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iShares MSCI Emerging Markets Min Vol Factor ETF

362 hedge funds and large institutions have $2.25B invested in iShares MSCI Emerging Markets Min Vol Factor ETF in 2020 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 98 increasing their positions, 147 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 26

10% more funds holding

Funds holding: 330362 (+32)

0% more capital invested

Capital invested by funds: $2.25B → $2.25B (+$1.88M)

1.15% less ownership

Funds ownership: 55.42%54.26% (-1.2%)

9% less funds holding in top 10

Funds holding in top 10: 2220 (-2)

33% less repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 147

Holders
362
Holders Change
+32
Holders Change %
+9.7%
% of All Funds
6.41%
Holding in Top 10
20
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.09%
% of All Funds
0.35%
New
61
Increased
98
Reduced
147
Closed
26
Calls
$269K
Puts
Net Calls
+$269K
Net Calls Change
+$269K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$304M -$30.9M -530,088 -10%
Bank of America
2
Bank of America
North Carolina
$303M -$12.7M -217,564 -4%
Morgan Stanley
3
Morgan Stanley
New York
$123M -$12.6M -215,983 -10%
CPO
4
Cerity Partners OCIO
New York
$85M +$4.19M +71,817 +5%
Wells Fargo
5
Wells Fargo
California
$71M -$5.99M -102,704 -8%
EMPI
6
Elo Mutual Pension Insurance
Finland
$67.4M -$49.3M -845,800 -43%
Teacher Retirement System of Texas
7
Teacher Retirement System of Texas
Texas
$67.1M -$3.69M -63,278 -5%
WBG
8
Wharton Business Group
Pennsylvania
$66.6M -$148K -2,535 -0.2%
Ameriprise
9
Ameriprise
Minnesota
$60.5M -$17.9M -306,107 -24%
UBS Group
10
UBS Group
Switzerland
$46.3M -$10.8M -185,640 -20%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$44.7M -$1.09M -18,685 -2%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$43.8M +$4.16M +71,324 +11%
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$41M -$11.2M -192,793 -22%
LPL Financial
14
LPL Financial
California
$32.3M -$4.83M -82,861 -14%
BWM
15
BerganKDV Wealth Management
Minnesota
$24.4M +$756K +12,965 +3%
Mariner
16
Mariner
Kansas
$23.7M -$599K -10,276 -3%
SAM
17
Securian Asset Management
Minnesota
$23.4M -$3.51M -60,200 -14%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$23.4M -$3.11M -53,360 -12%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$20.6M +$330K +5,664 +2%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$20.6M -$516K -8,844 -3%
SIRP
21
Shelter Insurance Retirement Plan
Missouri
$20.5M -$1.55M -26,600 -7%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$20.4M -$8.71M -149,268 -31%
BCM
23
Brookstone Capital Management
Illinois
$19.1M -$2.62M -44,908 -13%
TC
24
Trilogy Capital
California
$18.2M +$759K +13,011 +5%
BWA
25
Burt Wealth Advisors
Maryland
$18.1M +$547K +9,375 +3%

EEMV Hedge Fund Activity: Q4 2020 in Review

362 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) for Q4 2020, worth a combined $2.25B — up 0.08% from $2.25B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new EEMV positions and 26 closed out — a net gain of 35 holders — while 98 added to existing stakes and 147 trimmed.

The largest buyer was Madison Asset Management, adding an estimated $13.4M. The largest seller was Elo Mutual Pension Insurance, cutting an estimated $49.3M.

  • 362 institutional investors held iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) as of Q4 2020, up from 330 in Q3 2020.
  • Funds reported $2.25B of iShares MSCI Emerging Markets Min Vol Factor ETF stock for Q4 2020, up 0.08% quarter-over-quarter.
  • 61 funds opened new iShares MSCI Emerging Markets Min Vol Factor ETF positions in Q4 2020 and 26 closed out, a net change of +35 holders.
  • The largest iShares MSCI Emerging Markets Min Vol Factor ETF buyer in Q4 2020 was Madison Asset Management, an estimated $13.4M added.
  • The largest iShares MSCI Emerging Markets Min Vol Factor ETF seller in Q4 2020 was Elo Mutual Pension Insurance, an estimated $49.3M sold.

Based on aggregated 13F filings for Q4 2020.