3K -1,003 -14%
PCA
224
Pallas Capital Advisors
Massachusetts
$344K
CL
225
Choreo LLC
Illinois
$334K +$331K +6,112 New

EEMV Hedge Fund Activity: Q1 2023 in Review

391 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) for Q1 2023, worth a combined $3.25B — down 57% from $7.62B a quarter earlier.

Sellers outnumbered buyers: 115 funds closed out of EEMV and 35 opened new positions — a net loss of 80 holders — while 220 trimmed existing stakes and 67 added.

The largest buyer was Jane Street, adding an estimated $150M. The largest seller was Envestnet Asset Management, cutting an estimated $1.48B.

  • 391 institutional investors held iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) as of Q1 2023, down from 485 in Q4 2022.
  • Funds reported $3.25B of iShares MSCI Emerging Markets Min Vol Factor ETF stock for Q1 2023, down 57% quarter-over-quarter.
  • 35 funds opened new iShares MSCI Emerging Markets Min Vol Factor ETF positions in Q1 2023 and 115 closed out, a net change of -80 holders.
  • The largest iShares MSCI Emerging Markets Min Vol Factor ETF buyer in Q1 2023 was Jane Street, an estimated $150M added.
  • The largest iShares MSCI Emerging Markets Min Vol Factor ETF seller in Q1 2023 was Envestnet Asset Management, an estimated $1.48B sold.

Based on aggregated 13F filings for Q1 2023.