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iShares MSCI Emerging Markets Min Vol Factor ETF

343 hedge funds and large institutions have $2.69B invested in iShares MSCI Emerging Markets Min Vol Factor ETF in 2022 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 106 increasing their positions, 116 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

0.75% more ownership

Funds ownership: 73.39%74.14% (+0.75%)

3% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 35

3% less capital invested

Capital invested by funds: $2.77B → $2.69B (-$79.5M)

9% less repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 116

3% less funds holding

Funds holding: 352343 (-9)

Holders
343
Holders Change
-9
Holders Change %
-2.56%
% of All Funds
5.41%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.19%
New
34
Increased
106
Reduced
116
Closed
35
Calls
$983K
Puts
Net Calls
+$983K
Net Calls Change
+$28K
Name Holding Trade Value Shares
Change
Change in
Stake
W
1
Wealthsimple
Ontario, Canada
$754M -$75.5M -1,217,632 -9%
Bank of America
2
Bank of America
North Carolina
$275M -$7.06M -113,836 -2%
BlackRock
3
BlackRock
New York
$233M -$19.6M -315,784 -8%
Morgan Stanley
4
Morgan Stanley
New York
$129M +$5.13M +82,670 +4%
Wells Fargo
5
Wells Fargo
California
$80.1M +$5.76M +92,826 +8%
Teacher Retirement System of Texas
6
Teacher Retirement System of Texas
Texas
$72M
Fidelity Investments
7
Fidelity Investments
Massachusetts
$72M -$12.1M -195,682 -14%
Ameriprise
8
Ameriprise
Minnesota
$62.5M +$7.95M +128,150 +14%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$49.7M +$7.68M +123,775 +18%
WBG
10
Wharton Business Group
Pennsylvania
$48.3M +$5.48M +88,420 +13%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$44.5M +$3.51M +56,582 +8%
LPL Financial
12
LPL Financial
California
$43.6M +$8.17M +131,741 +23%
VI
13
Vestcor Inc
New Brunswick, Canada
$42.9M +$5.14M +82,790 +13%
UBS Group
14
UBS Group
Switzerland
$37.2M -$200K -3,229 -0.5%
Truist Financial
15
Truist Financial
North Carolina
$31.2M +$23.5M +379,248 +289%
IA
16
IndexIQ Advisors
New York
$29.9M +$29.4M +473,922 +2,836%
OMC
17
Old Mission Capital
Illinois
$29.9M +$28.4M +458,019 +1,449%
BWM
18
BerganKDV Wealth Management
Minnesota
$29.1M +$578K +9,319 +2%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$25M +$4.69M +75,571 +23%
SAM
20
Securian Asset Management
Minnesota
$23M -$96.1K -1,550 -0.4%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$18.7M +$4.44M +71,641 +31%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$18.4M +$95.8K +1,545 +0.5%
Mariner
23
Mariner
Kansas
$17.9M +$95.5K +1,539 +0.5%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$17.1M -$2.39M -38,586 -12%
SP
25
Symmetry Partners
Connecticut
$15.7M +$509K +8,201 +3%

EEMV Hedge Fund Activity: Q1 2022 in Review

343 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) for Q1 2022, worth a combined $2.69B — down 2.9% from $2.77B a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of EEMV and 34 opened new positions — a net loss of 1 holder — while 116 trimmed existing stakes and 106 added.

The largest buyer was CFS Investment Advisory Services, adding an estimated $74.5M. The largest seller was Wealthsimple, cutting an estimated $75.5M.

  • 343 institutional investors held iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) as of Q1 2022, down from 352 in Q4 2021.
  • Funds reported $2.69B of iShares MSCI Emerging Markets Min Vol Factor ETF stock for Q1 2022, down 2.9% quarter-over-quarter.
  • 34 funds opened new iShares MSCI Emerging Markets Min Vol Factor ETF positions in Q1 2022 and 35 closed out, a net change of -1 holder.
  • The largest iShares MSCI Emerging Markets Min Vol Factor ETF buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $74.5M added.
  • The largest iShares MSCI Emerging Markets Min Vol Factor ETF seller in Q1 2022 was Wealthsimple, an estimated $75.5M sold.

Based on aggregated 13F filings for Q1 2022.