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iShares MSCI EAFE Min Vol Factor ETF

548 hedge funds and large institutions have $6.76B invested in iShares MSCI EAFE Min Vol Factor ETF in 2020 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 186 increasing their positions, 226 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,006% more call options, than puts

Call options by funds: $6.37M | Put options by funds: $205K

1.02% more ownership

Funds ownership: 64.02%65.04% (+1%)

3% less funds holding

Funds holding: 563548 (-15)

4% less funds holding in top 10

Funds holding in top 10: 8985 (-4)

11% less first-time investments, than exits

New positions opened: 80 | Existing positions closed: 90

18% less repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 226

19% less capital invested

Capital invested by funds: $8.39B → $6.76B (-$1.63B)

Holders
548
Holders Change
-15
Holders Change %
-2.66%
% of All Funds
12.08%
Holding in Top 10
85
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-4.49%
% of All Funds
1.87%
New
80
Increased
186
Reduced
226
Closed
90
Calls
$6.37M
Puts
$205K
Net Calls
+$6.16M
Net Calls Change
-$1.42M
Name Holding Trade Value Shares
Change
Change in
Stake
RICHC
226
Renaissance Investment Consultants Holding Company
Pennsylvania
$2.15M -$3.36M -47,775 -58%
WR
227
Watson Rebecca
$2.14M -$232K -3,306 -9%
Northern Trust
228
Northern Trust
Illinois
$2.12M -$19.4K -276 -0.8%
WAS
229
Wealth Advisory Solutions
Indiana
$2.11M -$579K -8,234 -19%
IP
230
Investment Partners
Ohio
$2.06M +$1.23M +17,436 +110%
CA
231
Calton & Associates
Florida
$2.06M +$29.9K +426 +1%
LWAC
232
Laurel Wealth Advisors (California)
California
$2.02M -$2.2M -31,359 -49%
US Bancorp
233
US Bancorp
Minnesota
$1.98M -$1.07M -15,235 -32%
MCCP
234
Mission Creek Capital Partners
California
$1.97M +$11.3K +161 +0.5%
MFS
235
Madrona Financial Services
Washington
$1.96M +$104K +1,480 +5%
VI
236
Vestcor Inc
New Brunswick, Canada
$1.96M -$417K -5,940 -16%
Prudential Financial
237
Prudential Financial
New Jersey
$1.93M +$1.11M +15,837 +104%
KFGK
238
Keystone Financial Group (Kentucky)
Kentucky
$1.91M -$326K -4,640 -13%
SP
239
Symmetry Partners
Connecticut
$1.9M +$259K +3,685 +14%
AIM
240
Anchor Investment Management
South Carolina
$1.84M +$52.6K +748 +3%
GC
241
GFG Capital
Florida
$1.83M +$2.08M +29,547 New
SC
242
Savant Capital
Illinois
$1.78M -$386K -5,490 -16%
SB
243
Strategic Blueprint
Georgia
$1.77M +$2.01M +28,579 New
ASN
244
Advisory Services Network
Georgia
$1.77M +$86.1K +1,226 +5%
ONB
245
Old National Bancorp
Indiana
$1.71M -$209K -2,981 -10%
Qube Research & Technologies (QRT)
246
Qube Research & Technologies (QRT)
United Kingdom
$1.67M -$711K -10,123 -27%
OIA
247
OneDigital Investment Advisors
Kansas
$1.67M +$1.45M +20,691 +332%
FC
248
Ferris Capital
Massachusetts
$1.62M -$218K -3,105 -11%
FWP
249
FAS Wealth Partners
Kansas
$1.61M +$146K +2,071 +9%
CAC
250
Certified Advisory Corp
Florida
$1.61M +$378K +5,378 +26%

EFAV Hedge Fund Activity: Q1 2020 in Review

548 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Min Vol Factor ETF (EFAV) for Q1 2020, worth a combined $6.76B — down 19% from $8.39B a quarter earlier.

Sellers outnumbered buyers: 90 funds closed out of EFAV and 80 opened new positions — a net loss of 10 holders — while 226 trimmed existing stakes and 186 added.

The largest buyer was Victory Capital Management, adding an estimated $149M. The largest seller was Fidelity Investments, cutting an estimated $143M.

  • 548 institutional investors held iShares MSCI EAFE Min Vol Factor ETF (EFAV) as of Q1 2020, down from 563 in Q4 2019.
  • Funds reported $6.76B of iShares MSCI EAFE Min Vol Factor ETF stock for Q1 2020, down 19% quarter-over-quarter.
  • 80 funds opened new iShares MSCI EAFE Min Vol Factor ETF positions in Q1 2020 and 90 closed out, a net change of -10 holders.
  • The largest iShares MSCI EAFE Min Vol Factor ETF buyer in Q1 2020 was Victory Capital Management, an estimated $149M added.
  • The largest iShares MSCI EAFE Min Vol Factor ETF seller in Q1 2020 was Fidelity Investments, an estimated $143M sold.

Based on aggregated 13F filings for Q1 2020.