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iShares MSCI Emerging Markets Min Vol Factor ETF

444 hedge funds and large institutions have $5.26B invested in iShares MSCI Emerging Markets Min Vol Factor ETF in 2022 Q2 according to their latest regulatory filings, with 141 funds opening new positions, 137 increasing their positions, 106 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

315% more first-time investments, than exits

New positions opened: 141 | Existing positions closed: 34

250% more call options, than puts

Call options by funds: $4.01M | Put options by funds: $1.15M

95% more capital invested

Capital invested by funds: $2.69B → $5.26B (+$2.57B)

92% more funds holding in top 10

Funds holding in top 10: 1223 (+11)

29% more funds holding

Funds holding: 343444 (+101)

29% more repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 106

17.9% more ownership

Funds ownership: 74.14%92.04% (+18%)

Holders
444
Holders Change
+101
Holders Change %
+29.45%
% of All Funds
7.48%
Holding in Top 10
23
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+91.67%
% of All Funds
0.39%
New
141
Increased
137
Reduced
106
Closed
34
Calls
$4.01M
Puts
$1.15M
Net Calls
+$2.87M
Net Calls Change
+$1.88M
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.15B +$1.15B +19,980,232 +2,739%
W
2
Wealthsimple
Ontario, Canada
$686M +$1.01M +17,526 +0.1%
BlackRock
3
BlackRock
New York
$398M +$194M +3,365,124 +88%
Bank of America
4
Bank of America
North Carolina
$308M +$60.9M +1,054,483 +23%
LPL Financial
5
LPL Financial
California
$256M +$226M +3,911,862 +547%
Morgan Stanley
6
Morgan Stanley
New York
$241M +$130M +2,248,486 +107%
Carson Wealth (CWM LLC)
7
Carson Wealth (CWM LLC)
Nebraska
$166M +$173M +2,994,868 +223,999%
Osaic Holdings
8
Osaic Holdings
Arizona
$116M +$108M +1,868,256 +809%
PAS
9
Park Avenue Securities
New York
$112M +$116M +2,015,442 New
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$91.5M +$71.7M +1,241,285 +303%
Wells Fargo
11
Wells Fargo
California
$82.1M +$9.74M +168,587 +13%
MML Investors Services
12
MML Investors Services
Massachusetts
$58.9M +$57.7M +1,000,022 +1,607%
Ameriprise
13
Ameriprise
Minnesota
$58.1M +$1.26M +21,740 +2%
Teacher Retirement System of Texas
14
Teacher Retirement System of Texas
Texas
$56.5M -$9.24M -159,981 -14%
WBG
15
Wharton Business Group
Pennsylvania
$55.1M +$11.6M +201,721 +25%
5L
16
55I LLC
Massachusetts
$53.9M +$56.1M +972,039 New
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$52.2M +$7.34M +127,096 +16%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$51.9M -$14.1M -243,337 -21%
UBS Group
19
UBS Group
Switzerland
$51.5M +$18.5M +319,788 +52%
VI
20
Vestcor Inc
New Brunswick, Canada
$40.2M +$1.24M +21,390 +3%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$34.4M +$35.9M +621,221 New
Truist Financial
22
Truist Financial
North Carolina
$34.3M +$6.23M +107,801 +21%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$30.6M +$14.4M +249,935 +83%
BWM
24
BerganKDV Wealth Management
Minnesota
$28.1M +$1.73M +29,934 +6%
Mercer Global Advisors
25
Mercer Global Advisors
Colorado
$26.4M +$13.8M +238,508 +100%

EEMV Hedge Fund Activity: Q2 2022 in Review

444 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) for Q2 2022, worth a combined $5.26B — up 95% from $2.69B a quarter earlier.

Buyers outnumbered sellers: 141 funds opened new EEMV positions and 34 closed out — a net gain of 107 holders — while 137 added to existing stakes and 106 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $1.15B. The largest seller was CFS Investment Advisory Services, cutting an estimated $67.4M.

  • 444 institutional investors held iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) as of Q2 2022, up from 343 in Q1 2022.
  • Funds reported $5.26B of iShares MSCI Emerging Markets Min Vol Factor ETF stock for Q2 2022, up 95% quarter-over-quarter.
  • 141 funds opened new iShares MSCI Emerging Markets Min Vol Factor ETF positions in Q2 2022 and 34 closed out, a net change of +107 holders.
  • The largest iShares MSCI Emerging Markets Min Vol Factor ETF buyer in Q2 2022 was Envestnet Asset Management, an estimated $1.15B added.
  • The largest iShares MSCI Emerging Markets Min Vol Factor ETF seller in Q2 2022 was CFS Investment Advisory Services, an estimated $67.4M sold.

Based on aggregated 13F filings for Q2 2022.