We are live on ! Find out more
EEMV icon

iShares MSCI Emerging Markets Min Vol Factor ETF

439 hedge funds and large institutions have $6.46B invested in iShares MSCI Emerging Markets Min Vol Factor ETF in 2022 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 193 increasing their positions, 123 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 123

23% more capital invested

Capital invested by funds: $5.26B → $6.46B (+$1.2B)

8.04% more ownership

Funds ownership: 92.04%100.08% (+8%)

6% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 48

1% less funds holding

Funds holding: 444439 (-5)

4% less funds holding in top 10

Funds holding in top 10: 2322 (-1)

Holders
439
Holders Change
-5
Holders Change %
-1.13%
% of All Funds
7.56%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.38%
New
51
Increased
193
Reduced
123
Closed
48
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$1.48B +$1.29B +23,642,202 +425%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.16B +$121M +2,221,602 +11%
W
3
Wealthsimple
Ontario, Canada
$638M +$11.6M +211,582 +2%
BlackRock
4
BlackRock
New York
$390M +$27.6M +505,833 +7%
LPL Financial
5
LPL Financial
California
$267M +$35.3M +646,800 +14%
Morgan Stanley
6
Morgan Stanley
New York
$256M +$37.7M +690,179 +16%
Carson Wealth (CWM LLC)
7
Carson Wealth (CWM LLC)
Nebraska
$189M +$39.9M +730,953 +24%
Osaic Holdings
8
Osaic Holdings
Arizona
$120M +$14.6M +266,924 +13%
PAS
9
Park Avenue Securities
New York
$111M +$9.36M +171,278 +8%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$84.5M +$905K +16,562 +1%
Wells Fargo
11
Wells Fargo
California
$80.4M +$5.76M +105,460 +7%
MML Investors Services
12
MML Investors Services
Massachusetts
$61.8M +$8.58M +156,967 +15%
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$59.9M +$13.1M +239,337 +25%
Ameriprise
14
Ameriprise
Minnesota
$59.5M +$6.9M +126,356 +12%
UBS Group
15
UBS Group
Switzerland
$57.8M +$11.6M +212,161 +23%
5L
16
55I LLC
Massachusetts
$53.9M +$5.04M +92,345 +10%
WBG
17
Wharton Business Group
Pennsylvania
$51.7M +$1.44M +26,395 +3%
Teacher Retirement System of Texas
18
Teacher Retirement System of Texas
Texas
$46.4M -$5.69M -104,069 -10%
VI
19
Vestcor Inc
New Brunswick, Canada
$40.4M +$3.97M +72,728 +10%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$40.1M -$7.89M -144,425 -15%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$40M +$12.9M +237,003 +43%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$33.4M +$2.03M +37,127 +6%
Truist Financial
23
Truist Financial
North Carolina
$30.8M -$613K -11,221 -2%
WP
24
WealthSource Partners
California
$29.7M +$6.58M +120,492 +26%
NYLIM
25
New York Life Investment Management
New York
$29.3M +$6.16M +112,772 +24%

EEMV Hedge Fund Activity: Q3 2022 in Review

439 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) for Q3 2022, worth a combined $6.46B — up 23% from $5.26B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new EEMV positions and 48 closed out — a net gain of 3 holders — while 193 added to existing stakes and 123 trimmed.

The largest buyer was Bank of America, adding an estimated $1.29B. The largest seller was Fidelity Investments, cutting an estimated $7.89M.

  • 439 institutional investors held iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) as of Q3 2022, down from 444 in Q2 2022.
  • Funds reported $6.46B of iShares MSCI Emerging Markets Min Vol Factor ETF stock for Q3 2022, up 23% quarter-over-quarter.
  • 51 funds opened new iShares MSCI Emerging Markets Min Vol Factor ETF positions in Q3 2022 and 48 closed out, a net change of +3 holders.
  • The largest iShares MSCI Emerging Markets Min Vol Factor ETF buyer in Q3 2022 was Bank of America, an estimated $1.29B added.
  • The largest iShares MSCI Emerging Markets Min Vol Factor ETF seller in Q3 2022 was Fidelity Investments, an estimated $7.89M sold.

Based on aggregated 13F filings for Q3 2022.