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iShares MSCI Emerging Markets Min Vol Factor ETF

485 hedge funds and large institutions have $7.62B invested in iShares MSCI Emerging Markets Min Vol Factor ETF in 2022 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 220 increasing their positions, 120 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 41

83% more repeat investments, than reductions

Existing positions increased: 220 | Existing positions reduced: 120

23% more funds holding in top 10

Funds holding in top 10: 2227 (+5)

18% more capital invested

Capital invested by funds: $6.46B → $7.62B (+$1.16B)

10% more funds holding

Funds holding: 439485 (+46)

13.26% less ownership

Funds ownership: 100.08%86.82% (-13%)

Holders
485
Holders Change
+46
Holders Change %
+10.48%
% of All Funds
7.8%
Holding in Top 10
27
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+22.73%
% of All Funds
0.43%
New
95
Increased
220
Reduced
120
Closed
41
Calls
$26.6M
Puts
Net Calls
+$26.6M
Net Calls Change
+$26.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$1.51B -$37.5M -717,087 -2%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.51B +$285M +5,455,128 +24%
AWA
3
Arete Wealth Advisors
Illinois
$558M +$196K +3,745 +55%
BlackRock
4
BlackRock
New York
$442M +$33.4M +638,684 +8%
LPL Financial
5
LPL Financial
California
$335M +$54M +1,032,922 +20%
Morgan Stanley
6
Morgan Stanley
New York
$280M +$11.7M +223,512 +4%
Carson Wealth (CWM LLC)
7
Carson Wealth (CWM LLC)
Nebraska
$215M +$17.2M +329,158 +9%
Osaic Holdings
8
Osaic Holdings
Arizona
$154M +$27.5M +526,681 +22%
PAS
9
Park Avenue Securities
New York
$144M +$27.3M +521,579 +24%
JP Morgan Chase
10
JP Morgan Chase
New York
$109M +$88.8M +1,697,713 +468%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$109M +$65.7M +1,255,065 +158%
Jane Street
12
Jane Street
New York
$95.5M +$94.2M +1,800,756 New
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$86.9M -$1.49M -28,446 -2%
MML Investors Services
14
MML Investors Services
Massachusetts
$82.9M +$18M +343,715 +28%
Wells Fargo
15
Wells Fargo
California
$82.6M -$1.48M -28,237 -2%
HMH
16
Hackensack Meridian Health
New Jersey
$80.7M +$90.4M +1,728,879 New
UBS Group
17
UBS Group
Switzerland
$79.6M +$18.8M +359,767 +32%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$79M +$16.1M +308,453 +26%
Ameriprise
19
Ameriprise
Minnesota
$74.8M +$12.4M +237,145 +20%
WBG
20
Wharton Business Group
Pennsylvania
$73.8M +$19.5M +372,103 +36%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$48.4M +$6.46M +123,482 +16%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$45.6M +$36.5M +698,085 +433%
VI
23
Vestcor Inc
New Brunswick, Canada
$43.1M +$785K +15,000 +2%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$41.6M +$6.55M +125,260 +19%
Teacher Retirement System of Texas
25
Teacher Retirement System of Texas
Texas
$38.9M -$9.52M -182,092 -20%

EEMV Hedge Fund Activity: Q4 2022 in Review

485 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) for Q4 2022, worth a combined $7.62B — up 18% from $6.46B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new EEMV positions and 41 closed out — a net gain of 54 holders — while 220 added to existing stakes and 120 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $285M. The largest seller was Bank of America, cutting an estimated $37.5M.

  • 485 institutional investors held iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) as of Q4 2022, up from 439 in Q3 2022.
  • Funds reported $7.62B of iShares MSCI Emerging Markets Min Vol Factor ETF stock for Q4 2022, up 18% quarter-over-quarter.
  • 95 funds opened new iShares MSCI Emerging Markets Min Vol Factor ETF positions in Q4 2022 and 41 closed out, a net change of +54 holders.
  • The largest iShares MSCI Emerging Markets Min Vol Factor ETF buyer in Q4 2022 was Envestnet Asset Management, an estimated $285M added.
  • The largest iShares MSCI Emerging Markets Min Vol Factor ETF seller in Q4 2022 was Bank of America, an estimated $37.5M sold.

Based on aggregated 13F filings for Q4 2022.