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iShares MSCI Emerging Markets Min Vol Factor ETF

352 hedge funds and large institutions have $2.77B invested in iShares MSCI Emerging Markets Min Vol Factor ETF in 2021 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 105 increasing their positions, 127 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

148% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 23

45% more capital invested

Capital invested by funds: $1.91B → $2.77B (+$856M)

22.67% more ownership

Funds ownership: 50.73%73.39% (+23%)

10% more funds holding

Funds holding: 320352 (+32)

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

17% less repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 127

Holders
352
Holders Change
+32
Holders Change %
+10%
% of All Funds
5.42%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.17%
New
57
Increased
105
Reduced
127
Closed
23
Calls
$955K
Puts
Net Calls
+$955K
Net Calls Change
+$522K
Name Holding Trade Value Shares
Change
Change in
Stake
W
1
Wealthsimple
Ontario, Canada
$853M +$855M +13,572,881 New
Bank of America
2
Bank of America
North Carolina
$290M -$3.59M -56,901 -1%
BlackRock
3
BlackRock
New York
$260M +$4.13M +65,566 +2%
Morgan Stanley
4
Morgan Stanley
New York
$127M +$3.75M +59,461 +3%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$86.4M +$10.8M +171,087 +14%
Wells Fargo
6
Wells Fargo
California
$76.6M +$7.72M +122,456 +11%
Teacher Retirement System of Texas
7
Teacher Retirement System of Texas
Texas
$74.1M
Ameriprise
8
Ameriprise
Minnesota
$56.4M +$2.82M +44,779 +5%
WBG
9
Wharton Business Group
Pennsylvania
$44.2M +$44.3M +703,283 New
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$43.4M +$3.47M +55,053 +9%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$42.3M +$117K +1,862 +0.3%
VI
12
Vestcor Inc
New Brunswick, Canada
$39M +$14M +222,294 +56%
UBS Group
13
UBS Group
Switzerland
$38.5M -$36.7K -582 -0.1%
LPL Financial
14
LPL Financial
California
$36.6M +$839K +13,314 +2%
BWM
15
BerganKDV Wealth Management
Minnesota
$29.4M +$1.76M +27,963 +6%
SAM
16
Securian Asset Management
Minnesota
$23.7M
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$21M +$29K +460 +0.1%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$20M -$5.21M -82,719 -21%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$18.8M +$702K +11,142 +4%
Mariner
20
Mariner
Kansas
$18.4M -$663K -10,527 -3%
COF
21
Capital One Financial
Virginia
$16.1M +$429K +6,800 +3%
SP
22
Symmetry Partners
Connecticut
$15.7M +$905K +14,355 +6%
CPO
23
Cerity Partners OCIO
New York
$15.5M -$84.6M -1,341,670 -84%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$14.7M +$964K +15,296 +7%
S
25
SimplyRich
California
$13.8M +$1.24M +19,697 +10%

EEMV Hedge Fund Activity: Q4 2021 in Review

352 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) for Q4 2021, worth a combined $2.77B — up 45% from $1.91B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new EEMV positions and 23 closed out — a net gain of 34 holders — while 105 added to existing stakes and 127 trimmed.

The largest buyer was Wharton Business Group, opening a new position worth an estimated $44.3M. The largest seller was Cerity Partners OCIO, cutting an estimated $84.6M.

  • 352 institutional investors held iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) as of Q4 2021, up from 320 in Q3 2021.
  • Funds reported $2.77B of iShares MSCI Emerging Markets Min Vol Factor ETF stock for Q4 2021, up 45% quarter-over-quarter.
  • 57 funds opened new iShares MSCI Emerging Markets Min Vol Factor ETF positions in Q4 2021 and 23 closed out, a net change of +34 holders.
  • The largest iShares MSCI Emerging Markets Min Vol Factor ETF buyer in Q4 2021 was Wharton Business Group, an estimated $44.3M added.
  • The largest iShares MSCI Emerging Markets Min Vol Factor ETF seller in Q4 2021 was Cerity Partners OCIO, an estimated $84.6M sold.

Based on aggregated 13F filings for Q4 2021.