We are live on ! Find out more
EEMV icon

iShares MSCI Emerging Markets Min Vol Factor ETF

336 hedge funds and large institutions have $2.56B invested in iShares MSCI Emerging Markets Min Vol Factor ETF in 2024 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 73 increasing their positions, 156 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

4% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 28

0% less funds holding

Funds holding: 337336 (-1)

5.53% less ownership

Funds ownership: 63.4%57.87% (-5.5%)

10% less capital invested

Capital invested by funds: $2.83B → $2.56B (-$274M)

53% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 156

Holders
336
Holders Change
-1
Holders Change %
-0.3%
% of All Funds
4.82%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
29
Increased
73
Reduced
156
Closed
28
Calls
$25K
Puts
Net Calls
+$25K
Net Calls Change
-$14.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$909M -$457M -7,720,351 -35%
BlackRock
2
BlackRock
New York
$176M -$9.54M -161,149 -5%
Morgan Stanley
3
Morgan Stanley
New York
$143M -$1.95M -32,969 -1%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$129M -$9.71M -163,924 -7%
WBG
5
Wharton Business Group
Pennsylvania
$114M -$10.4M -174,935 -9%
Ameriprise
6
Ameriprise
Minnesota
$99.3M +$3.86M +65,261 +4%
UBS Group
7
UBS Group
Switzerland
$68.9M -$18.1M -305,298 -22%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$61.4M +$438K +7,401 +0.8%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$58.7M -$3.71M -62,698 -6%
Teacher Retirement System of Texas
10
Teacher Retirement System of Texas
Texas
$46.4M -$799K -13,491 -2%
Wells Fargo
11
Wells Fargo
California
$43.6M -$2.88M -48,635 -7%
LPL Financial
12
LPL Financial
California
$36M -$366K -6,176 -1%
RhumbLine Advisers
13
RhumbLine Advisers
Massachusetts
$23.5M +$828K +13,985 +4%
SAM
14
Securian Asset Management
Minnesota
$21.8M
JP Morgan Chase
15
JP Morgan Chase
New York
$21.2M +$3.75M +63,281 +23%
CAPTRUST Financial Advisors
16
CAPTRUST Financial Advisors
North Carolina
$19M -$1.92M -32,390 -10%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$18.9M -$1.44M -24,283 -7%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$17.7M +$5.08M +85,720 +44%
BC
19
Brio Consultants
California
$17.6M -$1.03M -17,338 -6%
OPAM
20
Ocean Park Asset Management
California
$17.3M +$16.3M +275,553 New
Mercer Global Advisors
21
Mercer Global Advisors
Colorado
$16.1M -$1.9M -32,013 -11%
BFS
22
Burkett Financial Services
South Carolina
$16M +$370K +6,240 +2%
S
23
SimplyRich
California
$15.7M +$112K +1,889 +0.8%
FAM
24
Frontier Asset Management
Wyoming
$15.5M -$619K -10,457 -4%
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$14.1M -$81.5K -1,376 -0.6%

EEMV Hedge Fund Activity: Q3 2024 in Review

336 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) for Q3 2024, worth a combined $2.56B — down 9.7% from $2.83B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new EEMV positions and 28 closed out — a net gain of 1 holder — while 73 added to existing stakes and 156 trimmed.

The largest buyer was Ocean Park Asset Management, opening a new position worth an estimated $16.3M. The largest seller was Bank of America, cutting an estimated $457M.

  • 336 institutional investors held iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) as of Q3 2024, down from 337 in Q2 2024.
  • Funds reported $2.56B of iShares MSCI Emerging Markets Min Vol Factor ETF stock for Q3 2024, down 9.7% quarter-over-quarter.
  • 29 funds opened new iShares MSCI Emerging Markets Min Vol Factor ETF positions in Q3 2024 and 28 closed out, a net change of +1 holder.
  • The largest iShares MSCI Emerging Markets Min Vol Factor ETF buyer in Q3 2024 was Ocean Park Asset Management, an estimated $16.3M added.
  • The largest iShares MSCI Emerging Markets Min Vol Factor ETF seller in Q3 2024 was Bank of America, an estimated $457M sold.

Based on aggregated 13F filings for Q3 2024.